So this falls under the “not sure what to make of it” category.
Seekingalpha.com just transcribed the Dolby Laboratories (DLB) Q3 2011 Earnings Call for August 4, 2011 5:00 PM ET.
They basically go over a bunch of stuff related to earnings blah blah…
Here’s the interesting part:
In the PC market, the broad adoption of optical drives has driven the inclusion of Dolby technologies on many of the world’s PC shipments.
We work with operating system providers, ISVs and OEMs to support DVD on the PC. In recent years, our mix of PC licensing revenue has increasingly shifted towards the operating system as our technologies are included in 4 editions of Windows 7. However, we have recently learned that our technologies are not currently included in the Windows 8 operating system under development. If our technologies are not included in the commercial version of Windows 8, we expect to support DVD playback functionality by increasingly licensing our technologies directly to OEMs and ISVs, and we will seek to extend our technologies to further support online content playback.
Sounds like they just found that out. Bummer for them huh?
The other part that was interesting was:
To date, Mobile is our fastest growing market in percentage terms. Our technologies have now been incorporated into over 130 handset models, including 26 models with Dolby Digital Plus. In addition, our technologies are now in 23 tablet models.
Mobile sure has come a long way.
You can read the full transcript here.