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Opera Limited is a global internet company known for its innovative browser products and a large, engaged user base. The company provides a range of services, including web browsers, gaming tools, content platforms, and advertising solutions. Opera generates revenue primarily through advertising, search partnerships, and technology licensing, leveraging its strategic position as a browser provider to expand into areas like gaming, AI, and Web3.
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Browser and News - Offers PC and mobile browsers, including Opera Mini, Opera GX for gamers, and Opera One with integrated generative AI tools. Provides content through Opera News and monetizes through search partnerships and advertising.
- Search Revenue - Earned from integrated search engines like Google and Yandex.
- Advertising Revenue - Generated from ads on browsers, Opera News, and third-party inventories.
- GameMaker - A game development platform acquired in 2021, included under this segment.
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Other - Includes licensing of proprietary technology, professional services, and customized browser configurations for mobile operators. Also encompasses software licenses and maintenance services.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
James Yahui Zhou ExecutiveBoard | Chairman and CEO | Controlling Shareholder of Kunlun Tech Co., Ltd. | James Yahui Zhou has been the Chairman and CEO of Opera Limited since July 2016. He has led the company to significant growth, including a 29% revenue growth in Q4 2024. | |
Lin Song ExecutiveBoard | Co-CEO | Director of Otello Corporation ASA | Lin Song has been with Opera since 2002 and became Co-CEO in August 2020. He has played a key role in product development and expanding partnerships. | |
Frode Jacobsen Executive | CFO | N/A | Frode Jacobsen has been the CFO since April 2016 and has a background in strategic initiatives and corporate development. | |
James Liu Board | Independent Director | Executive Director and COO at RenRen Inc. | James Liu has been an independent director since July 2019 and has a background in technology and management consulting. | |
Lori Wheeler Næss Board | Independent Director | Board Member and Audit Committee Chair of Golar LNG Limited | Lori Wheeler Næss has been an independent director since July 2018 and has extensive experience in financial oversight. | |
Tian Jin Board | Director | Director and Chairman of Kunlun Tech Co., Ltd.; Director at Hong Kong Kunlun Tech Holding Limited and Kunlun Group Limited | Tian Jin rejoined the board in October 2022 and has held various leadership roles at Kunlun Tech Co., Ltd.. | |
Trond Riiber Knudsen Board | Independent Director | Founder and CEO of TRK Group AS | Trond Riiber Knudsen has been an independent director since July 2018 and is the founder of TRK Group AS. | |
Xiaoling Qian Board | Director | Executive at Kunlun Tech Co., Ltd. | Xiaoling Qian has been a director since June 2021 and has been involved in managing Kunlun's investment in Opera. |
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Given the significant growth in advertising revenue driven by e-commerce partnerships, how sustainable is this growth, and what strategies are in place to mitigate risks associated with potential concentration among a few key e-commerce partners?
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Your guidance suggests a normalization of growth rates in the second half of 2025; what factors are contributing to this anticipated slowdown, and how confident are you in sustaining the momentum gained in Q4 2024 and Q1 2025?
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With the increasing contribution of advertising revenue, which comes with higher cost of revenue items, how do you plan to manage margins, and what are the implications for your overall profitability in the long term?
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Considering that search revenue growth accelerated unexpectedly in Q4, what is your outlook on the sustainability of search revenue growth, especially in light of the upcoming Google partnership renewal?
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Given the low penetration of iOS users despite recent growth, particularly in Europe and the U.S., what specific strategies are you implementing to capture a larger share of the iOS market, and what challenges do you foresee in this area?
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
NVIDIA DGX SuperPod | 2024 | In March 2024, Opera completed the acquisition of an NVIDIA DGX SuperPod for $18.6 million paid in cash, aiming to enhance its AI data center infrastructure. Additionally, Opera announced the deployment of a new AI data cluster in Iceland powered by green energy to support its browsers and future AI services. |
No recent press releases or 8-K filings found for OPRA.