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Sep 26, 2025
Dolby Q4 2025 Earnings Report
Dolby reported Q4 2025 results with revenue and adjusted EPS growing modestly, while GAAP earnings declined from the prior year.
Key Takeaways
Dolby posted solid Q4 2025 results with slight revenue growth and higher adjusted EPS, supported by adoption of Dolby Atmos and Dolby Vision. However, GAAP EPS and net income declined year-over-year.
Revenue reached $307 million, up slightly from Q4 2024.
Adjusted EPS rose to $0.99, driven by tax benefits and operating leverage.
GAAP EPS declined to $0.51 from $0.61 in the prior-year quarter.
Growth in Dolby Atmos and Dolby Vision adoption across streaming, mobile, and automotive platforms.
Revenue by Segment
Forward Guidance
For Q1 2026, Dolby expects revenue between $315M and $345M and non-GAAP EPS between $0.79 and $0.94. Full-year revenue is projected to reach up to $1.44B with adjusted EPS as high as $4.34.
Positive Outlook
- Revenue forecast up to $345M for Q1 2026
- Non-GAAP gross margin expected to remain high at ~90%
- Operating margins projected to reach ~34% for FY26 (non-GAAP)
- New partnerships and product adoption expected to drive growth
- EPS outlook for FY26 as high as $4.34 (non-GAAP)
Challenges Ahead
- Macroeconomic uncertainty affecting visibility
- Potential impacts from international conflicts and trade restrictions
- Ongoing supply chain constraints
- Consumer electronics demand variability
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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