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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Opera
Opera (OPRA) investor relations material
Opera 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary15 Jan, 2026
Strategic evolution and financial highlights
Transitioned from a browser company to a diversified consumer internet platform, now spanning search, advertising, and fintech services.
Achieved nearly 300 million monthly active users, with strong growth in Western markets and a focus on high-ARPU segments.
Guided for $600 million in revenue and $140 million in adjusted EBITDA for 2025, with a recurring semi-annual dividend and significant share buybacks since 2020.
Maintains a stable leadership team and a solid balance sheet with no financial debt and a notable stake in OPay.
Product innovation and user segmentation
Offers multiple browser versions tailored to specific user groups, including Opera One, GX for gamers, and Neon for agentic browsing.
Integrated AI features, including proprietary Opera AI, enabling advanced in-browser tasks and research.
Gaming browser GX targets a high-value, tech-savvy audience, contributing significantly to revenue with strong growth potential.
Launched MiniPay, a non-custodial stablecoin wallet, rapidly scaling to over 12 million wallets and 360 million transactions, especially in emerging markets.
Revenue model and market dynamics
Revenue is split between query-based (search and AI dialogue) and advertising, with two-thirds from advertising.
Long-standing partnership with Google for search revenue share; advertising is primarily performance-based, focused on conversion and customer acquisition.
E-commerce and travel verticals have grown over 100% year-over-year, driving revenue and profit expansion.
Maintains a balance between growth investment and profitability, consistently achieving the Rule of 40 for 18 quarters.
Justify multiple browser strategy for scale
MiniPay's role in long-term revenue diversification
Reconcile privacy with data monetization opportunities
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Next Opera earnings date
Q4 202526 Feb, 2026
Opera
Next Opera earnings date
Q4 202526 Feb, 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.
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