Opera Limited (OPRA) Presents at Citi's 2026 Global TMT Conference Transcript

SA Transcripts 162.14K Followers Follow Opera Limited ( OPRA ) Citi's 2026 Global TMT Conference September 9, 2026 1:15 PM EDT Company Participants Frode Jacobsen - Chief Financial Officer Conference Call Participants Ronald Josey - Citigroup Inc., Research Division Presentation Ronald Josey Citigroup Inc., Research Division Great. Well, let's get started here. I'm Ron Josey. I lead the Internet coverage here at Citi Research. And I'm psyched to have with us Frode Jacobsen. Frode, I always want to make sure I get the name correct, from Opera. Opera is a browser. I think most people know what Opera does, been around for a while, started on mobile, now going to really everywhere. And there's a lot of key drivers going on within Opera, the mix shift to Western MAUs, newer AI browsers coming on, newer capabilities and everything else, all of which we will get into today. So, Frode, thank you for coming. Welcome to the conference. Frode Jacobsen Chief Financial Officer Thanks for having me. Question-and-Answer Session Ronald Josey Citigroup Inc., Research Division Maybe we can kick off with just talk to us about Opera. Talk to us specifically about what gets you excited about the business from a product perspective? Frode Jacobsen Chief Financial Officer I mean to introduce Opera, we are the biggest independent browser. So, the non-standard browser that people have to choose to install on their computer or on their phone. And what we do is we check... Ronald Josey Citigroup Inc., Research Division Making sure the mic is on. Frode Jacobsen Chief Financial Officer Is that better? Ronald Josey Citigroup Inc., Research Division Okay, up now. Frode Jacobsen Chief Financial Officer Great. So, we are the biggest independent browser. We -- to get people to choose Opera and install it, we have to make it different and better than whatever standard browser would be. So, more feature-rich, more functionality in