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Opera Ltd (OPRA)
NASDAQ:OPRA
Earnings Data
Report Date
Apr 23, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.26Last Year’s EPS
0.2Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted strong operational execution: double-digit top-line growth (Q4 +22%, FY +28%), expanding monetization (advertising, query revenue, MiniPay), robust profitability (23%+ EBITDA margins), and excellent cash conversion, capped by a sizable $300M buyback. Lowlights are mostly execution/scale considerations (cost-of-revenue mix shift, rising OpEx, early-stage monetization for Neon and non-search query revenues) and a more cautious 2026 growth guide relative to 2025. Overall, the positive financial results, cash generation, product momentum, and shareholder returns materially outweigh the manageable challenges.Company Guidance
Quarterly Revenue Outperformance
Q4 revenue of $177 million, up 22% year-over-year and ~8% above the midpoint of guidance; exceeded the high end of the revenue guidance range by over $12 million.
Strong Full-Year Revenue Growth
Full-year 2025 revenue of $615 million, growing 28% year-over-year (accelerated from 21% in 2024).
Robust EBITDA and Profitability
Quarterly adjusted EBITDA of $42 million (23.6% margin) and full-year adjusted EBITDA of $143 million (23.2% margin); adjusted EBITDA was ~7% above midpoint guidance.
Excellent Cash Generation and Conversion
Q4 operating cash flow $40 million (96% of adjusted EBITDA) and full-year operating cash flow $118 million (83% of adjusted EBITDA). Free cash flow was $35 million in Q4 and $98 million for the year.
Advertising & E‑commerce Momentum
Advertising revenue had an unprecedented sequential increase of $19 million vs Q3 and grew 25% year-over-year, driven by scaled e-commerce partnerships; average spend among top 50 advertisers grew 56% in 2025.
Rapid Expansion of Query Monetization
User intent query revenue grew 16% year-over-year; non-search query revenue grew over 200% year-over-year and contributed over $5 million in Q4 (up from $3 million in Q3).
Audience & ARPU Growth
Total MAUs ended the year at 284 million (including 60 million in Western markets); ARPU increased 26% to $2.49 in Q4. Opera GX reached 34 million MAUs (5% sequential increase) and remains the highest-ARPU product.
Scale and Platform Reach
Opera Ads processes ~12 million ad queries per second (more than double year-ago); worked with 300+ advertisers in 2025 and total advertising reach (including OEM white-label) exceeds 0.5 billion MAUs.
Product Innovation & AI Integration
Launched Opera Air and subscription-based Opera Neon; rolled out Opera One R3 with Opera AI (20% faster agentic engine) and expanded Opera AI across browsers as a differentiation and monetization driver.
MiniPay Traction
MiniPay reached over 13 million activated wallets (up from 10 million in Q3) and increased cumulative transactions from 290 million to 390 million; expanded support for USDT and Tether Gold and began rolling out a MiniPay card.
Capital Allocation: Large Buyback & Dividends
Announced a $300 million share buyback authorization (over 25% of market cap) in addition to a recurring dividend, demonstrating strong cash generation and shareholder returns focus.
Rule of 40 & Margin Discipline
Company remained a Rule of 40 business for the fifth consecutive year while maintaining healthy EBITDA margins and investing in growth (2025 adjusted EBITDA margin 23.2%).
OPRA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
OPRA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $12.49 | $15.41 | +23.38% |
Oct 29, 2025 | $15.11 | $14.59 | -3.42% |
Aug 19, 2025 | $16.56 | $15.74 | -4.94% |
Apr 28, 2025 | $14.81 | $15.77 | +6.44% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Opera Ltd (OPRA) report earnings?
Opera Ltd (OPRA) is schdueled to report earning on Apr 23, 2026, After Close (Confirmed).
What is Opera Ltd (OPRA) earnings time?
Opera Ltd (OPRA) earnings time is at Apr 23, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is OPRA EPS forecast?
OPRA EPS forecast for the fiscal quarter 2026 (Q1) is 0.26.
