{
  "url": "https://struct.news/briefs/dolbys-relationship-map-has-one-customer-two-suppliers-and-a-lot-of-partners",
  "title": "Dolby’s Relationship Map Has One Customer, Two Suppliers and a Lot of Partners",
  "summary": "Dolby Laboratories discloses a wide ecosystem around its audio and video standards, but the map is notably heavier on partners and distributors than on named customers.",
  "published_at": "2026-08-03T23:51:42.461389+00:00",
  "publisher": "Struct",
  "usage": "Figures are as reported by the company. Quote with attribution to the source filing.",
  "company": {
    "name": "Dolby Laboratories",
    "ticker": "DLB",
    "cik": null,
    "sector": "Industrials",
    "industry": null
  },
  "source_filing": null,
  "comparison_filing": null,
  "reported_figures": [
    {
      "group": "The disclosed relationship map",
      "label": "TXN",
      "value": "TXN",
      "display": "TXN",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-03"
      }
    },
    {
      "group": "The disclosed relationship map",
      "label": "RS",
      "value": "RS",
      "display": "RS",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-03"
      }
    },
    {
      "group": "The disclosed relationship map",
      "label": "ROKU",
      "value": "ROKU",
      "display": "ROKU",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-03"
      }
    },
    {
      "group": "The disclosed relationship map",
      "label": "NFLX",
      "value": "NFLX",
      "display": "NFLX",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-03"
      }
    },
    {
      "group": "The disclosed relationship map",
      "label": "AMZN",
      "value": "AMZN",
      "display": "AMZN",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-03"
      }
    },
    {
      "group": "The disclosed relationship map",
      "label": "MSFT",
      "value": "MSFT",
      "display": "MSFT",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-03"
      }
    }
  ],
  "watch_next": [
    {
      "type": "partner_dependency",
      "statement": "Access Advance announced Meta Platforms joined the VDP, HEVC, and VVC programs as a licensee in July 2026.",
      "importance": "medium",
      "evidence": "In July 2026, Access Advance announced that Meta Platforms, Inc. one of the world’s largest distributors of video content across its social media platforms, joined the VDP, HEVC, and VVC programs as a licensee.",
      "source_date": "2026-07-30"
    },
    {
      "type": "product_pipeline",
      "statement": "Monitor R&D expense changes tied to investments in compute capacity, AI talent, and data supporting product development.",
      "importance": "medium",
      "evidence": "Research and development expenses increased $3.1 billion or 9% driven by continued investments in compute capacity, AI talent, and data to support product development that benefits the entire portfolio, as well as impairment and other related expenses in our XBOX business.",
      "source_date": "2026-07-29"
    },
    {
      "type": "demand",
      "statement": "For Q2 2026, tons sold rose 10.8% and average selling price per ton rose 14.5% year-over-year, reflecting strong underlying demand across most end markets.",
      "importance": "medium",
      "evidence": "For the second quarter of 2026, tons sold increased 10.8% and average selling price per ton sold improved 14.5% year-over-year, reflecting strong underlying demand across most end markets.",
      "source_date": "2026-07-28"
    },
    {
      "type": "pricing",
      "statement": "Company attributes quarterly and year-to-date revenue increases to growth in memberships, price increases, and increased advertising revenue.",
      "importance": "medium",
      "evidence": "Revenues for the three and six months ended June 30, 2026 increased 13% and 15% as compared to the three and six months ended June 30, 2025, respectively, primarily due to the growth in memberships, price increases, and increased advertising revenue.",
      "source_date": "2026-07-17"
    }
  ],
  "related_tickers": [
    "AMC",
    "AMZN",
    "DLB",
    "GE",
    "MSFT",
    "NFLX",
    "QCOM",
    "ROKU",
    "RS",
    "SONY",
    "SWK",
    "TXN"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}