Rovi (Nasdaq: ROVI) is expected to report Q4 earnings on Feb. 13. 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 Rovi's revenues will drop -12.8% and EPS will drop -26.7%.

The average estimate for revenue is $154.6 million. On the bottom line, the average EPS estimate is $0.44.

Revenue details
 Last quarter, Rovi reported revenue of $169.6 million. GAAP reported sales were 6.8% lower than the prior-year quarter's $181.9 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 $0.50. GAAP EPS were -$0.13 for Q3 versus $0.02 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 80.7%, 340 basis points worse than the prior-year quarter. Operating margin was 13.8%, 150 basis points worse than the prior-year quarter. Net margin was -7.9%, 890 basis points worse than the prior-year quarter.

Looking ahead

The full year's average estimate for revenue is $650.4 million. The average EPS estimate is $2.08.

Investor sentiment
 The stock has a two-star rating (out of five) at Motley Fool CAPS, with 157 members out of 182 rating the stock outperform, and 25 members rating it underperform. Among 57 CAPS All-Star picks (recommendations by the highest-ranked CAPS members), 53 give Rovi a green thumbs-up, and four 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 $18.24.

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 Rovi 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.