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 -0.12% change in stock price 10 days leading up to the earnings, and a +4.46% change 10 days following the report. On the earnings day itself, the stock moves by +3.92%. 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
145.92M
28.59%
17.81%
Gross Margin
64.28%
-10.73%
-8.07%
Operating Margin
18.96%
5.22%
1.28%
Net Margin
19.66%
-79.24%
35.77%
EPS
0.16
-73.33%
-20.00%
No Data Available
OPRA Earnings Analysis
Opera Ltd Corporation (OPRA.O) Earnings Conference Call
Positive
Accelerated Revenue Growth: Year-over-year revenue growth accelerated to 29% in Q4, exceeding guidance by 800 basis points.
Strong Adjusted EBITDA Performance: Adjusted EBITDA reached $33 million, representing a 23% margin, above the high end of guidance.
E-commerce Advertising Growth: Advertising revenue grew 38% year-over-year, driven by e-commerce opportunities within Opera Ads.
Revenue Acceleration Trend: Search revenue increased by 17% year-over-year, showing acceleration from previous quarters.
User Growth in Key Regions: User growth in high-ARPU regions, particularly in North America and Europe, increased by 3.5 million, now representing 19% of the user base.
ARPU Growth Surge: Annualized ARPU grew 33% year-over-year to $1.98, marking the highest growth in two years.
Mobile Browser Growth Trends: Mobile browsers for Android and iOS saw significant growth, particularly in the EU, with iOS user growth over 30% in 2024.
Product Launch Impact: New product releases, including Opera GX and Opera One, generated media coverage and user interest, enhancing user stickiness.
Intent-Based Audience Monetization: Opera Ads' intent-based audience monetization offering created a scalable channel for performance advertisers, especially in e-commerce and travel.
Strong Revenue and Profitability: The company achieved a revenue run rate exceeding $0.5 billion, with healthy profitability and cash flow generation.
Consistent Rule of 40 Performance: Q4 marked the 15th consecutive quarter as a Rule of 40 company, meeting or exceeding guidance consistently.
Q1 2025 Revenue Guidance: Initial guidance for Q1 2025 indicates continued 29% year-over-year revenue growth, with a range of $130 million to $133 million.
Negative
Increased Marketing Investment: The company raised marketing spend to $41 million, indicating a significant investment that may not yield immediate returns.
Margin Pressure Analysis: Despite a strong revenue growth of 29%, the cost of revenue items increased to 33% of revenue, suggesting pressure on margins.
Advertising Revenue Challenges: The rapid scaling of advertising revenue comes with a margin percentage headwind, indicating potential challenges in maintaining profitability as revenue grows.
EBITDA Margin Decline: The adjusted EBITDA margin for Q1 is expected to be lower at 22%, down from 23% in Q4, which may raise concerns about future profitability.
2025 Growth Rate Outlook: The guidance for 2025 indicates a lower growth rate of 17% compared to the previous year's performance, which may signal a slowdown in momentum.
OPRA FAQs
How does OPRA typically perform around its earnings report dates?
Is Opera Ltd (OPRA) Q4 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
OPRA Earning Call Sentiment
Opera Limited (OPRA) Q4 2024 Earnings Call Transcript
OPRA.O
-6.96%Positive
The earnings call reveals strong financial performance with revenue and EBITDA exceeding guidance, driven by e-commerce and advertising growth. Positive guidance for future growth and strategic initiatives like AI integration further bolster prospects. However, management's reluctance to provide specific future growth projections introduces some uncertainty. The market cap of $1.27 billion suggests moderate volatility, leading to a likely positive stock price movement within the 2% to 8% range over the next two weeks.
