Informatica (Nasdaq: INFA) is expected to report Q2 earnings on July 25. 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 Informatica's revenues will grow 15.9% and EPS will grow 6.9%.

The average estimate for revenue is $220.7 million. On the bottom line, the average EPS estimate is $0.31.

Revenue details
Last quarter, Informatica reported revenue of $214.3 million. GAAP reported sales were 9.3% higher than the prior-year quarter's $196.0 million.

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

EPS details
Last quarter, non-GAAP EPS came in at $0.31. GAAP EPS of $0.16 for Q1 were 33% lower than the prior-year quarter's $0.24 per share.

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 82.2%, 170 basis points worse than the prior-year quarter. Operating margin was 12.3%, 760 basis points worse than the prior-year quarter. Net margin was 8.4%, 510 basis points worse than the prior-year quarter.

Looking ahead

The full year's average estimate for revenue is $913.7 million. The average EPS estimate is $1.41.

Investor sentiment
The stock has a four-star rating (out of five) at Motley Fool CAPS, with 215 members out of 234 rating the stock outperform, and 19 members rating it underperform. Among 69 CAPS All-Star picks (recommendations by the highest-ranked CAPS members), 67 give Informatica a green thumbs-up, and two give it a red thumbs-down.

Of Wall Street recommendations tracked by S&P Capital IQ, the average opinion on Informatica is outperform, with an average price target of $37.12.

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 Informatica 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.