Opera Limited’s (OPRA) shares have gained 19.6% in the past month, outperforming the Zacks Computer & Technology sector’s modest growth of 0.6% and the Zacks Internet - Content decline of 1.8%.OPRA’s robust stock price performance has been driven by its impressive third-quarter 2024 results. Third-quarter revenues grew 20% year over year to $123.2 million, driven by continued momentum in user adoption and broader monetization efforts, particularly in advertising and search revenues.Advertising revenues grew ...

Opera GX更新内容 - 自2019年推出以来最大规模更新 具有全新设计语言和UI引擎[2][3] - 拥有超过3000万用户和活跃社区[3] - 新外观Underwave设计 带来更沉浸感受[4] - 有两种新英雄模组可增强设计体验[5] - 可控制浏览器每个细节 定制选项更多[6] - 定制设置与GX商店的模组无缝集成[7] - 模组社区不断增长 有8000多个社区创建的模组和2.5亿多次下载[8] - 扩展模组宇宙 新增定制选项[9] - 增强暗模式和减少蓝光功能[10] - 图像和视频有AI驱动的提升功能[11] - 新的多线程合成器UI引擎确保性能流畅[12] - 包含多项新的更新内容如多线程合成器的优势新UI引擎功能等[14] - 有多种新的定制选项如开始页面定制新UI定制等[15] - 新增多种功能如贴纸新的模组管理系统等[16] Opera GX基本情况 - 2019年推出 是为游戏玩家打造的浏览器[19] - 有多种定制选项包括颜色主题音效等[19] - 包含CPU、RAM和网络带宽限制器[19] - 有热门标签杀手功能和GX清理器[19]

OSLO, Norway, Nov. 19, 2024 /PRNewswire/ -- Oslo-based browser company Opera [NASDAQ: OPRA] and Spotify, the world's largest audio streaming service, have partnered to make it easier than ever for users to listen to their favorite music, podcasts, and audiobooks while browsing on their computers. As part of this partnership, Spotify becomes the default streaming service within the upgraded Music Player in Opera's flagship browser, Opera One. Opera users* are also getting the chance to try out Spotify Premiu ...

Opera delivered impressive results for Q3 and has bright growth prospects for the next couple of years.The past three months have been incredible for Opera (OPRA 0.37%) investors. Shares of the company behind the popular web browser of the same name have gained 47% thanks to its solid results.Most recently, the stock popped by 10% following the release of Opera's third-quarter earnings report on Oct. 29. But could it head higher in the near term, and is it still worth buying Opera now with that impressive s ...

文章核心观点 - 该文章作者是一名资深研究分析师,拥有10年投资银行从业经验,专注于行业和公司研究,擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险 [1] - 作者希望通过自身独特的见解和知识,为其他投资者提供一个与众不同的投资组合视角 [1] 行业总结 - 作者表示自己没有持有任何公司的股票、期权或类似衍生品,也没有在未来72小时内进行任何此类投资的计划 [2] - 该分析仅供参考,不应被视为专业投资建议,投资者在进行任何投资前都应该进行深入的个人研究和尽职调查,因为交易存在许多风险,包括资本损失 [3] 公司总结 - Seeking Alpha网站声明,过去的业绩不能保证未来的结果,他们的分析师是第三方作者,既有专业投资者也有个人投资者,可能没有受过任何机构或监管机构的认证 [4] - Seeking Alpha不是持牌证券交易商、经纪商或美国投资顾问或投资银行 [4]

With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highestquality analysis of this type of information. Based on a combination of strong fundamentals, great expansion prospects, and a favorable valuation, I believe Opera Limited (NASDAQ: OPRA ) could be one of the few AI-related ideas on the market that still has significant He leads the investing grou ...

Opera posted strong results in the third quarter, showing signs of improvement in the struggling digitaladvertising market. Shares of Opera (OPRA 10.08%) soared as much as 16.7% higher on Tuesday, goosed by a fantastic earnings report. The Norwegian maker of security-oriented web browsers and other online safety tools beat analyst expectations across the board and offered a bullish-guidance update for the full year. Opera's stock cooled down to a gain of 10.1% at the market close, but that's still a firm 52 ...

财务数据和关键指标变化 - 第三季度收入为1.23亿美元，同比增长20%，较上半年17%的增长率有所加速 [5] - 年化ARPU增长27%，达到1.66美元，调整后的EBITDA为3100万美元，利润率为25% [6][24] - 广告收入为7700万美元，同比增长26%，为2022年以来最高增长率 [7] 各条业务线数据和关键指标变化 - 电子商务和旅游类别推动了收入的增长，电子商务特别受益于PC浏览器的货币化和Opera Ads平台的扩展 [8][13] - 搜索收入为4600万美元，同比增长13%，9月份恢复到15%的年增长率 [9] 各个市场数据和关键指标变化 - 在西方市场，用户基数稳定，ARPU增长显著快于整体水平 [10][11] - iOS用户的增长在第三季度同比增长33%，在欧盟市场的增长更为显著，达到66% [14][15] 公司战略和发展方向和行业竞争 - 公司将继续专注于高ARPU用户和可扩展的货币化领域，预计在假日季节将进一步受益于电子商务的强劲表现 [34] - Opera One和GX的发布将推动市场营销活动的增加，以抓住增长机会 [35] 管理层对经营环境和未来前景的评论 - 管理层对未来的增长持乐观态度，预计第四季度的收入将达到1.35亿至1.38亿美元，同比增长21% [36] - 预计2024年将实现19%的全年收入增长，调整后的EBITDA指导范围为1.12亿至1.14亿美元 [38] 其他重要信息 - 公司在第三季度的运营现金流达到3490万美元，创历史新高，调整后的EBITDA转化率为113% [30] - 新推出的非IFRS指标“调整后净收入”将有助于更好地评估财务结果 [32] 问答环节所有提问和回答 问题: 关于电子商务广告收入的增长情况 - 电子商务广告收入的增长速度超过整体广告增长率，尽管难以量化，但已成为广告组合中的重要部分 [43] 问题: 关于第四季度EBITDA和市场营销支出的增加 - 第四季度的市场营销支出主要是将第三季度未使用的预算转移到第四季度，以便在新产品发布时抓住机会 [44] 问题: 关于OPay的估值和潜在的变现 - OPay的估值保持不变，计划在年底重新评估，未来可能通过私募或IPO进行变现 [49][50]

业绩总结 - Opera在2024年第四季度的收入指导为4.72亿美元[7] - 2024年第三季度收入增长率为69%[45] - 2024年调整后的EBITDA为6800万美元[36] - 2024年调整后的EBITDA指导为1.13亿美元[36] - 2024年调整后的EBITDA利润率为45%[36] 用户数据 - 截至2024年第三季度，Opera的月活跃用户（MAUs）达到2.96亿，同比增长51%[7] - Opera GX用户基数为3200万，渗透率为8%[16] - 78%的新用户来自于有机流量[22] - 从2020年第三季度到2024年第三季度，西方市场用户增长了51%[46] 收入来源 - Opera的广告收入占总收入的62%，同比增长26%[27] - Opera的搜索广告收入在2024年第三季度占总收入的38%，同比增长13%[26] - Opera的平均每用户收入（ARPU）在过去四年增长了4.0倍[7] 市场展望 - Opera的2024年收入年增长率预计为24%[31] - Opera的品牌知名度在2024年第三季度达到58%[20] 股息政策 - 2023年1月首次发行特别股息，每ADS为0.80美元，总计7100万美元[47] - 2023年中推出每年0.80美元的定期股息，迄今为止总计1.06亿美元[47] 财务表现 - 公司在财务表现上连续多个季度保持“40+规则”[44] - 2024年第三季度EBITDA利润率为51%[45]

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. Whi ...