iOS users benefit from browser alternatives - Opera reports up to 5x growth in key markets
Opera (NASDAQ: OPRA) reported continued rapid iOS user growth in October 2025, citing Europe daily active iOS users nearly tripled over two years and a 5x increase in France. Growth accelerated from 57% in the first 12-month period to 88% in the most recent 12 months ending October 2025. Opera says iOS became its fastest-growing platform after users could set Opera as default and after launching Opera One for iOS with features like free VPN and integrated browser AI.
Financially, Opera posted $152M revenue in the latest quarter (+23% YoY), browser query revenue +17%, and a 24% adjusted EBITDA margin, marking its 18th consecutive Rule-of-40 quarter.
Opera (NASDAQ: OPRA) ha riportato una continua rapida crescita degli utenti iOS a ottobre 2025, segnaland o che gli utenti iOS attivi giornalieri in Europa sono quasi triplicati in due anni e un incremento di 5x in Francia. La crescita è accelerata dal 57% nel primo periodo di 12 mesi al 88% nei 12 mesi più recenti fino a ottobre 2025. Opera afferma che iOS sia diventata la piattaforma con la crescita più rapida dopo che gli utenti hanno potuto impostare Opera come predefinita e dopo il lancio di Opera One per iOS con funzioni come VPN gratuita e browser AI integrato.
Dal punto di vista finanziario, Opera ha registrato $152M di ricavi nell'ultimo trimestre (+23% YoY), ricavi da query del browser +17%, e una margine EBITDA rettificato al 24%, segnando il suo 18° trimestre consecutivo secondo la regola del 40.
Opera (NASDAQ: OPRA) informó un crecimiento rápido y continuo de los usuarios de iOS en octubre de 2025, señalando que los usuarios activos diarios de iOS en Europa casi se triplicaron en dos años y un incremento de 5x en Francia. El crecimiento se aceleró desde el 57% en el primer periodo de 12 meses al 88% en los últimos 12 meses que terminan en octubre de 2025. Opera dice que iOS se convirtió en su plataforma de mayor crecimiento tras que los usuarios pudieron establecer Opera como predeterminada y tras lanzar Opera One para iOS con funciones como VPN gratis y navegador IA integrado.
Financieramente, Opera reportó $152M en ingresos en el último trimestre (+23% YoY), ingresos por consultas del navegador +17%, y un margen EBITDA ajustado del 24%, marcando su 18º trimestre consecutivo bajo la regla del 40.
Opera (NASDAQ: OPRA)는 2025년 10월 iOS 사용자의 빠른 성장세가 계속되었다고 발표했으며, 유럽의 iOS 일간 활성 사용자가 2년 만에 거의 세 배로 증가했고 프랑스에서 5배 증가했다고 밝혔다. 성장률은 처음 12개월 동안의 57%에서 2025년 10월까지의 최근 12개월은 88%로 가속했다. Opera는 사용자가 기본값으로 Opera를 설정할 수 있게 되고 iOS용 Opera One을 출시한 뒤 무료 VPN과 통합 브라우저 AI와 같은 기능이 있는 덕에 iOS가 가장 빠르게 성장하는 플랫폼이 되었다고 말한다.
재무적으로 Opera는 최근 분기에 $152M의 매출을 올렸고 (+YoY 23%), 브라우저 쿼리 매출 +17%, 그리고 조정 EBITDA 마진 24%를 기록했으며, 이는 40 규칙에 따른 18번째 연속 분기였다.
Opera (NASDAQ : OPRA) a annoncé une croissance rapide et continue des utilisateurs iOS en octobre 2025, indiquant que les utilisateurs iOS actifs au quotidien en Europe ont presque triplé en deux ans et une augmentation de 5x en France. La croissance s’est accélérée passant de 57% sur la première période de 12 mois à 88% sur les 12 derniers mois se terminant en octobre 2025. Opera précise que l’iOS est devenue sa plateforme à croissance la plus rapide après que les utilisateurs aient pu définir Opera par défaut et après le lancement d’Opera One pour iOS avec des fonctions comme un VPN gratuit et un navigateur IA intégré.
Sur le plan financier, Opera a enregistré $152M de revenus au dernier trimestre (+23% YoY), revenus des requêtes du navigateur +17%, et une marge EBITDA ajustée de 24%, marquant son 18e trimestre consécutif selon la règle des 40.
Opera (NASDAQ: OPRA) meldete im Oktober 2025 weiter schnelles iOS-Nutzerwachstum und gab an, dass die in Europa aktiven iOS-Nutzer täglich fast dreifach im Vergleich zu zwei Jahren zuvor gestiegen sind und in Frankreich um 5x zugenommen haben. Das Wachstum beschleunigte sich von 57% im ersten 12-Monats-Zeitraum auf 88% in den letzten 12 Monaten bis Oktober 2025. Opera sagt, dass iOS zur am schnellsten wachsenden Plattform geworden ist, nachdem Benutzer Opera als Standard festlegen konnten und nachdem Opera One für iOS mit Funktionen wie kostenlosem VPN und integriertem Browser-KI eingeführt wurde.
Finanziell verzeichnete Opera im letzten Quartal $152M Umsatz (+23% YoY), Umsätze aus Browsersuchanfragen +17% und eine bereinigte EBITDA-Marge von 24%, was das 18. Quartal in Folge nach der Rule-of-40 bedeutet.
Opera (NASDAQ: OPRA) أبلغت عن نمو سريع ومستمر في مستخدمي iOS في أكتوبر 2025، حيث أشارت إلى أن المستخدمين النشطين يومياً على iOS في أوروبا كادوا أن يتضاعف ثلاث مرات خلال عامين وأن هناك زيادة بمقدار 5x في فرنسا. ازداد معدل النمو من 57% في أول فترة 12 شهراً إلى 88% في آخر 12 شهراً حتى أكتوبر 2025. تقول Opera إن iOS أصبحت منصتها الأسرع نمواً بعد أن أصبح بإمكان المستخدمين تعيين Opera كافتراضي وبعد إطلاق Opera One لـ iOS مع ميزات مثل VPN مجاني ومتصفح ذكي مدمج.
مالياً، أبلغت Opera عن $152M من الإيرادات في الربع الأخير (+23% سنوياً)، إيرادات استفسارات المتصفح +17%، وهوامش EBITDA المعدلة عند 24%، وهو ما يمثل 18 ربعاً متتالياً وفق قاعدة الـ40.
- Revenue $152M in the most recent quarter (+23% YoY)
- Browser query revenue +17% in the quarter
- Adjusted EBITDA margin 24% in the quarter
- Europe iOS DAUs nearly 3x over two years
- France iOS users 5x over two years
- 18 consecutive Rule-of-40 quarters
- None.
Insights
Accelerating iOS adoption materially strengthens Opera's user mix and supports recent revenue and margin momentum.
Opera reports iOS daily active users in Europe nearly tripled over two years, with France up
Financially, the release links this user expansion to concrete results: revenue of
The core business mechanism is clearer user monetization: higher‑ARPU users joining on iOS can raise query and ad revenue per user. Risks and dependencies include sustained user retention, continued feature differentiation, and the ongoing effect of the Digital Markets Act ballot mechanics in Europe; these factors determine whether relative iOS gains convert to long‑term revenue. Concrete items to watch are quarterly retention cohorts, iOS DAU trends in subsequent quarters, browser‑query revenue growth, and whether revenue or margin trends persist in the next full quarter ending after
The numbers from the past two years show that the growth is accelerating. In the first 12-month period the growth across
This increase in daily active users of Opera One on iOS shows that Opera's suite of features and award-winning design are highly valued by its users in the key markets within the iOS ecosystem. "Fifteen years ago, Opera launched the first alternative to Apple Safari for the iPhone. After more than a decade of small digit growth, we saw an opportunity to revamp the browser two years ago, bringing several of our unique trademark Opera features such as free browser VPN to iOS users," said Jørgen Arnesen, EVP Mobile at Opera. "Since then, the combination of a relentless focus on unique browser innovations, a more leveled playing field in
Growth accelerated by new browser with unique features
For the past two years, Opera has been constantly delivering updates and reaching new milestones within the iOS ecosystem: for example, the introduction of popular features that make it stand out such as free VPN and integrated browser AI. Furthermore, the company brought its flagship browser into iOS, introducing Opera One for iOS – a complete redesign to improve browsing on iPhones. After that, Opera kept improving the browser through updates that further improved its AI capabilities, while also reworking its tab management system to better fit the needs and behavior of iOS users.
New market opportunities
Since the Digital Markets Act (DMA) went into effect in 2024, the European Union's market of nearly 400 million smartphone users has been exposed to the browser choice ballot screen on their Android and iOS mobile devices, prompting users to select which browser they want to use as their default. An Opera conducted survey* among European smartphone users prior to the launch of the ballot screen found that 8 out of 10 Europeans were open to testing a new browser on their mobile devices. Furthermore, there was almost universal agreement among those surveyed on the importance of having more choice and transparency when choosing their preferred browser. The combination of unique products and increased efforts to improve awareness of browsers, has helped fuel Opera's strong growth on iOS.
A growing iOS users base enables new opportunities
Opera's financial results demonstrate the company's strong business fundamentals. In the most recent quarter, Opera delivered
About Opera for iOS
For the past two years, Opera has been constantly delivering updates and reaching new milestones within its iOS ecosystem. By introducing a brand new tab management system on iOS, Opera One brought the power of desktop-style tab organization to the mobile experience. This innovation tackled one of iOS users' biggest frustrations – too many unruly tabs – making Opera One the most advanced mobile browser for iOS, surpassing Safari and Chrome in managing multiple tabs. Opera for iOS also offers free native browser AI as well as a built-in VPN.
About Opera
Opera is a user-centric and innovative software company focused on enabling the best possible internet browsing experience across all devices. Hundreds of millions use Opera web browsers for their unique and secure features on mobile phones and desktop computers. Founded in 1995 and headquartered in
* The survey was conducted by Opera between the 21st and 24th of February, 2024, via Pollfish. The target population was identified as 18-54 years old, all genders, located in
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SOURCE Opera Limited
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