Core Insights - Opera is integrating its AI, Aria, into Opera Mini, enhancing the browser's functionality for over 100 million users globally, particularly in Africa [1][10] - The integration of Aria allows users to access real-time information, generate text and images, and summarize content, all while maintaining data efficiency [3][4] Group 1: AI Integration - Aria is designed to enhance user interaction through features like information retrieval, text and code generation, and image creation, powered by Opera's Composer AI engine utilizing OpenAI and Google technologies [3] - The AI integration is available at no additional cost and does not increase the app's size, making it accessible for users [1][4] Group 2: Market Position and User Base - Opera Mini is the leading browser in Africa with over 1 billion downloads, attributed to its lightweight design and data-saving technologies [5][8] - The browser has a strong user base, with a 4.6-star rating on Google Play and over 100 million active users [8][10] Group 3: Addressing Data Costs - High mobile data costs in Africa, particularly highlighted by a survey indicating that 59% of Nigerian respondents find data too expensive, underscore the importance of Opera Mini's affordable access to AI features [6][10] - Opera Mini's data compression technology and partnerships for free data offers help bridge the digital divide in regions with high data costs [5][6]

OSLO, Norway, April 10, 2025 /PRNewswire/ -- Opera Limited (NASDAQ: OPRA), one of the world's major browser developers and a leading internet consumer brand, today announced that its annual report on Form 20-F for the fiscal year ended December 31, 2024, has been filed with the U.S. Securities and Exchange Commission (the "SEC").The annual report can be accessed on Opera's investor relations website at investor.opera.com or the SEC's website at www.sec.gov. Opera will provide a hard copy of its annual repor ...

AI Tools and Technologies - The company launched an initial set of generative AI tools in its PC flagship browser in March 2023, expanding to other mobile and PC browsers[36]. - The company launched various generative AI tools and services throughout 2023 and 2024, including the Aria browser AI[50]. - The company opened a green energy-powered AI data cluster in Iceland in 2024, featuring a NVIDIA DGX SuperPOD, indicating significant investment in technology infrastructure[87]. - The company has key partnerships with Google and OpenAI to enhance its AI capabilities, which are crucial for its growth strategy[110]. - Opera's browser AI, Aria, connects to multiple LLM models and allows users to select from approximately 2,000 local LLM variants[196]. Financial Performance and Revenue - Revenue generated from customers and monetization partners in Russia accounted for 5.2%, or $20.7 million, of total revenue in 2023[61]. - Approximately 5.7% of the company's revenue in 2023 and 3.4% in 2024 was generated from monetizing the user base in Russia, indicating potential future revenue growth challenges due to the ongoing crisis[62]. - Revenue from customers in Ireland accounted for 44.1%, 41.1%, and 38.5% in 2022, 2023, and 2024, respectively[107]. - Revenue generated from users' search activity accounted for 42.3%, 40.9%, and 38.7% in 2022, 2023, and 2024, respectively[108]. - Annualized ARPU increased by 37% from Q4 2023 to Q4 2024, driven by strong growth in advertising and search revenues[183]. User Engagement and Growth - Opera reported an average of 296 million monthly active users (MAUs) in Q4 2024, with 268 million from its browser products[173]. - The Opera News platform achieved 368 million average MAUs in Q4 2024, including 27 million from standalone news apps[177]. - The Opera GX gaming browser reached 34 million MAUs in Q4 2024, highlighting its growth in the gaming segment[176]. - The company experienced a 9.9% increase in its total user base in Western markets from Q4 2023 to Q4 2024, while emerging markets saw an 8.5% decrease[183]. - Opera Mini averaged 113 million users worldwide during Q4 2024, with over 79 million MAU in its Android version alone[194]. Legal and Regulatory Risks - The company is exposed to risks related to AI technologies, including potential reputational harm and legal liabilities[40]. - The company has been subject to intellectual property infringement claims, which could be costly and time-consuming to defend[31]. - The company is subject to various legal and regulatory risks when expanding into diverse and fragmented markets[44]. - The company faces risks related to litigation, including intellectual property claims, which have increased as its products and services have grown in complexity[65]. - The company is subject to various laws and regulations regarding user privacy and data protection, particularly in the European Economic Area, which could impact business operations[97]. Competition and Market Position - The company faces intense competition from major players like Google, Apple, and Microsoft, which may affect its market position[34]. - The company’s ability to compete effectively depends on various factors, including the usefulness and reliability of its products compared to competitors[38]. - The company relies on third-party distribution channels, including Google Play and Apple's App Store, which may change unilaterally and affect product availability[117]. Investment and Capital Needs - The company may require additional capital for future growth and investments, which may not be available on favorable terms[55]. - The company has invested in OPay, a fintech company focused on financial inclusion in emerging markets, particularly Nigeria and Egypt[51]. - The carrying amount of the investment in OPay was $258.3 million as of December 31, 2024, with unrealized fair value gains of $89.8 million in 2023 and $5.0 million in 2024[86]. Operational Challenges - The company is affected by macroeconomic and geopolitical conditions, including the unpredictable impacts of the war in Ukraine[26]. - The ongoing war in Ukraine has resulted in significant volatility in financial markets and has affected the company's operations and future financial performance[60]. - The company may face service interruptions due to reliance on third-party data centers and cloud services, which could impact user experience and revenue[119]. - The company may need to invest substantially to improve performance and prevent service disruptions[105]. Cybersecurity and Data Protection - Cybersecurity threats, including data breaches and hacking attempts, pose significant risks to the company's operations and user trust[98]. - The company has not suffered material costs from cybersecurity incidents to date, but future breaches could adversely impact user willingness to use its services[100]. - The company is exposed to potential claims regarding open source software, which could lead to litigation and additional costs[92]. Corporate Governance and Shareholder Rights - The company qualifies as a "controlled company" under Nasdaq rules, which may exempt it from certain corporate governance requirements, potentially affecting public shareholders[143]. - Shareholders of the company have limited rights to inspect corporate records under Cayman Islands law, which may hinder their ability to obtain necessary information[152]. - The company's memorandum and articles of association contain anti-takeover provisions that could limit shareholders' opportunities to sell shares at a premium[150]. Miscellaneous - The company launched MiniPay, a non-custodial stablecoin wallet built on the Celo blockchain, in September 2023[36]. - The company adopted a recurring semi-annual cash dividend program, with the first dividend of $0.40 per ADS paid on June 30, 2023, and subsequent dividends declared for January 3, 2024, July 2, 2024, and January 6, 2025[136]. - The company has extended its search distribution agreement with Google until December 31, 2026, and renewed its agreement with Yandex effective January 1, 2025[210].

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

Opera Limited’s (OPRA) shares have lost 15.1% year to date (YTD), underperforming the broader Zacks Computer and Technology sector’s 11.7% decline and the Zacks Internet - Content industry’s drop of 8.4%.OPRA has underperformed its industry peers, RELX (RELX) , Yelp (YELP) and Perion Network (PERI) .Over the same time frame, RELX shares have risen 11.6%, while Yelp and Perion Network shares have lost 1.4% and 2.7%, respectively.This underperformance raises the question of whether investors should cut their ...

Opera Limited Sponsored ADR (OPRA) has been on a downward spiral lately with significant selling pressure. After declining 13.3% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier. Here is How to Spot Oversold Stocks We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting ...

Opera (OPRA -1.74%) may not be a household name in the technology industry, but the stock has delivered healthy gains of 38% since the beginning of 2024, outpacing the Nasdaq-100 Technology Sector index's 10% increase by a solid margin during this period.The stock has been under pressure of late following a bright start to 2025. But there is a good chance it could regain its mojo following a recent development and deliver robust returns to investors over the next year.Let's look at the reasons why investors ...

Core Viewpoint - Opera Limited (NASDAQ: OPRA) has seen a significant increase in stock value, rising by 43.84% since May 2023 when it was trading at $14.38 per share, which is comparable to the performance of the S&P 500 index [1]. Company Summary - The stock of Opera Limited has shown strong performance, indicating positive market sentiment and potential growth opportunities [1]. - The analysis is provided by a chief investment analyst who operates within a family office, highlighting the importance of thorough data analysis in investment decisions [1]. Investment Insights - The investment group "Beyond the Wall Investing" offers insights similar to those utilized by institutional market participants, suggesting a focus on high-quality analysis and actionable investment ideas [1].

User's natural language transformed into browsing tasks The Browser Operator, currently being demoed as a feature preview, is designed to give users superpowers when browsing - through AI agentics, while safeguarding their privacy. The concept is simple: Browser Operator allows the browser users to explain what they need it to do in natural language, and the browser sets out to perform tasks for them. They can, for example, ask it to buy them a pack of 10 pairs of white tennis socks from Nike in a size 12. ...

Opera (NASDAQ: OPRA ) reported a stellar Q4'24 on February 28, significantly exceeding analyst's expectations and guiding for a great 2025. Shares rallied 10% on reporting the quarter, but somewhat surprisingly slid back down to -2% on the day. This article reviewsIn the process of finalizing my law PhD on corporate wrongdoing. Research assistant for 5+ years prior, focusing on regulatory governance, corporate compliance.Longstanding interest in the stock-market, focusing primarily on US small to mid caps, ...