Rovi (Nasdaq: ROVI) reported earnings on Feb. 16. Here are the numbers you need to know.

The 10-second takeaway
For the quarter ended Dec. 31 (Q4), Rovi missed estimates on revenues and met expectations on earnings per share.

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

Margins dropped across the board.

Revenue details
Rovi reported revenue of $177.2 million. The 15 analysts polled by S&P Capital IQ hoped for revenue of $193.7 million on the same basis. GAAP reported sales were 26% higher than the prior-year quarter's $140.2 million.

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Source: S&P Capital IQ. Quarterly periods. Dollar amounts in millions. Non-GAAP figures may vary to maintain comparability with estimates.

EPS details
Non-GAAP EPS came in at $0.60. The 16 earnings estimates compiled by S&P Capital IQ predicted $0.60 per share on the same basis. GAAP EPS were -$0.46 for Q4 versus $0.60 per share for the prior-year quarter.

Source: S&P Capital IQ. Quarterly periods. Non-GAAP figures may vary to maintain comparability with estimates.

Margin details
For the quarter, gross margin was 83.4%, 2,460 basis points worse than the prior-year quarter. Operating margin was 13.2%, 3,480 basis points worse than the prior-year quarter. Net margin was -27.8%, 7,570 basis points worse than the prior-year quarter.

Looking ahead
Next quarter's average estimate for revenue is $177.5 million. On the bottom line, the average EPS estimate is $0.55.

Next year's average estimate for revenue is $771 million. The average EPS estimate is $2.54.

Investor sentiment
The stock has a two-star rating (out of five) at Motley Fool CAPS, with 167 members rating the stock outperform and 24 members rating it underperform. Among 60 CAPS All-Star picks (recommendations by the highest-ranked CAPS members), 54 give Rovi a green thumbs-up, and six give it a red thumbs-down.

Of Wall Street recommendations tracked by S&P Capital IQ, the average opinion on Rovi is outperform, with an average price target of $43.30.

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