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Visual21 Oct 2025
Hermès' growth by geographical region visualized
Opera (OPRA) investor relations material
Opera Piper Sandler 4th Annual Growth Frontiers Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Piper Sandler 4th Annual Growth Frontiers Conference summary10 Sep, 2025
Business overview and product differentiation
Operates as a Norwegian consumer internet company with a 30-year history and nearly 300 million users worldwide.
Generates approximately $600 million in revenue, growing over 20% year over year, with positive EBITDA around 23%.
Focuses on distinct browsers: Opera One for tech-savvy and design-oriented users, and Opera GX for gamers, which has the highest ARPU and retention.
Invests in raising awareness for Opera GX, targeting the global gaming community.
Revenue streams and growth drivers
Revenue is split between search (revenue share from partners like Google) and advertising (active promotion of partners).
Advertising growth driven by ecommerce initiatives, especially in the US and Europe, with over 100% year-over-year growth since mid-last year.
Partners with major ecommerce players such as Amazon, Temu, and Shein, focusing on performance-based campaigns and geographic expansion.
Maintains strong advertising growth even amid shifts in international retailer spending, with 40% YoY growth in Q2.
Search business and industry context
Search revenue is high margin and tied to user base and activity, with growth outpacing Google’s own search revenue.
User base in Western markets has grown to 58 million, supporting share gains in stable internet markets.
Recent US antitrust ruling allows continued revenue sharing with Google, with contracts now renewed annually.
Partnership with Google spans 25 years, involving both technical collaboration and commercial agreements.
Opera Neon: How will it change user interaction?
Long-term revenue mix target for e-commerce ads?
MiniPay: Primary monetization strategy as it scales?
Partial view of Summaries dataset, powered by Quartr API
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Next Opera earnings date
Q3 202529 Oct, 2025
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Frequently asked questions
Opera Limited's products include Opera Mini that enables access to content on mobile phones; Opera Touch, a browser designed for fast and intuitive browsing on touchscreens; Opera Mobile that offers platform for mobile operators to build services and applications; Opera News, an application with artificial intelligence and machine learning based newsfeed; and Opera GX, a browser designed especially for gamers. The company was founded in 1996 and is headquartered in Oslo, Norway.
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