TIBCO Software (Nasdaq: TIBX) reported earnings on Sep. 20. Here are the numbers you need to know.

The 10-second takeaway
For the quarter ended Sep. 2 (Q3), TIBCO Software missed slightly on revenues and met expectations on earnings per share.

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

Gross margins contracted, operating margins expanded, net margins contracted.

Revenue details
TIBCO Software booked revenue of $255.0 million. The 19 analysts polled by S&P Capital IQ expected sales of $259.6 million on the same basis. GAAP reported sales were 11% higher than the prior-year quarter's $229.0 million.

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

EPS details
EPS came in at $0.27. The 19 earnings estimates compiled by S&P Capital IQ predicted $0.27 per share. GAAP EPS of $0.15 for Q3 were 7.1% higher than the prior-year quarter's $0.14 per share.

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 71.7%, 60 basis points worse than the prior-year quarter. Operating margin was 17.3%, 90 basis points better than the prior-year quarter. Net margin was 10.2%, 10 basis points worse than the prior-year quarter.

Looking ahead
Next quarter's average estimate for revenue is $315.0 million. On the bottom line, the average EPS estimate is $0.44.

Next year's average estimate for revenue is $1.04 billion. The average EPS estimate is $1.17.

Investor sentiment
The stock has a four-star rating (out of five) at Motley Fool CAPS, with 493 members out of 522 rating the stock outperform, and 29 members rating it underperform. Among 125 CAPS All-Star picks (recommendations by the highest-ranked CAPS members), 119 give TIBCO Software 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 TIBCO Software is outperform, with an average price target of $34.79.

Software and computerized services are being consumed in radically different ways, on new and increasingly mobile devices. Many old leaders will be left behind. Whether or not TIBCO Software makes the coming cut, you should check out the company that Motley Fool analysts expect to lead the pack in "The Next Trillion-dollar Revolution." Click here for instant access to this free report.