Opera Limited, a prominent player in the web browser and AI agent sector, has recently announced an upward revision of its revenue expectations for both the fourth quarter and the full year 2025. This optimistic outlook is primarily driven by an expansion in its user base, particularly in Western markets, suggesting a robust performance despite ongoing market fluctuations. The company's strategic focus on AI-powered browsing experiences appears to be resonating with users, contributing to enhanced monetization opportunities.
Opera Limited Anticipates Strong Financial Performance and User Expansion
In a significant announcement made on February 2, 2026, Opera Limited (NASDAQ: OPRA) revealed an elevated revenue forecast for its fourth quarter. The company now projects its Q4 revenue to surpass an impressive $170 million, a notable increase from its previous guidance ranging between $162 million and $165 million. This revised figure also comfortably exceeds the consensus analyst estimate of $164.55 million, indicating stronger-than-expected performance. Furthermore, Opera Limited has adjusted its full-year revenue expectations for 2025, anticipating total revenues to exceed $608 million. This represents a substantial growth of over 26% compared to the previous year, highlighting the company's accelerating financial trajectory.
A key factor underpinning this positive financial revision is the remarkable growth in Opera's user base, particularly among its high-ARPU (Average Revenue Per User) Western demographic. Lin Song, the esteemed CEO of Opera Limited, emphasized that the Opera browser's design, catering to discerning users, is proving to be a significant advantage. He noted that an increasing number of individuals are turning to Opera as their preferred gateway for web content, various services, and the integrating AI-powered tools that are becoming indispensable in daily digital interactions. Between the third and fourth quarters, this valuable Western user segment expanded by approximately 2 million individuals, providing a powerful impetus to the company's monetization strategies. Opera Limited, with its headquarters in Norway, provides a diverse range of web browsers and related products tailored for both personal computers and mobile devices, catering to a global audience. Its extensive product portfolio includes Opera Mini, Opera GX for both PCs and mobile platforms, and the Opera browser specifically designed for Android and iOS operating systems, alongside its desktop browser for computers.
Opera Limited's latest financial update signals a period of substantial growth and strategic success. The company's ability to attract and retain a high-value user base, coupled with its innovative approach to AI-integrated browsing, positions it favorably within the competitive tech landscape. This development not only reassures existing investors but also makes a compelling case for potential new stakeholders considering the long-term prospects of digital innovation and user-centric technology.