It's Showtime for OpenTable

Seth Jayson, The Motley Fool
Updated

OpenTable (NAS: OPEN) is expected to report Q2 earnings on Aug. 2. 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 OpenTable's revenues will increase 14.8% and EPS will increase 12.1%.

The average estimate for revenue is $39.4 million. On the bottom line, the average EPS estimate is $0.37.


Revenue details
Last quarter, OpenTable tallied revenue of $39.4 million. GAAP reported sales were 17% higher than the prior-year quarter's $33.7 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 $0.40. GAAP EPS of $0.21 for Q1 were 24% higher than the prior-year quarter's $0.17 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 73.3%, 140 basis points better than the prior-year quarter. Operating margin was 18.8%, 50 basis points worse than the prior-year quarter. Net margin was 12.2%, 20 basis points worse than the prior-year quarter.

Looking ahead
The full year's average estimate for revenue is $161.7 million. The average EPS estimate is $1.57.

Investor sentiment
The stock has a one-star rating (out of five) at Motley Fool CAPS, with 228 members out of 451 rating the stock outperform, and 223 members rating it underperform. Among 129 CAPS All-Star picks (recommendations by the highest-ranked CAPS members), 52 give OpenTable a green thumbs-up, and 77 give it a red thumbs-down.

Of Wall Street recommendations tracked by S&P Capital IQ, the average opinion on OpenTable is hold, with an average price target of $52.15.

Internet software and services are being consumed in radically different ways, on new and increasingly mobile devices. Is OpenTable on the right side of the revolution? Check out the changing landscape and meet the company that Motley Fool analysts expect to lead "The Next Trillion-dollar Revolution." Click here for instant access to this free report.

The article It's Showtime for OpenTable originally appeared on Fool.com.

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 ofMotley Fool Hidden Gems, which provides new small-cap ideas every month, backed by a real-money portfolio. The Motley Fool has the following options: short OCT 2012 $40.00 calls on OpenTable and long OCT 2012 $40.00 puts on OpenTable. Motley Fool newsletter services recommend OpenTable. 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.

Copyright © 1995 - 2012 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

Advertisement