NASDAQ$OPRA

Opera Limited · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Opera Q4 2024: $145.8M revenue (+29%), $33.0M adjusted EBITDA, adjusted EPS $0.28

Opera Limited reported Q4 2024 revenue of $145.8 million, up 29% year over year and above guidance, driven by 38% advertising revenue growth to $93.3 million and 17% search revenue growth to $52.3 million. Adjusted EBITDA rose 19% to $33.0 million for a 23% margin, also exceeding guidance. Operating profit was $27.6 million (19% margin). Net income was $28.7 million ($0.32 diluted EPS) versus $107.5 million in Q4 2023 when OPay fair-value gains boosted results; adjusted net income grew 17% to $24.8 million with adjusted diluted EPS of $0.28. Full-year 2024 revenue reached $480.6 million (+21%) with adjusted EBITDA of $115.3 million (24% margin).

  • Q4 revenue of $145.8 million grew 29% YoY, beating guidance on accelerated advertising monetization.
  • Adjusted EBITDA of $33.0 million (23% margin) exceeded the guidance range.
  • Advertising revenue grew 38% to $93.3 million; search revenue rose 17% to $52.3 million.
  • Adjusted diluted EPS was $0.28; annualized ARPU reached $1.97, up 37% YoY.
  • Q1 2025 guidance: revenue $130–133M (+29%) and adjusted EBITDA $28–30M (22% margin).

Headline financials

Total Revenue

$146M

Previous: $115M+27.2%
EPS (adj)

$0.28

Previous: $1.38-79.7%
Adjusted EBITDA

$33M

No prior period
Adjusted EBITDA margin

23.0%

No prior period
Monthly active users

296.0M

No prior period
Annualized ARPU

$1.97

No prior period
Net cash flow from operating activities

$21.6M

No prior period
Net Income

$28.7M

Previous: $125M-77.1%
Operating Income

$27.6M

Previous: $20.3M+36.3%

Revenue & EPS history

Opera · Revenue · Quarterly

$146M

Q4 2024+27.2%vs Q4 2023
Beat estimate in 13 of 14 quarters(93%)
ActualEstimate

Revenue by segment

Opera · $146M total across 2 segments · Q4 2024

  • Advertising
    $93.3M
  • Search
    $52.3M

Forward guidance

Opera guides Q1 2025 revenue of $130–133 million (+29%) with adjusted EBITDA of $28–30 million (22% margin), and full-year 2025 revenue of $555–570 million with adjusted EBITDA of $132–138 million (24% margin).

Tailwinds

  • E-commerce advertising partnerships drove 800 bps upside versus Q4 revenue guidance.
  • Opera GX MAUs reached 33.9 million, up 22% YoY.

Headwinds

  • Total user base was stable at 296M MAUs as lower-monetization users declined.
  • Reported net income fell 73% YoY due to smaller OPay fair-value gains.

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 Q4 2024

Historical avgQ4 2024

+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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