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shinyvjq
5 days ago
Opera Limited (NASDAQ:OPRA) moved its second-quarter earnings release from August 25 to August 19, focusing attention on whether another guidance increase is coming. First-quarter revenue rose 23% to $175.8 million, while adjusted EBITDA increased 30% to $42.0 million. Both exceeded the company's guidance, and the shares gained 5.3% following the report.
The financial momentum has been accompanied by faster adoption in valuable Western markets. Opera Limited (NASDAQ:OPRA) said combined MAUs for its Android and iOS browsers increased 66% year over year in the U.K. and 40% in the U.S. during the second quarter. Its built-in AI can search, answer questions, and generate content without requiring users to leave the browser.
The question is whether Opera Limited (NASDAQ:OPRA) is building a durable AI-browser franchise or simply finding better ways to monetize traffic through advertising and search partners.
Opera Limited (NASDAQ:OPRA) entered the second quarter with encouraging operating leverage. Average monthly active users reached 288 million in the first quarter, up four million sequentially, while annualized revenue per user increased 25% year over year to $2.43. Adjusted EBITDA grew faster than revenue, and free cash flow from operations nearly tripled to $35.5 million.
Opera Limited (NASDAQ:OPRA) also raised its full-year outlook after exceeding first-quarter guidance. The company projected revenue of $727 million to $740 million and adjusted EBITDA of $170 million to $174 million. Its second-quarter forecast called for revenue growth of 23% to 25% and adjusted EBITDA of $40 million to $42 million, equivalent to a 23% margin at the midpoints.

#quarter #limited #ebitda #adjusted
hixet_xzocu_sco_ha_k
6 days ago
The Cleveland Guardians and Los Angeles Angels faced off in game two of a three game series. Cleveland had the Big Rig Gavin Williams on the mound and were expecting a typical, incredible performance from the ace.
Things did not turn out as expected. Every starting pitcher, especially this late in the season, are liable for a stinker. Gavin Williams chose to cash in his one free stinker coupon for tonight's game. He didn't even make it out of the second inning. Gavin gave up five runs on six hits and a walk and threw 62 pitches in the process. It made for a bullpen game, and the bullpen showed up.
Matt Festa finished the second and pitched the third, only walking a batter. Craig Yoho gave up a hit but kept the fourth scoreless. Logan Allen threw three innings, gave up a solo home run, and struck out two. Colin Holderman came on in the eighth. He kept it scoreless in his inning of work, with Angel Martínez robbing Mike Trout of a two-run home run to retire the side.
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I'm sure plenty of fans turned off the game, expecting the worst, when it was 5-0 going into the fourth. At that point in the game, the Guardians had already left four runners in scoring position and blew two bases loaded situations. It was looking like what many fans have come to view as the norm for this team's offense.

#gavin #gave #Guardians #three
roLlHypEr2305
7 days ago
With the Mariners showing no consistent signs in the second half that they'd put their first-half struggles behind them, many fans have put to bed their hopes for the playoffs, especially as the team entered into this particularly grueling stretch of a long road trip combined with playing three very tough NL teams: the Brewers, Cubs, and now the Phillies. Both the Brewers and Cubs series featured brutal, humiliating losses, the Brewers a historic 22-0 drubbing and the Cubs – despite a series win thanks to scraping out wins in the first two games – a game that saw multiple position players have to take the mound in a 19-2 loss. But just as the Mariners bounced back to ******* a game from the Brewers after making team history (derogatory), they again bounced back tonight to surprise the Phillies with a dominant 9-2 win that also made history (complimentary).
It certainly didn't look like things were going to go this way. The game got off to a rough start for Logan Gilbert, who walked Kyle Schwarber on five pitches to lead off the game. He struck out Trea Turner on a spicy 98 mph heater, but then surrendered back-to-back singles to Bryce Harper and Luis Arraez to load the bases with just one out. To Gilbert's credit, though, he didn't wilt under pressure, continuing to execute pitch after pitch. Alex Boehm hit into an RBI groundout on a slow roller that could have been an inning-ending double play, and then Gilbert bullied Bryson Stott on four pitches, striking him out on another spicy heater. In the end, the Phillies only got one run out of all that traffic, and the only real damage was done to Logan's pitch count, at 29.
But Zack Wheeler had his own struggles in the bottom of the first, and would finish the inning with a similarly inflated pitch count (33) but significantly more damage on the scoreboard thanks to two Mariners home runs. MULTI-run home runs, even, which is delightful. Randy Arozarena led off the game with a walk, followed by a sharply-hit single from Dominic Canzone (110 EV), and then Julio Rodríguez – who scuffled in the Cubs series, going 1-for-13 with seven strikeouts – tattooed a splitter that caught too much plate for a home run into the visitor's bullpen.
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And then, and this is the part you'll really like, the Mariners didn't stop there. So often we've seen this team score a few early and then take their foot off the gas. Instead, they kept the pressure on Wheeler in the first, with Josh Naylor singling into right field (but then getting thrown out and also bonked on the head trying to stretch it into a double, no Josh!), and then Taylor Ward refusing to chase off the plate for a walk to extend Wheeler's inning. That brought up Cal Raleigh, and Wheeler tried to dispense of him with a fastball up, a pitch Cal has been consistently missing this season. He did not miss this one:

#game #first #Phillies #back
packEt
7 days ago
In the past 10 days, the Twins have been swept by the Phillies, swept the Braves, and then were swept by the Padres. It's all or nothing in the dog days of summer and hopefully the win today puts them back in the "all" category.
The Twins got off to a great start and, unlike some other games in recent weeks, kept on adding throughout the middle innings to put this one out of reach for the opponent. Byron Buxton walked and Ryan Jeffers singled to put two men on for RBI machine Josh Bell. Bell crushed the first pitch he saw to left-center for what he thought was a three-run dong, but instead bounced off the very top of the wall for a double. Buxton scored but the A's got the ball back in quickly to keep Jeffers at third. Either way, the Twins took yet another early lead.
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Bell also drove in Minnesota's second run, though this one came in a very different matter. After hitting his first one about 379.9 feet, this one went all of six feet. But with Buxton on third base, that was all the Twins needed to score.
The homeless A's rallied in the third to bring the game within one. Twins starter Zebby Matthews gave up back to back singles to rookie Henry Bolte and veteran Jeff McNeil to start the inning, but the damage was limited thanks to a Zack Gelof GIDP. Lawrence Butler still drove in Bolte with a two out single, but Matthews did a good job keeping things in check.

#back #buxton #bell
cool92
7 days ago
"Ghost" is indeed back. But not at Arizona State.
Myles "Ghost" Rowser has decided to play in the Big 12, but will do so at Houston.
Rowser, like many other NCAA athletes who started their careers in 2022, has been given an extra year of eligibility courtesy of a court ruling. Rowser played one year at Campbell, one at New Mexico State, and was in Tempe for the last two seasons. He has a combined 317 tackles.
Rowser totaled 162 tackles in his two ASU seasons, with a high of 98 coming in 2024.
He was not selected in the NFL draft, but did get a mini-camp invite from the Seattle Seahawks.

#tackles #ncaa
yetujbikihoypisey
9 days ago
Today was the much-anticipated debut of Mariners pitching prospect Kade Anderson, but it was a more familiar face who stole the show. Randy Arozarena bookeneded the game with a pair of homers, peppering in a dramatic home run robbery and a clutch infield single, to deliver the Mariners an improbable 5-4 win, meanwhile racking up one of the highest WPAs I've ever seen for a position player in a single game: 1.08. It's not Brandon Crawford's seven-hit game from 2016, but it's gotta be up there. Arozarena, in his free agency year, is having his best season by wRC+ as a big-league regular: 138 before today's game is factored in. He's been the most valuable Mariner in 2026 offensively, and has contributed to more than his fair share of wins while the rest of the team has struggled through injury and doldrums. He's also been the author of more than his fair share of miscues, some outfield defense that at times looks indifferent, and an occasional inattention (like missing the team photo) that makes you wonder what planet Randy is living on.
The answer: Planet Randy. It's Randy's planet. And like Taylor Swift, he makes the rules. Today, Randy decided to orbit himself directly in front of what looked like a surefire Cubs win, repelling Chicago and their hefty dose of fans packed into a sellout crowd at T-Mobile Park and instead delivering the Mariners a series win. It might have been Kade Anderson **** p Day, but it was Randy Arozarena Precession Day (this is a science term that my science friend says means when a planet **** ps how it spins on its axis. I am **** ured the joke works.).
Kade Anderson was as advertised in the first inning, living around the strike zone and challenging hitters. He got his first big-league out on his first big-league pitch, tempting Pete Crow-Armstrong into making weak contact on a well-located heater for an easy pop out. He struggled a little after that with locating the curve, and got into a long battle with Alex Bregman before getting him to chase after a changeup for his first big-league strikeout:
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With the warm-up act out of the way, it was time for Planet Randy to take the stage. Arozarena gave his rookie pitcher some run support right away, jumping on the first pitch he saw from lefty David Peterson and driving it into a packed T-Mobile 'Pen: 105.3 mph and 416 feet for Randy's 18th on the season.

#randy #arozarena #kade #league
tiny11
11 days ago
Enterprise software companies built their businesses around one ******* umption that went unquestioned for decades. People are the users. Employees log in, click through interfaces, update records and move between applications. The software earns its seat license because a human being sits in front of it.
That ******* umption is starting to crack. AI agents are becoming capable of retrieving information, making decisions and executing workflows on behalf of employees. The question circulating across enterprise software boardrooms is what happens to the business model when the human in the browser tab is no longer the primary user.
Salesforce is already confronting this. In April, the company launched Headless 360 at its TrailblazerDX conference. The architecture exposes every Salesforce capability as an API, MCP tool, or CLI command so that AI agents can access data, workflows, and business logic without opening a browser.
Co-founder Parker Harris framed it directly: "Why should you ever log into Salesforce again?"
That question points at something counterintuitive. The screens may matter less. The systems underneath may matter more.

#enterprise #agents
grumpycqj
11 days ago
Opera Limited (NASDAQ:OPRA) shares fell 5.48% in pre-market trading after the browser and AI agent company reported second-quarter earnings slightly below Wall Street expectations, despite beating revenue forecasts and delivering strong adjusted EBITDA growth.
Adjusted earnings per share came in at $0.26, narrowly missing the ******* yst consensus of $0.27. Revenue, however, reached $178.1 million, slightly ahead of expectations of $177.25 million and up 25% year-on-year from $143.0 million.
Opera generated adjusted EBITDA of $42.4 million during the quarter, representing growth of 32% from the previous year and exceeding the upper end of management's guidance.
The adjusted EBITDA margin stood at 24%, highlighting continued profitability alongside the company's accelerating top-line growth.
"Second quarter revenue and Adjusted EBITDA both came in above the top end of our guidance, with revenue growth accelerating to 25% year-over-year," said Lin Song, CEO. "Notably, with healthy growth across both advertising and query revenue streams, our business continues to compound organically and capital-efficiently."

#Growth
lXW50R7p6
11 days ago
On August 17, Google, a unit of Alphabet Inc. (NASDAQ:GOOGL), agreed to buy internal business data from bankrupt Spirit Airlines for $10 million, outbidding a $7.5 million offer from AI data company Mercor. The haul includes employee emails, Microsoft Teams messages, spreadsheets, calendars, and marketing and operations records, all to be stripped of customer information before the sale closes at a bankruptcy court hearing. It is a tiny deal by Alphabet's standards. But it says something about how aggressively the company is hunting for raw material to train its AI models.
Google Cloud revenue grew 82% year over year to $24.8 billion in the second quarter, accelerating from 63% growth in the first. That pace dwarfs the 43% growth Microsoft reported for Azure and the 37% growth Amazon posted for AWS over the same period. Google Cloud is still the smallest of the three in dollar terms, but its operating income more than tripled, from $2.8 billion to $8.8 billion, pushing its margin from about 21% to 36%. Its backlog reached $514 billion, roughly five years of work at the current pace, and Alphabet expects to recognize just over half of it as revenue within 24 months. CEO Sundar Pichai said nearly 90% of the Fortune 100 now use its Gemini Enterprise model, with existing customers exceeding their original commitments by more than 50%.
AI is reshaping the advertising side of the business too. Gemini is helping Alphabet find relevant ads for longer, harder-to-monetize searches, while a tool called AI Max uses AI to expand keyword matches and rewrite ad copy automatically. Management has credited AI Overviews and AI Mode with lifting search revenue by making results more relevant, all built on top of a Chrome browser with 68% global market share and a Google Search engine that holds 91%.
Alphabet's headline numbers are less impressive up close. The company reported net income of $112.2 billion on revenue of $119.8 billion in the second quarter, but $98 billion of that came from "other income," driven mainly by a $94.1 billion unrealized gain tied to its early stake in **** eX. Alphabet invested $900 million in **** eX back in 2015 for roughly 7.5% of the company, a position that ballooned in value after **** eX's June IPO priced shares at $135 and closed the quarter at $170.86. Strip that gain out and Alphabet's net income falls closer to $18 billion, which works out to a 35% year-over-year decline in earnings per share. Because the gain is unrealized, it rises and falls with **** eX's stock price and could reverse just as fast as it appeared.

#year
0oFtly
14 days ago
The Crosstown Classic started with a soul-crushing extra-inning heartbreak for the White Sox with a Cubs walk-off. Despite the game staying close and competitive, poor challenges and sloppy defense doomed the South Siders. The Sox fell 7-5 in the opener.
The game got off to an ugly start after the White Sox went down in order and Pete Crow-Armstrong and Seiya Suzuki answered with back-to-back homers. With two outs, the Cubs threatened again with back-to-back singles, but Pedro Ramírez sent a ball right to Brenton Doyle, ending the first.
After wasting an ABS challenge to start the third, Sam Antonacci reached anyway when he was plunked. But that wouldn't yield any good results, as Shōta Imanaga shut down the next three White Sox batters. Luis Castillo seemed to have settled in by the bottom of the third, and the guys behind him helped strand the only baserunner in the frame.
The first hit for the White Sox came in the fourth via Miguel Vargas, right after a walk to Munetaka Murakami. Then, with one swing of the bat, Randal Grichuk gave the Good Guys the lead with a three-run homer.
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#back #good #walk
hy7er81
17 days ago
Arizona State coach Kenny Dillingham has alluded to the possibility of adding another player. Some thought that it could be safety Myles "Ghost" Rowser. But that doesn't appear to be the case.
Rowser, who spent the 2024 and 2025 seasons at ASU, announced his intention to enter the transfer portal on his social media accounts.
Rowser, like many other NCAA athletes who started their careers in 2022, has been given an extra year of eligibility courtesy of a court ruling. Rowser played one year at Campbell, one at New Mexico State, and was in Tempe for the last two seasons. He has a combined 317 tackles, with 182 coming in his two years in Tempe.
He was not selected in the NFL draft, but did get a mini-camp invite from the Seattle Seahawks.
The thought that he could return to ASU was heightened when the 6-foot-1, 195-pounder alluded to a possible return on social media after the announcement, with the proclamation: "Ghost always comes back to haunt."

#rowser #tempe #Social
iavsaog6ufd4
24 days ago
It might be possible that second half Austin RileyTM has arrived. Maybe we should ask Fernando Cruz.
It might be possible. The man was left for dead in the first half, only sporting a .207/.288/.329, a 73 wRC+, and 9 home runs in 385 plate appearances. It wasn't just the top-line numbers. He was genuinely lost at the plate. It appeared to be largely an approach with him. His bat speed is in the 92nd percentile.
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We don't recognize that guy any more. Since the All-Star Break (not counting last night), Austin is on a .290/.333/.522 tear with a 131 wRC+ and four home runs. The fifth was pretty huge last night, until the ugliness occurred.
I owe you guys a deep dive but it's after midnight. I will show you know one thing that I have noticed lately. Austin is pulling non-fastballs now. I don't know if this is an approach thing or he's seeing the ball better or what exactly. But it's definitely a trend. Might want to add another data point well into the Yankee Stadium left field bleachers.

#possible #left #home #approach
4packetw3ldgrum
25 days ago
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#please #tools
obbvruy
26 days ago
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lyn_roll_4ookie
26 days ago
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bluntly_hawk_lynx_72
26 days ago
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uhY43
26 days ago
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#denied #using #automation
grumpycqj
26 days ago
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r_qi
26 days ago
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3vltcl64
26 days ago
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wildly442
26 days ago
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rfhqhqlmjwh
26 days ago
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vcTlD
26 days ago
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4mNKlTS
26 days ago
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obbvruy
26 days ago
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tinywox
26 days ago
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lynx_no_fl9x
26 days ago
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KP346UDQy7
26 days ago
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wildy
27 days ago
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logcbz
27 days ago
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