Opera (NasdaqGS:OPRA) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsBrent Thill - Tech Sector Leader and Managing DirectorEric Sheridan - Managing DirectorFrode Jacobsen - CFOLin Song - CEOMark Argento - Co-Founder and PresidentMatthew Wolfson - Vice President of Investor RelationsNaved Khan - Managing DirectorTony Hill - Head of COVID ResponseConference Call ParticipantsLance Vitanza - Managing Director and Senior Research AnalystRon Josey - Managing Director and Senior Internet A ...

Opera (NasdaqGS:OPRA) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsBrent Thill - Tech Sector Leader and Managing DirectorEric Sheridan - Managing DirectorFrode Jacobsen - CFOLin Song - CEOMark Argento - Co-Founder and PresidentMatthew Wolfson - Vice President of Investor RelationsNaved Khan - Managing DirectorTony Hill - Head of COVID ResponseConference Call ParticipantsLance Vitanza - Managing Director and Senior Research AnalystRon Josey - Managing Director and Senior Internet A ...

Financial Data and Key Metrics Changes - Q4 advertising revenue increased by $19 million sequentially, resulting in a 25% year-over-year growth [4] - Annual revenue growth for 2025 was 28%, an acceleration from 21% growth in 2024 [5] - Adjusted EBITDA for Q4 was $42 million, representing a 23.6% margin, exceeding guidance [19] - Full-year adjusted EBITDA for 2025 was $143 million, a 23.2% margin, reflecting a solid increase [20] Business Line Data and Key Metrics Changes - Monetization of user intent query revenue grew by 16% year-over-year, with non-search power revenue growing over 200% [5] - Opera GX reached over 34 million monthly active users (MAUs) in Q4, a 5% sequential increase [12] - MiniPay, a stablecoin wallet, saw activated wallets increase from 10 million to over 13 million [16] Market Data and Key Metrics Changes - The user base ended the year with 284 million MAUs, including 60 million users in Western markets [13] - ARPU grew by 26% to $2.49 in Q4, indicating strong user acquisition in key markets [13] - E-commerce advertising grew by 25% year-over-year, with the top 50 advertisers increasing their average spend by 56% [36] Company Strategy and Development Direction - The company launched two new browsers, Opera Air and subscription-based Opera Neon, to cater to distinct audiences [10] - Focus on enhancing the user experience through AI integration, positioning the browser as a gateway to online journeys [9] - Plans to invest in making MiniPay a more global platform, expanding its functionality and user base [16] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about user growth in Western markets despite increased competition [30] - The company anticipates continued growth in e-commerce and user intent monetization, viewing AI advancements as a significant opportunity [34] - Guidance for Q1 2026 revenue is set at $720 million-$735 million, reflecting a growth of 17%-20% [22] Other Important Information - A major share buyback program of $300 million was announced, representing over 25% of the market cap [25] - The company aims to maintain a healthy balance between growth and profitability while returning cash to shareholders [9] Q&A Session Summary Question: User growth in Western markets and competition - Management noted positive user performance in Q4, particularly in smartphone and desktop users, with growth attributed to attractive offerings and AI advancements [30][31] Question: E-commerce growth and advertising traction - E-commerce is a significant growth driver, with management highlighting its potential in a large market and the opportunity to capture user intent revenue [34] Question: Engagement and monetization of Opera Neon - Management indicated that it is early to assess Neon’s performance but sees potential for growth and monetization through query revenue and subscription models [41][42] Question: Gross margin sustainability - Management expects continued growth in Opera Ads, which will contribute positively to EBITDA margins while managing costs effectively [44] Question: OPay IPO timing - Management expressed excitement about OPay's performance and indicated that while an IPO is a natural next step, no specific timing has been confirmed [65]

Q4 2025 INVESTOR PRESENTATION OPERA February 2026 OPERA INVESTOR PRESENTATION / 2 February 2026 SAFE HARBOR STATEMENT & DISCLAIMERS This presentation has been prepared by Opera Limited (the "Company") for investors, solely for informational purposes. This presentation contains "forward-looking" statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and as defined in the Private Securities Litigation Reform A ...

Company Overview - Opera Limited's shares increased by 13.5% to close at $14.1, following a period of 12.7% loss over the past four weeks, indicating a significant rebound in stock performance [1] - The company is benefiting from its products, including Opera Neon and Agentic AI, along with an expansion of Minipay Wallet and raised financial guidance [1] Earnings Expectations - Opera Limited is expected to report quarterly earnings of $0.33 per share, reflecting a year-over-year increase of 3.1% [2] - Revenue projections for the upcoming quarter stand at $165 million, which is a 13.2% increase compared to the same quarter last year [2] Stock Performance Insights - The consensus EPS estimate for Opera has remained unchanged over the last 30 days, suggesting that stock price movements may not sustain without trends in earnings estimate revisions [3] - The stock currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook [3] Industry Context - Opera Limited is part of the Zacks Internet - Content industry, which includes other companies like Shutterstock [3] - Shutterstock's consensus EPS estimate for its upcoming report is $1.05, representing a significant year-over-year increase of 56.7%, and it currently holds a Zacks Rank of 2 (Buy) [4]

LATEST: 📈 Opera stock closed Monday up 13.5% after announcing it would expand support for Tether's USDT and XAU₮ for MiniPay, its self-custodial crypto wallet. https://t.co/QthIk5UMd2 ...

Opera Shares Jump After MiniPay Wallet Adds Support for Tether's USDThttps://t.co/unQoVPe46G ...

Opera’s aggressive pivot into the crypto space paid off in the markets on Monday, with shares climbing nearly 18% following the integration of Tether’s USDT into its MiniPay wallet. The Oslo-based company saw its stock jump from an opening price of $12.42 to $14.87 earlier Monday after announcing that users can now hold and transfer the world's largest stablecoin, alongside the gold-pegged token Tether Gold. Opera's shares finished the day trading at $14.10, still showing a more than 13% rise on the day. ...

Opera shares jump 18% after MiniPay adds Tether’s USDT stablecoin https://t.co/SkUojtJJ4w ...

Tether 宣布与 Opera 合作，在其基于 Celo 的自托管钱包 MiniPay 中扩展对 USD₮ 与 Tether Gold （XAUt0） 的支持，推动新兴市场用户获得稳定的美元与黄金计价资产。数据显示，MiniPay 已拥有 1260 万个激活钱包、累计 3.5 亿笔交易，仅 2025 年 12 月即完成 1.53 亿美元的收付转账。 （来源：吴说） ...