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Dolby Laboratories (DLB) Q2 Earnings & Revenues Top Estimates

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Dolby Laboratories, Inc. (DLB - Free Report) reported second-quarter fiscal 2018 adjusted earnings of 78 cents per share, beating the Zacks Consensus Estimate of 77 cents.

Moreover, the company’s GAAP earnings came in at 66 cents per share compared with 49 cents per share in the year-ago quarter.

Inside the Headlines

Dolby’s total revenues $301.4 million came within the company’s projected range of $295-$305 million. Also, the top line surpassed the Zacks Consensus Estimate of $300.2 million and improved 12.7% on a year-over-year basis. Solid increase in revenues across the company’s licensing segment contributed to the decent rise in the top line.

Dolby Laboratories Price, Consensus and EPS Surprise

Dolby Laboratories Price, Consensus and EPS Surprise | Dolby Laboratories Quote

The company’s Licensing revenues came in at $273.1 million, up 13% year over year. Licensing in other markets and Mobile devices sales drove the segment’s growth. In the reported quarter, Licensing in other markets was up about 19% year over year, driven by higher revenues in Dolby Cinema and gaming. The same in Mobile devices more than doubled, courtesy of the company’s higher penetration in new models and timing of payments.

Product revenues came in at $22.7 million, up 9.7% on a year-over-year basis. This improvement was driven by growth in Cinema products as well as Dolby Voice. Revenues at the Services segment also increased 7.8% year over year to $5.5 million.

In the fiscal second quarter, Dolby’s operating margin expanded 490 basis points on a year-over -year basis to 28.6%.

Liquidity

As of Mar 30, 2018, Dolby had cash and cash equivalents of approximately $705.5 million, up from $532.5 million as of Mar 31, 2017.

Net cash provided by operating activities came in at $98 million compared with $159.3 million as of Mar 31, 2017.

Guidance

Concurrent with the market scenario, Dolby issued guidance for third-quarter fiscal 2018 earnings and revenues. The company envisions non-GAAP earnings in the range of 78-84 cents, while revenues are expected to lie within $310-$320 million.

While, non-GAAP gross margin is projected in the band of 89.5-90.5%, non-GAAP operating expenses are expected between $172 million and $176 million.

Dolby also provided guidance for fiscal 2018. Total revenues are anticipated in the range of $1.165-$1.185 billion. Revenue streams such as mobile revenues, Consumer Imaging and Consumer Electronics are expected to drive top-line growth.

Further, non-GAAP operating expenses for fiscal 2018 are projected between $670 million and $675 million.

Our Take

Going forward, impressive market traction of offerings under three of Dolby’s new businesses —Dolby Voice, Dolby Vision and Dolby Cinema — are likely to fortify its market footprint. Additionally, the company’s partnerships with industry frontrunners are expected to boost market traction of its offerings. Dolby’s mobile devices unit is also expected to benefit from audio and consumer imaging programs, and higher recoveries.

Moreover, Dolby’s capital allocation strategies are designed to maintain a flexible capital structure, deliver value to shareholders through sustainable growth, solid margins, strong cash flows and returning capital. Moving ahead, these actions are expected to prove conducive to the company’s overall liquidity, thus helping it to undertake growth initiatives.

Dolby carries a Zacks Rank #2 (Buy).

Other Stocks to Consider

Some other top-ranked stocks in the same space include Sony Corporation , G-III Apparel Group, LTD. (GIII - Free Report) and Ralph Lauren Corporation (RL - Free Report) . While Sony sports a Zacks Rank #1 (Strong Buy), G-III Apparel and Ralph Lauren carry the same bullish rank as Dolby. You can see the complete list of today’s Zacks #1 Rank stocks here.

Sony has an excellent earnings surprise history. The company surpassed estimates in the trailing four quarters, with an average beat of 79.8%.

G-III Apparel has an impressive earnings surprise history. The company exceeded estimates in the trailing four quarters, with an average beat of 41.2%.

Ralph Lauren has an impressive earnings surprise history. The company outpaced estimates in the trailing four quarters, with an average beat of 10.4%.

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