What are the hidden eggs in Opera, which has 380 million monthly active users?

  Original title: What are the hidden eggs in Opera, which has 380 million monthly active users?

  Source: China Net Technology

   After continuing to acquire 8.47% equity in Opera, Kunlun Wanwei will achieve absolute control over the global browser giant.

   According to the announcement disclosed by Kunlun Wanwei on the 25th, through this acquisition, the subsidiary Hong Kong Wanwei will hold a 53.88% stake in Opera. Opera becomes a holding subsidiary of a wholly-owned subsidiary of a listed company.

  Intuitively, a big benefit of this acquisition is that after achieving absolute control, Kunlun Wanwei will consolidate Opera. After Opera is merged, the asset scale of listed companies will be expanded and the overall strength will be enhanced. Opera is a NASDAQ listed company, and the transaction will enhance Kunlun Wanwei’s overall capital operation capabilities and improve asset allocation and use efficiency.

   From a deeper perspective, the acquisition of Opera is also an important step for Kunlun Wanwei to carry out its globalization strategy. After the transaction is completed, Kunlun Wanwei and Opera will have synergy in terms of Internet platform products, technology and market experience, and the product and business matrix will be further enriched, which can give full play to network effects and highlight core competitiveness.

   In addition, in this acquisition draft, many detailed data and introductions of Opera are disclosed. From the data, domestic investors can have an in-depth understanding of Opera to see the highlights of this Internet company with global traffic.

  The world’s first camp, the top market ranking

  Opera was established in Norway in 1995. It is a 25-year-old “European nobleman” and the world’s oldest school. One of the most famous browser companies, “In the 2G era, Opera also relied on excellent technology to harvest a group of mobile phone users. In that era when mobile Internet traffic was expensive, Opera’s traffic compression technology was widely welcomed by users, and its The exclusive Presto kernel can also achieve relatively fast rendering speeds in environments where network speeds are stuck, which has won a large number of fans.” After the impact of the era of 3G and 4G smartphones, it has gradually become a small minority. Opera, after 2016, has experienced a wave of strong penetration and innovation by Chinese Internet power. This old-fashioned browser has grown into the world’s leading provider of integrated artificial intelligence-driven media platforms. Currently, global AI-driven information flow content In the field, Opera has a strong forward-looking and influence. In the summer of 2018, the new-looking Opera landed on Nasdaq in the United States.

  Let’s take a look at Opera’s market share today:

  According to StatCounter statistics, as of July 2020, Opera ranked fifth among all browsers by page views. It surpasses the Edge browser and is second only to Samsung’s market share. Among third-party browsers, Opera ranked second, second only to Firefox.

   among the giants, the ability to achieve such a result is related to the main strategy adopted by Opera for dislocation competition.

   On the one hand, its target customer group is high-end users who need complex functions. Opera browser provides a wealth of functions for such users, including tab browsing, web search, quick access and data compression. Among the mainstream browser vendors, Opera is the first browser to provide privacy protection VPN, native ad blocker and embedded chat function.

   On the other hand, the Opera mobile browser focuses on providing low-end feature phones and high-end smartphone customers with faster and less data-consuming Internet access methods.

These two features of   Opera make it meet the needs of high-end privacy-conscious users in Europe and at the same time, it can attract a large wave of loyal users in Africa where the Internet infrastructure is not sound and the traffic is still expensive. Fan users.

   With continuous innovation and pioneering launch of many mainstream features, Opera has achieved a dominant position in the third-party independent browser market. In the African and European markets, Opera has a relatively high market share.

  Take Nigeria and Kenya as examples. According to statistics from StatCounter, as of July 2020, Opera’s mobile browser market share has reached fierce 37.7% and 32.3%, respectively, according to page views. In Russia and Poland, Opera’s market share in the desktop browser market has reached 8.1% and 8.7% respectively, and it is also competitive locally that cannot be ignored.

   Overall, as of the end of June 2020, Opera has provided services to 360 million monthly active users worldwide, including 226 million smartphone MAUs and 75 million desktop MAUs. As of July this year, Opera’s monthly active users hit a record high, reaching 379 million.

   On top of huge user data, Opera extensively uses artificial intelligence technology in desktop and mobile browsers to expand user experience and sticking time. In January 2017, Opera News, Opera’s artificial intelligence content recommendation engine, Launched in the browser. As of June 2020, the Opera News platform has accumulated more than 205 million MAUs, effectively increasing the average usage time of browser users. In addition to the browser business of Opera, a media content integrated distribution platform has been formally established.

  Mature profit model User growth momentum is strong

   Based on a mature profit model, Opera’s revenue mainly comes from sharing with search partners and advertising services.

  Opera has worked closely with search giants such as Google and Yandex for more than 15 years. While providing users with a first-class search experience, it has also obtained considerable search revenue from search partners. The value of these partnerships is not only reflected by the continuous increase in the number of MAUs, but also further helps the target company to provide customers with a better product experience.

   is favored by search giants because Opera is more flexible than the built-in browser.

   When it comes to directing traffic, Opera can provide a lot of traffic by highlighting quick links. Currently, Opera has partnered with e-commerce giants such as Booking.com, Amazon and eBay, and local brands to provide traffic to these sites.

   In addition, based on AI-based personalized news and content distribution technology, Opera can provide advertisers with more precise marketing. Top third-party digital media platforms including Google and Facebook are also willing to connect their advertisers with Opera to jointly profit from the fast-growing advertising market.

   Benefiting from the continuous growth of desktop and mobile browser users, as well as the continuous expansion of commercialization partners, the browser and news business revenue growth has been driven. Opera revenue has maintained growth from 2018 to 2019. In 2018 and 2019, Opera’s operating income was US$171 million and US$208 million respectively.

   Let’s take a look at Opera’s core growth logic:

  According to the financial statements, Opera’s revenue is mainly composed of browsers and news, retail, and other businesses. Among them, browsers and News accounted for the highest proportion, accounting for 81.1%, 74.4% and 74.3% of operating income in 2018, 2019 and January-June 2020, respectively.

   Specifically, browser and news-related search revenue is mainly generated by search revenue sharing with search partners such as Google and Yandex. In 2019, this revenue increased from US$80.2 million in 2018 to US$86.16 million, a year-on-year growth rate of 7.4%, mainly due to the increase in the number of desktop and mobile browser users.

  Browser and news-related advertising revenue is composed of Opera platform to attract and sell advertising spaces to partners such as e-commerce and online travel. In 2019, this revenue increased from US$58.24 million in 2018 to US$68.81 million, a year-on-year growth rate of 18.2%. The increase was mainly due to the increase in the use of Opera News in mobile browsers and independent apps, and the increase in the user base of desktop browsers. And the commercialization ability is enhanced.

  From the above data, it can be seen that the increase in user scale is a key factor in boosting Opera’s performance growth.

   Although the net profit margin of Opera has declined this year due to the impact of the epidemic, according to Q2 financial report data, Opera News’s MAU increased by 26% year-on-year to 205 million. The MAU of Opera News application increased to 51 million, an increase of 41% year-on-year. The total number of MAUs on the mobile side increased to 226 million, which increased to 240 million in July, a record high.

   From this point of view, Opera is still in a stage of rapid growth. As the impact of the epidemic gradually diminishes, the company’s profit may rebound.

   In addition, for Kunlun Wanwei, there is obviously a deeper intention behind the acquisition of a controlling stake in Opera.

   In the eyes of market participants, Kunlun Wanwei’s $80 million transaction is worthy of four or two. It is a “Win-Win” situation for both parties.

   Before this transaction, Kunlun Wanwei’s performance has been very impressive. According to the performance forecast released by Kunlun Wanwei a few days ago, the net profit in the first three quarters of 2020 is expected to be between 3.98 billion yuan and 4.38 billion yuan. If the acquisition is successfully completed, Kunlun Wanwei’s financial status and profitability will be further improved this year.

   At the same time, as the goal is to become the world’s leading Internet platform company, Kunlun Wanwei aims to cover more global users through business linkage between platforms, and become an important Internet traffic portal on a global scale. Data interoperability, integration of internal resources, formation of group-level network effects and synergy, and further strategic advancement.

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