财务数据和关键指标变化 - 第二季度收入达到94.1百万美元,同比增长21%,这是公司连续第10个季度实现超过20%的收入增长 [9] - 调整后EBITDA为20.5百万美元,利润率为22% [10] - 人均年化收入(ARPU)为1.17美元,同比增长25%,环比增长80% [11] 各条业务线数据和关键指标变化 - 广告收入同比增长25%,占总收入的57%,受益于受众扩展业务的增长 [12] - 搜索收入同比增长15%,得益于西方市场用户的持续增长 [12] - Opera GX用户群增长9%至2400万,ARPU为3.10美元,同比增长7% [20][21] 各个市场数据和关键指标变化 - 西方市场用户占总用户的15% [11] - 西方市场用户的ARPU和参与度持续提升,是公司收入增长的重要驱动力 [41][42][53][54] 公司战略和发展方向及行业竞争 - 公司专注于西方市场的增长,这是其既往沟通的战略 [10] - 公司推出全新的Opera One浏览器,整合了AI技术,为用户提供更智能的浏览体验 [14][15][16][17][18][19] - 公司将继续推出更多AI功能和技术,以保持技术创新领先地位 [24] 管理层对经营环境和未来前景的评论 - 尽管当前宏观经济存在一定波动,但公司的核心业务和用户群体发展趋势依然向好 [26][27][28][37][38] - 公司对未来发展前景保持乐观,将继续专注于产品创新和用户增长 [37][38][73] 问答环节重要的提问和回答 问题1 **Mark Argento 提问** 对于ARPU增长的可持续性和公司在西方市场的战略布局,公司有何看法? [41][42] **Frode Jacobsen 回答** 公司预测ARPU增长趋势将持续,得益于西方市场用户群体的增长以及GX业务的发展潜力 [42][43] 问题2 **Lance Vitanza 提问** 公司在西方市场的渗透率还有多大提升空间?未来是否有机会翻倍至16%? [52][53][54][55] **Lin Song 回答** 公司认为在西方市场的渗透率仍处于较低水平,有很大的增长空间,未来有望实现翻倍。同时公司也看好新兴市场用户的发展潜力 [53][54][55] 问题3 **Katrina Chiu 提问** 公司嵌入式AI功能未来12-18个月可带来的增量收入机会有多大?同时对EBITDA会产生什么影响? [68][69] **Lin Song 回答** AI功能有望带来用户时间和搜索量的大幅提升,同时也有助于公司产品差异化和用户获取。短期内成本影响较小,公司正在探索相关的变现模式 [69][70]

Exhibit 99.1 Opera Reports Both Revenue and Adjusted EBITDA Above Guidance in its Second Quarter 2023 Results 10th consecutive quarter of 20+% revenue growth, exceeding the high end of previously issued guidance on both revenue and adjusted EBITDA Q2 revenue grew 21% year-over-year, with an adjusted EBITDA margin of 22% Company released Opera One, the latest version of Opera’s flagship browser, incorporating new functionality and a redesigned experience Opera introduced ‘Aria’, a fully integrated browser AI ...

Company Participants Lance Vitanza - TD Cowen Mark Argento - Lake Street Alicia Yap - Citigroup Matthew Wolfson Opera Limited (NASDAQ:OPRA) Q1 2023 Results Conference Call April 27, 2022 8:00 AM ET Conference Call Participants Welcome to the Opera Limited First Quarter 2023 Earnings Call. At this time, all participants are in a listenonly mode. After the speakersÂ' presentation, there will be a question-and-answer session. [Operator Instructions] Thank you for joining us. As usual, I have with me today our ...

Exhibit 99.1 Opera Reports Both Revenue and Adjusted EBITDA Above Guidance in its Second Quarter 2023 Results 10th consecutive quarter of 20+% revenue growth, exceeding the high end of previously issued guidance on both revenue and adjusted EBITDA Q2 revenue grew 21% year-over-year, with an adjusted EBITDA margin of 22% Company released Opera One, the latest version of Opera’s flagship browser, incorporating new functionality and a redesigned experience Opera introduced ‘Aria’, a fully integrated browser AI ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022. OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____. OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) ...

Looking back, in the quarter and 2022 as a whole, we were able to exceed our revenue expectations as a result of better-than-anticipated monetization of both our browser and news user base, and faster-than-anticipated scaling of the Opera audience extension business. Combined with a predictable and carefully managed OpEx base, we have been able to convert our strong revenue trajectory to a strong profitability trajectory even ahead of our ambitions. In terms of users, our total base was 324 million MAUs in ...

Exhibit 99.1 Opera Reports Both Revenue and Adjusted EBITDA Above Guidance in its First Quarter 2023 Results Ninth consecutive quarter of 20+% revenue growth, exceeding the high end of previously issued guidance on both revenue and adjusted EBITDA Q1 revenue grew 22% year-over-year, with an adjusted EBITDA margin of 25% Opera introduced its first generative AI features directly into the browser Company raises the midpoint of revenue guidance and adjusted EBITDA expectations for 2023 OSLO, Norway, April 27, ...

Opera Limited (NASDAQ:OPRA) Q3 2022 Results Earnings Conference Call October 27, 2022 8:00 AM ET Company Participants Matthew Wolfson - Head of Investor Relations Lin Song - Co-Chief Executive Officer Frode Jacobsen - Chief Financial Officer Conference Call Participants Lance Vitanza - Cowen and Company Alicia Yap - Citigroup Mark Argento - Lake Street Capital Operator Welcome to the Opera Limited Third Quarter 2022 Earnings Call. At this time, all participants are in a listenonly mode. After the speakers' ...

Opera Limited (NASDAQ:OPRA) Q2 2022 Earnings Conference Call August 30, 2022 8:00 AM ET Company Participants Matthew Wolfson - Head of IR Lin Song - Co-CEO Krystian Kolondra - EVP of Browsers Frode Jacobsen - CFO Conference Call Participants Alicia Yap - Citigroup Mark Argento - Lake Street Lance Vitanza - Cowen Operator Welcome to the Opera Limited Second Quarter 2022 Earnings Call. At this time all participants are in a listenonly mode. After the speaker's presentation there'll be a question-and-answer se ...

Opera Limited (NASDAQ:OPRA) Q1 2022 Earnings Conference Call April 28, 2022 8:00 AM ET Company Participants Song Lin – Co-Chief Executive Officer Matt Wolfson – Head of Investor Relations Frode Jacobsen – Chief Financial Officer Conference Call Participants Lance Vitanza – Cowen Mark Argento – Lake Street Alicia Yap – Citigroup Operator Welcome to the Opera Limited First Quarter, 2022, Earnings Call. At this time, all participants are in a listenonly mode. After the speakers' presentation, there will be a q ...