财务数据和关键指标变化 - 第二季度收入为1.1亿美元,同比增长17% [9][10] - 调整后EBITDA为2700万美元,利润率24%,超出之前指引范围 [10] - 广告收入为6500万美元,同比增长20% [11][13] - 搜索收入为4500万美元,同比增长15% [13] - 用户ARPU同比增长25%,达到年化1.46美元 [10] 各条业务线数据和关键指标变化 - Opera GX用户数增加50万,达到3000万MAU,同比增长27%,ARPU同比增长14%达到3.55美元 [22] 各个市场数据和关键指标变化 - 拉丁美洲市场增长迅速,Opera News在巴西新闻生态系统中排名第二 [85] - 欧洲市场受益于DMA,Opera for Android和Opera for iOS新用户采用率大幅提升 [15] 公司战略和发展方向及行业竞争 - 公司将继续投资于iOS和Windows等平台,利用监管变化和AI技术创新带来的机遇 [42][51][52][53] - 公司将重点聚焦于高价值用户,通过AI技术提升用户体验和广告变现能力 [24][25][26] - 公司认为行业正经历范式转变,浏览器将成为连接用户和AI服务的关键入口 [23][24] 管理层对经营环境和未来前景的评论 - 管理层对公司前景保持乐观,预计下半年收入和利润率将继续提升 [35][36][37] - 管理层认为DMA等监管变化为独立浏览器厂商带来机遇,但希望监管范围能进一步扩大 [42][43] 其他重要信息 - 公司在冰岛建立了自有AI计算集群,为AI技术创新提供支持 [59][60][61] - 公司将在下半年推出Opera GX和Opera One的重大升级版本 [18][19][21][88][89] 问答环节重要的提问和回答 问题1 **Naved Khan 提问** 对于DMA监管的应用是否过于狭窄,公司有何建议 [41][42][43] **Song Lin 回答** 公司认为DMA应该适用于更多平台,如Windows等,而不仅局限于iOS,并将继续与监管机构沟通 [42][43] 问题2 **Lance Vitanza 提问** 公司在AI技术投入方面是否会显著增加成本 [59][60][61][62][63][64] **Song Lin 回答** 公司专注于利用开源模型和自有基础设施,而非自行训练基础语言模型,因此AI投入不会大幅增加成本 [61][62][63] 问题3 **Mark Argento 提问** 公司对Opera GX业务的长期发展机遇如何评估 [73][74][75][77][78][79] **Song Lin 回答** 公司认为Opera GX针对年轻游戏玩家的市场空间巨大,有望实现10倍以上的增长 [77][78][79]

Opera (NASDAQ:OPRA) just reported results for the second quarter of 2024. Opera reported earnings per share of 22 cents. This met the analyst estimate for EPS of 22 cents. The company reported revenue of $109.73 million. This was 1.10% better than the analyst estimate for revenue of $108.54 million. InvestorPlace Earnings is a project that leverages data from TradeSmith to automate coverage of quarterly earnings reports. InvestorPlace Earnings distills key takeaways including earnings per share and revenue, ...

100 t would III " III W H 011 WI illi lle istanbulimage Investment Thesis Opera Limited (NASDAQ:OPRA), which provides the contentious tier-3 browser, reported solid results that beat on the top line and the bottom line and raised its fullyear guidance. What's more, the stock looks incredibly cheap at 10x this year's EBITDA, with no debt, all the while paying out a 6.1% dividend yield. But is this stock a value trap? I don't believe so. As such, I remain bullish on OPRA as I've done for some time. Rapid Reca ...

Revenue grew 17% year-over-year to $109.7 million, and exceeded the guidance range Adjusted EBITDA of $26.6 million, a 24% margin, also exceeded the guidance range Product lineup further strengthened with Opera One launched on iOS along with rapid innovation across platforms Company increases both revenue and adjusted EBITDA guidance for the year, now at 17% year-over-year growth at a 24% adjusted EBITDA margin at the midpoints OSLO, Norway, Aug. 22, 2024 /PRNewswire/ -- Opera Limited (NASDAQ: OPRA), one of ...

OSLO, Norway, Aug. 7, 2024 /PRNewswire/ -- Opera Limited (NASDAQ: OPRA), one of the world's major browser developers and a leading internet consumer brand, announced today that the company's second quarter 2024 financial results will be released before the market opens on Thursday, August 22, 2024. The earnings release will be available on the investor relations section of our website at https://investor.opera.com. Management will host a conference call to discuss the second quarter 2024 financial results o ...

文章核心观点 - Opera公司是一家小型浏览器公司,市场份额只有2%左右,远落后于谷歌Chrome、微软Edge和苹果Safari等大型科技公司的浏览器[2] - 但Opera公司近年来专注于开发高价值细分市场,如游戏浏览器Opera GX,并成功提高了用户ARPU,实现了较快的收入和利润增长[2][3] - 公司通过大规模回购股票,将股数从峰值120M下降至90M,有利于每股收益的提升[11] 根据相关目录分别进行总结 公司业务发展 - Opera公司专注于开发针对特定细分市场的浏览器产品,如游戏浏览器Opera GX,并取得了良好的用户增长和ARPU提升[2][3] - 公司通过裁减低收益业务,集中资源发展高价值业务,成功提高了收入和利润水平[4] 财务表现 - 公司最近几年的收入和利润呈现稳步增长趋势,尤其是Opera GX业务的高速增长带动了整体ARPU的提升[3][4] - 公司通过大规模回购股票,有效降低了股本,有利于每股收益的提升[11] 行业地位 - 尽管Opera公司在整体浏览器市场份额较小,但在细分市场如游戏浏览器领域取得了较好的成绩,并且持续扩大市场份额[2][3] - 分析师普遍看好Opera公司的发展前景,给予了"强烈买入"的评级和20美元左右的目标价,较当前股价有64.9%的上涨空间[7][8][9]

文章核心观点 - 公司在广告和搜索收入方面实现了强劲增长,营业利润同比增长40.3% [5] - 公司现金流表现出色,经营活动现金流达3100万美元,足以支付股息和资本支出 [7] - 公司用户数量和ARPU持续增长,体现出良好的运营杠杆 [7] - 公司与谷歌的搜索分发协议延长至2025年,收入来源较为稳定 [8][9] - 公司估值较低,未来2-3年内有望达到15倍市盈率的合理水平 [14] 公司表现分析 财务指标 - 第一季度收入同比增长17%至1.02亿美元 [5] - 第一季度EBIT同比增长40.3%至1960万美元,利润率19% [5] - 第一季度净利润同比下降4%,主要受利息收入下降和新AI数据中心投资影响 [6] - 公司预计第二季度收入同比增长14-16%至1.07-1.09亿美元 [8] - 公司预计全年收入为4.54-4.65亿美元,EBITDA为1.06-1.10亿美元,保持24%的利润率 [8] 运营指标 - 月活用户达3.04亿,占全球活跃互联网用户的8% [7] - Opera GX游戏浏览器月活用户同比增长6%至2950万 [7] - 用户ARPU同比增长24%至1.34美元 [7] - 公司在欧盟市场获益于数字市场法案,iOS用户增长63% [8] 投资价值分析 - 公司估值较低,市盈率仅13.1倍,未来2-3年有望达到15倍市盈率 [9][14] - 即使当前共识预测高出10%,公司股价也有29%的上涨空间 [14] - 公司业务发展良好,单位经济指标和业务指标均呈现积极态势 [7][8] 风险因素 - 行业竞争激烈,需持续创新以保持市场地位 [15] - 与谷歌的搜索分发协议仅延长至2025年,存在续约风险 [16] - 全球化运营面临汇率波动和监管风险 [17] - 用户数据安全和隐私保护面临网络安全威胁 [17]

OSLO, Norway, July 1, 2024 /PRNewswire/ -- Opera GX, the browser for gamers, is bringing a significant update to the browser's built-in AI, Aria. This update provides users with the latest AI features that Opera [NASDAQ: OPRA] has been releasing as part of their experimental AI Feature Drops program in the Developer stream of the Opera One browser. The features that are arriving to Opera GX increase Aria's capabilities by introducing image generation and understanding, voice output, a chat summary option, a ...

We previously covered Opera Limited (NASDAQ:OPRA) in March 2024, discussing why we had maintained our Buy rating, as the management increasingly monetized its gaming platform, advertising, and search engine capabilities. Combined with the management's use of robust cash flow for shareholder returns, we believed that it continued to offer both value and growth opportunities at current levels. Since then, OPRA has retraced by -9.4% well underperforming the wider market at +6%, or rallied by +28.2% from our pr ...

The aggregate amount of the dividend is approximately $35.4 million, based on a total of 88.5 million ADS equivalents outstanding. Opera's cash expense will be approximately $27.6 million. The remaining $7.8 million will be offset against Opera's remaining receivable from our majority shareholder, Kunlun Tech Limited ("Kunlun") in connection with the 2022 sale of Opera's stake in Star Group Interactive Inc. This press release contains statements of a forward-looking nature. These statements, including state ...