Opera (NASDAQ:OPRA) announced on Monday that its fourth-quarter and full-year 2025 performance is expected to significantly exceed its prior financial targets.
The Oslo-based browser pioneer now projects Q4 revenue to top $170 million, moving well beyond its previous guidance of $162 million to $165 million.
The upward revision caps a transformative year for Opera, which has aggressively pivoted toward "agentic" AI-driven browsing and high-growth digital advertising.
The stronger-than-expected finish brings projected full-year 2025 revenue to more than $608 million, representing a year-over-year growth rate of at least 26%.
Profitability also tracked higher, with full-year adjusted EBITDA now expected to surpass $141 million.
Management attributed the outperformance to the rapid scaling of the Opera Ads platform and the successful rollout of AI-native products like Opera Neon.
Additionally, the company's MiniPay stablecoin wallet surpassed 10 million activations in late 2025, providing a secondary growth engine in emerging markets.
"Opera entered the fourth quarter at an unprecedented scale," CFO Frode Jacobsen said in the statement.
"We continued to benefit from both our expanding e-commerce opportunities and our ability to serve user queries through both search and other partner promotions."
Opera will release its finalized fourth-quarter and full-year 2025 financial results on February 26, 2026, before the market opens.