-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。DLBは第2四半期に売上高3億9,560万ドル（前年同期比+7.1%）を計上し、市場予想を1,020万ドル上回りました。非GAAPベースの1株当たり利益（EPS）は1.37ドルで、市場予想を0.03ドル上回りました。これは、ライセンス収入が7.6%増の3億7,220万ドルとなったことが要因です。放送事業の好調ぶり（前年同期比+26.5%の1億1,920万ドル）は、Dolby Vision 2.0への取り組みがテレビメーカーの間で勢いを増していることを示唆しており、前年同期の減少（-11%）からの顕著な回復を示しています。一方、モバイル事業は第1四半期の好調ぶりから一転、前年同期比-5.9%の9,420万ドルと減速しましたが、最低販売数量契約が一定の緩衝材となっています。経営陣の第3四半期の見通しは、売上高が2億9500万ドルから3億2500万ドル、EPSが0.56ドルから0.71ドルと予想されており、いずれも市場予想を下回っていることから、保守的であるように思われる。DLBは、2026年度の売上高14億ドルから14億5000万ドル、EPS4.30ドルから4.45ドルのガイダンスを維持した。当社は、セグメントごとの業績がまちまちであることは、より広範な市場の圧力を反映していると考えており、関税やメモリ価格の逆風にもかかわらず、家電製品セグメント（+7.4%）とその他のセグメント（+6.0%）は回復力を示している。88.7%という高い利益率と6500万ドルの自社株買いは、健全なキャッシュ創出と資本配分を示している。
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