Opera Limited Beats Q2 Revenue Expectations, Raises 2025 Outlook

Opera Limited (NASDAQ: OPRA) has reported impressive financial results for the second quarter of 2025, surpassing market expectations and prompting an upward revision of its full-year guidance. The company’s performance was driven by robust growth in advertising and search revenue, supported by its innovative AI-powered technologies.

Opera Limited Reports Revenue Up 30% y/y for Second-Quarter 2025

Opera Limited has delivered a standout performance in the second quarter of 2025, with revenue reaching $143 million, marking a 30% increase compared to the same period last year. This figure not only exceeded the company’s guidance range but also surpassed the market’s expectations of $137.81 million. The surge in revenue was largely attributed to a 44% increase in advertising revenue, which hit $92.9 million, and an 11% growth in search revenue, totaling $49.6 million.

In terms of profitability, the company’s adjusted EBITDA was reported at $32.1 million, representing a 22% margin. This performance exceeded the guidance range and demonstrated a 21% increase from the previous year. Despite a dip in net income, which fell by 19% to $15.7 million, Opera’s adjusted net income rose by 14% to $23.7 million, showcasing the effectiveness of its strategic investments and cost management.

Comparing these results against expectations, Opera’s adjusted earnings per share (EPS) came in at $0.26, slightly below the anticipated $0.27. However, the overall financial health of the company remains robust, with a significant increase in net cash flow from operating activities, which soared by 90% to $33.1 million. This strong cash flow performance underscores Opera’s ability to generate cash from its operations and invest in future growth opportunities.

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Opera Limited Raises Full-Year Guidance Upwards

Looking ahead, Opera Limited has revised its full-year guidance upwards, reflecting confidence in its strategic direction and market conditions. The company now anticipates full-year revenue to range between $585 million and $597 million, representing a 23% year-over-year growth at the midpoint. This revision is supported by the continued expansion of its advertising and search revenue streams, which are expected to maintain their growth trajectories.

Adjusted EBITDA for the full year is projected to fall between $136 million and $140 million, with a margin of 23%. This guidance suggests a stable outlook for profitability, as the company continues to leverage its AI-powered technologies to drive efficiency and innovation. The launch of Opera Neon, an agentic browser with integrated AI capabilities, is expected to play a pivotal role in enhancing user engagement and monetization efforts.

Opera’s strategic initiatives, including the expansion of its AI capabilities and the rollout of new products like Opera Neon, are aligned with its long-term growth objectives. The company’s focus on developing user-centric technologies and expanding its global footprint positions it well to capitalize on emerging opportunities in the digital landscape. As Opera navigates the complexities of a dynamic market environment, its proactive approach to innovation and operational excellence will be key to sustaining its growth momentum.

Disclaimer: The author does not hold or have a position in any securities discussed in the article. All stock prices were quoted at the time of writing.