Financial Statement* - First Quarter 2003
| PROFIT AND LOSS ACCOUNT | First Quarter | Accumulated | Full Year | |||
|---|---|---|---|---|---|---|
| (Figures in TNOK) | 2002 | 2003 | 2002 | 2003 | 2002 | |
| Revenues, PC/Desktop | 5 473 | 5 463 | 5 473 | 5 463 | 17 499 | |
| Revenues, Internet Devices | 6 146 | 6 976 | 6 146 | 6 976 | 33 561 | |
| Total Operating Revenues | 11 619 | 12 439 | 11 619 | 12 439 | 51 060 | |
| Payroll and related expenses | 11 110 | 13 213 | 11 110 | 13 213 | 47 016 | |
| Depreciation and amortization | 800 | 770 | 800 | 770 | 3 118 | |
| Other operating expenses | 4 287 | 4 807 | 4 287 | 4 807 | 22 307 | |
| Total operating expenses | 16 197 | 18 790 | 16 197 | 18 790 | 72 441 | |
| Operating result | -4 577 | -6 351 | -4 577 | -6 351 | -21 380 | |
| Net financial items | -50 | -5 | -50 | -5 | 857 | |
| Result before taxes | -4 527 | -6 345 | -4 527 | -6 345 | -22 237 | |
| Taxes | 1 161 | 1 666 | 1 161 | 1 666 | 6 035 | |
| Ordinary result | -3 365 | -4 678 | -3 365 | -4 678 | -16 202 | |
| BALANCE SHEET | 31-March | 31-Dec | ||||
| (Figures in TNOK) | 2002 | 2003 | 2002 | |||
| ASSETS | ||||||
| Intangible assets | 21 484 | 26 043 | 26 394 | |||
| Tangible assets | 2 938 | 1 699 | 2 041 | |||
| Other current assets | 17 659 | 10 259 | 11 473 | |||
| Cash and cash equivalents | 2 038 | 3 414 | 9 016 | |||
| Total assets | 44 119 | 41 415 | 48 924 | |||
| LIABILITIES & EQUITY | ||||||
| Equity | 35 477 | 22 010 | 26 506 | |||
| Long-term liabilities | 0 | 0 | 0 | |||
| Short-term liabilities | 8 642 | 19 405 | 22 418 | |||
| Total liabilities & equity | 44 119 | 41 415 | 48 924 | |||
| CASH FLOW STATEMENT | First Quarter | Accumulated | Full year | |||
| (Figures in TNOK) | 2002 | 2003 | 2002 | 2003 | 2002 | |
| Ordinary profit before taxes | -4 526 | -6 345 | -4 526 | -6 345 | -22 237 | |
| Net cash flow from operating activities | -8 840 | -5 602 | -8 840 | -5 602 | -23 195 | |
| Net cash flow from investment activities | -39 | 0 | -39 | 0 | -548 | |
| Net cash flow from financing activities | 0 | 0 | 0 | 0 | 15 850 | |
| Net change in cash and cash equivalents | -8 879 | -5 602 | -8 879 | -5 602 | -7 893 | |
| INTERIM RESULTS | Q4 | Q1 | Q2 | Q3 | Q4 | Q1 |
| (Figures in TNOK) | 2001 | 2002 | 2002 | 2002 | 2002 | 2003 |
| Total operating revenues | 8 937 | 11 619 | 13 663 | 11 984 | 13 794 | 12 439 |
| Operating result | -6 744 | -4 576 | -2 490 | -7 934 | -6 381 | -6 351 |
| Sales growth quarter by quarter (%) | 19.8% | 30.0% | 17.6% | -12.3% | 15.1% | -9.8% |
* The figures are un-audited.
Highlights
- Revenues of MNOK 12,4, up from MNOK 11,6 in 2002, a growth of 7,1%.
- Loss before tax of MNOK 6,3 compared to loss of MNOK 4,6 in 2002.
- Opera experienced the first commercial breakthrough for its Small-Screen Rendering ("SSR") technology on Sony Ericsson's P800
- Opera signed an agreement with Kyocera, the first major Asian mobile handset manufacturer to choose Opera
- The Company raised MNOK 38.1 in a private placement in the end of March, issuing 15 250 000 shares at NOK 2,50 per share
Financials
Operating revenues in the first quarter of 2003 ("1Q03") increased from MNOK 11,6 in 2002 to MNOK 12,4 in 2003. The turnover increased by 7,1% on a year-to-year basis. The operating loss was MNOK 6,3, compared to MNOK 4,6 last year.
Licensing and development income from embedded products was MNOK 7,0 up from MNOK 6,1 in 1Q02. Income from PC/Desktop was at the same level as last year at MNOK 5,5.
The operating costs went up from MNOK 16,2 in 1Q02 to MNOK 18,8 in 1Q03.
The Company raised MNOK 38.1 in a private placement in March, issuing 15 250 000 shares at NOK 2,50 per share. Cash and cash equivalents was MNOK 3,4 at the end of 1Q03.
Embedded
Opera experienced the first commercial breakthrough for its SSR technology in February, when Sony Ericsson announced that P800 phone users could upgrade their phones for free with the Opera for Symbian OS mobile browser from the Sony Ericsson Web site. The feedback from the press and end users was positive. Opera gets paid per unit/phone sold independent of whether the user downloads Opera or not.
In January, Opera signed an agreement with Kyocera, a major Japanese mobile handset manufacturer. Kyocera is scheduled to launch the R32 Browser Phone with the Opera browser in May. Since Opera also supports cHTML and XHTML in addition to full HTML rendering, Japanese mobile users will be able to access the full Internet, their old favourite i-Mode sites at home, or WAP sites when travelling abroad from their R32 Browser Phone. Kyocera is the first major Asian mobile handset manufacturer to choose Opera.
In the iTV segment, Opera announced its first entry into the IPTV market in Japan at end of March. The Japanese company Plat'C2 will include Opera for iTV on its Broadband Terminal Box (BT Box), where all applications and menus are presented with the use of HTML, Java, and CSS in Opera's presentation engine.
The income during 1Q03 from embedded products grew by 13,5% compared to the same period last year - that is an increase from MNOK 6,1 in 1Q02 to MNOK 7,0 in 1Q03.
PC/Desktop
In January, Opera Software released the final Opera 7 for Windows. Opera 7 is both faster and smaller than previous versions, with code rewritten from the rendering engine and up. Opera 7 includes several new features such as the password manager and the new e-mail client M2.
The income from PC/Desktop in 1Q03 was at the same level as last year at MNOK 5,5. After the launch of Opera 7 in the end of January, the PC/Desktop income in February and March more than doubled compare to January. 1Q02 was a particular good quarter as Opera 6 was launched in December 2001.
Organization
As of 31. March, the company had 120 employees (110 man-labour years).
As a result of a reorganization and cost reducing efforts during Q103, the number of employees has been reduced by ten since December 31, 2002.
Outlook
Although the difficult market conditions within the IT and telecom sectors continue, Opera sees more mobile phone projects that includes a browser solution as the 2.5G phones are gaining market share and the 3G market gets closer.
Opera is dependent on being included in new mobile phones to see its license revenue increase. Although the company expects to have its browser included in several new phones to be launched in 2003, most of the income on Internet Devices is expected to be R D related this year. We do not expect a substantial growth in license income before 2004.
The low level of activity in the digital television industry is continuing. This will continue to influence Opera's short to medium-term income potential. However, Opera sees several good opportunities within the industry and is positive to the long-term prospects.
The launch of Opera 7.0 in the end of January has further strengthened Opera's reputation as the fastest browser on earth. We believe the PC/Desktop related revenue will continue to grow in 2003.
Opera foresees further revenue growth in 2003. With only a moderate increase in costs, the goal is to break even for the full year 2003.
Shareholder and equity related issues
In March, the company raised NOK 38 125 000 in a private placement, issuing 15 250 000 new shares at NOK 2.50 per share.
As of March 31, the total number of outstanding shares totalled 76 891 420.
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Erik Carson Harrell
CFO
Tel: +47 24 16 40 53
Petter Lade
Investor Relations Manager
Tel: +47 24 16 44 44


