Opera Revenue Climbs 25% as AI Integration Drives User Engagement

CEO Lin Song attributed the company's momentum to the evolving role of browsers in an AI-centric internet. By integrating specialized connectors for tools like Claude and ChatGPT, Opera has maintained a 25% annualized growth rate in average revenue per user (ARPU), which now stands at $2.46. Advertising revenue, the company's largest segment, rose 27% to $115.4 million, with e-commerce partnerships serving as the primary growth engine.

The company’s operational efficiency has allowed it to raise its full-year revenue outlook to a range of $734–742 million. Amid this expansion, Opera continues to prioritize shareholder returns, having repurchased 0.64 million shares for $11.1 million during the quarter and paid out $35.6 million in dividends. While operating expenses rose to $152.2 million, the firm maintains a 15% net income margin, signaling a successful transition toward a more capital-efficient model.