OPRA Research | Milton Maxwell

Upcoming Earnings

Report date

-/-

Earnings Call Transcripts

This Quarter (Q1 '26)

No earnings call transcript available yet

Last Quarter (Q4 '25)

FY Q4 '25

Q&A colors e-commerce, AI drivers

2/25/26Feb 25, 2026

Q&A drilled into e-commerce ads' outsized role, with Song Lin pegging a $5-10B TAM and top-50 advertiser spends up 56%, fueling 28% annual revenue growth. Western users grew despite competition, thanks to iOS gains post-EU DMA and AI features. Neon acts as AI lab, porting advanced tools to free browsers while reserving power-user perks for subscriptions. Non-search queries topped $5M, blending AI chats and direct partner links. Management was cagey on OPay IPO timing. Q&A largely reaffirmed scripted beats. Investors watch MiniPay's global scale-up.

Key Stats

Market Cap

1.28B

P/E (TTM)

15.83

Basic EPS (TTM)

0.90

Dividend Yield

0.09%

About

Opera Limited, together with its subsidiaries, provides mobile and PC web browsers and related products and services in Norway and internationally. The company offers mobile browser products, such as Opera Mini, Opera browser for Android and iOS, and Opera GX for PCs and Mobile; PC browsers, including Opera for Computers and Opera GX; Apex Football; Opera VPN Pro; and Opera News, an AI-powered personalized news discovery and aggregation service. It provides browser-based cashback rewards programs; owns GameMaker Studio, a 2D gaming development platform; and GXC, a gaming portal. In addition, the company operates Opera Ads, an online advertising platform; and offers Web3 and e-commerce services. Opera Limited was founded in 1995 and is headquartered in Oslo, Norway. Opera Limited is a subsidiary of Kunlun Tech Co., Ltd.

CEO

Mr. Yahui Zhou

IPO

7/27/2018

Website

https://www.opera.com

Employees

599

Sector

Communication Services

Industry

Internet Content & Information