Opera's Mobile Browser Growth Surges 48% in Key Markets — Opera Limited

Event summary

Opera's combined mobile browser MAUs grew 66% in the UK and 40% in the US YoY, driven by user demand for alternatives on Android and iOS.
Opera One for iOS saw a 50% increase in the US and 93% in the UK, while Opera One for Android grew 30% in the US and 50% in the UK.
The EU's 2024 Digital Markets Act (DMA) boosted adoption, with Opera One for iOS growing 42% across Europe, including a 103% surge in France.
Opera attributes retention to features like a no-log VPN, native ad blocker, intuitive tab management, and built-in browser AI.

The big picture

Opera's growth reflects broader industry shifts toward browser choice, accelerated by regulatory interventions like the DMA. The company's ability to convert trial users into loyal customers hinges on its feature-rich product strategy, particularly in privacy and AI-driven browsing experiences. As mobile internet usage continues to rise, Opera's performance signals a potential realignment in the competitive landscape of web browsers.

What we're watching

Regulatory Tailwinds: How the EU's DMA will continue shaping browser adoption beyond iOS and Android in other regions.
Feature Differentiation: Whether Opera can sustain growth by leveraging its AI and privacy-focused features against competitors.
Market Expansion: The pace at which Opera extends its momentum in the US and UK to other high-value markets globally.