OSLO, Norway, Dec. 11, 2025 /PRNewswire/ -- Opera [NASDAQ: OPRA], the browser innovator and agentic AI company, has today opened public access to Opera Neon. Opera Neon is Opera's experimental browser for AI power users, who wish to get access and make the most of the newest AI technologies as they emerge. Since Oct 2, Opera Neon was available within a closed "Founders" phase, which gave the company time to work with its community and incorporate its feedback. Starting today, the waitlist is removed, and a ...

Company Overview - Opera (OPRA) is an AI-powered technology company primarily recognized for its web browser solutions and related services [1] - The stock has experienced a decline of 27% year-to-date, despite the management delivering steady and stable performance [1] Performance Analysis - The company has shown consistent operational performance, which contrasts with the significant drop in stock price [1]

Opera and the Celo Foundation announced at Binance Blockchain Week that they are extending their partnership to bring financial inclusion to a billion people by 2030 by making low-cost stablecoin payments “ubiquitous around the world.” The announcement includes plans for stablecoin-backed payment cards, expanded real-world asset offerings, and a joint Mini App Roadshow across Asia and South America, according to a Wednesday statement by Opera. Their goal is to give people “a reliable stablecoin wallet th ...

Core Insights - Opera (OPRA) is launching new AI capabilities across its web browsers, including Opera One, Opera GX, and Neon, in response to increasing competition in the tech industry to enhance user browsing experiences [1] Group 1 - The new AI features aim to make browsing more agentic, indicating a shift towards more interactive and personalized user experiences [1]

Accessibility StatementSkip Navigation OSLO, Norway, Dec. 1, 2025 /PRNewswire/ -- The browser innovator and agentic AI company Opera (NASDAQ: OPRA)Â is rolling out new AI capabilities across its Opera One, Opera GX and Opera Neon browsers, providing more than 80 million of Opera's users with free access to the latest and most advanced Opera browser AI. The rapid evolution of Opera AI benefits from the expanded long standing partnership between Opera and Google, which now includes integrating the latest Gemi ...

Core Insights - MiniPay, a stablecoin wallet developed by Opera, is enhancing payment capabilities in Latin America by connecting USD (Tether) to local payment methods, starting with popular platforms like Mercado Pago and PIX [1][2][5] - The "Pay like a local" feature, powered by Noah, allows users to make direct payments using their stablecoin balance, facilitating seamless transactions in local currencies [4][6] - MiniPay has achieved over 10 million activated wallets since its launch in 2023, making it one of the fastest-growing stablecoin wallets globally [1][10] Company Overview - MiniPay is a non-custodial stablecoin wallet built on the Celo blockchain, designed to make digital finance accessible and user-friendly, particularly in emerging markets [9][10] - The wallet is available as a standalone app for Android and iOS, or integrated into the Opera Mini browser, allowing users to send, receive, and save stablecoins with minimal fees [10] Market Position - In Brazil, PIX is used by over 76% of the population and processes 80% more transactions than credit and debit cards combined, while Mercado Pago in Argentina has over 72 million active users and a 68% market share [5] - By integrating with these leading payment systems, MiniPay provides a bridge for travelers and digital dollar holders to transact locally, addressing challenges faced by foreign cards [5][6] Strategic Partnerships - MiniPay is expanding its on- and off-ramp coverage in Latin America by onboarding partners like El Dorado and Alfred, enhancing the ability to convert local currency to USD and facilitating cross-border transfers [3][7] - The integration with local payment systems and ramp partners strengthens the platform's resilience and offers users consistent options for moving value between currencies [7] Event Context - The rollout of these new payment methods coincides with DevConnect, a major Ethereum ecosystem conference, allowing crypto users to experience seamless local payments in Argentina [8]

Company Overview - RELX is a global provider of information-based analytics and decision tools for professional and business customers, with a presence in over 180 countries and offices in 40 countries [2] - Approximately 40% of RELX's employees are located in North America [2] Financial Performance - Through the first nine months of 2025, RELX's revenues have grown by 7%, with growth across all four segments [1] - The adjusted operating profit through June 30 was 1.652 billion British pounds ($2.17 billion), representing a 9% increase year over year [1] - RELX's balance sheet showed net debt of 7.32 billion British pounds ($9.60 billion), which is 2.2 times EBITDA, indicating a healthy multiple [7] - Analysts have a positive outlook, with eight out of ten rating it a Buy, and a target price of $58.95, which is 47% above its current share price [7] - Expected earnings for RELX in 2025 are $1.71 per ADR, trading at 23.4 times this estimate, the lowest since 2023 [7] Revenue Segmentation - RELX operates through four major segments: Risk (35% of revenue), Scientific, Technical & Medical (30%), Legal (20%), and Exhibitions (13%) [1] Market Performance - RELX's stock hit a new 52-week low of $40.00, down 11% over the past year and 29% since its 52-week high of $56.33 on May 27 [3] - The stock is currently at its lowest level since January 2024 [3] Dividend Information - RELX offers a dividend yield of 2.2%, which is attractive for dividend investors [8]

Summary of Opera's Conference Call Company Overview - **Company**: Opera - **Industry**: Internet Browsers - **Headquarters**: Norway - **User Base**: Approximately 300 million monthly users - **Public Since**: 2018 - **CAGR Growth**: Over 20% since going public - **Profitability**: The company is profitable and pays a dividend with a recurring yield exceeding 5% [3][30][29] Core Business and Monetization - **Primary Product**: Opera browser, with a focus on driving traffic to partners such as search engines and advertisers [3][4] - **New Product**: Neon browser, which offers advanced agentic capabilities for a monthly subscription, targeting enthusiasts who want more control and automation in their browsing experience [11][12] Competitive Landscape - **Emerging Competitors**: AI-native companies like Perplexity and OpenAI are entering the browser space, which Opera views as an opportunity rather than a threat [4][5] - **Differentiation Strategy**: Opera aims to remain agnostic and independent, allowing users to utilize multiple AI platforms without being locked into one [6][30] Technological Advancements - **AI Integration**: Opera uses a combination of models, including Gemini and ChatGPT, to enhance user experience and browser capabilities [7][10] - **Agentic Capabilities**: The browser is designed to assist users in tasks such as research and e-commerce, with the goal of improving efficiency and user satisfaction [13][24] Revenue Streams - **Query Revenue**: Approximately one-third of revenue comes from query revenue, which has seen a tripling in growth over the past year [16][18] - **Advertising Revenue**: Roughly two-thirds of revenue, with e-commerce advertising growing rapidly, expected to represent half of advertising revenue by Q4 [19][21] - **Performance-Based Advertising**: Opera focuses on performance-based advertising, which is seen as more beneficial for partners compared to traditional display advertising [20][21] E-commerce Strategy - **Key Partners**: Major e-commerce partners include Amazon, Booking, Temu, and Shein, with a focus on driving traffic to these platforms [22][21] - **User Engagement**: The browser aims to present users with options while allowing agents to facilitate transactions, ensuring that advertising opportunities remain intact [23][25] Financial Discipline and Future Outlook - **Profitability**: Opera maintains a strong EBITDA margin of 24% and has returned approximately $500 million to shareholders since 2020 through buybacks and dividends [33][47] - **Opay Stake**: Opera holds a 9.4% stake in Opay, a successful mobile wallet in Nigeria, which is expected to go public, potentially generating significant gains for Opera [40][42] New Initiatives - **MiniPay**: A non-custodial wallet focused on stablecoins, aimed at emerging markets, which has quickly grown to 10 million wallets [34][35] - **Market Positioning**: Opera positions MiniPay as a trusted solution in regions where it has established a long-standing presence [36][38] Misunderstandings in the Market - **Market Perception**: Opera is not a direct competitor to large language models (LLMs) but rather aims to integrate and enhance user experiences through its browser [28][30] - **Partnerships**: The company emphasizes the importance of long-term partnerships, particularly with Google, which have been beneficial for its business model [31][32] This summary encapsulates the key points discussed during the conference call, highlighting Opera's strategic positioning, technological advancements, revenue generation, and future outlook in the competitive landscape of internet browsers.

Core Insights - Opera has experienced significant growth in daily active iOS users in Europe, nearly tripling over the past two years, with France seeing a fivefold increase in the same period, highlighting the impact of the Digital Markets Act (DMA) on browser competition in the EU [1][2][5] User Growth - The growth rate of daily active users in Europe accelerated from 57% in the first 12 months to 88% in the last 12 months ending October 2025, making iOS Opera's fastest-growing platform [2][6] - Opera's unique features and design have resonated well with users, contributing to the increase in daily active users [3][4] Product Innovations - Opera has introduced several unique features, such as a free VPN and integrated browser AI, which have enhanced its appeal in the iOS ecosystem [4][8] - The launch of Opera One for iOS marked a complete redesign aimed at improving the browsing experience on iPhones, addressing user frustrations with tab management [4][8] Market Opportunities - The implementation of the DMA has provided a browser choice ballot screen for nearly 400 million smartphone users in the EU, with a survey indicating that 80% of Europeans are open to trying new browsers [5][10] - The combination of unique products and increased awareness efforts has fueled Opera's growth on iOS [5] Financial Performance - Opera reported $152 million in revenue for the most recent quarter, reflecting a 23% year-over-year increase, with a 17% growth in browser-based query revenue [6] - The company has maintained a 24% adjusted EBITDA margin, marking its 18th consecutive quarter as a Rule-of-40 company, indicating strong business fundamentals [6]

Financial Data and Key Metrics Changes - The company reported a year-over-year revenue growth of 23%, reaching a record $152 million in the third quarter, exceeding the guidance of 18%-21% growth [11][12] - Annualized ARPU crossed $2 per user, growing 28% year over year to $2.13 [11] - Adjusted EBITDA reached $36.3 million, marking a new quarterly record and an adjusted EBITDA margin of 24% [11][12] Business Line Data and Key Metrics Changes - MiniPay's non-custodial wallets grew to over 10.5 million, with transactions increasing to almost 310 million [16] - Opera GX ended the quarter with 33 million users, up 3% year over year, and achieved a new ARPU record of $3.69 [17] Market Data and Key Metrics Changes - E-commerce revenue streams have doubled year-over-year, indicating strong growth potential [34] - Advertising revenue grew 27% year-over-year to $95.9 million, with e-commerce being the primary driver [22] Company Strategy and Development Direction - The company is focusing on AI integration within its browsers, particularly with the launch of Opera Neon, which aims to enhance user experience through advanced AI functionalities [10][15] - The strategic positioning emphasizes a browser-agnostic approach to AI, allowing users to utilize various large language models without being locked into a single provider [9][68] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the growth trajectory, raising the revenue guidance for 2025 to $600 million-$603 million, reflecting a 25% growth over 2024 [25][26] - The company is well-positioned to capitalize on the increasing demand for alternative browsers as users consider switching [11][12] Other Important Information - The company was recognized by Fortune magazine as one of the 100 fastest-growing companies in 2025 based on revenue, profits, and stock returns [12] - The launch of Opera Neon is seen as a significant step towards transforming web browsing, with a focus on user feedback and community building [31][33] Q&A Session Summary Question: What traction has Opera Neon seen since its launch? - The launch has been well-received, with significant media coverage and positive feedback from early users, although it remains invitation-based for now [31][33] Question: How does the company view the growth of e-commerce? - E-commerce revenue streams have been rapidly scaling, with expectations of continued growth as the company is still under-indexing in the online advertising market [34] Question: What are the adoption trends for the Neon browser? - Early feedback indicates that users appreciate the efficiency and task-based architecture of Neon, which allows for faster execution of tasks compared to competitors [39][40] Question: How is the current demand environment for digital advertising? - The company sees a growing trend in performance-based e-commerce advertising, with year-over-year growth exceeding 100% [48] Question: What is the outlook for MiniPay's growth? - MiniPay is already generating revenue and is expected to expand further through partnerships, with plans to enhance its integration into various markets [50][71] Question: What are the competitive advantages of Opera Neon? - The browser's horizontal approach allows it to work with various AI models, providing users with flexibility and efficiency without being locked into a single provider [68]