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fool.comAUG 202 min read$OPRA

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.

Original reporting
fool.com
Published Aug 20, 2026, 1:45 AM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 20, 2026, 1:50 AM UTC. Informational, not investment advice.
How this was made
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Opera (OPRA) Q2 2026 Earnings Call Transcript — source image
Source · fool.com
Decision brief

The 30-second read

$OPRABullishHigh
01

Why it matters

The earnings beat and raised guidance provide a clear catalyst for short‑term price moves.

02

Market read

Opera's earnings uplift may influence broader tech and ad‑tech equities.

03

What to watch

Potential seasonal dip in Opera GX usage during summer could temper growth.

Relevance 9/10Novelty 9/10Timing: during Q2 2026 earnings call on Aug 19 2026

Background

Opera Limited reported record Q2 2026 results, highlighting AI integration and expanding Western market ARPU.

Company-level read

Ticker impact

$OPRABullishHigh confidence
Context

Q2 2026 revenue of $178.1 million, 25% YoY growth and raised full-year guidance to $734‑742 million.

Expected impact

Potential price appreciation of 5‑10% in the near term as investors price in higher growth.

Evidence & confidence

Revenue and EBITDA beat expectations, coupled with higher guidance, typically drive buying pressure.

Market effects

Sector

Browser and digital advertising sectors may see increased investor interest.

Regional

European and US markets likely to react positively to the guidance uplift.

Global

AI‑enhanced browser usage could boost global tech sentiment.

Counterpoint

What could challenge this read

If guidance fails to materialize, the stock could face a sharp correction.

Key entities

  • Executive
    Song Lin

    CEO of Opera who discussed AI-driven growth.

  • Executive
    Frode Jacobsen

    CFO who presented financial details and guidance.

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