Lin Song: Yeah, sure. Yeah, it’s Song Lin. I think I’ll just take that off and then for the council forward EBITDA. Any follow ups? So, yeah, I think like, again, the whole industry is still very early stage, right? So it’s almost $1 billion question. But I think from what we observe at least is that like again, so as a tech company it is a very and tech both as a tech company, but also as almost an entry point to the whole web, right? We feel that the, you know, the very obvious use of AI is just that it allows people to have access to more information in a more convenient way in general. And that we see directly translates to, you know, higher time spend and also more, let’s say, high up events that we see. So I guess it’s a function of just because they can it’s easier for them to get accurate information and start consume it.
So that has already been evident in the current users that we have. We are very optimistic. So that is one factor we can begin already, right. And then the other factor, as you mentioned, is also a bit that it also actually helps open up Opera in particular. So the first I would say is almost a bit industrial wide, especially towards someone which is in our industry like a browser as an entry. But then guess the second benefit is more towards to Opera in particular, because of course, you know, the third party, you know, biggest third-party browser, we always trying to strive to differentiate it. And now we just saw that where is the company of we are of course, the one of the browsers which provide a native differentiating AI product for free to all the users.
So that we see is very attractive and that we see that has already, you know, is very effective in marketing and user acquisition and further making sure the further making user feel that browser is actually a very differentiating product. So that we see is very helpful for the new user acquisition. And in comparison, for instance, we see that it’s almost we’re talking about maybe more than 100, like maybe more than one-time difference or with the engagement, if the user actually coming from the channel, will they actually see AI and come to us, right. It’s much more active almost a time difference between the user which come from normal channels. So that, of course, is very helpful and that is also well quite optimistic about development of Opera One.
So I think those two factors for now are the major ones which is benefiting and make us wanting to spend more time also on integrating more AI products because there are a lot of potential to be gained from it, and we are quite positive about it. But you’re also right that there are also a cost factor related with it. So it’s like, again, still very early stage. So yes I think we’re aware that there will always be cost factors in association. For now, it’s still a very small percent, especially in comparison to say marketing cost. So it’s still very net positive for us. But in the future, I think that is why we are working now already with some of the partners on potential monetization because in the end of the day, of course, it’s very nice to be able to associate monetization with it.
I think that’s also what we also mentioned a bit about we are not already trying to embed in many interesting links and many interesting information, which potentially monetize information already on the outsource of AI, which can, of course, directly leads to good monetization to compensate for potential cost of it. So for now, the model works, but again, it’s still early stage, and we just need to work with our partners to further tune to see how — what kind of opportunity we can create. But I think we are standing positive about how this can grow, especially to company like us.
Katrina Chiu: Very helpful. I appreciate it. Thank you.
Operator: It appears we have no further questions on the line at this time. I will turn the program back over to Song Lin for any additional or closing remarks.
Lin Song: Yes. So like, again, as said, that I’ll just wrap it up with thank you for all the continued support and interest in Opera. We are very encouraged by the early response to Aria and Opera One and what’s more to come and also the success of Opera GX and opportunities of verticals more broadly and how we have been able to attract valuable users and scale our monetization. We appreciate your time and we look forward to speaking with you again in the future.
Operator: This does conclude today’s program. Thank you for your participation. You may disconnect at any time and have a wonderful day.
