![]() ![]() Opera doesn't have the heft of the Microsofts and Googles of this world to get its browser pre-installed on computers, although (Q1CC): Although one can recreate quite a bit of these with the help of plugins in other browsers, having a single platform is easier and could very well attract some people. The last two are more interesting, which we think are genuinely new features not available in other browsers. Opera browser AI as well as ChatGPT built in.Opera has a nice feature list (below is by no means complete, feel free to peruse the website): People usually get a browser when they buy a computer and they must have some reason to switch, that is, Opera must be able to offer some additional valuable functionality for enough people to ditch their own browser. The company can easily afford this as they have an ironclad balance sheet to boot. Opex cash flow was $25.7M with free cash flow at $23.3M in Q1/23 and the company has $85M in cash and no debt.Įnough cash to buy back (370K) shares with $30M left in the program and pay a ($0.8) dividend, producing a 4.57% yield. Given the revenue growth and excellent margins, it's no surprise that the company produces quite a bit of cash: Data by YCharts The company also generates generous margins (and the figures below are in GAAP) even if gross margin has come down quite a bit, 80%+ is still excellent and operating margin seems on an uptrend: Data by YCharts The company generates most of its revenue from emerging markets but has embarked on a concerted effort to target higher ARPU markets, which is paying off (but also note the decline in users from emerging markets):ĪRPU doubled in two years and was up 30% in Q1/23 (y/y). ![]() Revenue comes from two sources (the other category is negligible): While growth has come down from rather giddy heights, it's still pretty substantial at 20%+, although the guidance for this year has it at 15% at the midpoint. Opera generates income through search, advertising, and a category called 'other'. We have no doubt it is a nice browser, but it's up against big rivals from companies like Google and Microsoft which can quickly copy features and can leverage other assets to bear on their market position. For more on IGN's E3 coverage, stay tuned to IGN's E3 2019 hub.Opera ( NASDAQ: OPRA) is a public company known for its web browser of the same name. This new gaming browser will be available to download as an open access beta for now with an official launch planned for later this year. So far the company has only expressed that it’s very interested in what Google Stadia and other services like it can do to grant gamers access to their games wherever they are. Unfortunately, Opera GX’s title of being the "first gaming browser" doesn’t mean it’s also specially tuned for streaming gaming-at least not yet anyway. Lastly, GX Corner also aggregates daily news on games, entertainment, and technology. At the top of the page is a row of upcoming titles followed shortly by another row of games that are currently on sale or free. Opera GX also features a curated page of information for gamers called GX Corner. And just like the regular Opera browser, users can pop out a Twitch or YouTube video into its own picture-and-picture window to keep watching even while playing a game in fullscreen. ![]() Another feature of this Opera GX sidebar is Twitch integration, which allows users to see whether all their favorite streamers are currently going live or not. Of course, limiting the amount of RAM available to Opera GX will have some adverse effects like slower page load times and limiting the amount of webpages you're able to store to cache. As we all know browsers like Chrome-if left unchecked-will devour every last gigabyte of memory you have in your system. By popping open the sidebar, users can access GX control and limit how much memory and the CPU usage their system is allocating to the web browser. Opera GX is an offshoot of the brand’s regular browser that adds in performance turning controls, which should be somewhat familiar to PC gamers. ![]()
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