Core Viewpoint - Opera has filed a lawsuit against Microsoft with Brazil's antitrust agency CADE, accusing Microsoft of unfair advantages with its Edge browser [1] Group 1: Legal Actions - Opera previously complained to the European Commission in December 2007, alleging that Microsoft bundled Internet Explorer with the Windows operating system, resulting in a fine of €561 million against Microsoft [1] - The latest statement from Opera's General Counsel, Aaron McParlan, indicates that Microsoft is obstructing competition in the browser market on Windows [1] Group 2: Market Competition - Opera claims that Microsoft prevents other browsers from being pre-installed on Windows devices and restricts users' ability to download and use alternative browsers [1]

Core Insights - Opera Limited (NASDAQ: OPRA) has experienced significant stock price growth but lacked long-term investment rationale until recent analyses of growth opportunities in technology sectors emerged [1]. Group 1: Company Overview - Opera Limited has been relatively unnoticed in the market despite its explosive stock price growth [1]. - The company is now being analyzed for its growth potential in relation to current and future technology trends [1]. Group 2: Analyst Perspective - The analyst has a beneficial long position in Opera Limited shares, indicating confidence in the company's future performance [2]. - The article reflects the analyst's personal opinions and is not influenced by external compensation [2].

A new browser war may be brewing; Perplexity AI has just released one, and OpenAI is reportedly set to launch one soon. The fact that these artificial intelligence (AI) start-ups are even building browsers at all speaks to the advantages that Alphabet (GOOGL 0.79%) (GOOG 0.85%) has. AI Mode is a completely new type of search experience from traditional Google search. It turns Google into a conversational assistant that can help users navigate complex tasks, find products, summarize web pages, and answer mul ...

Core Viewpoint - OpenAI is set to launch an AI-driven browser aimed at challenging Google Chrome, which dominates the market and is a key revenue source for Alphabet [1][2]. Group 1: OpenAI's Browser Strategy - The new browser will leverage AI to fundamentally change web browsing and allow OpenAI to access user data, a critical component of Google's advertising success [1]. - If adopted by ChatGPT's 500 million weekly active users, OpenAI's browser could pressure Google's advertising revenue, which constitutes nearly three-quarters of Alphabet's total income [1][2]. - The design of the browser aims to retain user interactions within a ChatGPT-like interface rather than redirecting users to websites, aligning with OpenAI's strategy to integrate its services into personal and work life [1]. Group 2: Competitive Landscape - OpenAI faces significant competition, with Google Chrome holding over 3 billion users, accounting for more than two-thirds of the global browser market, while Apple's Safari holds a 16% market share [2]. - OpenAI has reported 3 million paid enterprise users for ChatGPT, indicating a strong user base that could be leveraged for the new browser [2]. - Other companies, such as Perplexity and The Browser Company, have also launched AI-enabled browsers, highlighting the growing trend in the industry [3]. Group 3: Technical and Corporate Developments - OpenAI's browser will be built on Chromium, the open-source codebase that underpins Google Chrome and other browsers like Microsoft Edge and Opera [3]. - The company has hired former Google executives who were part of the original Chrome development team, indicating a strategic move to enhance its browser capabilities [3]. - OpenAI has expressed interest in acquiring Chrome if antitrust enforcement leads to its sale, although Google has not indicated any plans to sell [3].

Core Insights - Opera has launched Opera Translate, a built-in translation feature for its browsers Opera One and Opera GX, aimed at breaking down language barriers for users globally [1][2] - The translation feature supports over 40 languages and is designed to enhance user experience by allowing instant translation of web pages [2][3] - Opera GX has introduced custom animated cursors and improved tab management features, enhancing personalization and usability for gamers [5][10] Opera Translate - Opera Translate is integrated natively into Opera One and Opera GX, detecting different languages on web pages and offering instant translation [2] - The feature is powered by Lingvanex's AI technology and ensures data privacy by processing translations on Opera's European servers [3] - Users can choose to translate pages once or set preferences for automatic translation of specific languages [2] Opera One Updates - Opera One has improved its Split Screen feature, allowing users to access the toolbar in each tab while in Split Screen mode [4][8] - The update includes the ability to group tabs into Tab Islands, enhancing organization and navigation [10] - Users can now save entire Tab Islands as Speed Dials for easier access to frequently used tabs [10][15] Opera GX Enhancements - Opera GX has launched a "Browser Booster" update, introducing fully customizable animated cursors, enhancing the aesthetic experience for users [5][14] - The update includes over 30 cursor packs available for easy application without the need for third-party tools [5][15] - Tab Islands feature is now stable, allowing users to name and color-code their tab groups for better organization [10][15] User Experience Focus - The introduction of custom cursors aims to provide visual consistency across the browser, enhancing the overall user experience [7][14] - The updates reflect Opera's commitment to user-centric design, catering to the needs of gamers and general users alike [6][17] - Opera continues to innovate by integrating features that prioritize both functionality and personalization [16][17]

Core Insights - Opera Limited has launched a revamped version of its premium VPN service, VPN Pro, which offers device-wide protection and privacy for users on multiple devices [1][5] - The upgraded VPN Pro features improved server infrastructure, providing a minimum of 10Gb/s connectivity and access to 48 global locations, an increase of 15 locations from the previous version [2] - The new VPN Pro integrates the Lightway protocol, enhancing security and reliability while ensuring faster performance and battery efficiency, with built-in post-quantum protection [3][4] Product Features - VPN Pro allows users to protect up to six devices, including Windows, MacOS, and Android, and is available on Opera One, Opera GX, and Opera for Android [1][5] - The service maintains a strict no-log policy, ensuring that user data, personal information, and browsing activity are not collected or stored [4] - Existing users will automatically upgrade to the new version, while new users can try the enhanced service with a 7-day free trial [5] Company Background - Opera is a user-centric software company focused on providing a secure and innovative internet browsing experience, with a significant user base across mobile and desktop platforms [6] - Founded in 1995 and headquartered in Oslo, Norway, Opera is publicly traded on the Nasdaq under the ticker symbol OPRA [6]

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [6] Core Viewpoints - The computer (Shenwan) index rose by 1.77% during the week of May 26 to May 30, 2025, reversing the downward trend of the previous two weeks, ranking fifth in terms of growth [4][11] - The EDA sub-sector performed exceptionally well, with companies like Gelun Electronics, Guangli Micro, and Huada Jiutian seeing growth rates exceeding 10% [21][22] - The U.S. government has effectively cut off certain American companies from selling semiconductor design software to China, which may accelerate the domestic EDA industry's development [22] Summary by Sections Index Performance - The computer (Shenwan) index increased by 1.77%, ranking fifth in growth, while the Shanghai Composite Index fell by 0.03%, the Shenzhen Component Index by 0.91%, and the ChiNext Index by 1.40% [11] - The sub-sector indices for computer equipment, software development, and IT services showed increases of 2.14%, 2.04%, and 1.18%, respectively [13] Major Events - The report highlights significant events such as the release of new AI products and acquisitions in the tech sector, indicating ongoing innovation and competition [16][17] Key Announcements - Newguo announced a stock option incentive plan involving 19 million shares, representing 3.35% of the company's total share capital, with a strike price of 25 yuan per share [2] - Hehe Information plans to issue H shares and list on the Hong Kong Stock Exchange to enhance its global strategy and competitiveness [2] Investment Insights - The report suggests that the domestic EDA market, which reached 12 billion yuan in 2023 and is expected to grow to 13.59 billion yuan in 2024, is likely to expand further due to increased domestic production rates [22] - The domestic EDA localization rate was 17.61% in 2023 and is projected to rise to 18.52% in 2024, indicating a shift away from reliance on foreign EDA giants [22]

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 a beneficial long position in the shares of AMZN, GOOG either through stock ownership, options, or other derivatives. I wrote this articl ...

Core Viewpoint - Opera has launched its first "AI Agent" browser named Opera Neon, aiming to redefine the role of browsers in the agent network [1] Group 1 - Opera Neon is designed to understand user intentions and utilize AI capabilities to translate them into actions [1] - Users can request Opera Neon to generate detailed reports, create websites, or even write code for game projects [1]

Group 1: Company Performance - Opera Limited's shares have declined by 15.3% over the past three months, underperforming the Zacks Computer and Technology sector's decline of 6% and the Internet–Content industry's increase of 0.8% [1] - The company has faced challenges due to rising cost pressures, with first-quarter operating expenses increasing by 47% year over year [1] - A significant 49% decline in operating cash flow year over year raises concerns about near-term liquidity and capital efficiency [1][6] Group 2: User Growth and Market Position - Opera's management has indicated stagnation in its monthly active user (MAU) base, which is hovering around 300 million, suggesting potential market saturation [3] - The stagnation in MAU growth could adversely affect Opera's monetization strategies, particularly in high-margin areas like advertising and search revenues that depend on user engagement [3] - Despite efforts to innovate with products like Opera Air and updates to Opera One and GX, the effectiveness of these initiatives in driving sustainable user growth remains uncertain [4] Group 3: Financial Challenges - The surge in operating expenses, driven by increased investments in personnel, infrastructure, and product development, is exerting downward pressure on operating margins and overall profitability [5] - The decline in operating cash flow and rising share-based compensation further complicate Opera's financial outlook, raising concerns about funding future initiatives [7] - To stabilize its financial position and create long-term value for shareholders, Opera must successfully drive user growth and manage costs effectively [7]