Opera (ADR)

At the Citi Global TMT Conference, Opera highlighted strong revenue momentum, increasing adoption in western markets and a push into agent‑based AI features. Revenue is around USD 738 million at the midpoint of guidance, Opera Ads reaches 700 million users and the e‑commerce run rate is USD 240 million. Management sees the browser as a platform for AI orchestration, is testing features in Opera Neon and plans integration without additional fees, but acknowledges pressure on gross margins and that new products are in an early stage. The company’s target is USD 1 billion in revenue, driven by a higher‑quality user mix, deeper AI usage and stronger advertising and e‑commerce partnerships. » Altro su de.investing.com

At the Goldman Sachs Communacopia + Technology Conference, Opera presented a plan centered on browser traffic, AI orchestration and vertical monetization. Management is targeting revenue of $1 billion after roughly $700 million last year and considers EBITDA margins of 23–24% sustainable. E‑commerce grew strongly, exceeding $200 million on a quarterly basis, while products such as iOS, Opera GX, Neon and MiniPay were named as the main growth drivers. Opera emphasizes neutrality toward AI platforms, the integration of local models to reduce costs, and an active capital return program including share buybacks and dividends. » Altro su de.investing.com

Opera reported Q2 2026 revenue of $178.1m (+25% YoY), slightly above consensus; adjusted diluted earnings per share were $0.26, narrowly missing estimates. Adjusted EBITDA reached a record $42.4m (margin 24%) and the company raised its full‑year guidance for revenue and adjusted EBITDA. Opera saw strong user growth (audience topped 700m), rising advertising revenue and continues to invest in AI features, e‑commerce tools and MiniPay; the stock fell moderately in pre‑market trading as investors focused on the EPS miss. » Altro su de.investing.com