Opera Limited filed an 8-K press release on November 3, 2026, announcing a desktop user base milestone of 100 million monthly active users and a preview of its third-quarter 2026 financial results, ahead of full results scheduled for November 17, 2026.

Key Highlights

  • Desktop MAU milestone: Opera's desktop user base reached 100 million MAUs in October 2026, up from 94 million in Q2 2026 and representing 16% growth year-over-year, according to the filing.
  • Q3 2026 revenue: The company reported revenue of $182.8 million for the third quarter, representing 20% growth year-over-year and described as landing at the top of its previously issued $181-$183 million guidance range.
  • Adjusted EBITDA: Adjusted EBITDA for Q3 2026 was $43.2 million, representing a 24% margin and exceeding the high end of the previously issued $41-$43 million guidance range.
  • Revenue breakdown: CFO Frode Jacobsen stated that query revenue grew 17% and advertising revenue grew 22% year-over-year in Q3 2026.
  • IFRS net income: IFRS net income for Q3 2026 was $27.6 million, as disclosed in the adjusted EBITDA reconciliation.
  • Full results date: Opera disclosed it will release complete Q3 2026 financial results before market open on Tuesday, November 17, 2026, with a conference call at 8:00 a.m. Eastern Time the same day.

Opera Reports Record Desktop Users and Top-of-Guidance Q3 2026 Financials

According to the filing, Opera Limited (NASDAQ:OPRA) disclosed that its desktop browser platform reached 100 million monthly active users in October 2026, which the company described as a new all-time high. The figure represents a gain from 94 million MAUs reported in the second quarter of 2026 and a 16% increase compared to October 2025. The filing attributes this growth to a series of product releases aligned with Opera's stated strategy of positioning its browser as an alternative to pre-installed default browsers.

On the financial side, Opera's Q3 2026 revenue of $182.8 million came in at the top of the $181-$183 million guidance range the company had previously issued, reflecting 20% year-over-year growth. Adjusted EBITDA of $43.2 million exceeded the upper bound of the $41-$43 million guidance range and represented a 24% margin. The filing provides a reconciliation of adjusted EBITDA from IFRS net income of $27.6 million, adding income tax expense of $5.5 million, depreciation and amortization of $5.7 million, share-based compensation expense of $6.9 million, share of net loss of equity-accounted investees of $0.5 million, and net finance expense of $0.4 million, then deducting an impairment reversal on non-financial assets of $3.3 million and other operating income of $0.1 million.

CEO Song Lin and CFO Frode Jacobsen were quoted in the filing. Jacobsen noted that the preliminary disclosure was made due to a "later-than-usual reporting date" and stated Opera intends to "approach our final Q4 guidance with our typical prudence." The filing notes it contains forward-looking statements based on management's current expectations and assumptions, and that actual results may differ materially due to risks and uncertainties described in Opera's regulatory filings and annual reports on Form 20-F.

What Was Disclosed

Opera Limited disclosed a desktop MAU milestone of 100 million, preliminary Q3 2026 revenue of $182.8 million, adjusted EBITDA of $43.2 million, and IFRS net income of $27.6 million, with full results and a conference call scheduled for November 17, 2026.