DLB
Dolby Laboratories, Inc.
Price as of Jul 17, 2026
DLB earnings
Dolby Laboratories, Inc. earnings
Reported EPS and revenue history, upcoming estimates and available earnings-call summaries.
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 30, 2026 | $1.31 | $1.37 | +4.6% | $396M | +2.5% |
| Jan 29, 2026 | $0.99 | $1.06 | +6.7% | $347M | +1.6% |
| Nov 18, 2025 | $0.70 | $0.99 | +41.6% | $307M | +0.4% |
| Jul 31, 2025 | $0.72 | $0.78 | +8.3% | $316M | +3.2% |
| May 1, 2025 | $1.29 | $1.34 | +3.9% | $370M | +21.1% |
| Jan 29, 2025 | $1.07 | $1.14 | +6.5% | $357M | -7.0% |
| Nov 19, 2024 | $0.70 | $0.81 | +15.7% | $305M | -1.0% |
| May 2, 2024 | $1.19 | $1.27 | +6.7% | $365M | +1.4% |
| Feb 1, 2024 | $0.89 | $1.01 | +13.5% | $316M | +0.9% |
| Nov 16, 2023 | $0.52 | $0.65 | +25.0% | $291M | +0.1% |
| Aug 3, 2023 | $0.55 | $0.55 | +0.0% | $298M | +6.4% |
| May 4, 2023 | $0.98 | $1.26 | +28.6% | $376M | +7.4% |
Earnings call summary
Q2 FY2026 · April 30, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
- Content in Dolby: Top-tier social media companies adopting Dolby Vision, over 90% of Billboard's Top 100 Artists creating music in Dolby Atmos, sports content (Super Bowl, Winter Olympics, etc.) available in Dolby, mass market TV expansions (Amazon, TV Azteca), cinema with top grossing films in Dolby. - Automotive: BMW, BYD, Lexus, NIO adopting Dolby Atmos. - Mobile: Apple, Xiaomi, Vivo incorporating Dolby Vision and Atmos. - Living room: Dolby Vision 2 TVs expected, Hisense, TCL, Philips planning releases. - Dolby OptiView: Wins with Genius Sports, William Hill, resonated at NAB. - Video distribution program: 40 licensors onboarded, licensee pipeline strong
Guidance
- Maintaining full-year guidance: fiscal 2026 total revenue $1.4B - $1.45B, licensing revenue $1.295B - $1.345B, non-GAAP operating expenses $780M - $800M, non-GAAP EPS $4.30 - $4.45. - Q3 fiscal 2026: Revenue $295M - $325M, licensing revenue $270M - $300M, non-GAAP EPS $0.56 - $0.71
Segment performance
Revenue for the quarter was $396 million. Licensing revenue was $372 million and products and services revenue was $23 million. Broadcast end market was up 26% year-over-year, while mobile was down 6% year-over-year. Full-year guidance: fiscal 2026 total revenue to range from $1.4 billion to $1.45 billion, licensing revenue between $1.295 billion and $1.345 billion, non-GAAP operating expenses between $780 million and $800 million, and non-GAAP earnings per share between $4.30 and $4.45. Q3 fiscal 2026 revenue expected to be between $295 million and $325 million, licensing revenue between $270 million and $300 million, non-GAAP earnings per share between $0.56 and $0.71
Risks & headwinds
- Macro factors: Memory pricing, oil prices, consumer sentiment, supply chain issues impacting various end markets
Analyst Q&A
Q: Talk about consumption-based revenue streams and memory pricing impact.
A: Pleased with Dolby OptiView and video distribution program progress. Memory pricing impacts mobile and PC most, macro factors closely watched but no significant impact to business yet.
Q: Automotive market penetration and mobile OEMs.
A: Big quarter for automotive with many brands adopting Dolby Atmos, Hyundai's four-channel implementation in China, Daoyin and Meta adopting Dolby Vision steering mobile OEM conversations
Earnings history is derived from company filings and calendar data. Call summaries are grouped by reporting period. Latest covered event: 2026-07-30.