ValueClick (Nasdaq: VCLK) reported earnings on Feb. 7. Here are the numbers you need to know.

The 10-second takeaway
For the quarter ended Dec. 31 (Q4), ValueClick beat expectations on revenues and earnings per share.

Compared to the prior-year quarter, revenue grew significantly and GAAP earnings per share improved significantly.

Margins dropped across the board.

Revenue details
ValueClick notched revenue of $182.6 million. The 16 analysts polled by S&P Capital IQ expected to see revenue of $175.8 million. Sales were 42% higher than the prior-year quarter's $128.7 million.

Source: S&P Capital IQ. Quarterly periods. Dollar amounts in millions.

EPS details
EPS came in at $0.35. The 15 earnings estimates compiled by S&P Capital IQ averaged $0.30 per share. GAAP EPS of $0.35 for Q4 were 35% higher than the prior-year quarter's $0.26 per share.

Source: S&P Capital IQ. Quarterly periods. Figures may be non-GAAP to maintain comparability with estimates.

Margin details
For the quarter, gross margin was 59.4%, 1,310 basis points worse than the prior-year quarter. Operating margin was 25.0%, 40 basis points worse than the prior-year quarter. Net margin was 16.1%, 30 basis points worse than the prior-year quarter.

Looking ahead
Next quarter's average estimate for revenue is $158.3 million. On the bottom line, the average EPS estimate is $0.24.

Next year's average estimate for revenue is $709.2 million. The average EPS estimate is $1.20.

Investor sentiment
The stock has a three-star rating (out of five) at Motley Fool CAPS, with 564 members out of 601 rating the stock outperform, and 37 members rating it underperform. Among 180 CAPS All-Star picks (recommendations by the highest-ranked CAPS members), 167 give ValueClick a green thumbs-up, and 13 give it a red thumbs-down.

Of Wall Street recommendations tracked by S&P Capital IQ, the average opinion on ValueClick is outperform, with an average price target of $20.44.

New technology paradigms and mobile devices are driving the next wave of Internet services. Many older companies won't survive the change, while fortunes will be made by the first movers in the field. Where does ValueClick fit in? What's the fortune-making change? Check out "The Two Words Bill Gates Doesn't Want You to Hear." Click here for instant access to this free report.