I'm probably being dense here, but is "more quarterly focused" a euphemism for "more revenue focused"? In long form, "more focused on quarterly earnings reports"?
http://gs.statcounter.com/#mobile_browser-ww-monthly-201005-...
Apple - included. Android - included. Windows phone - included.
That's not to say that there isn't a role for after market browsers like Firefox and Opera, but the opportunity has significantly diminished.
Given that mobile and operators has been the major source of revenue for Opera, the company might have some very challenging decisions to make.