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- **Revenue Surges 23% YoY**: Q3 revenue of $151.9 million, ARPU up 28% to $2.13, with full-year 2025 guidance raised to $600-603 million.
- **Opera Neon Breakthrough**: Invitation-based browser with local AI agents, 1,000+ media mentions, and 10x cost efficiency in agentic tasks.
- **E-commerce Dominance**: 50% of ad revenue, 100%+ YoY growth, with partnerships driving performance-based monetization.
- **MiniPay Scaling**: 10.5M wallets, 310M transactions, targeting cross-border payments and freelancers.
- **GX Stability**: 33M users, ARPU up 3%, with AI upgrades and regional focus for future growth.

**【CEO Summary Section】**
- **Revenue Growth**: Q3 revenue reached $151.9 million, up 23% YoY, exceeding guidance of 18-21%. Annualized ARPU rose 28% YoY to $2.13, with a new record adjusted EBITDA of $36.3 million (24% margin). Full-year 2025 revenue guidance raised to $600-603 million (25% growth).
- **Opera Neon Launch**: Launched as a premium, invitation-based browser with native AI assistant functionality, enabling task-based local AI operations. Over 1,000 media articles covered the launch, with strong user feedback on efficiency and privacy.
- **MiniPay Expansion**: Noncustodial wallets grew to 10.5 million (from 9 million), transactions reached 310 million, targeting cross-border payments and freelancers.
- **Opera GX Performance**: 33 million users (3% YoY growth), ARPU up to $3.69 annualized, with AI upgrades and exclusive gaming deals.

**【CFO Financial Commentary】**
- **Revenue Breakdown**: Query-based revenue ($55.6 million, 17% YoY) and advertising ($95.9 million, 27% YoY) drove growth. E-commerce now 50% of ad revenue, with Q4 guidance of $162-165 million (11-13% QoQ growth).
- **Profitability**: Adjusted EBITDA margin expanded to 24%, with full-year 2025 EBITDA guidance of $138-141 million (23% margin). Free cash flow of $21 million in Q3, cash reserves at $119 million.
- **Cost Management**: OpEx growth controlled, with marketing ($36 million) and compensation costs aligned with revenue trajectory.

**【Q&A Highlights】**
- **Neon Adoption**: Early users praise efficiency and privacy; plans to open to broader public in 1-2 months. Agentic browsing tasks (e.g., e-commerce) 10x more cost-efficient than competitors.
- **E-commerce Growth**: 100%+ YoY growth, driven by performance-based models. Partnerships with top regional e-commerce players (e.g., Amazon, Walmart) to enhance targeting.
- **MiniPay Monetization**: Already generating revenue, with reinvestment in marketing and partnerships to expand stablecoin adoption.
- **GX Strategy**: User base stable at 33 million, focusing on AI upgrades and regional expansion. Revenue growth expected via ARPU increases and AI-driven engagement.

Opera Limited (OPRA) Q3 2025 Earnings Call Transcript

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