Can TiVo Beat These Numbers? (TIVO)

Can TiVo Beat These Numbers?

TiVo (Nasdaq: TIVO ) is expected to report Q4 earnings on Feb. 26. Here's what Wall Street wants to see:

The 10-second takeaway
Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict TiVo's revenues will grow 28.9% and EPS will remain in the red.

The average estimate for revenue is $64.5 million. On the bottom line, the average EPS estimate is -$0.15.

Revenue details
Last quarter, TiVo booked revenue of $61.0 million. GAAP reported sales were 27% higher than the prior-year quarter's $64.8 million.

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

EPS details
Last quarter, non-GAAP EPS came in at -$0.33. GAAP EPS were $0.44 for Q3 versus -$0.21 per share for the prior-year quarter.

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

Recent performance
For the preceding quarter, gross margin was 50.7%, 290 basis points better than the prior-year quarter. Operating margin was -10.4%, 1,320 basis points better than the prior-year quarter. Net margin was 72.0%, 10,980 basis points better than the prior-year quarter.

Looking ahead

The full year's average estimate for revenue is $233.3 million. The average EPS estimate is -$0.69.

Investor sentiment
The stock has a one-star rating (out of five) at Motley Fool CAPS, with 826 members out of 1,088 rating the stock outperform, and 262 members rating it underperform. Among 265 CAPS All-Star picks (recommendations by the highest-ranked CAPS members), 194 give TiVo a green thumbs-up, and 71 give it a red thumbs-down.

Of Wall Street recommendations tracked by S&P Capital IQ, the average opinion on TiVo is outperform, with an average price target of $14.73.

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 TiVo 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.

Add TiVo to My Watchlist.

Seth Jayson had no position in any company mentioned here at the time of publication. You can view his stock holdings here. He is co-advisor of Motley Fool Hidden Gems, which provides new small-cap ideas every month, backed by a real-money portfolio. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Comments from our Foolish Readers

Help us keep this a respectfully Foolish area! This is a place for our readers to discuss, debate, and learn more about the Foolish investing topic you read about above. Help us keep it clean and safe. If you believe a comment is abusive or otherwise violates our Fool's Rules, please report it via the Report this Comment icon found on every comment.