Acxiom (Nasdaq: ACXM) reported earnings on May 15. Here are the numbers you need to know.

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

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

Gross margins shrank, operating margins dropped, net margins increased.

Revenue details
Acxiom recorded revenue of $287.3 million. The five analysts polled by S&P Capital IQ foresaw a top line of $280.0 million on the same basis. GAAP reported sales were 3.9% lower than the prior-year quarter's $298.8 million.

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

EPS details
EPS came in at $0.22. The three earnings estimates compiled by S&P Capital IQ predicted $0.17 per share. GAAP EPS were $0.59 for Q4 against -$0.84 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 25.0%, 20 basis points worse than the prior-year quarter. Operating margin was 7.8%, 390 basis points worse than the prior-year quarter. Net margin was 16.0%, 3,840 basis points better than the prior-year quarter.

Looking ahead
Next quarter's average estimate for revenue is $271.2 million. On the bottom line, the average EPS estimate is $0.10.

Next year's average estimate for revenue is $1.12 billion. The average EPS estimate is $0.60.

Investor sentiment
The stock has a one-star rating (out of five) at Motley Fool CAPS, with 58 members out of 84 rating the stock outperform, and 26 members rating it underperform. Among 29 CAPS All-Star picks (recommendations by the highest-ranked CAPS members), 23 give Acxiom 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 Acxiom is outperform, with an average price target of $15.60.

Is Acxiom playing the right part in the new technology revolution? Computers, mobile devices, and related services are creating huge amounts of valuable data, but only for companies that can crunch the numbers and make sense of it. Meet the leader in this field in "The Only Stock You Need To Profit From the NEW Technology Revolution." Click here for instant access to this free report.

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. 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.