NASDAQ$OPRA

Opera Limited · Q3 2025 earnings

Q3 2025 earnings · · Investor relations

Briefing

Opera exceeded expectations in Q3 2025 with strong growth in both revenue and adjusted EBITDA.

Opera reported solid Q3 2025 results, with revenue and adjusted EBITDA both surpassing guidance. The company launched its new AI-powered Neon browser and raised its full-year revenue and EBITDA forecasts.

Headline financials

Total Revenue

$152M

Previous: $123M+23.1%
EPS (adj)

$0.30

Previous: $0.26+15.4%
Adjusted EBITDA Margin

24.0%

No prior period
Net Income Margin

12.0%

No prior period
Average Monthly Active Users

284.0M

No prior period
Opera GX MAUs

33.0M

No prior period
Annualized ARPU

$2.13

No prior period
Net Income

$18.6M

Previous: $18M+3.6%
Operating Income

$22.4M

Previous: $22.6M-0.9%

Revenue & EPS history

Opera · Revenue · Quarterly

$152M

Q3 2025+23.1%vs Q3 2024
Beat estimate in 13 of 14 quarters(93%)
ActualEstimate

Revenue by segment

Opera · $143M total across 2 segments · Q2 2025

  • Advertising
    $92.9M
  • Search
    $49.6M

Forward guidance

Opera raised its full-year 2025 guidance, reflecting confidence in continued revenue and profit momentum.

Tailwinds

  • Raised full-year revenue guidance to $600–603M
  • Raised full-year adjusted EBITDA guidance to $138–141M
  • Q4 revenue guidance set at $162–165M
  • Q4 adjusted EBITDA guidance set at $37.5–40.5M
  • Growth outlook supported by AI-driven product innovation

Headwinds

  • Operating expenses increased 29% YoY
  • Share-based compensation surged 120% YoY
  • Free cash flow margin declined to 59% of adj. EBITDA
  • Net income margin declined to 12% from 15% YoY
  • Sequential growth in Q4 faces tough YoY comparison

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+3.0%

Avg return

Earnings day

+1.9%

Avg return

5 days after

+2.2%

Avg return

30 days after

55%

16 / 29 earnings

Positive

+26.0%

Q2 2024

Best reaction

-25.6%

Q2 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+23.5%+0.1%
Q3 2025-3.7%-7.1%-12.2%
Q2 2025-5.0%-5.7%+15.3%
Q4 2024-2.1%-5.4%-11.9%
Q3 2024+10.9%+6.5%+16.1%
Q2 2024+26.0%+21.0%+13.4%
Q1 2024-7.9%-13.9%-3.9%
Q4 2023+21.2%+10.3%+35.9%
Q3 2023+11.2%+8.4%+13.8%
Q2 2023-16.1%-1.2%-14.2%
Q1 2023+5.3%-1.9%+35.7%
Q4 2022+23.7%+23.1%+37.6%
Q3 2022+5.1%+18.3%+28.3%
Q2 2022-1.8%-5.3%-7.3%
Q1 2022+8.8%+15.4%+1.5%
Q4 2021-11.6%-18.1%-25.4%
Q3 2021-10.7%-14.1%-15.0%
Q2 2021-5.8%-5.4%-0.2%
Q1 2021+5.5%+0.4%+6.6%
Q4 2020+4.2%+7.7%-10.2%
Q3 2020-4.2%-2.3%-5.5%
Q2 2020-25.6%-11.5%-15.6%
Q1 2020-11.3%-13.1%+17.5%
Q4 2019+13.7%+13.3%-22.4%
Q3 2019+13.3%+3.9%-0.3%
Q2 2019+12.2%+10.5%-12.1%
Q1 2019-1.6%+13.4%+21.5%
Q4 2018+4.4%+6.0%-19.4%
Q3 2018+6.6%+0.6%-5.7%
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017

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