Q2 2026 Dolby Laboratories Inc Earnings Call Transcript

Apr 30, 2026 / 09:00PM GMT

Release Date Price: €54.25 (+0.74%)

Transcript 10-Q8-K

Key Points

Positve

Revenue and non-GAAP earnings for the quarter met expectations, and full-year guidance is maintained.
Dolby Vision and Dolby Atmos are increasingly adopted by top-tier social media companies like Meta and Douyin.
Over 90% of Billboard's top 100 artists are creating music in Dolby Atmos, indicating strong adoption in the music industry.
Significant progress in the automotive sector with brands like BMW, BYD, and Lexus adopting Dolby Atmos.
Expansion into mass market TV with Amazon and TV Azteca adopting Dolby Vision and Dolby Atmos.

Negative

Mobile revenue was down 6% year over year due to timing of deals.
Memory pricing volatility and macroeconomic factors like inflation and geopolitical instability pose risks.
PC market is expected to decline primarily due to lower unit sales.
Foundational revenue is expected to be down slightly for the full year.
Gaming sector is experiencing lower growth, partially offsetting gains in other areas.

Operator

Ladies and gentlemen, thank you for standing by. Welcome to the Dolby Laboratories conference call discussing second-quarter fiscal year 2026 results. (Operator Instructions) As a reminder, this call is being recorded.

I would now like to turn the conference over to Mr. Peter Goldmacher, Vice President of Investor Relations. Peter, please go ahead.

Peter Goldmacher

Dolby Laboratories Inc - Vice President of Investor Relations

Good afternoon. Welcome to Dolby Laboratories second-quarter fiscal year 2026 earnings conference call. Joining me today are Kevin Yeaman, Dolby Laboratories' CEO; and Robert Park, our CFO.

As a reminder, today's discussion will include forward-looking statements, including our fiscal 2026 third-quarter and full-year outlook and our assumptions underlying that outlook. These statements are subject to risks and uncertainties that may cause actual results to differ materially from the statements made today, including, among other things, the impact of macroeconomic events, supply chain issues, inflation rates, changes in

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