Opera Limited has opened public access to its experimental AI browser, Opera Neon, ending the closed Founders phase and removing the waitlist. The new browser is available for a single subscription of $19.90 per month and gives users access to top‑tier models such as Gemini 3 Pro and GPT 5.1, positioning Opera as a direct competitor in the emerging agentic‑AI browser market.
Opera’s recent financial performance underscores the company’s capacity to invest in this new product. In Q4 2024, Opera reported revenue of $145.83 million, up 29.1% year‑over‑year, and in Q3 2025 revenue rose to $151.9 million, a 23% increase, with an adjusted EBITDA of $36.3 million. These results demonstrate strong growth and a healthy margin base that can support the development and marketing of a premium AI offering.
The launch reflects Opera’s broader strategy to move beyond its core browser and advertising businesses into AI‑centric services. CEO Lin Song said the Neon browser “represents our vision for the next generation of web browsers,” while EVP Browsers Krystian Kolondra noted that the product is “designed for power users who demand the most advanced AI tools.” The subscription model signals a shift toward monetizing advanced AI features for a niche, high‑value user base.
Advertising remains Opera’s largest revenue segment, accounting for roughly 65% of total revenue, with search contributing the remaining 35%. The introduction of Neon creates a new premium segment that will likely attract developers, data‑center customers, and other power users. The $19.90 monthly fee positions the browser as a niche product, complementing Opera’s free AI features in its mainstream browsers such as Opera One and Opera GX.
Neon competes with other agentic browsers such as Perplexity’s Comet and ChatGPT’s Atlas. By bundling access to Gemini 3 Pro and GPT 5.1, Opera differentiates itself and offers a unique value proposition to users seeking the most advanced AI models. The launch aligns with the broader industry trend of embedding proactive AI agents directly into browsers.
The introduction of Opera Neon signals the company’s commitment to AI and may drive future revenue diversification. Investors will monitor adoption rates and subscription uptake to assess the long‑term impact of this new product on Opera’s financial performance.
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