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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Opera
Opera (OPRA) investor relations material
Opera Citi’s 2026 Global TMT Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi’s 2026 Global TMT Conference summary9 Sep, 2026
Product innovation and AI integration
Focus on differentiating through feature-rich, customizable browsers to attract engaged users with high monetization potential.
Multiple browser offerings target specific segments: Opera One (flagship), Opera GX (gamers), Opera Neon (AI enthusiasts), with Neon serving as a testbed for agentic AI features.
Opera Neon, a subscription browser, enables native agentic AI capabilities, automating tasks like calendar management and communications; learnings from Neon are integrated into free browsers.
Integration with leading AI platforms (Google Gemini, ChatGPT, Claude) and support for local models allows users to choose their preferred AI tools within the browser.
Strategy emphasizes being an open orchestration layer for AI services, independent of any single ecosystem.
User growth and market focus
Strategic focus on growing high-ARPU user segments, particularly in Western markets, through tailored products and targeted marketing.
Marketing spend is concentrated on high-value regions, with Western users offering significantly higher monetization potential.
Recent regulatory changes on iOS have enabled Opera to expand its mobile user base, with iOS now representing about 10% of smartphone users, up from near zero in 2023.
Growth in Android and iOS MAUs has accelerated, especially in the U.S. and London.
Monetization and partnerships
Revenue is driven by query (search) and advertising streams, with a longstanding revenue-share partnership with Google, now including AI mode monetization.
Opera Ads platform reach expanded to 700 million users, including both browser and third-party app users, enabling advanced targeting and e-commerce integration.
E-commerce advertising revenue grew from $40 million to $240 million in 2.5 years, now over 50% of ad revenue, driven by scale and Western market penetration.
Scale enables deeper partnerships and new monetization opportunities, especially as agentic commerce evolves.
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Latest events from Opera
- Scaling with AI integration and high-ARPU focus, aiming for $1B revenue and strong shareholder returns.OPRA
Goldman Sachs Communacopia + Technology Conference 2026 - Q2 revenue and EBITDA beat guidance, with 288M MAUs, raised outlook, and strong capital returns.OPRAQ2 2026
- Revenue and profit growth exceeded expectations, with raised guidance and strong cash flow.OPRAQ1 2026
- 28% annual revenue growth, strong margins, and a $300M buyback drive double-digit outlook.OPRAQ4 2025
- AI-powered browsers and targeted marketing fuel strong growth and expanding revenue streams.OPRACiti’s 2025 Global Technology, Media and Telecommunications Conference
- Q3 revenue up 20% year-over-year, with raised 2024 guidance and strong advertising-driven growth.OPRAQ3 2024
- Focused on Western growth, AI, and gaming, with regulatory shifts boosting iOS expansion.OPRAGoldman Sachs Communacopia + Technology Conference 2024
- AI-powered innovation and gamer-focused products drive growth and high engagement across user segments.OPRACiti's 2024 Global TMT Conference
- Q2 outperformed expectations, with raised full-year guidance and strong AI-driven growth.OPRAQ2 2024
Next Opera earnings date
Q3 202617 Nov, 2026
Opera
Next Opera earnings date
Q3 202617 Nov, 2026
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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.