AlphAIalphai — Financial news for AI agents
prnewswire.comAUG 192 min read$OPRA

Opera Reports Second Quarter 2026 Results Beyond the High End of Guidance Ranges

Opera Limited (OPRA) reported Q2 2026 revenue of $178.1M, up 25% YoY, and adjusted EBITDA of $42.4M, up 32% YoY, exceeding guidance. Q3 revenue guidance is $181-183M with a 23% adjusted EBITDA margin. Full-year guidance raised to $734-742M revenue and $172-175M adjusted EBITDA. Advertising and query revenue grew 27% and 21% YoY, respectively. MAUs reached 288M, with ARPU up 25% to $2.46. Opera paid a $0.40 dividend and repurchased 0.64M shares.

Original reporting
prnewswire.com
Published Aug 19, 2026, 11:45 AM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 19, 2026, 12:07 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About alphai AI DeskScoring methodologyReport an issue
Opera Reports Second Quarter 2026 Results Beyond the High End of Guidance Ranges — source image
Source · prnewswire.com
Decision brief

The 30-second read

$OPRABullishHigh
01

Why it matters

The earnings beat and raised guidance suggest accelerating top‑line growth and margin expansion, likely prompting buying pressure.

02

Market read

First‑report earnings with guidance lift; actionable for traders seeking short‑term upside.

03

What to watch

Rising competition from integrated browser‑AI offerings could pressure future margins.

Relevance 8/10Novelty 8/10Timing: pre-market today

Background

Opera (NASDAQ:OPRA) is a browser and AI‑agent company reporting its Q2 2026 results.

Company-level read

Ticker impact

$OPRABullishHigh confidence
Context

Opera reported Q2 2026 revenue and adjusted EBITDA both above the top end of guidance and raised full-year outlook.

Expected impact

Potential short-term rally; target price +10% over next week.

Evidence & confidence

Revenue +25% YoY, EBITDA +32% YoY, and guidance lift indicate accelerating growth and margin expansion, attracting buying interest.

Market effects

Sector

Boosts outlook for browser and AI‑agent sector, may lift peers with similar ad‑tech exposure.

Regional

Positive for Nordic tech stocks, especially Norway‑listed firms.

Global

Highlights continued demand for AI‑enhanced browsing platforms worldwide.

Counterpoint

What could challenge this read

Valuation may already price in growth; any miss on Q3 guidance could trigger a pullback.

Key entities

  • CEO
    Lin Song

    Provided commentary on revenue and EBITDA beat.

  • CFO
    Frode Jacobsen

    Outlined full‑year guidance and margin expectations.

Read at source← All news

Also covered by

1 outlet

Related articles

AUG 25
$OPRAHigh

Opera (OPRA) Moved Its Earnings Forward. Can AI Browser Growth Produce Another Guidance Increase?

Opera Limited (OPRA) moved its Q2 earnings release to August 19. Q1 revenue rose 23% to $175.8M, adjusted EBITDA up 30% to $42.0M, both exceeding guidance. The company saw strong user growth in Western markets, with AI features driving engagement. Opera raised its full-year outlook, projecting revenue of $727M-$740M and adjusted EBITDA of $170M-$174M. The company's revenue model remains concentrated in advertising and search queries.

yahoo.com2 min
AUG 21
$OPRAHigh

Opera Shares Drop Despite Revenue Beat and Stronger 2026 Outlook

Opera Limited (OPRA) reported Q2 earnings with revenue of $178.1M, beating estimates, and raised its 2026 outlook. However, shares fell 5.48% after adjusted EPS of $0.26 missed expectations by $0.01. Adjusted EBITDA grew 32% to $42.4M, and Q3 revenue guidance was set at $181M-$183M, above consensus.

yahoo.com2 min
AUG 20
$OPRAHighAI 9/10

Opera (OPRA) Q2 2026 Earnings Call Transcript

Opera (OPRA) reported Q2 2026 revenue of $178.1M, up 25% YoY, driven by advertising and query growth. Adjusted EBITDA rose 32% to $42.4M. MAUs reached 288M, with Western market users growing 4%. Full-year revenue guidance was raised to $734M-$742M. Management highlighted AI integration and high-ARPU Western markets as growth drivers. The company returned $35.6M to shareholders via dividends and repurchased $11.1M of shares.

fool.com2 min
AUG 19
$OPRAHigh

Opera Ltd (OPRA): Financial results for Q2 2026

Opera Ltd (OPRA) furnished an SEC Form 6-K — earnings release. Exhibit 99.1 Opera Reports Second Quarter 2026 Results Beyond the High End of Guidance Ranges Revenue increased 25% year-over-year to $178.1 million, exceeding the guidance range Adjusted EBITDA was $42.4 million, representing a 24% margin and 32% year-over-year growth, also exce

SEC EDGAR 6-K2 min
SEP 8
$IBKRMedAI 8/10

Interactive Brokers Earns Interest on $182 Billion of Its Clients' Idle Cash. Will Anthropic's IPO Drain It?

Interactive Brokers (IBKR) reported $182.4B in uninvested client cash, up 27% YoY, earning interest until invested. Anthropic's potential $2T IPO could impact cash levels, but SpaceX's IPO didn't drain IBKR's reserves. IBKR's Q2 net interest income rose 23% to $1.06B, half of total revenues. Client accounts and trading activity grew, mitigating cash outflows. IBKR stock is near $92, trading at 29x next year's earnings.

fool.com3 min
SEP 8
$ORCLMedAI 8/10

Oracle’s AI Earnings Story Is Improving, but the Cash Flow Test Remains

Oracle (ORCL) reported strong Q4 earnings with 21% revenue growth and raised its profit forecast. Morgan Stanley increased its price target to $210, citing improved GPUaaS margins. However, the company faces cash flow pressure due to high capital expenditures for AI infrastructure, with free cash flow at negative $23.7 billion. Hedge funds remain invested, with Fisher Asset Management increasing its stake.

insidermonkey.com3 min