Opera Q2 2025 Revenue Jumps 30%, AI Fuels Growth
Opera’s Q2 2025 Financial Results Show Strong AI-Driven Growth
Opera Limited (NASDAQ: OPRA) has released its second-quarter 2025 financial results, showcasing 30% year-over-year revenue growth to $143 million. The company’s half-year performance was even stronger, with cumulative revenue reaching $286 million—a 35% increase compared to the same period in 2024.
Advertising Business Leads the Charge
The standout performer was Opera’s advertising segment, which generated $92.9 million in Q2—a 44% annual increase. This now represents 65% of total revenue, cementing its position as the company’s primary growth driver. The surge was attributed to:
- AI-driven intent advertising: Enhanced algorithms for e-commerce targeting
- Improved ad-loading efficiency via native AI features
- Higher conversion rates from precision user-need recognition
Search Business Rebounds
After a period of adjustment, Opera’s search revenue showed an 11% year-over-year increase to $49.6 million. Strategic localization efforts, particularly in privacy-focused markets like Europe and North America, attracted higher-value users and improved revenue sharing.
User Metrics and Product Innovation
The company maintained stable monthly active users (MAU) at 289 million globally while achieving a 35% increase in average revenue per user (ARPU) to $1.97. Notable developments include:
- Opera GX gaming browser: Grew MAU by 11% to 33 million
- Opera Neon smart browser: Launched as an "AI agent browser" with predictive capabilities
The Neon browser represents Opera’s strategic pivot from traditional browsing to AI-powered service platforms, capable of anticipating user needs.
Future Outlook and Strategic Shift
Opera projects continued momentum in its advertising business with 15-20% annual growth potential, fueled by e-commerce expansion and AI enhancements. With the commercialization of value-added services and its AI ecosystem development, the company is transitioning into an AI-driven platform model.
Key Points:
- $143M Q2 revenue (+30% YoY), $286M H1 (+35%)
- Advertising revenue surged 44% to $92.9M (65% of total)
- Search business recovered with 11% growth ($49.6M)
- Stable MAU (289M) but 35% ARPU growth ($1.97)
- New AI browser signals shift to predictive services platform
