Alex (on behalf of Eric Sheridan)'s questions to Opera Ltd (OPRA) leadership • Q3 2024
Question
Alex from Goldman Sachs (on behalf of Eric Sheridan) asked about the iOS opportunity in Europe post-DMA, seeking color on user retention, ARPU, and the nature of investments needed to capture this market.
Answer
Co-CEO Song Lin expressed satisfaction with iOS progress, highlighting that new user inflow in Europe was up 66% from August to September, exceeding expectations. He stated that the Q4 strategy involves better integrating the desktop and iOS experiences to convert existing Opera PC users. Lin sees significant growth potential given Opera's current mobile penetration in Western markets.