Opera - Chugging along towards $3B+ valuation with tailwinds
brycebd1.substack.com
Summary After 11 successive quarters of 20+% growth, law of large number finally caught up to Opera and it reported 17% YoY growth in Q4’23 when it reported in Feb. I was anticipating this as my own analysis did not find Opera monetizing better in Q4 than what I saw in previous quarters.
Opera - Chugging along towards $3B+ valuation with tailwinds
Opera - Chugging along towards $3B+ valuation…
Opera - Chugging along towards $3B+ valuation with tailwinds
Summary After 11 successive quarters of 20+% growth, law of large number finally caught up to Opera and it reported 17% YoY growth in Q4’23 when it reported in Feb. I was anticipating this as my own analysis did not find Opera monetizing better in Q4 than what I saw in previous quarters.