Opera Limited (OPRA) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

Okay. Well, I think in the interest of time, maybe we should kick it off. I know everyone's still making their way across rooms, but it's great to welcome the team from Opera. Frode, thanks so much for being part of the conference. Thanks for having us. So let's just kick start by taking a step back. For those who don't know the company as well, maybe you can walk through a little bit of the Opera story and bring us up to date on what some of the key initiatives and priorities are for the company. Sure. So Opera is the biggest independent browser that people can choose. The way we get users to use our browser as opposed to whatever standard browser would come with a phone or computer is to make a product that's tailored to the most demanding users. So it's more feature-rich, it has more functionality. AI opportunities is a big part of that, but that's something we've done for 30 years. And by attracting those users, they are also the users with the highest ARPU potential. And so we generate revenue by driving traffic to partners, either it's query that the user is looking for something and we can send it to search or another partner that has what they are looking for, or it's advertising revenue, where we show ads natively in the browser or we buy third-party inventory and use our data