| Stage | IDCC | % of rev | DLB | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $193M | 100.00% | $305M | 100.00% | DLB ×1.58 |
| Gross profit | $193M | 100.00% | $265M | 86.78% | IDCC +13.2pp |
| Operating income | $99M | 51.37% | $34M | 11.25% | IDCC +40.1pp |
| Pre-tax income | $100M | 51.44% | $44M | 14.36% | IDCC +37.1pp |
| Net income | $80M | 41.48% | $29M | 9.58% | IDCC +31.9pp |
| Stage | IDCC | DLB | Gap · A − B |
|---|---|---|---|
| Revenue | $193M100.00% | $305M100.00% | DLB ×1.58 |
| Gross profit | 100.00%$193M | 86.78%$265M | IDCC +13.2pp |
| Operating income | 51.37%$99M | 11.25%$34M | IDCC +40.1pp |
| Pre-tax income | 51.44%$100M | 14.36%$44M | IDCC +37.1pp |
| Net income |
| 41.48%$80M |
| 9.58%$29M |
| IDCC +31.9pp |
IDCC 10-KFeb 5 '26
“We have faced similar proceedings with OPPO in China to determine a worldwide royalty for certain of our SEPs as well as royalty-setting proceedings in the UK initiated by Amazon and Tesla.”
DLB 10-KNov 18 '25
“Major streaming partners and services such as Netflix, Disney+, Apple TV, Amazon, HBO Max, Paramount+, and other streaming partners and services internationally, continue to enhance content in Dolby Vision and Dolby Atmos.”
IDCC 10-KFeb 5 '26
“Since December 2017, Avanci has primarily focused on the automotive market, and has signed patent license agreements with BMW Group, Audi, Ford, Toyota, BYD, and Volvo Cars, among others, collectively representing over 80% of annual connected car shipments.”
DLB 10-KNov 18 '25
“Vectis added Panasonic, Ford, Epson, and ALPS Alpine as new licensees to their OPUS Patent Pool, in which we are a licensor.”
IDCC 10-KFeb 5 '26
“We are part of a joint licensing program with Sony relating to digital televisions ("DTVs") and standalone computer display monitors ("CDMs") (such program, the "Madison Arrangement"), and act as exclusive licensing agent.”
DLB 10-KNov 18 '25
“Gaming consoles such as the Sony PlayStation and the Microsoft Xbox use DD+ to support gaming content and streaming for movie and television content.”
IDCC 10-KFeb 6 '25
“For example, in 2024, Samsung, Lenovo, Apple, and OPPO each comprised 10% or more of our consolidated revenues.”
DLB 10-KNov 18 '25
“A number of PCs from partners such as Apple, Lenovo, Dell, Samsung, Microsoft, and ASUS also support Dolby Vision and/or Dolby Atmos, with continued expansion of applications through music, streaming, and gaming.”
IDCC 10-KFeb 6 '25
“Additionally, we entered into licenses covering our technologies with Arcelik, Blu, Ericsson, Kyocera, Panasonic, Teltronic, TPV, and ZTE.”
DLB 10-KNov 18 '25
“Vectis added Panasonic, Ford, Epson, and ALPS Alpine as new licensees to their OPUS Patent Pool, in which we are a licensor.”
IDCC 10-KFeb 6 '25
“Seven of our revenue generating patent license agreements are scheduled to expire at the end of 2025, including the Samsung TV agreement and the agreement with Xiaomi.”
DLB 10-KNov 18 '25
“In fiscal 2025, device manufacturers such as OPPO, Motorola, and Xiaomi released new mobile devices supporting Dolby technologies such as Dolby Vision, Dolby Vision Capture, and Dolby Atmos.”
IDCC 10-KFeb 5 '26
“Since December 2017, Avanci has primarily focused on the automotive market, and has signed patent license agreements with BMW Group, Audi, Ford, Toyota, BYD, and Volvo Cars, among others, collectively representing over 80% of annual connected car shipments.”
DLB 10-KNov 18 '25
“In fiscal 2025, many car manufacturers announced or launched new models that support Dolby Atmos, such as Porsche, Cadillac, Volvo, Xiaomi, Hyundai, and Audi.”