-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA的分析師總結如下：杜比視界(DLB)第二季度業績略微超出預期，營收為3.956億美元（年增長7.1%），比市場普遍預期高出1020萬美元；非GAAP每股收益為1.37美元，比市場預期高出0.03美元，主要得益於授權收入增長7.62%。廣播業務的強勁表現（年增26.5%至1.192億美元）表明，杜比視界2.0計畫正逐漸獲得電視OEM廠商的青睞，標誌著該業務從去年同期的下滑（-11%）中顯著復甦。然而，行動業務在經歷了強勁的第一季後有所放緩（年減5.9%至9420萬美元），不過最低銷量承諾在一定程度上緩解了這一影響。管理階層對第三季的展望較為保守，預計營收為2.95億美元至3.25億美元，每股收益為0.56美元至0.71美元，均低於市場預期。 DLB維持其2026財年營收14億美元至14.5億美元、每股收益4.30美元至4.45美元的預期。我們認為，各業務板塊表現不一反映了整體市場壓力，儘管面臨關稅和記憶體價格上漲的不利因素，消費電子（+7.4%）和其他業務板塊（+6.0%）仍展現出韌性。 88.7%的強勁利潤率和6500萬美元的股票回購表明公司擁有健康的現金流和資本配置能力。
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