The chart below shows how DLB performed 10 days before and after its earnings report, based on data from the past quarters. Typically, DLB sees a -1.09% change in stock price 10 days leading up to the earnings, and a +0.47% change 10 days following the report. On the earnings day itself, the stock moves by +0.07%. This data can give you a slight idea of what to expect for the next quarter's release.
Positive
Quarterly Revenue Increase: Revenue for the quarter was $357 million, up 13% compared to the year-ago quarter, indicating strong financial performance.
Licensing Revenue Increase: Licensing revenue reached $330 million, a 12% year-over-year increase, bolstered by a $17 million favorable true-up for shipments.
Revenue Growth Highlights: Products and services revenue grew by 22% year over year, totaling $27 million, reflecting robust demand for Dolby's offerings.
Earnings Exceed Guidance: Non-GAAP earnings per diluted share were $1.14, exceeding the high end of guidance, driven by stronger revenue performance.
Dividend Increase Announcement: A dividend of $0.33 was declared, representing a 10% increase from the previous year, showcasing commitment to returning value to shareholders.
Negative
Flat Foundational Revenues: Foundational revenues are expected to be roughly flat for the full year, indicating a lack of growth in a key revenue segment.
Consumer Electronics Revenue Decline: Consumer electronics revenue is projected to decline by mid-single digits for the year, reflecting a downturn in this market segment.
Restructuring Charge Impact: GAAP operating expenses included a restructuring charge of approximately $5 million, indicating cost-cutting measures due to operational challenges.
Unchanged Revenue and Earnings Guidance: The full year guidance for revenue and earnings remains unchanged, suggesting a lack of confidence in achieving higher growth targets compared to previous expectations.
Flat Revenue Outlook: Revenue from foundational audio technology is expected to be flat, which may hinder overall growth prospects for the company.
Earnings call transcript: Dolby Labs beats Q1 2025 EPS forecast, stock rises
DLB.N
-1.18%