A Primer on Opera
8 months ago
Shareholdersunite Essentials
"OPRA (overview): Norwegian browser co. with 293M MAUs; 3% Q1'25 ad rev growth to $96M (2/3 of rev). Opera GX (34M MAUs) & AI-driven Opera One drive innovation. Aria AI & upcoming Browser Operator agent differentiate. E-commerce +100% YoY, 44% ARPU growth. Western market focus raised ARPU 37%. Google search deal through 2025. Strong AI infra (248 H100 GPUs)."
Sentiment
neutral
Conviction
Medium
Tier
Trade Call
Related Stocks
Episode Information
Episode:
A Primer on Opera
Source:
Shareholdersunite Essentials
Published:
May 3, 2025
Idea Type:
Stock Idea