Opera's mobile growth accelerates 48% across the UK and the US as more users seek Android and iOS browser alternatives
Rhea-AI Summary
Opera (NASDAQ: OPRA) reported strong mobile momentum in Q2, with combined monthly active users on its Android and iOS browsers up 66% year over year in the UK and 40% in the US. The company highlighted this as progress in large, competitive consumer markets.
According to Opera, the EU’s 2024 Digital Markets Act and its iOS browser ballot helped drive adoption, with Opera One for iOS MAUs up 42% across Europe and 103% in France over the last year. Opera detailed core differentiating features such as a free no-log VPN, native ad blocker, advanced tab management, and built-in browser AI, alongside recent updates including improved sync, media controls, multimodal AI input on iOS, and a redesigned Android start page with a football hub that has increased visitors to the scores section by 70%.
Positive
- UK MAUs +66% and US MAUs +40% YoY for Android and iOS combined in Q2
- Opera One for iOS Europe MAUs +42% YoY, with France +103%
- US MAUs: iOS +50% and Android +30% YoY
- UK MAUs: iOS +93% and Android +50% YoY
- Opera for Android football hub drove a 70% increase in visitors to the scores section
Negative
- None.
News Market Reaction – OPRA
In the Jul 14 session, OPRA gained 7.07%, reflecting a notable positive market reaction. Argus tracked a peak move of +3.1% during that session. Our momentum scanner triggered 8 alerts that day, indicating moderate trading interest and price volatility.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Historical Context
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Jun 23 | Product launch | Positive | -1.8% | Launch of MiniPay Visa debit card linking stablecoin wallets to global merchants. |
| Jun 10 | Dividend declaration | Positive | -0.7% | Board declared next semi-annual cash dividend of $0.40 per share. |
| Apr 28 | Earnings beat | Positive | +5.3% | Q1 2026 revenue and adjusted EBITDA exceeded guidance; full-year outlook raised. |
| Apr 16 | Earnings date announcement | Neutral | +0.7% | Scheduled Q1 2026 earnings release and conference call on April 28, 2026. |
| Apr 16 | AI feature launch | Positive | +4.5% | Introduced Browser Connector enabling external AIs to use live browsing context. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Opera has reacted positively to strong earnings and AI feature launches, while some product and dividend announcements have coincided with modest share price declines.
Key Terms
digital markets act regulatory
vpn technical
AI-generated analysis. How Rhea-AI works. Not financial advice.
Growth isn't just confined to the US and the
A story of growth in the US and the
In the US, Opera One for iOS grew
"Our growth comes from people purposefully choosing us," said Jørgen Arnesen, EVP Mobile at Opera. "What we're seeing now is that growth is spreading to the US and the
Building with our users in mind
Years of consistent growth have shown that while regulation can aid user acquisition, it does not guarantee retention – users might give a new product a try, but it has to deliver value in order for them to stay. And, as user feedback indicates, those new to Opera are staying due to a suite of core features that elevate Opera above alternative mobile browsers. They include:
- A no-log, free, unlimited VPN with no subscription or data cap
- A native ad blocker that cuts load times and clears the clutter out.
- Intuitive tab management, including automatic grouping through Tab Islands and instant tab search
- A built-in browser AI that helps users search, generate content, and get answers directly inside the browser, without switching apps or opening a separate website
Opera continues to innovate upon these core features: Opera One for iOS's latest update, for instance, gives users an updated synchronization system that lets them sync their Opera tabs, bookmarks, and passwords from desktop to iPhone and vice versa. It also adds media controls to the tab interface, so users can see which tabs are playing sound and mute or unmute them. The browser AI gets new capabilities as well, with users now able to input multimodal prompts and upload files from their iPhone directly.
Opera for Android – which recently celebrated its milestone 100th version – meanwhile shipped a redesigned start page and a dedicated football hub ahead of all of this summer's football action, bringing live scores, match stats, and player pages directly into the browser. Since it was released, there has been a
The football hub embodies Opera's philosophy: listen to what users want, and then build solutions directly into the browser instead of asking them to download yet another app or add-on.
Opera One for Android and Opera One for iOS are available to download on the Google Play Store and App Store.
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 worldwide use Opera's mobile and desktop browsers for their speed, security and unique features, enhanced with integrated AI that enables users to navigate and interact with the web in new transformative ways. Founded in 1995 and headquartered in Oslo, Norway, Opera is listed on the Nasdaq stock exchange under the ticker symbol OPRA. Download Opera products from opera.com and learn more about Opera at investor.opera.com.
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SOURCE Opera Limited