Yandex Company Presentation July 2021 | --- | --- | |-------|-------| | | | | | | This presentation contains forward-looking statements that involve risks and uncertainties. These include statements regarding our future financial and business performance, our business and strategy and the impact of the COVID-19 pandemic on our industry, business and financial results. Actual results may differ materially from the results predicted or implied by such statements, and our reported results should not be conside ...

Yandex (NASDAQ:YNDX) Q1 2021 Earnings Conference Call April 28, 2021 8:00 AM ET Company Participants Yulia Gerasimova - Investor Relations Director Tigran Khudaverdyan - Deputy Chief Executive Officer Daniil Shuleyko - Head of E-commerce Greg Abovsky - Chief Operating & Chief Financial Officer Vadim Marchuk - Vice President, Corporate Development Yevgeny Senderov - Chief Financial Officer of Yandex.Taxi Conference Call Participants Slava Degtyarev - Goldman Sachs Cesar Tiron - Bank of America Vladimir Bespa ...

TABLE OF CONTENTS YANDEX N.V. INDEX TO CONSOLIDATED FINANCIAL STATEMENTS Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For ...

Revenue Structure - Yandex's revenue breakdown includes Yandex Properties Online Ad Revenues, Advertising Network Online Ad Revenues, and Other Revenues[2] - Starting in Q1 2016, the company no longer provides a breakdown of online ad revenues into text-based and display revenues, but continues to present online advertising revenues from Yandex properties and its Ad Network separately[4] Paid Clicks and CPC Growth - In Q3'18, paid clicks, excluding Yandex Market, grew by 22% year-over-year[15] - In Q4'18, paid clicks, excluding Yandex Market, grew by 20% year-over-year[15] - In Q1'19, paid clicks, excluding Yandex Market, grew by 20% year-over-year[15] - In Q2'19, paid clicks, excluding Yandex Market, grew by 20% year-over-year[15] - In Q3'20, paid clicks, excluding Yandex Market, grew by 14% year-over-year[15] - In Q4'20, paid clicks, excluding Yandex Market, grew by 3% year-over-year[15] - CPC, excluding Yandex Market, grew by 2% in Q3'18 year-over-year[15] - CPC, excluding Yandex Market, grew by 4% in Q4'18 year-over-year[15] - CPC, excluding Yandex Market, grew by 4% in Q1'19 year-over-year[15] - CPC, excluding Yandex Market, grew by 1% in Q2'19 year-over-year[15] - CPC, excluding Yandex Market, decreased by 12% in Q3'20 year-over-year[15] - CPC, excluding Yandex Market, grew by 1% in Q4'20 year-over-year[15] TAC (Traffic Acquisition Costs) - Partner TAC is presented as a percentage of Ad Network Revenue[16] - Distribution TAC is presented as a percentage of Yandex Websites Online Ad Revenue[18] Capital Expenditures - In Q4 2018, capital expenditures were 139 billion RUB, including a one-time effect of 97 billion RUB for the acquisition of the property site for the new Moscow headquarters[24] Revenue Growth by Segment (FY'20) - Search & Portal revenue grew by 2% year-over-year[27] - Taxi revenue grew by 49% year-over-year[27] - Ride-hailing & FoodTech revenue grew by 56% year-over-year[27] - Drive revenue grew by 13% year-over-year[27] - Classifieds revenue grew by 7% year-over-year[27] - Media Services revenue grew by 102% year-over-year[27] - Other Bets and Experiments revenue grew by 50% year-over-year[27] - Total Revenues grew by 24% year-over-year[27] Adjusted EBITDA and Margin by Segment (FY'20) - Search & Portal adjusted EBITDA margin was 48%[28] - Taxi adjusted EBITDA margin was 5%[28] - Ride-hailing & FoodTech adjusted EBITDA margin was 9%[28] - Drive adjusted EBITDA margin was -21%[28] - Yandex Market adjusted EBITDA margin was -30%[28] - Classifieds adjusted EBITDA margin was 19%[28] - Media Services adjusted EBITDA margin was -48%[28] - Other Bets and Experiments adjusted EBITDA margin was -61%[28] - Total adjusted EBITDA margin was 23%[28]

Yandex N.V. (NASDAQ:YNDX) Q3 2020 Earnings Conference Call October 28, 2020 8:00 AM ET Company Participants Yulia Gerasimova – Investor Relations Director Tigran Khudaverdyan – Deputy Chief Executive Officer Daniil Shuleyko – Chief Executive Officer, Yandex.Taxi Greg Abovsky – Chief Operating and Chief Financial Officer Evgeny Senderov – Chief Financial Officer of Yandex.Taxi Conference Call Participants Slava Degtyarev – Goldman Sachs Cesar Tiron – Bank of America Ulyana Lenvalskaya – UBS Miriam Adisa – Mo ...

Yandex Deutsche Bank's 2020 Technology Conference September 2020 Forward Looking Statement Disclaimer This presentation contains forward-looking statements that involve risks and uncertainties. These include statements regarding the anticipated development of the internet search and the online advertising markets, the planned growth of our business, our anticipated revenues and capital. Actual results may differ materially from the results predicted or implied by such statements, and our reported results sh ...

Yandex N.V. (NASDAQ:YNDX) Q2 2020 Earnings Conference Call July 28, 2020 8:00 AM ET Company Participants Yulia Gerasimova - Head of Investor Relations Tigran Khudaverdyan - Deputy Chief Executive Officer Daniil Shuleyko - Chief Executive Officer of Yandex.Taxi Greg Abovsky - Chief Operating and Chief Financial Officer Arkady Volozh - Founder and Chief Executive Officer Vadim Marchuk - Vice President of Corporate Development Yevgeny Senderov - Chief Financial Officer of Yandex, Taxi Conference Call Particip ...

Yandex N.V. (NASDAQ:YNDX) Q1 2020 Results Conference Call April 28, 2020 8:00 AM ET Company Participants Yulia Gerasimova - Head of Investor Relations Tigran Khudaverdyan - Deputy Chief Executive Officer Daniil Shuleyko - Chief Executive Officer of Yandex.Taxi Greg Abovsky - Chief Operating and Chief Financial Officer Arkady Volozh - Founder and Chief Executive Officer Vadim Marchuk - Vice President of Corporate Development Yevgeny Senderov - Chief Financial Officer of Yandex, Taxi Conference Call Particip ...