![]() ![]() Opera Limited operates the gaming portal GXC and the online advertising platform Opera Ads. They also have Opera Crypto Browser for PCs and mobile devices, a browser-based cashback rewards program, and their own GameMaker Studio, a platform for developing 2D games. Additionally, Opera Limited has Apex Football, Opera VPN Pro, and Opera News, which is a personalized news discovery and aggregation service powered by artificial intelligence. They also offer PC browsers such as Opera for Computers and Opera GX. ![]() The company provides various mobile browser products like Opera Mini, Opera for Android and iOS, Opera GX Mobile, and Opera Touch. But looking at the revenue composition, OPRA's revenue model looks way more diversified with 59% of sales coming from advertising and the other 4% coming from search activity. ![]() They have 2 main segments: Browser and News, and Other, according to the most recent 20-F filing. In case you hear about Opera for the first time, it's a small-cap firm that offers web browsers for mobile and PC devices. Today, after OPRA fell below the publication price of my last article, I decided to take another look at the company to understand whether this dip is worth buying for a medium-term holding and how much of the AI hype has actually translated into operational improvements. That was largely my thesis, which ultimately proved to be correct, as OPRA doubled in price before entering a protracted consolidation and falling sharply. At the time, I noted that hedge funds and institutional market participants had just started to buy into OPRA, meaning that the stock had a very good chance of continuing its rally at the time. The last and only time I wrote about Opera Limited ( NASDAQ: OPRA) stock was in May 2023, when the company was enjoying an unprecedented growth rate in the wake of the AI hype in the market. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |