[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  M. V. Cunha [@mvcinvesting](/creator/twitter/mvcinvesting) on x 48.7K followers Created: 2025-07-02 17:10:43 UTC 3) $OPRA $OPRA is a very profitable, fast-growing software company best known for its browsers — including Opera One, Opera Mini, and Opera GX — which together serve ~293M monthly active users across desktop and mobile platforms. Initially recognized for its strong presence in emerging markets, $OPRA is now shifting focus to high-ARPU users in Western markets, where MAUs have grown XX% over the past four years. This shift has led to a 3.6x ARPU increase, demonstrating Opera’s ability to improve monetization at scale. The company stands out for its history of innovation, being the first to introduce key features like native ad blocking, built-in VPN, and AI-powered browsing with local LLMs. Its AI assistant Aria is now integrated across platforms, enabling context-aware search, voice output, and image generation. The gamer-focused Opera GX browser — with 34M users and XXX% (!) growth over the past four years — has the highest ARPU among all Opera products. Financially, $OPRA is pretty solid. It expects $575M in revenue (20% growth) and $138M in adj. EBITDA for 2025 (24% margin), continuing its streak of XX consecutive quarters meeting the Rule of XX. It also has a strong balance sheet with $362M in assets, including cash and its stake in OPay, and has returned $441M to shareholders since 2020 through buybacks and dividends (for context, its market cap sits at $1.8B right now). The core investment thesis is that $OPRA is now much more than a browser — it’s becoming a platform. As it continues to embed AI and expand its reach in Western and emerging markets, it could unlock substantial value.  XXXXXX engagements  **Related Topics** [$opra](/topic/$opra) [Post Link](https://x.com/mvcinvesting/status/1940458123258429901)
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M. V. Cunha @mvcinvesting on x 48.7K followers
Created: 2025-07-02 17:10:43 UTC
- $OPRA
$OPRA is a very profitable, fast-growing software company best known for its browsers — including Opera One, Opera Mini, and Opera GX — which together serve ~293M monthly active users across desktop and mobile platforms.
Initially recognized for its strong presence in emerging markets, $OPRA is now shifting focus to high-ARPU users in Western markets, where MAUs have grown XX% over the past four years. This shift has led to a 3.6x ARPU increase, demonstrating Opera’s ability to improve monetization at scale.
The company stands out for its history of innovation, being the first to introduce key features like native ad blocking, built-in VPN, and AI-powered browsing with local LLMs. Its AI assistant Aria is now integrated across platforms, enabling context-aware search, voice output, and image generation. The gamer-focused Opera GX browser — with 34M users and XXX% (!) growth over the past four years — has the highest ARPU among all Opera products.
Financially, $OPRA is pretty solid. It expects $575M in revenue (20% growth) and $138M in adj. EBITDA for 2025 (24% margin), continuing its streak of XX consecutive quarters meeting the Rule of XX. It also has a strong balance sheet with $362M in assets, including cash and its stake in OPay, and has returned $441M to shareholders since 2020 through buybacks and dividends (for context, its market cap sits at $1.8B right now).
The core investment thesis is that $OPRA is now much more than a browser — it’s becoming a platform. As it continues to embed AI and expand its reach in Western and emerging markets, it could unlock substantial value.
XXXXXX engagements
Related Topics $opra