Research analysts who have asked questions during Opera earnings calls.
LV
Lance Vitanza
TD Cowen
4 questions for OPRA
Also covers: CCO, CODI, DLX +6 more
MA
Mark Argento
Lake Street Capital Markets
4 questions for OPRA
Also covers: GAIA, HGBL, JRSH +2 more
Naved Khan
B. Riley Securities
4 questions for OPRA
Also covers: ABNB, ACVA, BKNG +13 more
Eric Sheridan
Goldman Sachs
3 questions for OPRA
Also covers: ABNB, ACVA, AMZN +42 more
AY
Alicia Yap
Citigroup
2 questions for OPRA
Also covers: BABA, BIDU, BZUN +10 more
JC
James Callahan
Piper Sandler & Co.
2 questions for OPRA
JC
Jim Callahan
Piper Sandler
1 question for OPRA
Also covers: APP, U
Recent press releases and 8-K filings for OPRA.
Opera's MiniPay Expands Stablecoin Support and Reports Strong Growth
OPRA
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Opera (OPRA) and Tether have expanded support for USDT and Tether Gold (XAU®0) within MiniPay, Opera's self-custodial wallet built on the Celo blockchain, to enhance financial access in emerging markets.
- MiniPay has achieved significant scale, reporting over 12.6 million activated wallets, 350 million transactions, and 3.64 million estimated on-chain users on Celo.
- The platform demonstrated strong recent growth, with 50% growth in on-chain users in Q4 2025 and 7 million phone-verified USDT wallets as of December 2025.
- In December 2025, MiniPay users initiated over $96 million USD in stablecoin transfers, and more than $153 million USD was sent or received through the platform across all integrations.
4 days ago
Opera Limited Expects Q4 2025 Results to Exceed Guidance
OPRA
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Opera Limited anticipates fourth-quarter 2025 revenue to exceed $170 million, surpassing its prior guidance, which will result in full-year revenue above $608 million and over 26% growth compared to 2024.
- The company also expects adjusted EBITDA for Q4 2025 to surpass the high end of its $37.5 \u2013 40.5 million guidance, with full-year adjusted EBITDA projected to exceed $141 million.
- CEO Lin Song noted an increase of approximately 2 million high-ARPU Western users sequentially from Q3 to Q4 2025, providing a tailwind for monetization.
5 days ago
Opera expects Q4 2025 revenue and adjusted EBITDA to exceed guidance
OPRA
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Opera Limited anticipates fourth quarter 2025 revenue to exceed $170 million and full-year 2025 revenue to be above $608 million, representing over 26% growth compared to 2024, both surpassing prior guidance.
- The company also projects fourth quarter 2025 adjusted EBITDA to exceed the high end of its prior guidance range of $37.5 – $40.5 million, with full-year adjusted EBITDA expected to surpass $141 million.
- This positive outlook is partly attributed to an increase of approximately 2 million high-ARPU Western users sequentially from the third to the fourth quarter of 2025.
5 days ago
Opera Limited CFO Highlights Financial Performance and Strategic Growth
OPRA
Guidance Update
Dividends
Share Buyback
- Opera Limited's CFO, Frode Jacobsen, provided financial guidance for full year 2025, projecting approximately $600 million in revenue and $140 million in adjusted EBITDA, with a 23% EBITDA margin.
- The company boasts close to 300 million monthly active users and has significantly grown its average revenue per user (ARPU) by about tripling it over the past years, with 60% of revenue derived from Western markets.
- Opera emphasizes product innovation, particularly in AI integration across its browser offerings and the rapid expansion of its MiniPay fintech product, which has surpassed 12 million wallets and 360 million transactions.
- Financially, Opera maintains no financial debt, offers a recurring dividend with a 5%-6% yield, and has executed share buybacks totaling approximately $500 million since 2020, repurchasing almost 30% of shares outstanding relative to early 2020.
Jan 15, 2026, 1:00 PM
Opera Limited Provides Business and Financial Update at Needham Conference
OPRA
Guidance Update
Dividends
Share Buyback
- Opera Limited guided for approximately $600 million in revenue and $140 million in Adjusted EBITDA for the full year 2025.
- The company has a large user base of close to 300 million monthly active users and focuses on product innovation, including being the first to integrate LLMs into its browsers and launching MiniPay, a non-custodial stablecoin wallet, which has grown to over 12 million wallets and 360 million transactions.
- Opera is a recurring dividend-paying company with a 5%-6% yield and has repurchased nearly 30% of its shares outstanding since early 2020, totaling about $500 million in buybacks.
- The company maintains a strong financial position with no financial debt and holds a close to 10% stake in OPay, a successful private company it incubated.
Jan 15, 2026, 1:00 PM
Opera Limited Provides FY 2025 Guidance, Highlights Shareholder Returns and Product Innovation
OPRA
Guidance Update
Dividends
Share Buyback
- Opera Limited provided full-year 2025 guidance, projecting approximately $600 million in revenue and $140 million in Adjusted EBITDA, maintaining a stable 23% EBITDA margin.
- The company emphasizes shareholder returns through a recurring dividend program with a 5%-6% yield and has executed share buybacks totaling about $500 million since 2020, repurchasing almost 30% of its shares outstanding relative to early 2020.
- Opera serves close to 300 million monthly active users and has significantly increased its average revenue per user (ARPU) by tripling it over the past years.
- Strategic product developments include early integration of LLMs and the launch of Opera AI within its browsers, alongside the rapid expansion of MiniPay, a non-custodial stablecoin wallet, which now boasts over 12 million wallets and 360 million transactions.
- Financially, Opera maintains a strong balance sheet with no financial debt and holds a close to 10% stake in OPay, a successful private company it incubated.
Jan 15, 2026, 1:00 PM
Opera Integrates New AI Capabilities Powered by Google
OPRA
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Opera is rolling out new AI capabilities across its Opera One, Opera GX, and Opera Neon browsers, providing over 80 million users with free access to the latest Opera browser AI.
- This initiative is part of an expanded partnership with Google, integrating the latest Gemini models into Opera's browser AI.
- The new Opera AI, accessible via a side panel, offers features such as content summaries, tab comparisons, voice input, and file analysis, with a rebuilt engine delivering 20% faster responses.
- Opera reported a 17 percent annual increase in query revenue in its latest earnings, reflecting the monetization of user-initiated actions and the increasing usage of AI tools in its browsers.
Dec 1, 2025, 1:30 PM
Opera's MiniPay Integrates Real-Time Payments in Latin America
OPRA
Product Launch
New Projects/Investments
- Opera's MiniPay, a leading stablecoin wallet, has launched a "Pay like a local" feature in Latin America, connecting USD₮ (Tether) to real-time payment methods such as Mercado Pago in Argentina and PIX in Brazil.
- This new feature, powered by Noah, enables users to make direct payments to local rails from their dollar stablecoin balance, facilitating local spending and converting stablecoins into instant real-world utility.
- MiniPay, which has surpassed 10 million activated wallets and expanded to over 60 countries, is also enhancing its on- and off-ramp coverage in Latin America by integrating partners like El Dorado and Alfred.
Nov 19, 2025, 4:45 PM
Opera (OPRA) Discusses AI Strategy, E-commerce Growth, and Financial Discipline at Wells Fargo Summit
OPRA
Dividends
Share Buyback
New Projects/Investments
- Opera (OPRA) is a profitable Norwegian company with close to 300 million monthly users for its web browsers, achieving over 20% CAGR growth since going public in 2018 and paying a dividend with over 5% recurring yield.
- The company's advertising revenue is increasingly driven by e-commerce, which was close to half of advertising revenue in Q3 and is expected to reach half in Q4, growing at over 100% year-over-year for about a year. Key e-commerce partners include Amazon, Booking, Temu, and Shein.
- Opera is actively integrating AI into its browsers, utilizing a combination of models such as Gemini, ChatGPT, and Llama, and offers Neon, a subscription-based agentic browser.
- Opera holds a 9.4% stake in Opay, valued at $258 million on the balance sheet, which it plans to monetize over time. Additionally, its MiniPay non-custodial stablecoin wallet for emerging markets has grown to 10 million wallets and is already profitable.
- The company maintains financial discipline, expecting a 24% EBITDA margin this year, and has returned approximately $500 million to shareholders since 2020 through buybacks and dividends.
Nov 18, 2025, 6:15 PM
Opera Highlights Strong Financials, E-commerce Growth, and AI Strategy
OPRA
Revenue Acceleration/Inflection
Dividends
New Projects/Investments
- Opera is a profitable web browser company with close to 300 million monthly users, achieving over 20% CAGR growth since its 2018 IPO and targeting a 24% EBITDA margin this year.
- The company's advertising revenue, which accounts for about two-thirds of total revenue, is rapidly shifting towards e-commerce, representing close to half of advertising revenue in Q3 and growing at over 100% year-over-year for approximately a year.
- Opera holds a 9.4% stake in OPay, valued at $258 million on its balance sheet, and anticipates realizing substantial gains when OPay goes public.
- Since 2020, Opera has returned approximately $500 million to shareholders through buybacks and dividends, emphasizing organic growth and financial discipline.
Nov 18, 2025, 6:15 PM
Quarterly earnings call transcripts for Opera.
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