Transcript
Introduction
Matt
This is Matt Reustle, and today, we are breaking down Dolby Labs. Now, this is a great niche of Business Breakdowns, businesses that are widely known, but barely understood. And when I first heard about breaking down Dolby, I thought to myself, well, here is a fascinating business. I see them everywhere. But with Apple making speakers, Google making speakers, Sonos making speakers, where does Dolby actually fit in? Do they need to exist?
I knew Dolby was everywhere, at the movies, in my car, but I didn't realize Dolby is everywhere. It's in my iPhone, my Mac, my TV. So to break down Dolby, I was joined by Paul Vincent and William Nott from asset manager Ninety One. We cover the back story of Ray Dolby, someone who might warrant some more coverage. We cover what Dolby is actually building and selling, whether that's the technology, hardware, software, et cetera, and we cover how the business model actually works. So this is a fascinating story, and please enjoy this breakdown of Dolby.