Opera Delivers Revenue Growth But Misses EPS
Opera Limited reported Q4 2025 results on Feb. 26, 2026, posting $0.30 EPS versus $0.33 expectations and 22% year-over-year revenue growth. Advertising revenue drove performance with a $19 million sequential e-commerce increase and annual revenue up 28% for 2025; EBITDA beat guidance. Management highlighted Opera AI R3, new Opera Neon and Air browsers, expanded query monetization, and a major share buyback program for 2026.
Key Points
- 1Reports $0.30 EPS, misses $0.33 estimate, Q4 revenue up 22% year-over-year
- 2Highlights advertising-driven growth: $19 million sequential e-commerce lift and 25% ad revenue year-over-year
- 3Introduces Opera AI R3 and Neon/ Air browsers; positions company for monetization and partnerships
Scoring Rationale
Official earnings and clear product roadmap give credibility and actionability, limited by modest novelty and company-specific scope.
Sources
Public references used for this report.
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