Opera Ltd. (NASDAQ:OPRA) Q2 2025 Earnings: Revenue Beat and Raised Guidance Drive Shares Higher

Opera Ltd. (NASDAQ:OPRA) has released its second-quarter financial results for 2025, delivering a performance that notably surpassed analyst expectations on the top line while narrowly missing on the bottom. The company’s revenue for the quarter reached $143.0 million, a 30% increase compared to the same period last year and exceeding the consensus estimate of $141.4 million. This robust top-line growth underscores the company’s ability to expand its user base and monetization efforts effectively, particularly in its core browser and AI-driven content platforms.

On the earnings front, Opera reported earnings per share (EPS) of $0.26 for the quarter, slightly below the analyst estimate of $0.27. Despite this minor shortfall, the company demonstrated strong operational efficiency, with adjusted EBITDA coming in at $32.1 million, representing a healthy 22% margin. This metric also exceeded the company’s own guidance, indicating effective cost management and profitability even amid aggressive growth investments. The mixed results—beating revenue estimates while slightly missing on EPS—suggest that while Opera is successfully driving sales, there may be increased expenditures or one-time costs affecting net income.

Market reaction to the earnings release has been notably positive in pre-market trading, with shares rising approximately 3.3%. This uptick suggests investor optimism, likely fueled by the revenue beat and raised full-year guidance. Over the past week, the stock has gained about 6.4%, though it remains down slightly over the past month. The immediate positive price action indicates that the market is placing greater emphasis on Opera’s strong revenue growth and upwardly revised outlook rather than the slight EPS miss.

Looking ahead, Opera has raised its full-year guidance, signaling confidence in its continued growth trajectory. While specific numerical guidance from the company was not detailed in the provided context, this revised outlook generally aligns with or potentially exceeds current analyst expectations. For the full year 2025, analysts are projecting revenue of approximately $587.8 million. For the upcoming third quarter, estimates stand at $145.1 million in revenue. The company’s optimistic revision suggests it may be positioning to outperform these figures, driven by sustained user engagement and expanding AI-integrated services.

Key takeaways from the press release include not only the revenue and EBITDA outperformance but also the strategic emphasis on Opera’s evolution as an AI-agent company. The 30% year-over-year revenue growth highlights successful execution in monetizing its browser ecosystem and technology licensing segments. The raised guidance further reinforces management’s confidence in operational stability and future profitability, making it a focal point for investors assessing the stock’s potential.

For a detailed breakdown of historical earnings, future estimates, and comprehensive analyst projections, readers can review additional data here.

Disclaimer: This article is for informational purposes only and does not constitute investment advice.