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Dec 31, 2025
Opera Q4 2025 Earnings Report
Opera delivered strong fourth quarter 2025 results with accelerated revenue growth, margin expansion and significant net income growth.
Key Takeaways
Opera reported fourth quarter 2025 revenue of 177210000, up 22% year-over-year, with net income of 55705000 and diluted EPS of 0.61. Adjusted EBITDA reached 41890000 with a 24% margin, supported by strong advertising and query revenue growth.
Revenue increased 22% year-over-year to 177210000.
Net income rose 94% year-over-year to 55705000 with a 31% margin.
Adjusted EBITDA grew 27% year-over-year to 41890000, with margin expanding to 24%.
Average monthly active users reached 284000000 with ARPU up 26% year-over-year.
Revenue by Segment
Forward Guidance
For 2026, Opera guided full-year revenue between 720000000 and 735000000 and adjusted EBITDA between 167000000 and 172000000, with first quarter revenue expected between 169000000 and 172000000.
Positive Outlook
- Full-year 2026 revenue guidance of 720000000 to 735000000.
- Full-year 2026 adjusted EBITDA guidance of 167000000 to 172000000.
- Adjusted EBITDA margin expected at 23% for 2026.
- Q1 2026 revenue guidance of 169000000 to 172000000.
- Q1 2026 adjusted EBITDA guidance of 38000000 to 40000000.
Challenges Ahead
- Growth guidance implies moderation versus Q4 growth rate.
- Adjusted EBITDA margin expected to remain flat year-over-year.
- Macroeconomic and advertising demand uncertainty.
- Dependence on key advertising and query partners.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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