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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.
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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.

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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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