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Dolby Laboratories DLB

Dolby Laboratories scores good on business quality (6.5 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$58.74Oct 9, 2026
Business qualityGood
Next earningsNov 16, 2026, after the close
Insiders, 90 daysSelling

Why it matters

  1. What Dolby Laboratories does

    Dolby Laboratories creates audio and imaging technologies like Dolby Atmos and Dolby Vision, licensing these decoding and rendering systems to consumer electronics makers, streaming services, and cinema operators who pay royalties on every shipped device. The company is leaning into hardware integrations, highlighted by bringing spatial audio upgrades to Meta AI glasses.

  2. What it does best

    Dolby dominates audio and imaging compression standards, securing an 87.6% gross margin that beats peers like PATH at 82.6%. This pricing power stems from decades of embedded hardware and software standards that consumer electronics brands cannot easily bypass without losing buyer trust.

  3. The main risk

    Hardware shipment slowdowns directly threaten royalty collection, as seen when device demand dips. Meta AI glasses integrations expand the footprint, but overall top-line growth remains limited to a sluggish 5.9% rate.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityFair

Operating margins sit at 19.4% backed by high gross margins, but slower revenue scaling limits explosive margin expansion despite strong cash conversion.

MoatStrong

Patents and deep consumer brand recognition build a wide moat, driving a gross margin in the top decile of its sector at 97th percentile rank and locking in hardware makers.

GrowthSlow

Revenue growth limps along at a 5.9% rate, landing in the bottom quartile of its sector at the 24th percentile and dragging down the multi-year top-line trend.

Financial healthStrong

Zero total debt and $703 million in cash eliminate balance-sheet risk, while $345 million in free cash flow anchors a pristine profile that is getting stronger.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

1 sold $182K outside pre-planned sales.

Our sealed record on DLB

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is DLB a good business?

Dolby Laboratories scores good on the Cluenex quality check (6.5 of 10), measured against its own industry. Profitability is fair, moat strong, growth slow and financial health strong.

Are insiders buying DLB?

In the last 90 days of SEC Form 4 filings: 1 sold $182K outside pre-planned sales.

When does DLB report earnings?

Nov 16, 2026, after the close.

For members

See DLB today

  • Today's verdict on DLB, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Dolby Laboratories (DLB)”, https://cluenex.com/stocks/dlb/, data as of Oct 10, 2026.