Dafinchi AI

Dolby Laboratories, Inc.

DLB

Technology

2w

Dolby Atmos Adoption in Automotive Industry Expands with New OEM Partnerships

Dolby Atmos is now available in Audi's Q7, Q8, A8, and e-tron GT models, marking a significant expansion in the automotive sector.
Partnerships with Tata and Mahindra in India highlight strong growth in the third-largest car market.
Almost 30 OEMs have adopted Dolby Atmos, reflecting industry resonance with Dolby's automotive offerings.
Management emphasized the momentum and industry shift towards high-quality in-car entertainment, with Dolby Atmos playing a key role.

Dolby Laboratories, Inc.

DLB

Technology

2w

Financial Performance Summary

Cash and investments totaled $777 million at quarter end.
Declared a $0.33 dividend, up 10% year-over-year.
Licensing revenue was $290 million, also up 9% year-over-year.
Non-GAAP earnings per diluted share were $0.78, above the high end of guidance.
Operating cash flow generated was $68 million.
Product and services revenue was $26 million, up 18% year-over-year.
Q3 revenue was $316 million, up 9% year-over-year.
Repurchased $40 million of common stock with $312 million remaining on repurchase authorization.

ON Semiconductor Corporation

ON

Technology

2w

Strategic Focus on High-Value Technologies and Portfolio Rationalization

onsemi is actively exiting noncore businesses and repositioning its sensing portfolio towards higher value segments such as ADAS and machine vision.
The company is ending the end-of-life of certain legacy products, with an expected $50-100 million revenue impact in 2026 that won't repeat.
Investments are focused on next-generation technologies where the company has clear competitive advantages, including intelligent power, sensing, and analog mixed signal technologies.

indie Semiconductor, Inc.

INDI

Technology

1w

Indie’s Strategic Expansion into Photonics and Quantum Communications

Indie’s newly formed Photonics group has secured notable design wins in quantum communications, specifically in quantum key distribution (QKD) systems, with deployment accelerating in the market.
The company’s laser product, LXM-U, delivers a 10x noise improvement over competitors, enabling longer range and higher performance in quantum secure communication systems.
Market size for photonics and quantum communications is projected to exceed $2.5 billion by 2030, positioning indie to capture a significant share due to its advanced optical components and low-noise laser technology.
Indie’s strategic focus includes developing solutions for automotive LiDAR and heads-up displays, leveraging its photonics expertise to diversify revenue streams.

MicroVision, Inc.

MVIS

Technology

1w

Advancements in Automotive Lidar Architecture and Market Strategy

MicroVision has developed a new architecture for automotive lidar, which will be introduced at IAA in September, offering a wider operational design domain and cost competitiveness for larger volume adoption.
The company’s MOVIA S and MAVIN lidar products feature the widest field of view, small object detection at range, low power consumption, and silicon technology scalability, targeting OEMs with mass-market product plans beyond 2028.
MicroVision’s go-to-market strategy emphasizes winning in the automotive segment with scalable, cost-effective lidar solutions, which will also benefit industrial and defense markets through sensor fusion and perception software.
Management highlighted the importance of OEM RFQs reformulating requirements to focus on cost and performance, with a shift towards more rational and realistic specifications for lidar deployment.

QUALCOMM Incorporated

QCOM

Technology

2w

Expansion into Data Center Market with Alphawave Acquisition

Qualcomm plans to acquire Alphawave IP Group plc for $2.4 billion, expected to close in Q1 2026.
The acquisition aims to enhance high-speed connectivity and compute technologies for data centers, AI, and data networking.
Qualcomm is developing NPU-based AI inference accelerators and custom SoCs for data center applications, targeting revenues starting in FY 2028.
Advanced discussions are ongoing with a leading hyperscaler, indicating strategic focus on large-scale enterprise customers.

Uber Technologies, Inc.

UBER

Technology

1w

Financial Performance Summary

Adjusted EBITDA, GAAP operating income, and free cash flow reached new highs during the quarter.
Moto, a lower-cost two-wheeler product in developing markets, surpassed $1.5 billion in gross bookings with 40% growth.
The premium business exceeded $10 billion in gross bookings, growing 35%, while the reserve business grew 60%.
Uber achieved all-time highs in audience and frequency, with trips and gross bookings both up 18% in Q2 2025.
Uber One membership grew to 36 million members, with members spending 3x more than non-members.