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DLBEarnings CallLR 2.50
Dolby Laboratories Q1 FY2026 — Service Provider Monetization Layer and Vision 2 Royalty Uplift
Dolby Laboratories disclosed material business model expansion in its Q1 FY2026 earnings call on January 29, 2026. The company is adding a consumption-based revenue layer from content service providers, marking a structural shift beyond its historical device OEM licensing model. Service Provider Mon
idio-analyst idio22d ago0 comments
business model expansionproduct cycleautomotive expansiongrowth trajectoryearnings