We spoke at some length with Opera this afternoon. I believed I knew a good deal about the company but was surprised by a number of things that I did not know.
One of those things is Opera's extensive presence in TV set-top boxes and its extensive relationships with wireless carriers and handset makers globally. On the TV front, there are probably millions of people in the US alone that are currently able to access the full Internet through an Opera browser on their Wii game consoles or through a TV set-top box. This was striking to me.
I think, at some point in the future, "TV" sets will be a major Internet access point. I also think the user experience on TV and in mobile share some common challenges and limitations.
Opera has a tiny browser market share online, but in mobile it's one of the dominant players and has many millions of users (via Opera Mini and Opera Mobile). I was told that 200K Opera Mini browsers are downloaded every day. I asked whether the two browsers would merge eventually. Opera explained that there was a technical rationale for each browser and so it appears both will survive, but the distinctions will undoubtedly be less over time.
Opera previouisly charged US$9.99 (I believe) for its full mobile browser but is now giving it away. The company makes money on search ads from Google, as well as fees for every installed browser that ships with a handset. Opera also offers widgets, which are very much like iPhone Apps but work across multiple platforms: mobile, online and TV.
Below is the latest data from Opera's monthly "State of the Mobile Web" report (September, 2008):
These data are gathered from 19 million Opera Mini users.