Slide 1: Opera Software Second quarter 2006
Opera - Simply The Best Internet Experience Opera Software Second quarter 2006 The best Internet experience on any device
Slide 2: Highlights: 2Q 2006
Opera - Simply The Best Internet Experience Highlights: 2Q 2006 Financial Revenues of MNOK 52.2 in 2Q06, up from MNOK 40.4 in 2Q05, an increase of 29% 1 Excluding stock option costs of MNOK -0.7, non-IFRS Earnings Before Interest and Taxes (“EBIT”) was MNOK 1.5 in 2Q06 compared to MNOK 9.1 in 2Q05 I
Slide 3: Highlights: 2Q 2006
Opera - Simply The Best Internet Experience Highlights: 2Q 2006 Opera Devices The Nintendo DS Browser from Opera goes on sale in Japan; European launch date announced Sony announces mylo, a new personal communicator featuring Opera as default browser Opera to be bundled in IPTS solution from Intact,
Slide 4: Income statement: 2Q 2006
Opera - Simply The Best Internet Experience Income statement: 2Q 2006 INCOME STATEMENT Q2 2006 Q2 2005 % Increase 1H 2006 1H 2005 % Increase Desktop 5,875 6,970 -16% 11,995 13,361 -10% Internet Devices 46,338 33,447 39% 88,055 55,022 60% Other Income 0 Total Revenue 52,213 40,417 29% 100,050 68,383
Slide 5: Income statement: Historical viewpoint
Opera - Simply The Best Internet Experience Income statement: Historical viewpoint 1Q04 - 2Q06: Quarterly Income Statement Overview 60000 150 50000 125 40000 100 75 N O K '0 0 0 30000 50 20000 25 10000 0 0 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 Q1 04 Q2 04 Q3 04 Q4 04 Q1 05 Q2 05 Q3
Slide 6: Balance sheet: 2Q 2006
Opera - Simply The Best Internet Experience Balance sheet: 2Q 2006 BALANCE SHEET (Figures in TNOK) 30.06. 2006 31.12. 2005 Assets Deferred taxes 5 210 1 237 Goodwill 3 143 3 143 Tangible assets 14 553 9 251 Other current assets 83 772 93 349 Cash and cash equivalents 456 727 218 526 Total assets 563
Slide 7: Financial outlook: FY 2006
Opera - Simply The Best Internet Experience Financial outlook: FY 2006 Revenue: Well-positioned for long-term growth, but cautious outlook for the remainder of 2006 Desktop Expect a positive increase in revenue beginning in 4Q06 due to increased monetization of search traffic generated via our users
Slide 8: Opera's vision
Opera - Simply The Best Internet Experience Opera’s vision Opera’s vision is to provide the best Internet experience on any device
Slide 9: Opera's markets
Opera - Simply The Best Internet Experience Opera’s markets
Slide 10: Opera's vision is already delivered on wide range of platforms
Opera - Simply The Best Internet Experience Opera’s vision is already delivered on wide range of platforms Desktop computers Laptops Gaming consoles TVs Set top boxes Mobile phones Personal communicators Portable media players PDAs In-flight entertainment systems Web tablets IP screen phones
Slide 11: Opera for Mobile
Opera - Simply The Best Internet Experience Opera for Mobile
Slide 12: Opera has solutions for the entire mobile value chain
Opera - Simply The Best Internet Experience Opera has solutions for the entire mobile value chain Opera Mobile browser Full Web browser for OEM integration Opera Mini Light weight Web browser Opera Platform Device independent platform for mobile Web applications Opera Mobile Browser Opera Mini Opera
Slide 13: The big view on Opera's mobile browser penetration
Opera - Simply The Best Internet Experience The big view on Opera’s mobile browser penetration Distributed on phones from Motorola, Sony Ericsson, Samsung, Siemens, Casio, Nokia, Toshiba, Kyocera, Hitachi and others More than 40 million phones distributed with Opera More than 50 different models Mor
Slide 14: Opera for Mobile: 2Q 2006 highlights
Opera - Simply The Best Internet Experience Opera for Mobile: 2Q 2006 highlights Mobile phones shipped with Opera 9 000 000 Full browser 8 000 000 7 000 000 6 000 000 7.2 million phones pre-installed with 5 000 000 4 000 000 Opera in 2Q06 3 000 000 up 118% from 2Q05 2 000 000 1 000 000 0 Q3/02 Q4/02
Slide 15: Opera for Mobile: 2Q 2006 highlights
Opera - Simply The Best Internet Experience Opera for Mobile: 2Q 2006 highlights Opera Mini Total pages downloaded with Opera Mini Free version 1 200 000 000 More than 5 million users, up 66% from the last quarterly report (3 million) 1 000 000 000 One billion pages downloaded 800 000 000 Most popul
Slide 16: Opera for Mobile: 2Q 2006 highlights
Opera - Simply The Best Internet Experience Opera for Mobile: 2Q 2006 highlights Opera Mini 6 operators have chosen Opera Mini for their portfolios T-Mobile (Europe) Pannon (Hungary) Debitel (Europe) Omnitel (Lithuania) Megafon (Russia) GrameenPhone (Bangladesh) T-Mobile has shipped 10 devices so fa
Slide 17: Announced phones (Opera Mobile) YTD: 20 (goal = 48 for 2006)
Opera - Simply The Best Internet Experience Announced phones (Opera Mobile) YTD: 20 (goal = 48 for 2006) Motorola A1200 Sharp W-ZERO3 Nokia 9300i *: Only in Cingular’s network Toshiba W32T **: Only in T-mobile’s network Sony Ericsson P990 Motorola RAZR V3x ** Nokia 6630** MOTORAZR maxx Kyocera WX 30
Slide 18: Opera - Simply The Best Internet Experience
Opera - Simply The Best Internet Experience
Slide 19: Motorola starts shipping Opera on mass market devices
Opera - Simply The Best Internet Experience Motorola starts shipping Opera on mass market devices Opera announced on Motorola’s P2K platform, which includes popular mobile phones such as the RAZR Opera is the browser of choice on Motorola’s Linux platform (EzX), the mid- to high-tier segment (e.g. R
Slide 20: This just in: press quote
Opera - Simply The Best Internet Experience This just in: “This superb mobile-phone web browser makes surfing regular internet pages possible on even the smallest of handset screens” Barry Collins, The Sunday Times (UK), August 20, 2006
Slide 21: Opera for Devices
Opera - Simply The Best Internet Experience Opera for Devices
Slide 22: Opera for Devices market position
Opera - Simply The Best Internet Experience Opera for Devices market position The premium provider of full internet/web applications and user interfaces for non-mobile phone devices Full web browsing and superior performance, rendering and navigation capabilities Execution platform for Web applicati
Slide 23: Opera browsers are already in a broad array of devices
Opera - Simply The Best Internet Experience Opera browsers are already in a broad array of devices and the device types continue to grow Web tablets Network TVs Game Consoles Portable Media Players IP Screen Phones Set-top Boxes
Slide 24: Opera for Devices: 2Q 2006 update
Opera - Simply The Best Internet Experience Opera for Devices: 2Q 2006 update New devices shipping, pipeline building, R&D continues Nintendo DS Browser launched in Japan in July, Europe in October Sony mylo to feature the Opera browser Opera to be bundled in IPTV solution of Intact, an Amino compan
Slide 25: Nintendo DS Update
Opera - Simply The Best Internet Experience Nintendo DS Update Nintendo DS Browser launched in Japan in July, Europe in October DS Browser now shipping as cartridge Introduces new dual screen rendering mode with zoom and overview as well as SSR (small screen rendering) mode Dual Screen Mode Small Sc
Slide 26: Nintendo Wii update
Opera - Simply The Best Internet Experience Nintendo Wii update Opera and Nintendo prepares for launch of Wii later this year Opera to be pre-installed in console, running from Flash memory Opera will power up in seconds, just like games
Slide 27: Featured Opera Powered Device - Sony mylo
Opera - Simply The Best Internet Experience Featured Opera Powered Device - Sony mylo Sony selected Opera as a key application in their innovative new product, the mylo, “my life, online” mylo combines portable media playing with browsing, VoIP and instant messaging via integrated WiFi To ship in th
Slide 28: Opera for Desktop
Opera - Simply The Best Internet Experience Opera for Desktop
Slide 29: Opera Desktop
Opera - Simply The Best Internet Experience Opera Desktop 10 million downloads of Opera 9 to date Top 5 markets in terms of usage: Germany, USA, China, Russia and Japan From Opera 9 launch event in Seattle on June 20
Slide 30: Reviews of Opera 9
Opera - Simply The Best Internet Experience Reviews of Opera 9 “Several new features that will be compelling to many. Good stability and performance. Widgetize! service likely to start giving Firefox's extensions a run for their money. Lovely design.” PC Magazine, July 25, 2006 "..., once the final
Slide 31: Opera Widgets, a major focus for Opera 9 launch
Opera - Simply The Best Internet Experience Opera Widgets, a major focus for Opera 9 launch • Widgets are fun Web programs you can run right on your desktop. Access news and weather, play games, follow your Opera automatically displays the widget favorite sports teams and much more. icon on a site w
Slide 32: Q&A
Opera - Simply The Best Internet Experience Q&A