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    James Callahan • Piper Sandler & Co.

    James Callahan's questions to Opera Ltd (OPRA) leadership

    James Callahan's questions to Opera Ltd (OPRA) leadership • Q1 2025

    Question

    James Callahan asked about notable trends from the search choice screens in Europe and inquired about any significant changes in channel allocation for the company's marketing spend.

    Answer

    Co-CEO Lin Song confirmed that choice screens have provided a major boost to search revenue growth in Europe. CFO Frode Jacobsen addressed marketing spend, explaining that Q4 was elevated due to product launches and that Q2 spend would be stable with Q1 before increasing in the second half of the year, with a focus on online campaigns and brand-building with influencers.

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    James Callahan's questions to Opera Ltd (OPRA) leadership • Q4 2024

    Question

    James Callahan asked about the audience extension business, specifically if there is a lag effect in monetizing new Western users. He also inquired about which marketing strategies were most successful in driving user growth.

    Answer

    Co-CEO Lin Song described the monetization as a cumulative 'flywheel' effect rather than a lag, where more users improve models and performance. CFO Frode Jacobsen stated that marketing spend was scaled up in Q4 due to satisfactory ROI on the back of key product releases like Opera One R2 and Opera GX, which Lin Song emphasized are the core drivers of growth.

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