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    Mark Argento • Lake Street Capital Markets

    Mark Argento's questions to Opera Ltd (OPRA) leadership

    Mark Argento's questions to Opera Ltd (OPRA) leadership • Q2 2025

    Question

    Mark Argento asked about the seasonality of the e-commerce business against tougher comps, opportunities in other verticals like travel, the LLMs powering Opera Neon, and the strategic value of Opera's installed base in light of industry consolidation talks.

    Answer

    CFO Frode Jacobsen acknowledged difficult H2 comps but noted guidance remains cautious. Co-CEO Song Lin identified travel and fintech as key growth verticals. He clarified that Neon uses base models from major LLM providers, with Opera's value-add being browser-native integration. He emphasized Opera's position as one of the largest independent browsers with 300 million MAUs, making it a key strategic player in any industry discussions.

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    Mark Argento's questions to Opera Ltd (OPRA) leadership • Q1 2025

    Question

    Mark Argento asked for specifics on the levers needed to develop the nascent U.S. e-commerce opportunity and questioned whether a slowing U.S. economy could be favorable for Opera's performance-based advertising model.

    Answer

    Co-CEO Lin Song explained that Opera's strategy is to initially partner with larger, performance-focused e-commerce players who value incrementality. He affirmed that in a volatile economic environment, advertisers prefer Opera's performance-based model because they only pay for measurable results, which makes the business more resilient and attractive.

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    Mark Argento's questions to Opera Ltd (OPRA) leadership • Q4 2024

    Question

    Mark Argento drilled down on the advertising business, asking about its seasonality, customer concentration in e-commerce, and the primary geographic focus for growth.

    Answer

    CFO Frode Jacobsen noted that 2025 guidance assumes normalized sequential growth with bigger moves in H2. Co-CEO Lin Song explained that while they work directly with the largest e-commerce players, the customer base is more diversified than search. Jacobsen confirmed Western markets are the fastest-growing region, representing over half of revenue.

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    Mark Argento's questions to Opera Ltd (OPRA) leadership • Q3 2024

    Question

    Mark Argento questioned the company's AI strategy, focusing on the product roadmap for Opera One R2 and whether Opera is considering a subscription-based AI product similar to competitors like Perplexity.

    Answer

    Co-CEO Song Lin described AI, particularly the Aria assistant, as a long-term differentiator and noted a significant uptick in usage. Regarding monetization, Lin explained that Opera's current priority is to maximize user accessibility for its AI tools rather than pursuing a subscription model. He emphasized that the company's profitability allows it to focus on user engagement and product integration over short-term revenue generation from AI.

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