Opera Limited (OPRA) Q3 2025 Earnings Call Transcript
Opera Limited ( OPRA ) Q3 2025 Earnings Call October 29, 2025 8:00 AM EDT Company Participants Matthew Wolfson - Head of Investor Relations Lin Song - CEO & Director Frode Jacobsen - Chief Financial Officer Conference Call Participants Naved Khan - B. Riley Securities, Inc., Research Division Ronald Josey - Citigroup Inc., Research Division Eric Sheridan - Goldman Sachs Group, Inc., Research Division Mark Argento - Lake Street Capital Markets, LLC, Research Division James Callahan - Piper Sandler & Co., Research Division Lance Vitanza - TD Cowen, Research Division Presentation Operator Good day, everyone, and welcome to the Opera Limited Third Quarter 2025 Earnings Call.
Compared to Estimates, Opera Limited (OPRA) Q3 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Opera Limited (OPRA) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Opera's Declining Gross Margins May Be Saved By Neon's Subscription Premium
OPRA's correction has turned out as expected in our last article, as the bulls continue to defend its floor at the $16s and its uptrend momentum since October 2022. Despite the double-digits top-line growth cadence, the higher costs on advertising inventory has eaten into its gross profit and adj EPS performance. While OPRA has already raised their FY2025 guidance, it remains to be seen when their profit inflection may occur, pending the successful monetization of Opera Neon, its agentic browser platform.
Opera Limited (OPRA) Q2 2025 Earnings Call Transcript
Opera Limited (NASDAQ:OPRA ) Q2 2025 Earnings Conference Call August 19, 2025 8:00 AM ET Company Participants Frode Fleten Jacobsen - Chief Financial Officer Lin Song - Co-CEO & Director Matthew Wolfson - Head of Investor Relations Conference Call Participants Eric James Sheridan - Goldman Sachs Group, Inc., Research Division James P. Callahan - Piper Sandler & Co., Research Division Lance William Vitanza - TD Cowen, Research Division Mark Nicholas Argento - Lake Street Capital Markets, LLC, Research Division Naved Ahmad Khan - B.
Compared to Estimates, Opera Limited (OPRA) Q2 Earnings: A Look at Key Metrics
Although the revenue and EPS for Opera Limited (OPRA) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
2 Internet Content Stocks to Watch From a Challenging Industry
The Zacks Internet - Content industry participants like YELP and OPRA are benefiting from expanding mobile, digital and cloud-based offerings amid challenging global macroeconomic conditions.
Opera: Low Valuation Creates Exceptional Risk-Reward Opportunity
Opera is well positioned to benefit from AI-driven changes in the browser market, with early AI integrations and potential for strategic partnerships. The company boasts strong financials, including sustained double-digit revenue growth, robust profitability, and a prudent cost structure. OPRA's valuation is compelling, with a low P/E and PEG ratio, offering significant upside potential if the market recognizes its sustainability.
Opera's Advertising Inflection Triggers Rich Long-Term Prospects
Opera's pivot to higher ARPU regions and improved advertising opportunities have already delivered the excellent top/ bottom-line performances. These have directly triggered the richer balance sheet and excellent shareholder returns through dividend incomes, building upon its high-growth cadence. With APP also highlighting the robust e-commerce advertising prospects, we believe that OPRA is likely to deliver beat and raise performances ahead.
OPRA Stock Plummets 15% in 3 Months: Should You Stay Away Now?
Opera battles with rising expenses and flat user engagement, which challenge its ability to convert growth into sustainable returns.
This Underrated Tech Stock is Quietly Red-Hot
Schaeffer's Top 2025 pick Opera Ltd (NASDAQ:OPRA) is up 4.4% to trade at $16.21 today, after the Norway-based web browser reported a first-quarter earnings beat and hiked its 2025 fiscal-year forecast.
Opera Limited (OPRA) Q1 2025 Earnings Call Transcript
Opera Limited (NASDAQ:OPRA ) Q1 2025 Earnings Conference Call April 28, 2025 8:00 AM ET Company Participants Matt Wolfson - Head of IR Song Lin - Co-CEO Frode Jacobsen - CFO Conference Call Participants Naved Khan - B. Riley Securities Lance Vitanza - TD Cowen Eric Sheridan - Goldman Sachs Mark Argento - Lake Street Jim Callahan - Piper Sandler Operator Welcome to the Opera Limited First Quarter 2025 Earnings Call.
Opera Limited (OPRA) Reports Q1 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Opera Limited (OPRA) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
