OPRA Earnings Prediction
The chart below shows how OPRA performed 10 days before and after its earnings report, based on data from the past quarters. Typically, OPRA sees a -4.06% change in stock price 10 days leading up to the earnings, and a +6.69% change 10 days following the report. On the earnings day itself, the stock moves by +5.42%. This data can give you a slight idea of what to expect for the next quarter's release.
OPRA Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
123.86M
20.67%
11.57%
Gross Margin
69.92%
-3.27%
-2.17%
Operating Margin
18.72%
10.83%
-5.31%
Net Margin
14.48%
-11.71%
-16.73%
EPS
0.20
122.22%
81.82%
No Data Available
OPRA Earnings Analysis
Opera Limited American Depositary Shares Corporation (OPRA.O) Earnings Conference Call
Positive
Quarterly Revenue Growth: Revenue for the third quarter was $123 million, growing 20% year-over-year, representing an acceleration from the 17% growth rate experienced in the first half of the year.
Record ARPU Growth: Annualized ARPU grew 27% year-over-year to a new record of $1.66.
Adjusted EBITDA Margin: Adjusted EBITDA was $31 million, representing a margin of 25%.
Advertising Revenue Surge: Advertising revenue was $77 million in the quarter, growing 26% year-over-year, which represents the highest rate of growth since 2022.
Quarterly Revenue Increase: Search revenue was $46 million in the quarter, up 13% year-over-year.
Negative
Revenue Growth Deceleration: Revenue growth was only 20% year-over-year, which is a deceleration from the 27% growth seen in the previous quarter.
Adjusted EBITDA Performance: Adjusted EBITDA was reported at $31 million, representing a margin of only 25%, which is lower than expected.
Cash Flow Concerns: Operating cash flow was $34.9 million, but this was only 113% of adjusted EBITDA, indicating potential cash flow issues.
Marketing Cost Surge: Marketing costs increased to $32.5 million, which is a significant rise compared to previous quarters, impacting overall profitability.
Customer Retention Challenges: The company faced challenges in customer retention, with a noted decline in engagement metrics compared to the previous quarter.
OPRA FAQs
How does OPRA typically perform around its earnings report dates?
Is Opera Limited (OPRA) Q3 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
OPRA Earning Call Sentiment
Opera Limited (OPRA) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
OPRA.O
-5.51%Positive
The earnings call summary presents strong financial performance with record revenue growth, increased guidance, and high advertising revenue. The Q&A section highlights growing e-commerce revenue and positive AI developments, despite some unclear responses. Competitive pressures and increased marketing costs pose risks, but the overall sentiment remains positive. The small-cap status of the company suggests a stronger reaction, leading to a positive stock price prediction (2% to 8%).
