文章核心观点 - 公司在广告和搜索收入方面实现了强劲增长,营业利润同比增长40.3% [5] - 公司现金流表现出色,经营活动现金流达3100万美元,足以支付股息和资本支出 [7] - 公司用户数量和ARPU持续增长,体现出良好的运营杠杆 [7] - 公司与谷歌的搜索分发协议延长至2025年,收入来源较为稳定 [8][9] - 公司估值较低,未来2-3年内有望达到15倍市盈率的合理水平 [14] 公司表现分析 财务指标 - 第一季度收入同比增长17%至1.02亿美元 [5] - 第一季度EBIT同比增长40.3%至1960万美元,利润率19% [5] - 第一季度净利润同比下降4%,主要受利息收入下降和新AI数据中心投资影响 [6] - 公司预计第二季度收入同比增长14-16%至1.07-1.09亿美元 [8] - 公司预计全年收入为4.54-4.65亿美元,EBITDA为1.06-1.10亿美元,保持24%的利润率 [8] 运营指标 - 月活用户达3.04亿,占全球活跃互联网用户的8% [7] - Opera GX游戏浏览器月活用户同比增长6%至2950万 [7] - 用户ARPU同比增长24%至1.34美元 [7] - 公司在欧盟市场获益于数字市场法案,iOS用户增长63% [8] 投资价值分析 - 公司估值较低,市盈率仅13.1倍,未来2-3年有望达到15倍市盈率 [9][14] - 即使当前共识预测高出10%,公司股价也有29%的上涨空间 [14] - 公司业务发展良好,单位经济指标和业务指标均呈现积极态势 [7][8] 风险因素 - 行业竞争激烈,需持续创新以保持市场地位 [15] - 与谷歌的搜索分发协议仅延长至2025年,存在续约风险 [16] - 全球化运营面临汇率波动和监管风险 [17] - 用户数据安全和隐私保护面临网络安全威胁 [17]

OSLO, Norway, July 1, 2024 /PRNewswire/ -- Opera GX, the browser for gamers, is bringing a significant update to the browser's built-in AI, Aria. This update provides users with the latest AI features that Opera [NASDAQ: OPRA] has been releasing as part of their experimental AI Feature Drops program in the Developer stream of the Opera One browser. The features that are arriving to Opera GX increase Aria's capabilities by introducing image generation and understanding, voice output, a chat summary option, a ...

baona/iStock via Getty ImagesWe previously covered Opera Limited (NASDAQ:OPRA) in March 2024, discussing why we had maintained our Buy rating, as the management increasingly monetized its gaming platform, advertising, and search engine capabilities. Combined with the management's use of robust cash flow for shareholder returns, we believed that it continued to offer both value and growth opportunities at current levels. Since then, OPRA has retraced by -9.4% well underperforming the wider market at +6%, ...

OSLO, Norway, June 11, 2024 /PRNewswire/ -- Opera Limited (NASDAQ: OPRA) ("Opera"), one of the world's major browser developers and a leading internet consumer brand, today announced that its Board of Directors has declared its upcoming semi-annual cash dividend for holders of Opera's ordinary shares as well as American Depositary Shares ("ADSs"), each representing two ordinary shares.Opera's next semi-annual dividend under its recurring dividend program will be $0.40 per ADS. Payment will be made to shareh ...

Opera Limited is catching the attention of investors looking for a big bet on AI.Shares of Opera Limited (OPRA 10.25%), an internet browser company, were soaring today on speculation that the company might be involved in Apple's Worldwide Developers Conference (WWDC) today.Some investors were discussing the idea on X, formerly known as Twitter, earlier in the day, though there was no indication by either company that a collaboration was forthcoming. Apple's event came and went without any mention of Opera.N ...

文章核心观点 - 全球90%的互联网用户使用表情符号,表情符号已成为人们在线表达自己的重要方式[1] - 使用多样化的表情符号可以提高人们的生活满意度[1] - Opera浏览器推出"标签页表情符号"功能,让用户可以在标签页上添加表情符号,增加浏览器的趣味性和实用性[2][3][4][5] - Opera是一家专注于提供最佳互联网浏览体验的创新软件公司,拥有数亿用户,总部位于挪威奥斯陆,是一家上市公司[6][7] 公司相关内容 - Opera是一家专注于提供最佳互联网浏览体验的创新软件公司[6] - Opera拥有数亿用户,总部位于挪威奥斯陆,是一家上市公司[6][7] - Opera此前推出了基于表情符号的网址功能,此次推出"标签页表情符号"进一步体现了Opera致力于通过不同方式为浏览器带来趣味性和实用性[5] 行业相关内容 - 全球90%的互联网用户使用表情符号,表情符号已成为人们在线表达自己的重要方式[1] - 使用多样化的表情符号可以提高人们的生活满意度[1] - "标签页表情符号"功能可以帮助用户更好地组织和管理标签页,提高工作效率[3]

OSLO, Norway, May 29, 2024 /PRNewswire/ -- Opera [NASDAQ: OPRA] is announcing plans to add new on-device browser AI capabilities to its flagship browser, Opera One, and its gaming browser, Opera GX. In April 2024, Opera became the first browser with support for on-device AI by providing access to local LLMs directly in the application. Opera is now preparing for this feature set to exit the experimental early access stage and become part of its flagship browsers used by millions of people every day. The sup ...

The company inked a high-profile deal with Alphabet to deploy its Gemini large language model on the Opera browser AI platform. Shares of internet browser company Opera Limited (OPRA 5.53%) rallied on Tuesday, rising 5.5% during the day's session. Opera is a unique tech software company spending big on artificial intelligence (AI) that actually trades at a bargain valuation of just 8.6 times earnings. While Opera reported relatively solid results last quarter, the stock ultimately fell on the back of hefty ...

文章核心观点 - 分析师给予Opera Limited Sponsored ADR (OPRA)股票的平均目标价为23美元,较当前价格上涨65.2%,表明该股票存在较大上涨潜力 [1][2] - 分析师普遍认为公司未来业绩将好于此前预期,这一积极的盈利预测修正趋势也表明该股票有望上涨 [4][9][10] - 尽管分析师的目标价格可能存在偏高的倾向,但分析师预测一致性较强(标准差较小)也表明该股票有望上涨 [2][7] 公司相关 - Opera Limited Sponsored ADR (OPRA)是一家上市公司,目前股价为13.92美元 [1] - 公司目前被评为Zacks Rank 2(买入),表明其短期内有较大上涨潜力 [11] 行业相关 - 分析师对公司未来业绩的预测普遍乐观,一致性较强,表明公司所处行业前景良好 [4][9][10]

文章核心观点 - Opera股价在过去两个月出现下跌,跌幅接近30% [1][2] - Opera的Q1财报表现良好,但相对谨慎的指引可能令市场失望,公司正处于增长正常化阶段 [3] - Opera正在投资建设新的AI数据中心,导致经营现金流和自由现金流受到一定影响 [3] - Opera正在加强其AI浏览器的价值主张,推出本地化的大语言模型 [4] - Opera的用户增长和ARPU持续改善,特别是在西方市场和游戏玩家群体 [5][6] - Opera有望从欧盟数字市场法案中获益,增加iOS用户群 [6] - Opera的估值相对其增长潜力较为低廉,且盈利能力强 [7][9] - 但Opera仍面临广告市场周期性下行和谷歌搜索协议变化的风险 [10][11] 根据目录分类总结 公司表现 - Opera股价在过去两个月出现下跌,跌幅接近30% [1][2] - Opera的Q1财报表现良好,但相对谨慎的指引可能令市场失望,公司正处于增长正常化阶段 [3] - Opera正在投资建设新的AI数据中心,导致经营现金流和自由现金流受到一定影响 [3] - Opera正在加强其AI浏览器的价值主张,推出本地化的大语言模型 [4] - Opera的用户增长和ARPU持续改善,特别是在西方市场和游戏玩家群体 [5][6] - Opera有望从欧盟数字市场法案中获益,增加iOS用户群 [6] 估值与财务 - Opera的估值相对其增长潜力较为低廉,且盈利能力强 [7][9] - Opera仍面临广告市场周期性下行和谷歌搜索协议变化的风险 [10][11]