Opera opens public access to Opera Neon, its experimental agentic AI browser

Rhea-AI Summary

Opera (NASDAQ: OPRA) opened public access to Opera Neon on Dec 11, 2025, removing the waitlist and expanding the prior Founders phase.

Opera Neon is an experimental, agentic browser for AI power users that uses AI agents to perform tasks and code web apps. Subscribers get immediate access to top-tier models including Gemini 3 Pro, GPT-5.1, Veo 3.1 and Nano Banana Pro for a single fee of $19.90/month. Features include Neon Chat/Do/Make agents, an ODRA deep research agent with a "1-minute research" capability, and an exclusive Discord community for product feedback. Opera's main browsers continue to offer free AI features through Opera AI.

Positive

• Public launch removes waitlist, expanding potential user base immediately
• Subscription price set at $19.90/month
• Includes access to top-tier models: Gemini 3 Pro, GPT-5.1
• ODRA agent offers timed "1-minute research" with source synthesis

Negative

• Paid subscription contrasts with free AI features in main Opera browsers
• Product described as experimental and rapidly evolving, increasing user risk

Key Figures

Opera Neon price $19.90/month Subscription fee for Opera Neon AI browser

AI users reached 80 million+ users Reach of new Opera AI rollout as of Dec 1, 2025

Response speed gain 20% faster responses Improved AI engine performance in recent rollout

Query revenue growth 17% annual increase AI-driven browser query revenue

Quarterly revenue $152M Latest reported quarter in 2025

Revenue growth YoY 23% YoY Latest reported quarter in 2025

Adj. EBITDA margin 24% Latest reported quarter in 2025

Equity plan increase 2,000,000 ADSs Proposed addition to employee equity incentive plan

Market Reality Check

$13.99 Last Close

Volume Volume 478,567 is below the 20-day average of 660,659, suggesting limited pre-news positioning. normal

Technical Shares trade below the 200-day MA at 16.86, indicating a weaker longer-term trend before this AI launch.

Peers on Argus

OPRA was up 1.16% while key peers were mixed: BMBL +2.38%, WBTN -1.11%, FVRR -3.18%, TBLA -2.16%, MOMO -2.96%, pointing to a stock-specific AI story.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 01	AI product rollout	Positive	-3.0%	New Google Gemini-powered AI rollout across browsers to 80M+ users.
Nov 19	Crypto payments launch	Positive	-1.7%	MiniPay adds LATAM instant payment rails for stablecoin balances.
Nov 13	Earnings and growth	Positive	-2.5%	Reports $152M revenue, strong iOS growth and solid profitability metrics.
Nov 10	Investor conference	Neutral	+0.4%	CFO participation at Wells Fargo TMT Summit with webcast access.
Nov 07	AGM and equity plan	Neutral	+1.3%	AGM notice with proposal to expand employee equity incentive plan.

Pattern Detected

Recent fundamentally positive news (AI rollouts, user growth, strong earnings) often saw negative or muted next-day moves, suggesting a pattern of selling or profit-taking into good news.

Recent Company History

Over recent months, Opera has focused on AI and platform growth. On Dec 1, 2025, it rolled out a new generation of Opera AI using Google’s Gemini models to over 80 million users, yet the stock fell 3.01%. Prior news highlighted LATAM MiniPay expansion, strong iOS growth and Q3 revenue of $152M with 23% YoY growth and a 24% EBITDA margin, plus governance items like equity plan increases and an investor conference. Today’s Neon launch for paying AI power users fits this ongoing AI-centric, monetization-focused trajectory.

Market Pulse Summary

This announcement expands Opera’s AI roadmap by opening public access to Opera Neon, a $19.90 per month agentic browser aimed at power users who want top-tier models in one workspace. It builds on earlier AI launches that reached over 80 million users and supported revenue growth of $152M with 23% YoY expansion. Investors may watch adoption of the paid Neon tier versus continued engagement with Opera’s free AI features.

Key Terms

agentic AI technical

"Opera Neon is Opera's experimental browser for AI power users..."

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.

AI agents technical

"Opera Neon uses AI agents to perform tasks and even code web apps..."

AI agents are computer programs designed to perform tasks or make decisions automatically, often by learning from data and adapting to new information. They act like virtual assistants or robots that can handle complex activities without human intervention, which can help businesses and individuals save time and improve efficiency. For investors, AI agents matter because they can enhance decision-making and automate processes that influence markets and financial outcomes.

LLM-agnostic technical

"Thanks to its LLM-agnostic AI engine, Opera Neon integrates the industry's latest AI models..."

A system, tool, or process described as "llm-agnostic" is designed to work with any large language model rather than depending on a single provider. For investors, that means a company can switch between different AI engines without rebuilding its product, reducing reliance on one vendor, cutting integration costs, and making future upgrades or cost changes easier—like a device that fits any common charger instead of one proprietary plug.

AI-generated analysis. Not financial advice.

OSLO, Norway, Dec. 11, 2025 /PRNewswire/ -- Opera [NASDAQ: OPRA], the browser innovator and agentic AI company, has today opened public access to Opera Neon. Opera Neon is Opera's experimental browser for AI power users, who wish to get access and make the most of the newest AI technologies as they emerge. Since Oct 2, Opera Neon was available within a closed "Founders" phase, which gave the company time to work with its community and incorporate its feedback. Starting today, the waitlist is removed, and anyone can subscribe to Opera Neon.

What is Opera Neon?

Opera Neon is an agentic browser designed for AI power users. Unlike a standard web browser, Opera Neon uses AI agents to perform tasks and even code web apps rather than just display web pages. It also provides its users access to the latest top-tier models, including Gemini 3 Pro and GPT 5.1.

Opera Neon is Opera's testing ground for the latest advancements in AI, intended for those who want to use raw, developing technology before it becomes a mainstream product. To get it, one has to subscribe at $19.90/month.

"Opera Neon is a product for people who like to be the first to the newest AI tech. It's a rapidly evolving project with significant updates released every week. We've been shaping it with our Founders community for a while and are now excited to share the early access to it with a larger audience," said Krystian Kolondra, EVP Browsers.

One subscription, top models

Thanks to its LLM-agnostic AI engine, Opera Neon integrates the industry's latest AI models into a single workspace, allowing them to pay a single monthly fee rather than paying for multiple separate subscriptions.

Current features available to subscribers include:

• Model Access: Immediate use of top-tier models including Gemini 3 Pro, GPT-5.1, Veo 3.1, and Nano Banana Pro.
• Neon Chat, Do, and Make agents: Tools that can book entire trips or build websites, generate videos, edit documents autonomously.
• ODRA deep research agent: A new agent that performs deep research for the user. Its "1-minute research," can gather and synthesize information (with sources) on complex topics.

Community-Led Development
Subscribing to Opera Neon also grants access to an exclusive Discord community. Here, users test features first, discuss the product directly with Opera's developers, and help shape the browser's roadmap.

Availability
Opera Neon is available now for $19.90 per month. Users can download it from https://operaneon.com.

Opera's main browsers (Opera One, Opera GX and Opera Air) continue provide free AI features for general users through Opera AI.

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.

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SOURCE Opera Limited

FAQ

When did Opera Neon become publicly available for subscription (OPRA)?

Opera Neon opened public access on Dec 11, 2025, removing the waitlist.

How much does an Opera Neon subscription cost for OPRA users?

Subscription to Opera Neon is $19.90 per month.

Which AI models are included with an Opera Neon subscription (OPRA)?

Subscribers get immediate access to Gemini 3 Pro, GPT-5.1, Veo 3.1, and Nano Banana Pro.

What can Opera Neon's agents do for subscribers (OPRA)?

Neon Chat/Do/Make agents can book trips, build websites, generate videos, and edit documents autonomously.

What is ODRA and how does its "1-minute research" work for OPRA users?

ODRA is a deep research agent that gathers and synthesizes information with sources in a one-minute workflow.

Where can I get Opera Neon and download it today (OPRA)?

Opera Neon is available for download now at https://operaneon.com.

Will Opera continue free AI features in its other browsers after Neon launch (OPRA)?

Yes, Opera One, Opera GX and Opera Air continue to provide free AI features through Opera AI.