Opera's Q2 Revenue Tops Guidance, Prompting a Full-Year Outlook Raise
OPRA sits 68% above its 52-week low of $11.71.
Summary
Opera beat Q2 guidance on both revenue and adjusted EBITDA, raised its full-year 2026 outlook, and continued share repurchases.
Key Events · Earnings and Guidance · OPRA
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Q2 Revenue Beats High End of Guidance
Revenue reached $178.1 million, up 25% year-over-year and above the guidance range, driven by 27% growth in advertising revenue to $115.4 million and 21% growth in query revenue to $62.1 million.
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Adjusted EBITDA Exceeds Expectations
Adjusted EBITDA was $42.4 million, a 24% margin and 32% year-over-year growth, also above the high end of guidance.
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Full-Year Guidance Raised
Management raised full-year 2026 guidance to $734–742 million in revenue and $172–175 million in adjusted EBITDA, implying approximately 20% top-line growth at the midpoint.
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Q3 Guidance Issued
Third quarter 2026 revenue is guided to $181–183 million with an adjusted EBITDA margin of 23% at the midpoints.
Analysis · OPRA · Technology
Opera's second quarter delivered revenue of $178.1 million, up 25% year-over-year and above the top of its guidance range, while adjusted EBITDA of $42.4 million (24% margin) also exceeded expectations. Management responded by raising full-year 2026 guidance to $734–742 million in revenue and $172–175 million in adjusted EBITDA, implying roughly 20% top-line growth at the midpoint. The company continues to return capital through its $300 million repurchase program, buying back 0.64 million shares for $11.1 million during the quarter. This is a strong beat-and-raise quarter that confirms accelerating growth and expanding profitability.
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At the time of this filing, OPRA was trading at $19.65 on NASDAQ in the Technology sector, with a market capitalization of approximately $1.7B. The 52-week trading range was $11.71 to $21.06. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.