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Opera Reports Second Quarter 2025 Results Ahead of Expectations, Raises Full-Year Guidance
Revenue grew 30% year-over-year to $143.0 million, and exceeded the guidance range Adjusted EBITDA of $32.1 million, a 22% margin, also exceeded the guidance range Opera yet again raises growth expectations, guiding full-year revenue of $585 – 597 million with 23% adjusted EBITDA margin at the midpoints OSLO, Norway, Aug. 19, 2025 /PRNewswire/ -- Opera Limited (NASDAQ: OPRA), a leading global browser and AI agent company, today announced financial results for the quarter ended June 30, 2025. "Our strong second quarter results, with both revenue and adjusted EBITDA surpassing expectations, were fueled by continued momentum in AI powered intent-based advertising, in particular for e-commerce, and an acceleration to double-digit growth in search revenue. Our financial results and solid balance sheet provide a strong foundation as we continue to develop the world's most innovative web browsers," said co-CEO Lin Song. "In May we announced Opera Neon, a new agentic browser that redefines the role and productivity potential of the browser. With its native and fully-integrated AI agent, Opera Neon combines advanced reasoning and summarization with seamless access to user context, unlocking a transformative browsing experience that doesn't just execute tasks, but understands and anticipates them. With 30 years of pioneering web productivity, and scale far greater than most web-based AI platforms, we will make AI widely accessible, naturally integrated, and with immediate productivity benefits for our users," continued Mr. Song. Second Quarter and First Half 2025 Financial Highlights Three Months Ended June 30,Six Months Ended June 30, In thousands, except percentages and per share amounts2024 2025 % Change 2024 2025 % ChangeRevenue$ 109,734 $ 142,96230 %$ 211,605 $ 285,67835 %Net income$ 19,303 $ 15,676(19) %$ 34,142 $ 33,959(1) % Net income margin 18 % 11 %16 % 12 % Adjusted net income (1)$ 20,773 $ 23,72314 %$ 38,450 $ 47,87825 % Adjusted net income margin 19 % 17 %18 % 17 % Adjusted EBITDA (1)$ 26,606 $ 32,09421 %$ 51,519 $ 64,35225 % Adjusted EBITDA margin 24 % 22 %24 % 23 % Diluted earnings per share$ 0.22 $ 0.17(20) %$ 0.38 $ 0.38(1) % Adjusted diluted earnings per share (1)$ 0.23 $ 0.2613 %$ 0.43 $ 0.5323 %Net cash flow from operating activities$ 17,416 $ 33,11990 %$ 48,438 $ 49,0631 % As percentage of adjusted EBITDA 65 % 103 %94 % 76 % Free cash flow from operations (1)$ 13,525 $ 29,073115 %$ 21,815 $ 41,09988 % As percentage of adjusted EBITDA 51 % 91 %42 % 64 %_______________ (1) See the sections below titled "Non-IFRS Financial Measures" and "Reconciliations of Non-IFRS Financial Measures" for explanations and reconciliations of non-IFRS financial measures. Second Quarter 2025 and Recent Business Highlights Advertising revenue grew 44% year-over-year to $92.9 million, representing 65% of total revenue, driven by continued strong momentum from e-commerce partners, which remained the fastest-growing vertical. Search revenue grew 11% year-over-year to $49.6 million, accounting for 35% of total revenue, supported by the ongoing shift of our user base toward higher-ARPU regions. Opera had 289 million average monthly active users ("MAUs") in the quarter, with annualized average revenue per user ("ARPU") of $1.97, an increase of 35% versus the second quarter of 2024. The Opera GX gaming browser had 33 million average MAUs in the quarter across PC and mobile, up 11% year-over-year. Net cash flow from operating activities was $33.1 million, representing 103% of adjusted EBITDA. At quarter-end, cash and cash equivalents totaled $133.8 million. A dividend of $0.40 per share under our recurring semi-annual dividend program was announced in June and paid in July. Opera Neon, a new agentic browser that rethinks the role of the browser in the coming generation of the AI agentic web, was announced for public rollout later this year. MiniPay surpassed 9 million activated wallets and has processed over 250 million transactions since its launch, with a 255% activation surge in the second quarter, making it one of the fastest-growing non-custodial stablecoin wallets globally. VPN Pro was revamped to offer faster speeds, reinforced privacy and security, and more locations worldwide. Second Quarter 2025 Financial Results All comparisons in this section are relative to the second quarter of 2024 unless otherwise stated. Revenue increased 30% to $143.0 million. Advertising revenue increased 44% to $92.9 million. Search revenue increased 11% to $49.6 million. Technology licensing and other revenue was $0.5 million. Operating expenses increased 40% to $124.9 million. The total amount of technology and platform fees, content cost and cost of inventory sold, all being costs of revenue, was $50.9 million, or 36% of revenue, stable versus the first quarter of 2025. Personnel expenses excluding share-based compensation increased 5% to $18.7 million. Share-based compensation expenses amounted to $8.8 million, a 354% increase versus $1.9 million in the second quarter of 2024. The increase follows the granting of approximately 1.9 million share-equivalent RSUs in early 2025 and front-loaded cost recognition of multi-year grants. Marketing and distribution expenses increased 17% to $34.0 million, stable versus the first quarter of 2025. Depreciation and amortization increased 15% to $4.6 million. All other operating expenses decreased 7% to $8.0 million, mostly due to lower spend on professional services. Operating profit was $18.1 million, representing a 13% margin, compared to an operating profit of $21.9 million and a margin of 20% in the second quarter of 2024. Net finance loss was $0.3 million, a result of foreign exchange loss of $1.0 million, partially offset by $0.7 million in net interest income. Income tax expense was $2.1 million, corresponding to an effective tax rate of 12%, and representing 7% of adjusted EBITDA. This compares to income tax expense of $2.8 million in the second quarter of 2024, representing 11% of adjusted EBITDA. Net income was $15.7 million, representing a 11% margin, compared to net income of $19.3 million and a margin of 18% in the second quarter of 2024. Adjusted net income was $23.7 million, representing a 17% margin and an increase of 14% relative to $20.8 million and a 19% margin in the second quarter of 2024. Adjusted EBITDA was $32.1 million, representing a 22% margin and an increase of 21% relative to $26.6 million and a 24% margin in the second quarter of 2024. Diluted earnings per share was $0.17, whereas adjusted diluted earnings per share was $0.26. Net cash flow from operating activities was $33.1 million, or 103% of adjusted EBITDA. Free cash flow from operations was $29.1 million, or 91% of adjusted EBITDA. Business Outlook Third Quarter 2025 Guidance Full-Year 2025 GuidanceRevenue$146 – 149 million $585 – 597 millionYear-over-year revenue growth (1)20 %23 % Adjusted EBITDA (2)$34 – 36 million $136 – 140 millionAdjusted EBITDA margin (1)24 %23 % _______________ (1) The percentages shown for revenue growth and adjusted EBITDA margin have been calculated based on the midpoints of the revenue and adjusted EBITDA guidance. (2) See the section below titled "Non-IFRS Financial Measures" for explanations of non-IFRS financial measures. "We saw significant acceleration in our revenue in the second half of last year, followed by unprecedented sequential growth from the seasonal peak of the fourth quarter of last year into the first quarter of this year. In this most recent quarter, we saw the expansion of global opportunities offset the impact of tariff-related headwinds in the United States," said Frode Jacobsen, CFO. "Our rapidly scaling advertising revenue has proven to be resilient in an otherwise volatile environment. We also saw search revenue return to double-digit growth as expected, which adds to our ability to significantly raise our guidance for the year," continued Mr. Jacobsen. Conference Call and Webcast Information Opera's management will host a conference call to discuss the second quarter 2025 financial results at 8:00 a.m. ET today. The live webcast of the conference call can be accessed at our investor relations website at along with the earnings press release and financial tables. Following the call, a replay will be available at the same website. We also provide announcements on our investor relations website at regarding our financial performance and other matters, including SEC filings, press releases, slide presentations, business blog posts and information on corporate governance. Non-IFRS Financial Measures In addition to revenue, net income, net cash flow from operating activities and other financial measures presented in accordance with IFRS Accounting Standards, we use adjusted net income, adjusted EBITDA, adjusted diluted earnings per share and free cash flow from operations to manage our business, make planning decisions, evaluate our performance, and allocate resources. We believe adjusted net income, adjusted EBITDA and adjusted diluted earnings per share provide meaningful supplemental information regarding our financial performance by excluding certain items that may not be indicative of recurring core business operating results. We believe free cash flow from operations provides useful information regarding our ability to generate cash from business operations that is available for acquisitions and other investments, and for distributions to our shareholders, even though free cash flow from operations does not represent the residual cash flow available for discretionary expenditures. We define adjusted net income as net income excluding (i) profit (loss) from discontinued operations, (ii) gain (loss) on investments in unconsolidated entities, (iii) non-recurring expenses, (iv) impairment of non-financial assets, (v) amortization of acquired intangible assets, (vi) share-based compensation expenses, and (vii) the income tax effect of these adjustments. Adjusted net income margin is calculated as adjusted net income divided by revenue, whereas adjusted diluted earnings per share is calculated as adjusted net income divided by the diluted weighted average number of shares outstanding. We define adjusted EBITDA as net income excluding (i) profit (loss) from discontinued operations, (ii) income tax expense, (iii) net finance income (expense), (iv) gain (loss) on long-term investments in unconsolidated entities, (v) non-recurring expenses, (vi) impairment of non-financial assets, (vii) depreciation and amortization, (viii) share-based compensation expenses, and (ix) other operating income. Adjusted EBITDA margin is calculated as adjusted EBITDA divided by revenue. We define free cash flow from operations as net cash flows from (used in) operating activities less (i) purchases of fixed and intangible assets, (ii) development expenditure and (iii) payment of lease liabilities. We believe the non-IFRS financial measures defined above are useful to investors both because they allow for greater transparency with respect to key metrics used by management in its financial and operational decision-making and because they are used by our institutional investors and the analyst community to help them analyze the health of our business. However, these non-IFRS financial measures should not be considered substitutes for, or superior to, the financial information presented in accordance with IFRS Accounting Standards. Our calculations of adjusted net income, adjusted EBITDA, adjusted diluted earnings per share and free cash flow from operations may differ from similarly-titled non-IFRS measures, if any, reported by our peers. In addition, the non-IFRS financial measures may be limited in their usefulness because they do not present the full economic effects of certain items of income, expenses and cash flows. We compensate for these limitations by providing reconciliations of our non-IFRS financial measures to the most closely related financial measures in IFRS Accounting Standards in the section titled "Reconciliations of Non-IFRS Financial Measures" included at the end of this earnings press release. We encourage investors and others to review our financial information in its entirety, not to rely on any single financial measure and to view our reported non-IFRS financial measures in conjunction with net income and net cash flow from operating activities. Safe Harbor Statement This press release contains statements of a forward-looking nature. These statements, including statements relating to the Company's future financial and operating results, are made under the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. You can identify these forward-looking statements by terminology such as "will," "may," "expect," "believe," "anticipate," "intend," "aim," "estimate," "seek," "plan," "potential," "continue," "ongoing," "target," "guidance," "is/are likely to," "future" and similar statements. Among other things, management's quotations and the Business Outlook section contain forward-looking statements. The Company may also make forward-looking statements in its periodic reports to the U.S. Securities and Exchange Commission (the "SEC"), in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. These forward-looking statements involve known and unknown risks and uncertainties and are based on current expectations, assumptions, estimates and projections about the Company and the industry in which it operates. Potential risks and uncertainties include, but are not limited to, those relating to: implementations of tariffs and other trade-limiting policies, the duration and development of international wars and conflicts, such as in Ukraine and the Middle East, and related economic sanctions, as well as resulting changes in consumer behaviors; the outcome of regulatory processes or litigation involving the Company or its business partners; the Company and its goals and strategies; expected development and launch, and market acceptance, of products and services; Company's expectations regarding demand for and market acceptance of its brands, platforms and services; Company's expectations regarding changes in its user base, user retention and level of engagement; changes in consumer behavior, for example from increased adoption of AI powered services; Company's ability to attract, retain and monetize users; Company's ability to continue to develop new technologies, products and services and/or upgrade its existing technologies, products and services; quarterly variations in Company's operating results caused by factors beyond its control; and global macroeconomic conditions and their potential impact in the markets in which the Company has business. All information provided in this press release is as of the date hereof and is based on assumptions that the Company believes to be reasonable as of this date, and it undertakes no obligation to update any forward-looking statements to reflect subsequent occurring events or circumstances, or changes in its expectations, except as may be required by law. Although the Company believes that the expectations expressed in these forward-looking statements are reasonable, it cannot assure you that its expectations will turn out to be correct, and investors are cautioned that actual results may differ materially from the anticipated results. Further information regarding risks and uncertainties faced by Opera is included in the Company's filings with the SEC, including its annual reports on Form 20-F. About Opera Opera is a user-centric and innovative software company focused on enabling the best possible internet browsing experience across all devices. Hundreds of millions use the Opera web browsers for their unique and secure features on their mobile phones and desktop computers. Founded in 1995, and headquartered in Oslo, Norway, Opera is a public company listed on the Nasdaq stock exchange under the ticker symbol "OPRA". Download the Opera web browser and access other Opera products from Learn more about Opera at Opera Limited Consolidated Statement of Operations (In thousands, except per share amounts, unaudited)Three Months Ended June 30, Six Months Ended June 30,2024 2025 2024 2025Revenue$ 109,734 $ 142,962 $ 211,605 $ 285,678Other operating income 1,281181,6241Operating expenses: Technology and platform fees (1,893)(2,290)(5,656)(4,527)Content cost (901)(1,517)(1,871)(2,439)Cost of inventory sold (24,862)(47,055)(44,147)(94,588)Personnel expenses excluding share-based compensation (17,848)(18,657)(34,163)(36,225)Share-based compensation expenses (1,932)(8,764)(4,542)(14,764)Marketing and distribution expenses (29,026)(33,994)(58,491)(68,198)Credit loss expense 1431662076Depreciation and amortization (4,012)(4,634)(7,083)(9,067)Impairment of non-financial assets —(605)—(1,338)Other operating expenses (8,741)(7,521)(15,965)(15,354)Total operating expenses (89,072)(124,870)(171,711)(246,496)Operating profit 21,94318,10941,51839,184Share of net loss of equity-accounted investees —(8)—(15)Net finance income (expense): Finance income 9368941,7991,572Finance expense (173)(223)(315)(343)Net foreign exchange gain (loss) (578)(1,009)(1,405)(1,845)Net finance income (expense) 185(338)79(615)Income before income taxes 22,12817,76341,59638,553Income tax expense (2,825)(2,087)(7,454)(4,595)Net income attributable to Opera shareholders$ 19,303 $ 15,676 $ 34,142 $ 33,959 Earnings per share: Basic$ 0.22 $ 0.18 $ 0.39 $ 0.38Diluted$ 0.22 $ 0.17 $ 0.38 $ 0.38Weighted-average number of shares outstanding: Basic 88,45889,50588,45589,495Diluted 89,31590,31689,30390,305 Opera Limited Consolidated Statement of Comprehensive Income (In thousands, unaudited)Three Months Ended June 30, Six Months Ended June 30,2024 2025 2024 2025Net income$ 19,303 $ 15,676 $ 34,142 $ 33,959Other comprehensive income (loss): Items that may be reclassified to the Statement of Operations: Exchange differences on translation of foreign operations 811,960(165)3,113Other comprehensive income (loss) 811,960(165)3,113Total comprehensive income attributable to Opera shareholders$ 19,384 $ 17,636 $ 33,978 $ 37,072 Opera Limited Consolidated Statement of Financial Position (In thousands, unaudited)As of December 31, As of June 30,2024 2025Assets: Property and equipment$ 34,058 $ 33,949Goodwill 429,742430,504Intangible assets 97,50998,232Investment in OPay 258,300258,300Equity-accounted investments 1,2482,483Other non-current investments and financial assets 1,7601,925Deferred tax assets 1,0631,290Total non-current assets 823,681826,683Trade receivables 92,82396,772Other current receivables 4,5606,515Cash and cash equivalents 126,797133,823Other current assets 7,7245,894Total current assets 231,904243,005Total assets$ 1,055,585 $ 1,069,688 Equity: Share capital$ 18 $ 18Additional paid-in capital 647,212611,818Treasury shares (238,815)(238,815)Retained earnings 536,623584,566Foreign currency translation reserve (4,938)(1,825)Total equity attributable to Opera shareholders 940,100955,761Liabilities: Non-current lease liabilities 5,6315,253Deferred tax liabilities 8,6898,486Other non-current liabilities 7110Total non-current liabilities 14,39113,750Trade and other payables 75,28579,179Current lease liabilities 3,9554,473Income tax payable 3,1902,488Deferred revenue 5,4414,165Other current liabilities 13,2229,871Total current liabilities 101,093100,177Total liabilities 115,484113,927Total equity and liabilities$ 1,055,585 $ 1,069,688 Opera Limited Consolidated Statement of Changes in Equity (In thousands, except number of shares, unaudited)For the six months ended June 30, 2024:Number ofsharesoutstanding Sharecapital Additionalpaid-incapital Treasuryshares Retainedearnings Foreigncurrencytranslationreserve Total equityattributableto OperashareholdersAs of January 1, 2024 87,518,284 $ 18 $ 717,610 $ (238,815) $ 445,164 $ (4,127) $ 919,850Net income ————34,142—34,142Other comprehensive loss —————(165)(165)Cost of equity awards, net of tax ————3,625—3,625Issuance of shares upon exercise of equity awards 947,495——————Dividends ——(35,007)———(35,007)As of June 30, 2024 88,465,779 $ 18 $ 682,603 $ (238,815) $ 482,931 $ (4,292) $ 922,445 For the six months ended June 30, 2025:Number ofsharesoutstanding Sharecapital Additionalpaid-incapital Treasuryshares Retainedearnings Foreigncurrencytranslationreserve Total equityattributableto OperashareholdersAs of January 1, 2025 88,480,154 $ 18 $ 647,212 $ (238,815) $ 536,623 $ (4,938) $ 940,100Net income ————33,959—33,959Other comprehensive income —————3,1133,113Cost of equity awards, net of tax ————13,984—13,984Issuance of shares upon exercise of equity awards 1,033,137——————Dividends ——(35,395)———(35,395)As of June 30, 2025 89,513,291 $ 18 $ 611,818 $ (238,815) $ 584,566 $ (1,825) $ 955,761 Opera Limited Consolidated Statement of Cash Flows (In thousands, unaudited)Three Months Ended June 30, Six Months Ended June 30,2024 2025 2024 2025Cash flows from operating activities: Income before income taxes$ 22,128 $ 17,763 $ 41,596 $ 38,553Adjustments to reconcile income before income taxes to net cash flow from operating activities: Net finance (income) expense (185)338(79)615Share of net loss of equity-accounted investees —8—15Impairment of non-financial assets —605—1,338Depreciation and amortization 4,0124,6347,0839,067Cost of equity awards 2,0648,2594,22214,020Other adjustments 1,167(374)589(945)Changes in working capital: Trade and other receivables (1,759)5,3116,532(5,723)Other current assets 1,2271821,324619Trade and other payables 2768,6307461,937Deferred revenue (2,573)(226)(5,142)(1,276)Other liabilities (4,920)(6,552)(4,251)(3,411)Income taxes paid (4,019)(5,460)(4,182)(5,747)Net cash flow from operating activities 17,41633,11948,43849,063Cash flows from investing activities: Purchase of equipment (1,232)(389)(21,466)(985)Development expenditure (1,729)(2,476)(3,120)(4,707)Investment in an associate ———(1,250)Sale of long-term investments 500—500—Interest received 8698941,6441,572Net cash flow used in investing activities (1,592)(1,971)(22,441)(5,370)Cash flows from financing activities: Dividends paid ——(9,874)(35,395)Repayment of borrowings 111———Payment of lease liabilities (930)(1,181)(2,038)(2,272)Interest paid (130)(189)(272)(309)Net cash flow used in financing activities (949)(1,370)(12,184)(37,976)Net change in cash and cash equivalents 14,87629,77713,8145,717Cash and cash equivalents at beginning of period 91,338103,54693,863126,797Effect of exchange rate changes on cash and cash equivalents (1,858)500(3,320)1,308Cash and cash equivalents at end of period$ 104,356 $ 133,823 $ 104,356 $ 133,823 Opera Limited Supplemental Financial Information (In thousands, unaudited)RevenueThe following table presents revenue disaggregated by type:Three Months Ended June 30, Six Months Ended June 30,2024 2025 2024 2025Advertising$ 64,631 $ 92,896 $ 123,279 $ 188,502Search 44,54749,58587,68696,172Technology licensing and other revenue 5564806401,004Total revenue$ 109,734 $ 142,962 $ 211,605 $ 285,678 Share-based Compensation ExpensesThe table below presents the amounts of share-based compensation expenses:Three Months Ended June 30, Six Months Ended June 30,2024 2025 2024 2025Cost of Opera-granted awards$ (636) $ (6,990) $ (1,415) $ (14,288)Cost of parent-granted awards (1) (1,430)(1,269)(2,809)268Total cost of equity awards (2,066)(8,259)(4,224)(14,020)Social security contributions for Opera-granted awards 134(504)(318)(744)Total share-based compensation expenses$ (1,932) $ (8,764) $ (4,542) $ (14,764)_______________ (1) Kunlun, the majority shareholder of Opera, has granted equity awards to Opera employees as compensation for services provided to Opera. Opera does not have any obligation to settle the awards granted by Kunlun and such awards do not lead to dilution for Opera shareholders. Other Operating ExpensesThe table below presents the items of other operating expenses:Three Months Ended June 30, Six Months Ended June 30,2024 2025 2024 2025Hosting$ (2,809) $ (3,240) $ (5,817) $ (6,170)Audit, legal and other advisory services (2,588)(1,699)(4,188)(3,902)Software license fees (1,211)(836)(2,452)(1,675)Rent and other office expenses (576)(506)(1,172)(1,137)Travel (517)(512)(947)(1,011)Other (1,042)(727)(1,390)(1,460)Total other operating expenses$ (8,741) $ (7,521) $ (15,965) $ (15,354) Opera Limited Reconciliations of Non-IFRS Financial Measures (In thousands, except per share amounts, unaudited)The following table presents a reconciliation of adjusted net income to net income:Three Months Ended June 30, Six Months Ended June 30,2024 2025 2024 2025Net income$ 19,303 $ 15,676 $ 34,142 $ 33,959Add (deduct): Share of net loss of equity-accounted investees —8—15Impairment of non-financial assets —605—1,338Amortization of acquired intangible assets 6456451,2901,290Share-based compensation expenses 1,9328,7644,54214,764Income tax effect on adjustments (1,107)(1,975)(1,524)(3,489)Adjusted net income$ 20,773 $ 23,723 $ 38,450 $ 47,878Diluted weighted-average number of shares outstanding 89,31590,31689,30390,305Adjusted diluted earnings per share$ 0.23 $ 0.26 $ 0.43 $ 0.53 The following table is a reconciliation of adjusted EBITDA to net income:Three Months Ended June 30, Six Months Ended June 30,2024 2025 2024 2025Net income$ 19,303 $ 15,676 $ 34,142 $ 33,959Add (deduct): Income tax expense 2,8252,0877,4544,595Net finance (income) expense (185)338(79)615Share of net loss of equity-accounted investees —8—15Impairment of non-financial assets —605—1,338Depreciation and amortization 4,0124,6347,0839,067Share-based compensation expenses 1,9328,7644,54214,764Other operating income (1,281)(18)(1,624)(1)Adjusted EBITDA$ 26,606 $ 32,094 $ 51,519 $ 64,352 The table below reconciles free cash flow from operations to net cash flow from operating activities:Three Months Ended June 30, Six Months Ended June 30,2024 2025 2024 2025Net cash flow from operating activities$ 17,416 $ 33,119 $ 48,438 $ 49,063Deduct: Purchase of equipment (1,232)(389)(21,466)(985)Development expenditure (1,729)(2,476)(3,120)(4,707)Payment of lease liabilities (930)(1,181)(2,038)(2,272)Free cash flow from operations$ 13,525 $ 29,073 $ 21,815 $ 41,099 View original content to download multimedia: SOURCE Opera Limited
Yahoo
05-08-2025
- Business
- Yahoo
Opera to Announce Second Quarter 2025 Financial Results on August 19, 2025
OSLO, Norway, Aug. 5, 2025 /PRNewswire/ -- Opera Limited (NASDAQ: OPRA), one of the world's major browser developers and a leading internet consumer brand, announced today that the company's second quarter 2025 financial results will be released before the market opens on Tuesday, August 19, 2025. The earnings release will be available on our investor relations website at Management will host a conference call to discuss the second quarter 2025 financial results on the same day at 8:00 a.m. ET. Listeners may access the call by dialing the following numbers: United States: +1 800-225-9448Norway: +47 80-01-3780International: +1 203-518-9708 Confirmation Code: OPRAQ225 A live webcast of the conference call can be accessed at About OperaOpera is a user-centric and innovative software company focused on enabling the best possible internet browsing experience across all devices. Hundreds of millions use the Opera web browsers for their unique and secure features on their mobile phones and desktop computers. Founded in 1995, and headquartered in Oslo, Norway, Opera is a public company listed on the Nasdaq stock exchange under the ticker symbol "OPRA". Download the Opera web browser and access other Opera products from Learn more about Opera at View original content to download multimedia: SOURCE Opera Limited Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
20-07-2025
- Business
- Yahoo
Those who invested in Opera (NASDAQ:OPRA) three years ago are up 329%
It might seem bad, but the worst that can happen when you buy a stock (without leverage) is that its share price goes to zero. But if you buy shares in a really great company, you can more than double your money. For example, the Opera Limited (NASDAQ:OPRA) share price has soared 240% in the last three years. That sort of return is as solid as granite. It's also good to see the share price up 30% over the last quarter. But this could be related to the strong market, which is up 23% in the last three months. So let's assess the underlying fundamentals over the last 3 years and see if they've moved in lock-step with shareholder returns. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. By comparing earnings per share (EPS) and share price changes over time, we can get a feel for how investor attitudes to a company have morphed over time. Opera became profitable within the last three years. Given the importance of this milestone, it's not overly surprising that the share price has increased strongly. The company's earnings per share (over time) is depicted in the image below (click to see the exact numbers). We know that Opera has improved its bottom line over the last three years, but what does the future have in store? It might be well worthwhile taking a look at our free report on how its financial position has changed over time. What About Dividends? When looking at investment returns, it is important to consider the difference between total shareholder return (TSR) and share price return. Whereas the share price return only reflects the change in the share price, the TSR includes the value of dividends (assuming they were reinvested) and the benefit of any discounted capital raising or spin-off. So for companies that pay a generous dividend, the TSR is often a lot higher than the share price return. In the case of Opera, it has a TSR of 329% for the last 3 years. That exceeds its share price return that we previously mentioned. This is largely a result of its dividend payments! A Different Perspective It's good to see that Opera has rewarded shareholders with a total shareholder return of 57% in the last twelve months. That's including the dividend. Since the one-year TSR is better than the five-year TSR (the latter coming in at 19% per year), it would seem that the stock's performance has improved in recent times. In the best case scenario, this may hint at some real business momentum, implying that now could be a great time to delve deeper. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. For example, we've discovered 2 warning signs for Opera that you should be aware of before investing here. But note: Opera may not be the best stock to buy. So take a peek at this free list of interesting companies with past earnings growth (and further growth forecast). Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
27-06-2025
- Business
- Yahoo
Opera Limited (OPRA): A Bull Case Theory
We came across a bullish thesis on Opera Limited on Shareholdersunite Essentials' Substack by Shareholders unite. In this article, we will summarize the bulls' thesis on OPRA. Opera Limited's share was trading at $18.17 as of June 24th. OPRA's trailing P/E was 19.54 according to Yahoo Finance. A wide angle view of a bustling cityscape, capturing the potential of the consumer internet. Opera (OPRA), a Norwegian browser innovator majority-owned by China's Kulun Tech, has built a compelling niche in a highly competitive market through constant innovation, product diversification, and a sharp focus on AI integration and user engagement. While much smaller than rivals, Opera has carved out a significant global presence, with over 293 million average monthly active users (MAUs) across its suite of products. Flagship offerings include Opera One, a desktop browser redesigned around AI with the Aria assistant at its core; Opera GX, a gamer-focused browser with deep customization and high engagement; Opera Mini, a lightweight data-efficient browser thriving in emerging markets; and Opera Air, a mindfulness-centric product targeting Western audiences. Opera's strategy has emphasized early adoption of transformative technologies like AI and Web3, embedding features such as crypto wallets and stablecoin-based MiniPay directly into its platforms. Aria, built on Opera's modular Composer AI engine, connects to multiple large language models (LLMs) and enables on-device local LLM use, supporting privacy and versatility. Opera is also developing the Browser Operator—an AI agent that automates web tasks on users' behalf. Meanwhile, Opera Gaming (via GameMaker and GX Games), Opera News (a personalized AI-driven content platform), and Opera Ads (a growing in-house advertising network) complement the core browser ecosystem. Revenue growth has been driven by advertising, notably in e-commerce, and ARPU has surged due to a strategic pivot to high-monetization Western markets. Supported by major partners like Google, ASUS, and regional OEMs, Opera combines solid financials, shareholder returns, and expanding AI infrastructure, positioning it for sustained growth in browser-based digital ecosystems. Previously, we covered a on Opera Limited by Welfare Capital in March 2025, which highlighted the company's strong browser business, Opera GX growth, and capital returns. The company's stock price has depreciated by approximately 1% since our coverage. This is because the thesis has yet to fully play out. Shareholdersunite shares a similar view but emphasizes Opera's AI and Web3 integration. Opera Limited is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 14 hedge fund portfolios held OPRA at the end of the first quarter, which was 16 in the previous quarter. While we acknowledge the risk and potential of OPRA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Connectez-vous pour accéder à votre portefeuille
Yahoo
25-06-2025
- Business
- Yahoo
Opera Limited (OPRA): A Bull Case Theory
We came across a bullish thesis on Opera Limited on Shareholdersunite Essentials' Substack by Shareholders unite. In this article, we will summarize the bulls' thesis on OPRA. Opera Limited's share was trading at $18.17 as of June 24th. OPRA's trailing P/E was 19.54 according to Yahoo Finance. A wide angle view of a bustling cityscape, capturing the potential of the consumer internet. Opera (OPRA), a Norwegian browser innovator majority-owned by China's Kulun Tech, has built a compelling niche in a highly competitive market through constant innovation, product diversification, and a sharp focus on AI integration and user engagement. While much smaller than rivals, Opera has carved out a significant global presence, with over 293 million average monthly active users (MAUs) across its suite of products. Flagship offerings include Opera One, a desktop browser redesigned around AI with the Aria assistant at its core; Opera GX, a gamer-focused browser with deep customization and high engagement; Opera Mini, a lightweight data-efficient browser thriving in emerging markets; and Opera Air, a mindfulness-centric product targeting Western audiences. Opera's strategy has emphasized early adoption of transformative technologies like AI and Web3, embedding features such as crypto wallets and stablecoin-based MiniPay directly into its platforms. Aria, built on Opera's modular Composer AI engine, connects to multiple large language models (LLMs) and enables on-device local LLM use, supporting privacy and versatility. Opera is also developing the Browser Operator—an AI agent that automates web tasks on users' behalf. Meanwhile, Opera Gaming (via GameMaker and GX Games), Opera News (a personalized AI-driven content platform), and Opera Ads (a growing in-house advertising network) complement the core browser ecosystem. Revenue growth has been driven by advertising, notably in e-commerce, and ARPU has surged due to a strategic pivot to high-monetization Western markets. Supported by major partners like Google, ASUS, and regional OEMs, Opera combines solid financials, shareholder returns, and expanding AI infrastructure, positioning it for sustained growth in browser-based digital ecosystems. Previously, we covered a on Opera Limited by Welfare Capital in March 2025, which highlighted the company's strong browser business, Opera GX growth, and capital returns. The company's stock price has depreciated by approximately 1% since our coverage. This is because the thesis has yet to fully play out. Shareholdersunite shares a similar view but emphasizes Opera's AI and Web3 integration. Opera Limited is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 14 hedge fund portfolios held OPRA at the end of the first quarter, which was 16 in the previous quarter. While we acknowledge the risk and potential of OPRA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
