Opera browsers now ship with a new generation of AI powered by Google

Rhea-AI Summary

Opera (NASDAQ: OPRA) on Dec 1, 2025 announced a rollout of a new generation of Opera AI across Opera One, Opera GX and Opera Neon, reaching more than 80 million users. The update integrates Google's Gemini models into the browser AI, adds a side-panel that uses browsing context for answers, and supports voice I/O plus multi-file analysis including images and video.

The engine was rebuilt with an agentic architecture delivering 20% faster responses. Opera also reported a 17% annual increase in query revenue, reflecting growing monetization of AI-driven user actions.

Positive

• 80 million users now have access to Opera AI
• Integration of Google Gemini models into browser AI
• 20% faster response time from rebuilt agentic engine
• Support for voice input/output and multi-file analysis (image/video)
• Query revenue +17% year-over-year

Negative

• None.

News Market Reaction

-3.01%

1 alert

-3.01% News Effect

On the day this news was published, OPRA declined 3.01%, reflecting a moderate negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Opera AI users: 80 million users AI response speed: 20% faster responses Query revenue growth: 17% annual increase +5 more

8 metrics

Opera AI users 80 million users Free access across Opera One, GX and Neon

AI response speed 20% faster responses New agentic-based Opera AI engine

Query revenue growth 17% annual increase Latest reported period, linked to AI tool usage

Current price $14.57 Prior to AI news publication

52-week range $12.622 – $22.50 Pre-news trading range

Quarterly revenue $152M Latest quarter from Nov 13, 2025 release

Revenue growth 23% YoY Latest reported quarter

Adjusted EBITDA margin 24% Latest reported quarter, Rule-of-40 streak

Market Reality Check

Price: $13.51 Vol: Volume 588,678 is slightl...

normal vol

$13.51 Last Close

Volume Volume 588,678 is slightly below the 20-day average of 660,659 (relative volume 0.89). normal

Technical Shares trade below the 200-day MA, with price at 14.57 versus MA 16.86, and about 35.24% under the 52-week high.

Peers on Argus

OPRA was up 1.16% while close peers were mixed: MOMO up 2.77%, but WBTN, BMBL, F...

OPRA was up 1.16% while close peers were mixed: MOMO up 2.77%, but WBTN, BMBL, FVRR and TBLA down between 0.1% and , suggesting a stock-specific move tied more to Opera’s AI/product narrative than a sector-wide rotation.

Historical Context

5 past events · Latest: Dec 01 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 01	AI product rollout	Positive	-3.0%	New Gemini-powered Opera AI across major browsers and faster agentic engine.
Nov 19	Crypto payments launch	Positive	-1.7%	MiniPay connects USD₮ stablecoins to instant LATAM payment rails.
Nov 13	User growth & earnings	Positive	-2.5%	Strong iOS growth, <b>$152M</b> revenue, Rule-of-40 quarter highlighted.
Nov 10	Investor conference	Neutral	+0.4%	CFO presentation scheduled at Wells Fargo TMT Summit with webcast.
Nov 07	Annual meeting notice	Neutral	+1.3%	AGM set with proposal to increase employee equity plan share reserve.

Pattern Detected

Recent positive operational and AI updates have often coincided with negative next-day price reactions, while neutral corporate events saw modest gains.

Recent Company History

Over the last few months, Opera has reported expanding AI capabilities and user metrics alongside solid financials. On Nov 7, 2025 it called a General Meeting to expand its equity incentive plan. On Nov 13, it highlighted strong iOS growth and quarterly revenue of $152M with 23% YoY growth and a 24% adjusted EBITDA margin. Crypto payments expansion via MiniPay and today’s AI upgrade with Google’s Gemini models continue the theme of monetizing user engagement, even as prior such news often saw short-term price weakness.

Market Pulse Summary

This announcement highlights Opera’s push to make AI central to its browsers, integrating Google’s G...

Analysis

This announcement highlights Opera’s push to make AI central to its browsers, integrating Google’s Gemini models and delivering 20% faster responses to over 80 million users. It builds on prior AI launches like Opera Neon and Aria expansion, as well as reported query revenue growth of 17%. Investors may watch future updates on user engagement, query revenue, and broader earnings to assess how effectively these capabilities translate into durable financial performance.

Key Terms

agentic ai, browser ai, ai overviews

3 terms

agentic ai technical

"the browser innovator and agentic AI company Opera (NASDAQ: OPRA)"

Agentic AI refers to computer systems that can make their own decisions and take actions without needing someone to tell them what to do each time. It's like giving a robot a degree of independence to solve problems or achieve goals on its own, which matters because it could change how we work and interact with technology in everyday life.

browser ai technical

"integrating the latest Gemini models into its browser AI"

Browser AI is artificial intelligence functionality that runs inside a web browser to assist users with tasks like summarizing pages, automating form filling, generating content, or answering questions without always sending data to remote servers. For investors it matters because it can enable faster, cheaper, and more private features in consumer and enterprise web products, change how companies deploy AI, reduce server costs, and create new revenue or competitive advantages—similar to adding a smart assistant directly into an app.

ai overviews technical

"including features such as Google's AI Overviews and emerging AI modes"

AI overviews are short summaries created by artificial intelligence that capture the main points of financial documents, news, or corporate announcements. They matter to investors because they act like a quick executive summary or a high-level map — saving time by highlighting potential risks, opportunities, and numbers to watch — while still requiring human review for important decisions.

AI-generated analysis. Not financial advice.

OSLO, Norway, Dec. 1, 2025 /PRNewswire/ -- The browser innovator and agentic AI company Opera (NASDAQ: OPRA) is rolling out new AI capabilities across its Opera One, Opera GX and Opera Neon browsers, providing more than 80 million of Opera's users with free access to the latest and most advanced Opera browser AI. The rapid evolution of Opera AI benefits from the expanded long standing partnership between Opera and Google, which now includes integrating the latest Gemini models into its browser AI.

The new Opera AI exists as a side panel that users can interact with whenever they want, and in connection with any webpage, group of webpages and even videos. This allows it to give answers based on the browsing context – including easy research, content summaries, and even comparisons between different tabs. Opera AI enables voice input and output, as well as file analysis on multiple file types, including image and video. The engine has been rebuilt for speed with a new architecture, adopting an agentic-based engine from Opera Neon. Because of this, it is capable of delivering 20% faster responses. In addition, its privacy features ensure that the user has full control over what context is shared with Opera AI and what is kept outside its awareness.

"AI is reshaping how people interact with the web, and the browser is the natural entry point for those experiences," said Per Wetterdal, EVP Commercial at Opera. "Through our partnership with Google, we are able to offer users the experiences they really want through native search and AI features, for free, directly in their Opera One and Opera GX browsers while our most advanced users of the agentic Opera Neon browser are already getting access to Gemini 3 Pro."

AI has become a fundamental part of the browsing experience. This is also reflected in how browsing is monetized. In its latest earnings results, Opera reported a 17 percent annual increase in query revenue, representing the monetization of user-initiated actions in Opera's browsers beyond classic search as the measure also captures the increasing usage of AI tools. Opera AI is designed to natively support an expanding richness in the processing of user queries, representing an interface where users can identify products and services of interest and connect with e-commerce and other platforms of direct relevance to them. Opera's partnership with Google continues to play a key part in providing its browser users with the best possible search and AI experience.

"Our long-standing partnership with Opera is a testament to our shared vision for an innovative ecosystem." Per Gustafsson - Managing Director Nordics at Google. "By integrating the latest Gemini models, Opera is not just enhancing its browsers, but setting a new standard for AI-powered user experiences. We are proud to provide the cutting-edge AI capabilities that help partners like Opera thrive and continue to shape the future of browsing for millions of users worldwide"

The browser as the next AI frontier

The browser is emerging as one of the most important frontends for AI. Unlike a standalone chat interface, the browser has access to real-time context such as a user's open tabs, page content, and browsing flows. This enables more relevant and efficient assistance, supporting task completion directly within the browsing experience.

"We're seeing a clear and positive shift as AI-powered search becomes more widely adopted, including features such as Google's AI Overviews and emerging AI modes," continued Wetterdal. "These developments encourage users to explore more deeply, which aligns well with our long-term focus on building products that drive meaningful engagement. As an independent browser, we are excited about our ability to work with ecosystem partners and contribute to our users' experience whether they use Opera AI alone or in combination with any other AI platform of their choice."

About Opera

Opera is a user-centric and innovative software company focused on enabling the best possible internet browsing experience across devices. Hundreds of millions of people use Opera browsers for their unique features on mobile phones and desktop computers. Founded in 1995 and headquartered in Oslo, Norway, Opera is publicly listed on the Nasdaq stock exchange under the ticker symbol OPRA. Download Opera browsers and other Opera products at opera.com. Learn more at investor.opera.com.

 

View original content to download multimedia:https://www.prnewswire.com/news-releases/opera-browsers-now-ship-with-a-new-generation-of-ai-powered-by-google-302628949.html

SOURCE Opera Limited

FAQ

What did Opera announce on Dec 1, 2025 about Opera AI (OPRA)?

Opera announced a rollout of a new Opera AI across Opera One, Opera GX and Opera Neon, integrating Google Gemini models and reaching > 80 million users.

How does the new Opera AI (OPRA) use browsing context?

Opera AI runs in a side panel and gives answers based on a user's open tabs, page content and videos to provide contextual summaries and comparisons.

What performance improvement did Opera claim for its rebuilt AI engine (OPRA)?

Opera said the agentic-based engine delivers approximately 20% faster responses compared with the prior architecture.

Which Google models are integrated into Opera's browser AI (OPRA)?

The announcement states Opera integrated the latest Gemini models into its browser AI, including access for Neon users to Gemini 3 Pro.

How did Opera report AI-related monetization in its latest results (OPRA)?

Opera reported a 17% annual increase in query revenue, attributed to monetization of user-initiated actions and growing AI tool usage.

What new input and file features does Opera AI (OPRA) support?

Opera AI supports voice input and output and analysis of multiple file types, including image and video.