Q3 2025 Opera Ltd Earnings Call Transcript
Key Points
- Opera Ltd (OPRA) reported a record quarterly revenue of $151.9 million, exceeding expectations.
- The company achieved a year-over-year revenue growth of 23%, surpassing its guidance of 18% to 21%.
- Opera Ltd (OPRA) introduced Opera Neon, a premium subscription-based browser with advanced AI assistant functionality.
- The company's adjusted EBITDA reached a new high of $36.3 million, with a margin of 24%.
- Opera Ltd (OPRA) has been recognized by Fortune magazine as one of the 100 fastest-growing companies in 2025.
- The launch of Opera Neon is still in its early stages, with the product being invitation-based and not yet open to the broader public.
- There are concerns about the potential impact of AI agents on traditional display advertising and e-commerce players.
- The user base for Opera GX, the browser for gamers, has plateaued at 33 million, raising questions about future growth.
- The macroeconomic environment poses challenges for digital advertising demand, although Opera Ltd (OPRA) remains optimistic.
- The company faces competition from other AI-powered browsers, such as Jet GPT's Atlas and Perplexity's Comet.
Good day everyone, and Welcome to the Opera Limited third quarter 2025 earnings call.
(Operator Instructions)
I would now like to turn the call over to your speaker today, Matt Wolfson, Head of investor relations. You may begin.
Thank you for joining us this morning. I am joined by our CEO, Song Lin and our CFO, Frode Jacobsen. Before I hand over the call to Song Lin, I would like to remind you that some of the statements that we make today regarding our business operations, and financial performance may be considered forward-looking. Such statements are based on current expectations and assumptions that are subject to a number of risks and uncertainties.
Actual results could differ materially. Please refer to the Safe Harbor statement in our earnings press release as well as our annual report Form 20, including the risk factors. We undertake no obligation to update any forward-looking statement. During this call, we will present both IFRS and non-IFRS financial measures. A
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