Dolby Laboratories (DLB) Q3-08 Call Notes
July 31, 2008 5PM
-DVD playback software in Microsoft Home Premium contain Dolby technology
-In North America, Dolby Digital is mandated audio standard fro digital terrestrial broadcast. By February 2009, TVs must be connected to ATSC tuner which contain Dolby technology
-15% of U.S. households still rely on OTA broadcasts
-South Korea has adopted the ATSC standard
-Japan has adopted the AAC audio format, which Dolby gets royalties
-Dolby Digital is the mandated audio format for Blu-ray
-Strong performance driven by consumer notebooks that ship with DVD software
-Dolby Mobile revenue opportunity set to begin in 2009
-ASP on licensing side is un-related to ASP of TV
-For 2008, PC will rise to 40% of revenue vs. 35% in 2007. CE will be under 30% vs. 35% in 2007. Broadcast 15-20%, but increasing y/y