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Revenue by Segment
Breaks down revenue streams by business segment, showing which parts of the company are driving sales and contributing most to growth.Licensing is the clear growth engine and its quarter-to-quarter swings reflect deal timing, true-ups and recoveries — but management’s Q1 beat and raised FY guidance signal genuine momentum as mobile, automotive and Dolby Atmos/Vision adoption ramp. Foundational patents now comprise a much larger, faster-growing share of licensing, which should lift margins and steadier recurring revenue over time. Product & Services remains small and lumpy—exposed to PC/CE weakness—so the investment case hinges on sustained licensing strength and execution against memory/pricing and broadcast timing risks.
Date | Licensing | Product and Services |
|---|---|---|
Sep 30, 2026 | $282.35M | $22.64M |
Jun 30, 2026 | $372.25M | $23.39M |
Mar 31, 2026 | $319.77M | $26.93M |
Dec 31, 2025 | $281.63M | $25.40M |
Sep 30, 2025 | $289.90M | $25.64M |
Jun 30, 2025 | $346.01M | $23.55M |
Mar 31, 2025 | $330.48M | $26.52M |
Dec 31, 2024 | $282.70M | $22.10M |
Sep 30, 2024 | $267.08M | $21.74M |
Jun 30, 2024 | $338.24M | $26.28M |