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    James Callahan

    Research Analyst at Piper Sandler & Co.

    James Callahan is Vice President of Internet Equity Research at Piper Sandler, specializing in technology and digital media with a primary focus on companies like AppLovin and Opera. He is recognized for a strong performance track record, maintaining a 100% success rate with an average return of 10.9% per rating over the last year and placing among the most accurate analysts on platforms such as TipRanks. Callahan began his equity research career following a Master's of Accounting and dual bachelor's degrees in Finance and Accounting from Penn State University, and has prior experience as an equity research intern and audit associate before joining Piper Sandler in September 2020. He holds the CFA designation and is professionally credentialed with relevant securities licenses and FINRA registration.

    James Callahan's questions to Opera (OPRA) leadership

    James Callahan's questions to Opera (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 (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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