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]

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. ...

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） ...

Core Insights - Tether is expanding USDT and Tether Gold support within Opera's MiniPay wallet, enhancing financial inclusion in emerging markets [1][6] - USDT has a market capitalization exceeding $186 billion, making it the most widely used digital dollar globally [2] - MiniPay has over 12.6 million activated wallets and has seen significant user growth, particularly in Africa, Latin America, and Southeast Asia [3][4] User Engagement and Growth - MiniPay recorded a 50% growth in on-chain users in Q4 2025, with 7 million phone-verified USDT wallets and 300,000 unique buyers in December, a 33% increase month-over-month [3][4] - Celo, the blockchain supporting MiniPay, experienced a user growth of 506% over the last year, increasing from 825,000 to 5 million users [4] - In December 2025, MiniPay users initiated over 96 million USDT in transfers and conducted more than 3.5 million peer-to-peer payments [4] Financial Transactions and Local Integration - Users added over $49 million in cash to MiniPay wallets through local partners, facilitating direct connections to Tether's liquidity network [5] - More than $153 million was sent or received through MiniPay in December, indicating a rising demand for stable, dollar-based payments in mobile-first regions [5] Product Features and Market Position - MiniPay supports Tether Gold (XAU0), providing an inflation-resistant savings option as gold prices rose nearly 50% in 2025 [6] - Tether Gold serves as a transparent bridge between traditional value stores and the digital economy [7] - Tether's commitment to transparency and accessibility is aimed at expanding the real-world use of stablecoins [8]

Core Insights - Opera Limited expects fourth quarter 2025 results to exceed previous guidance for both revenue and adjusted EBITDA [1] - The company anticipates fourth-quarter revenue to surpass $170 million, up from prior guidance of $162 – 165 million, leading to a full-year revenue projection of over $608 million, representing a growth of over 26% or approximately $130 million compared to 2024 [2] - Adjusted EBITDA is expected to exceed the high end of the previous guidance range of $37.5 – 40.5 million, with full-year adjusted EBITDA projected to exceed $141 million [2] Company Performance - The Opera browser is tailored for demanding users, with a high-ARPU Western user base increasing by approximately 2 million users sequentially from Q3 to Q4, providing a strong boost for monetization [3] - The company has raised growth expectations each quarter in 2025 and is pleased to exceed expected financial results, entering Q4 at an unprecedented scale [4] - Opera is benefiting from expanding e-commerce opportunities and its ability to serve user queries through search and partner promotions [4] Future Outlook - The company is optimistic about driving growth through both commercial and product opportunities as it enters 2026 [4] - Fourth quarter 2025 financial results will be announced before the market opens on February 26, 2026, with a conference call scheduled for the same day at 8:00 a.m. ET [5]

Summary of Opera Limited's Q3 Conference Call Company Overview - **Company**: Opera Limited - **Industry**: Internet and Technology - **Core Business**: Transitioned from a browser company to a diversified consumer internet platform, including search, advertising, and fintech services - **Monthly Active Users**: Approximately 300 million, representing about 6% of the global internet user base [3][6] Financial Highlights - **Revenue Guidance for 2025**: Expected to be around $600 million with an Adjusted EBITDA of $140 million [4] - **Dividend Policy**: Opera pays a recurring dividend every six months, yielding approximately 5%-6% [4] - **Share Buybacks**: Totaling about $500 million since 2020 [4] - **Revenue Composition**: 37% from query-based revenue and two-thirds from advertising [16] Product Innovation and Development - **Browser Variants**: Multiple versions of the Opera browser tailored for different user segments, including Opera One for general users, GX for gamers, and Opera Neon for a unique browsing experience [5][11] - **AI Integration**: Early adopter of integrating large language models (LLMs) into its products, enhancing user experience through features like Opera AI, which assists users in tasks across websites [7][9] - **Gaming Browser**: The GX browser is specifically designed for gamers, featuring optimizations for performance and user experience [11][12] Market Position and Growth Potential - **User Base Growth**: Significant potential for growth in the gaming segment, with a 10x potential in Western markets [12] - **Emerging Markets**: Launched MiniPay, a non-custodial wallet for stablecoins, which has rapidly grown to over 12 million wallets and 360 million transactions [13] - **Brand Awareness**: 44% awareness in the U.S., 60% in the U.K., and 70% in Germany, indicating room for growth in brand recognition [15] Revenue Streams and Advertising Model - **Advertising Model**: Primarily performance-based, with revenue generated through partnerships and user engagement [31][32] - **Long-standing Partnerships**: Maintains a 20-year partnership with Google for search-related revenue [17] Challenges and Market Dynamics - **Concerns about Fraud**: Addressed concerns regarding fraudulent activities in the advertising space, emphasizing the importance of genuine user traffic [24][25] - **Impact of AI on Browsing**: Discussed potential risks of generative AI affecting traditional search and advertising models, but emphasized the unique value of the Opera browser in enhancing user experience [33][34] Financial Health and Strategy - **Profitability**: Stable profit margins with a guided EBITDA margin of 23% for the year [19] - **Cash Flow Management**: High conversion from EBITDA to cash flow, with no financial debt and a solid cash position [21][22] - **Investment vs. Profitability**: Balancing growth investments with profitability, receiving mixed feedback from stakeholders on the approach [20][21] Conclusion - Opera Limited is positioned as a significant player in the internet and technology sector, leveraging innovation and a diversified product portfolio to drive growth. The company maintains a strong financial profile with a focus on user engagement and market expansion, particularly in gaming and fintech services.

Core Insights - Opera has launched Opera One R3, the latest version of its flagship browser, featuring enhanced tab management and AI capabilities [3][4][14] Product Features - The new Tab Islands feature allows users to automatically group tabs by context, with options for color-coding and naming, improving organization [3][5] - The rebuilt Opera browser AI offers 20% faster responses and can provide context-specific answers based on the current tab or Tab Island [6] - Users can now view up to four tabs simultaneously in various layouts, enhancing multitasking capabilities [9] Integration and Design - The sidebar now includes Google services such as Gmail and Google Calendar, contributing to a modular design that enhances user productivity [10][11] - Opera One R3 introduces three new dynamic themes, including a special theme that reacts to music played through the browser [12][13] User Experience - The update aims to provide a visually and audibly engaging browsing experience, aligning with users' new year resolutions for better organization and productivity [4][14]

Core Viewpoint - The analysis of Opera Limited (NASDAQ: OPRA) indicates that the stock has shown resilience, maintaining a support level around $16 and demonstrating an upward trend since October 2022 [1] Group 1: Company Analysis - Opera Limited's stock correction has aligned with expectations, with bullish investors defending the $16 support level [1] - The company has exhibited an uptrend in momentum since October 2022, suggesting positive market sentiment [1]

Core Viewpoint - The analysis of Opera Limited (NASDAQ: OPRA) indicates that the stock has shown resilience, maintaining a support level around $16 and demonstrating an upward trend since October 2022 [1] Group 1: Company Analysis - Opera Limited's stock correction was anticipated, with bullish investors defending the $16 support level [1] - The stock has exhibited an uptrend momentum since October 2022, suggesting positive market sentiment [1]

Core Insights - Opera has launched Opera Neon, an experimental AI-powered browser aimed at AI power users, now available to the public after a closed "Founders" phase [1][2][4] - The subscription for Opera Neon is priced at $19.90 per month, providing access to advanced AI models and features [3][8] Product Overview - Opera Neon is designed to utilize AI agents for performing tasks and coding web applications, distinguishing it from standard web browsers [2] - The browser integrates top-tier AI models, including Gemini 3 Pro and GPT 5.1, into a single workspace, allowing users to avoid multiple subscriptions [5][10] Community Engagement - Subscribers gain access to an exclusive Discord community for testing features, discussing product development, and influencing the browser's roadmap [7] Availability and Features - Opera Neon is available for download at $19.90 per month, while Opera's main browsers continue to offer free AI features [8] - Current features include tools for booking trips, building websites, generating videos, and conducting deep research with the ODRA agent [10]