Feed / DLB

Dolby Laboratories, Inc.

DLB

Industrials · 64.52 +3.0% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Dolby Laboratories, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 14 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 14 directly disclosed connections are confirming.

Company+3.0% todayVolume comparison unavailable
Market group0 of 14 activeMixed-Sector · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • Access Advance announced Meta Platforms joined the VDP, HEVC, and VVC programs as a licensee in July 2026.

Invalidation: The isolated read changes if DLB's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Industrials · Specialty Business Services

No new filing conclusion is available. 0 of 14 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 14 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Access Advance announced Meta Platforms joined the VDP, HEVC, and VVC programs as a licensee in July 2026.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations328
Usable filing statements77
Verified relationships13
Evidence supporting the case
  • Latest annual revenue changed +5.9% year over year.
  • Operating cash flow covered net income at 1.85x in the latest annual period.
Evidence challenging the case
  • Net margin changed -1.7 percentage points in the latest annual period.
  • Macroeconomic conditions has repeated adverse evidence across 5 filings.
  • Product pipeline and R&D has repeated adverse evidence across 5 filings.
  • Input and raw-material costs has repeated adverse evidence across 4 filings.
  • Restructuring and cost reductions has repeated adverse evidence across 4 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 11, 2026

64.52
6m+2.6%12m-9.1%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-09-24$1.3B+10.3%$2.97+1.6%
2022-09-30$1.3B-2.1%$1.81-2.5%
2023-09-29$1.3B+3.7%$2.05-4.2%
2024-09-27$1.3B-2.0%$2.69-0.4%
2025-09-26$1.3B+5.9%$2.62+0.2%

What management says matters

Persistent and emerging business drivers

Demand and volumemixed · 5 filings
Long lead times and increased cost of materials due to the macroeconomic conditions, including higher interest rates have also negatively impacted the financial health of our cinema customers and partners, leading to reduced new product investment and lower d…
10-Q · Jul 30, 2026
Foreign exchangemixed · 5 filings
This sensitivity analysis was based on a modeling technique that measures the hypothetical market value resulting from a 10% shift in the value of exchange rates relative to the U.S.
10-Q · Jul 30, 2026
Macroeconomic conditionsmixed · 5 filings
Long lead times and increased cost of materials due to the macroeconomic conditions, including higher interest rates have also negatively impacted the financial health of our cinema customers and partners, leading to reduced new product investment and lower d…
10-Q · Jul 30, 2026
Product pipeline and R&Dmixed · 5 filings
Long lead times and increased cost of materials due to the macroeconomic conditions, including higher interest rates have also negatively impacted the financial health of our cinema customers and partners, leading to reduced new product investment and lower d…
10-Q · Jul 30, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

64.52+3.0% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for DLB. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for DLB. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind DLB

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

MSFTMicrosoft CorporationpartnerApr 30, 2026

47 Table of Contents Personal Computers Highlights DD+ enhances audio playback in Mac computers through the operating system with native support in the Safari browser, and Windows-based PCs through PC OEM implementations and native support in the Microsoft Ed…

SONYSony Group CorporationpartnerApr 30, 2026

Gaming consoles such as the Sony PlayStation and the Microsoft Xbox use DD+ to support gaming content and streaming for movie and television content.

Depended on by

AMCAMC Entertainment Holdings, Inc.partnerFeb 23, 2026

A-List also includes premium offerings including IMAX ® , Dolby Cinema™ at AMC, RealD, Prime and other PLF brands.

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 11 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

DLB is currently a Follower in the organic co-movement group Mixed-Sector. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.