Overview

* Dolby Laboratories Q4 2025 revenue slightly beats analysts' expectations

* Adjusted EPS and adjusted net income beat analysts' estimates

* Dolby ( DLB ) repurchased 479,000 shares for $35 mln, $277 mln worth of repurchase authorization available

Outlook

* Dolby estimates Q1 2026 revenue between $315 mln and $345 mln

* Company expects full-year 2026 revenue between $1.39 bln and $1.44 bln

* Dolby anticipates Q1 2026 diluted GAAP EPS between $0.39 and $0.54

Result Drivers

* TECHNOLOGY ADOPTION - Growth driven by increased adoption of Dolby Atmos and Dolby Vision in TVs and streaming services

* NEW PATENT POOL - Introduction of new imaging patent pool for content streamers expanded addressable market

* PARTNERSHIPS - Agreements with automakers and streaming platforms enhanced market presence

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Slight $307 mln $304.70

Revenue Beat* mln (4

Analysts

)

Q4 Beat $0.99 $0.70 (3

Adjusted Analysts

EPS )

Q4 Beat $96 mln $66.69

Adjusted mln (2

Net Analysts

Income )

Q4 Net $49 mln

Income

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 1 "hold" and 1 "sell" or "strong sell"

* The average consensus recommendation for the software peer group is "buy"

* Wall Street's median 12-month price target for Dolby Laboratories Inc ( DLB ) is $97.50, about 33.8% above its November 17 closing price of $64.55

* The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 18 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)