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Dec 27, 2024

Dolby Q1 2025 Earnings Report

Dolby reported a strong start to FY25, with Dolby Atmos and Dolby Vision momentum continuing across device categories.

Key Takeaways

Dolby Laboratories reported total revenue of $357 million for Q1 2025, compared to $316 million in Q1 2024. GAAP net income was $68 million, or $0.70 per diluted share, compared to $67 million, or $0.69 per diluted share, for the same quarter last year. Non-GAAP net income was $111 million, or $1.14 per diluted share, compared to $99 million, or $1.01 per diluted share, in Q1 2024.

Total revenue reached $357 million, up from $316 million in the first quarter of fiscal 2024.

GAAP net income was $68 million, or $0.70 per diluted share.

Non-GAAP net income amounted to $111 million, or $1.14 per diluted share.

Dolby repurchased approximately 186,000 shares of its common stock for approximately $15 million.

Total Revenue
$357M
Previous year: $316M
+13.1%
EPS
$1.14
Previous year: $1.01
+12.9%
Gross Profit
$313M
Previous year: $284M
+10.4%
Cash and Equivalents
$612M
Previous year: $657M
-6.9%
Free Cash Flow
$101M
Previous year: $6.57M
+1433.3%
Total Assets
$3.16B
Previous year: $2.94B
+7.6%

Dolby

Dolby

Forward Guidance

Dolby provided estimates for its second quarter of fiscal 2025 and full year fiscal 2025.

Positive Outlook

  • Total revenue is estimated to range from $355 million to $385 million for Q2 2025.
  • Licensing revenue is estimated to range from $330 million to $360 million for Q2 2025.
  • Diluted earnings per share is anticipated to range from $0.77 to $0.92 on a GAAP basis and from $1.19 to $1.34 on a non-GAAP basis for Q2 2025.
  • Total revenue is expected to range from $1.33 billion to $1.39 billion for the full year of fiscal 2025.
  • Licensing revenue is estimated to range from $1.22 billion to $1.28 billion for the full year of fiscal 2025.

Challenges Ahead

  • Dolby's financial outlook relies on estimates of royalty-based revenue that are subject to uncertainty.
  • Actual results could differ materially due to macroeconomic conditions, including supply chain constraints, international conflicts, geopolitical instability, and fluctuations in inflation and interest rates.
  • Uncertainty resulting from these factors has greatly reduced its visibility into Dolby’s future outlook.
  • Operating expenses are anticipated to range from $230 million to $240 million on a GAAP basis and from $190 million to $200 million on a non-GAAP basis for Q2 2025.
  • Diluted earnings per share is anticipated to range from $2.39 to $2.54 on a GAAP basis and from $3.99 to $4.14 on a non-GAAP basis for the full year of fiscal 2025.