🚨HUGE: OPERA PROPOSES 160M $CELO STAKE TO BECOME KEY NETWORK STAKEHOLDER@Opera has proposed a 160M $CELO stake that would transform its @MiniPay distribution partner into a major network stakeholder and one of the largest institutional CELO tokenholders.The move builds on a five-year partnership with Celo, with @MiniPay having already surpassed 14M users, 420M+ transactions, and expanded to 66 countries and 40+ Mini Apps since its September 2023 launch. ...

160M CELO Allocation Proposal To Grow Opera From Distribution Partner into Key Network Stakeholder Accessibility StatementSkip Navigation OSLO, Norway, March 19, 2026 /PRNewswire/ -- Opera(NASDAQ: OPRA), a leading global browser and AI agent company, and Celo Core Co., stewards of Celo, the Ethereum Layer 2 built for the real world with the leading programmable rails for global finance, today announced the commercial framework for their continued partnership, subject to Celo community governance approval. T ...

Core Insights - Opera's fourth quarter revenue increased by 22% year-over-year, reaching $177 million, which was 8% above the midpoint of guidance, with adjusted EBITDA of $42 million, representing a 23.6% margin [1][7][8] Revenue Growth - The growth in revenue was driven by advertising, which saw a sequential increase of $19 million and a year-over-year growth of 25%, attributed to scaling of "Emoas" and an increase in performance-based advertising partners [3][6] - Intent query revenue grew by 16% year-over-year, with non-search query revenue increasing over 200% year-over-year, contributing more than $5 million in the quarter [2][6][18] User Metrics - Opera reported 284 million monthly active users (MAUs) with an average revenue per user (ARPU) of $2.49, which is a 26% increase [5][14] - Opera GX, the gaming browser, surpassed 34 million MAUs, marking a 5% sequential increase [14] Product Development - The company introduced new products such as Opera Air and subscription-based Opera Neon, aimed at AI-demanding users, and enhanced features in Opera One, including improved tab management and an integrated AI assistant [12][13] MiniPay Growth - MiniPay, Opera's stablecoin wallet, surpassed 13 million activated wallets and 390 million transactions, making it the fastest-growing stablecoin wallet in Africa [19][20] Future Guidance - For Q1 2026, Opera expects revenue between $169 million and $172 million, representing 18% to 21% year-over-year growth, and for the full year 2026, revenue guidance is set at $720 million to $735 million [21] - A new $300 million share repurchase authorization was announced, which exceeds all prior buybacks combined and represents over 25% of Opera's market cap [22]

Financial Data and Key Metrics Changes - Q4 advertising revenue saw a sequential increase of $19 million, resulting in 25% year-over-year growth [4] - Annual revenue growth for 2025 was 28%, an acceleration from 21% growth in 2024 [6] - Adjusted EBITDA for Q4 was $42 million, representing a 23.6% margin, exceeding guidance [18] 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, activated over 13 million wallets, up from 10 million in Q3 [15] Market Data and Key Metrics Changes - The company 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 25% year-over-year, with the top 50 advertisers increasing their spend by 56% [32] Company Strategy and Development Direction - The company aims to leverage AI advancements to enhance user experience and maintain a competitive edge in the browser market [7][9] - New browsers, Opera Air and subscription-based Opera Neon, were launched to cater to distinct audiences and explore new revenue streams [10][11] - The company plans to invest in MiniPay to expand its global presence and functionality [15] 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 these as significant opportunities [34] - Guidance for Q1 2026 is set at $720 million-$735 million in revenue, 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 company's market cap [25] - The company is focused on maintaining a healthy balance between growth and profitability while returning cash to shareholders [9][25] Q&A Session Summary Question: Growth of Western Users - Management noted a sequential growth of 2 million Western users, attributing it to strong desktop and mobile offerings, particularly after the EU Digital Markets Act [30][31] Question: E-commerce Growth - E-commerce is a significant growth driver, with management highlighting its potential market size and the opportunity to capture user intent revenue [32][34] Question: Engagement and Monetization of Neon - The Neon browser is still early in its rollout, but it is expected to enhance user engagement and monetization through advanced features [40][41] Question: OPay IPO Timing - Management indicated that OPay is well-positioned for an IPO, but no specific timing has been confirmed [63] Question: MiniPay Monetization Path - MiniPay aims to build a user base with low barriers to entry, monetizing through partnerships and expanding payment functionalities [67] Question: Non-Search Query Revenue - Non-search query revenue exceeded $5 million in Q4, growing rapidly as the company addresses user intent through various channels [70]

Financial Data and Key Metrics Changes - Q4 advertising revenue saw a sequential increase of $19 million, resulting in 25% year-over-year growth, contributing to a total revenue growth of 22% for Q4 and 28% for the full year 2025 [4][5][6] - Adjusted EBITDA for Q4 was $42 million, representing a 23.6% margin, exceeding guidance by 7% [16][18] - Full year revenue reached $615 million, growing 28%, with adjusted EBITDA at $143 million, a 23.2% margin [18][19] Business Line Data and Key Metrics Changes - The monetization of user intent query revenue grew by 16% year-over-year, with non-search power revenue growing over 200% year-over-year [4][5] - Opera GX, the browser for gamers, reached over 34 million monthly active users (MAUs) in Q4, a 5% sequential increase [12] - MiniPay, a stablecoin wallet, activated over 13 million wallets, with transactions increasing from 290 million to 390 million [15] Market Data and Key Metrics Changes - The user base ended the year with 284 million MAUs, including 60 million users in Western markets, contributing to a strong average revenue per user (ARPU) growth of 26% to $2.49 in Q4 [12][13] - E-commerce advertising grew 25% year-over-year, with the top 50 advertisers increasing their average spend by 56% [32][36] Company Strategy and Development Direction - The company aims to leverage AI advancements to enhance user experience and maintain a competitive edge in the browser market, viewing emerging AI companies as potential partners rather than competitors [7][8] - The launch of new browsers, including Opera Air and subscription-based Opera Neon, is part of the strategy to cater to distinct audiences and explore new revenue streams [10][11] - A major share buyback program of $300 million has been authorized, representing over 25% of the market cap, to enhance shareholder returns [25][26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory, with Q1 2026 revenue guidance set at $720 million to $735 million, reflecting 17%-20% growth [22][23] - The company is optimistic about the potential of the e-commerce market, estimating a total addressable market of $100 billion, indicating significant growth opportunities [34] Other Important Information - The company is focusing on expanding MiniPay as a global platform, with plans to enhance its functionality and reach beyond emerging markets [15][54] - The Opera Ads platform is expected to continue its growth trajectory, contributing positively to overall revenue and profitability [20][36] Q&A Session Summary Question: Growth of Western Users - Management noted a sequential growth of 2 million Western users, attributing this to strong desktop and mobile offerings, particularly after the EU Digital Markets Act [30][31] Question: E-commerce Growth - E-commerce is a significant growth driver, with management indicating that it is growing faster than the reported 25%, contributing to overall revenue growth [32][34] Question: Engagement and Monetization of Neon - The Neon browser is still early in its rollout, but it is expected to enhance user engagement and monetization through advanced features and potential subscription revenue [40][41] Question: OPay IPO Timing - Management indicated excitement about OPay's performance and noted that while an IPO is a natural next step, no specific timing has been confirmed [63] Question: MiniPay Monetization Path - The monetization strategy for MiniPay focuses on building a user base and integrating partners, with low barriers to entry for users in emerging markets [67] Question: Non-Search Query Revenue - Non-search query revenue exceeded $5 million in Q4, growing rapidly as it addresses user intent through various channels [70][71]

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 ...

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 ...

Core Insights - Opera Limited's shares increased by nearly 17% following the announcement of deeper support for Tether's stablecoin and gold tokens in its MiniPay mobile wallet [1][5] - The partnership aims to enhance the use of USDT and introduce XAU₮0, a gold-backed token, targeting users in underbanked regions such as Africa, Latin America, and Southeast Asia [2][4] Financial Performance - Opera's fourth-quarter 2025 revenue is projected to exceed $170 million, surpassing previous guidance of $162 to $165 million, leading to a full-year revenue of over $608 million, which represents a growth of over 26% compared to 2024 [6] - The company's market capitalization reached approximately $1.30 billion following the stock surge [5] User Engagement and Growth - MiniPay has processed 350 million transactions since its launch in late 2023 and currently serves over 12.6 million activated wallets [2] - In December 2025, MiniPay users completed over 3.5 million peer-to-peer payments and moved more than 96 million USDT, with a 33% increase in unique USDT buyers from November [3] Analyst Sentiment - Analysts maintain a "Moderate Buy" consensus rating for Opera, with an average price target of $23.50, indicating a potential upside of approximately 62% from current trading levels [7] - The dual announcements position Opera to leverage growth in crypto-based payments and expand commercial partnerships [7]

Core Viewpoint - Opera's shares surged over 15% following the announcement of expanded support for Tether's USDT and XAUT in its MiniPay wallet, enhancing access to dollar-backed and gold-backed cryptocurrencies for users in emerging markets [1][3]. Group 1: Share Performance - Opera's shares fell to a low of $12.40 before the announcement, then rose to $14.65 post-announcement [3]. - The MiniPay wallet has 12.6 million activated wallets and over 3.64 million on-chain users, indicating significant user engagement [3]. Group 2: MiniPay Features - MiniPay connects users to on- and off-ramp providers like Binance and Fonbank, facilitating transactions between fiat and crypto [4]. - The wallet processed over $153 million in stablecoin transactions in December alone, showcasing its transaction volume [3]. Group 3: Tether's Financial Performance - Tether reported over $10 billion in net profit for 2025, driven by the growth of USDT and its U.S. Treasury holdings [5]. - Tether is purchasing up to $1 billion of gold per month, indicating a strategic investment in precious metals alongside Bitcoin [5].