TiVo Earnings Preview: Get Ahead of the Analysts

TiVo (NASDAQ:TIVO) will report earnings after markets close on Monday, May 20th. TiVo Inc. provides a subscription-based service enabled by a personal video recorder. The Company’s service allows viewers to locate and record multiple shows, control live television, choose viewing preferences, and access their customized lineup of shows. TiVo’s service also serves as a platform to deliver television programming, advertising, and in-home commerce.

Here is your Cheat Sheet to Tivo Earnings:

Earnings Expectations: Analysts expect earnings of $-0.15 per share on revenues of $61.88 million.

Analyst Trends:

Analysts have a more negative outlook for the company’s next-quarter performance. Over the past three months, the average estimate for next quarter’s earnings has fallen from a loss of $0.06 to a loss $0.09. For the current year, the average estimate is a loss of $0.35, which is worse than the estimate ninety days ago.

Earnings Trends:

Here’s how Tivo has been performing on an annual basis:

Fiscal Year 2009 2010 2011 2012 2013
Revenue ($) in millions 249.67 238.47 219.61 238.18 303.91
Diluted EPS ($) 1.01 -0.22 -0.74 0.80 -0.04

Next, our CHEAT SHEET investing framework asks us to drill down to the recent quarterly data:

Quarter Jan. 31, 2012 Apr. 30, 2012 Jul. 31, 2012 Oct. 31, 2012 Jan. 31, 2013
Revenue ($) in millions 66.47 67.77 65.26 82.03 88.86
Diluted EPS ($) 0.0521 -0.17 -0.23 0.44 -0.1312

Past Performance:
Tivo has beat analyst estimates 2 times in the past four quarters. This is not consistent enough to get bullish yet.

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(Company fundamentals provided by Xignite Financials. Email any earnings discrepancies to earnings [at] wallstcheatsheet.com)