View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsYandex 過去の業績過去 基準チェック /06Yandexの収益は年間平均-33.6%の割合で減少していますが、 Interactive Media and Services業界の収益は年間 増加しています。収益は年間19.8% 31.7%割合で 増加しています。主要情報-33.63%収益成長率-33.42%EPS成長率Interactive Media and Services 業界の成長14.86%収益成長率31.74%株主資本利益率-4.17%ネット・マージン-3.87%前回の決算情報30 Jun 2022最近の業績更新お知らせ • Apr 21Yandex N.V. to Report Q1, 2024 Results on Apr 26, 2024Yandex N.V. announced that they will report Q1, 2024 results on Apr 26, 2024お知らせ • Feb 07Yandex N.V. to Report Q4, 2023 Results on Feb 15, 2024Yandex N.V. announced that they will report Q4, 2023 results on Feb 15, 2024お知らせ • Oct 14Yandex N.V. to Report Q3, 2023 Results on Oct 27, 2023Yandex N.V. announced that they will report Q3, 2023 results on Oct 27, 2023お知らせ • Feb 02Yandex N.V. to Report Q4, 2022 Results on Feb 15, 2023Yandex N.V. announced that they will report Q4, 2022 results on Feb 15, 2023お知らせ • Oct 25Yandex N.V. to Report Q3, 2022 Results on Nov 03, 2022Yandex N.V. announced that they will report Q3, 2022 results on Nov 03, 2022お知らせ • Jul 28Yandex N.V. Announces Unaudited Consolidated Impairment of Long-Lived Assets for the Three Months Ended June 30, 2022Yandex N.V. announced unaudited consolidated impairment of long-lived assets for the three months ended June 30, 2022. For the quarter, the company reported impairment of long-lived assets RUB 2,740 million.すべての更新を表示Recent updatesお知らせ • Jun 18Yandex N.V. (NasdaqGS:YNDX) completed the acquisition of eLama, OOO from Impulse VC and others.Yandex N.V. (NasdaqGS:YNDX) agreed to acquire eLama, OOO from Impulse VC and others on January 17, 2022. eLama the contextual advertising automation service was backed, five years later, by Impulse VC. Users of eLama will not notice any changes after Yandex acquires the platform, it will retain the brand and principles of working with clients. At the same time, users will have access to new solutions for launching advertising campaigns. eLama will continue to cooperate with its existing partners. The deal will require approval from the Federal Antimonopoly Service and deal is expected to close before the end of second quarter of 2022. As on February 8, 2024, the transaction is expected to close in summer 2024. As on March 13, 2024, The transaction will allow Yandex to extensively expand its customer base and ecosystem, while strengthening its position in internet marketing. The deal closing is scheduled for mid-2024. Roman Golovatsky of Denuo assisted Yandex in its acquisition of eLama, Nikita Deynega of Maxima Legal and Nextons acting as legal advisors on the sellers’ side. Yandex N.V. (NasdaqGS:YNDX) completed the acquisition of eLama, OOO from Impulse VC and others on June 17, 2024.お知らせ • May 15Yandex N.V. Shares to Be Delisted on July 10Shares of IPJSC Yandex are set to begin trading on the Moscow Exchange (MOEX: MOEX) on July 10, and the shares of Yandex N.V. will cease trading, be delisted, on the same day, the trading platform said. The Moscow Exchange has also changed the timeframe for including IPJSC shares in the list of those admitted to trading to July 8 instead of May 15.お知らせ • Apr 21Yandex N.V. to Report Q1, 2024 Results on Apr 26, 2024Yandex N.V. announced that they will report Q1, 2024 results on Apr 26, 2024お知らせ • Apr 02Yandex to be DelistedThe Moscow Exchange has decided to include ordinary shares of IPJSC Yandex, the future holding company of Yandex N.V., in its first tier list of securities admitted to trading, effective from May 15, the exchange said in a statement. The shares will trade under the YDEX ticker. The start date of trading will be announced separately. Yandex itself expects that trading under the new ticker will begin in the ‘coming months,’ the company said in a statement. ‘IPJSC Yandex will continue to disclose its financial indicators and other information in accordance with the requirements for public companies,’ Yandex said in a statement. On March 7, shareholders of Yandex N.V. (the current parent structure of the company) approved the restructuring of the company. Restructuring, in particular, involves the sale of the Russian Yandex business for RUB 475 billion to the ‘Consortium.First’ private investor consortium. The first stage of the transaction is expected to be closed by April 30. Earlier, Yandex reported that the new holding structure plans to obtain a listing on the Moscow Exchange before the first part of the transaction is closed. Yandex N.V., in turn, will delist from it.お知らせ • Feb 07Yandex N.V. to Report Q4, 2023 Results on Feb 15, 2024Yandex N.V. announced that they will report Q4, 2023 results on Feb 15, 2024お知らせ • Feb 06A consortium of buyers entered into a definitive agreement to acquire Yandex LLC from Yandex N.V. (NasdaqGS:YNDX) and others for approximately RUB 790 billion.A consortium of buyers entered into a definitive agreement to acquire Yandex LLC from Yandex N.V. (NasdaqGS:YNDX) and others for approximately RUB 790 billion on February 4, 2024. Under the terms of agreement, the consortium consists of by members of the senior management team of our Russian businesses Yandex LLC, other members of the consortium are entities owned by oil company Lukoil (MOEX: LKOH), former Gazprom (MOEX: GAZP) deputy chairman Alexander Ryazanov, Leta Capital founder Alexander Chachayev and Infinitum Chief Executive Officer Pavel Prass. Under the terms of agreement, the total consideration for the sale will be RUB 475 billion, subject to adjustments and payable in a combination of cash and Class A shares of YNV. At least 50% of the consideration will be paid in cash. The consideration will be paid in a combination of: (i) a cash equivalent of at least RUB 230 billion; and (ii) the transfer to YNV of up to approximately 176 million YNV Class A Shares (the “Consideration Shares”). We understand that the Purchaser already holds or will acquire the Consideration Shares, subject to the requisite YNV shareholder approval and regulatory consents being procured, from holders in Russia either for cash or shares in Target. The cash consideration will be paid in Chinese Yuan (CNH) outside of Russia. Following the successful completion of the transaction, in full compliance with international sanctions where applicable, YNV will hold no interest in its businesses in Russia. YNV will continue to hold the four international businesses described below, as well as the net cash proceeds of the sale. In addition, the number of Class A shares that will be outstanding following the transaction will be reduced by the amount of the consideration that is satisfied in the form of Class A shares. Pursuant to the Share Purchase Agreement, the Purchaser and the members of the purchaser consortium may not transfer the shares in IJSC “Yandex”, or their participation interests in the Purchaser, during the 12-month period following the first closing. YNV plans to apply to delist its Class A shares from the Moscow Exchange, to be effective as of the second closing. The Target is expected to obtain public status and a listing on the Moscow Exchange in advance of the first closing. Following completion of the sale transaction, YNV will retain a portfolio of international businesses and other non-Russian assets, including four early-stage technology businesses and other assets: Nebius AI, an AI cloud platform that is one of the largest providers of GPU capacity in Europe; Toloka AI, a data solutions partner for GenAI and Large Language Model development; Avride, one of the leading developers of self-driving technologies; TripleTen, an EdTech service that equips people with in-demand tech skills; our data center located in Finland; and minority investments in other technology businesses. The consideration value YNV has negotiated and agreed with the Purchaser reflects a mandatory discount of at least 50% to “fair value”, as currently imposed as a condition to the required approval by the Government Commission for the sale of Russian assets by parent companies that are incorporated in countries considered by the Russian government to be “unfriendly”, including the Netherlands. The proposed sale will be presented for approval at a meeting of the Class A Shareholders (the “Class A Meeting”) and a separate Extraordinary General Meeting of Shareholders (the “EGM”). The sale transaction has been approved unanimously by our Board of Directors and will require the approval of a simple majority of the votes cast at the Class A Meeting and at the EGM, respectively. Completion of the Sale transaction will be implemented in two closings. At the first closing, we will sell a controlling stake in the Target of approximately 68% to the Purchaser for consideration consisting of a combination of the cash equivalent of RUB 230 billion and up to 67.8 million YNV Class A shares. The first closing is subject to certain conditions precedent, including receipt of required regulatory approvals and our shareholder approval, third-party approvals, among others and as well as the absence of any applicable sanctions or prohibition on completion. We anticipate that the first closing will occur in the first half of 2024. At the second closing, the Purchaser will pay for the remaining stake of the Target in a combination of YNV Class A shares and cash. The second closing will occur within approximately seven weeks following first closing. YNV intends to retain a portion of the net cash consideration (after adjustments, applicable taxes and other expenses) to finance the development of the retained international businesses, and ultimately to return a substantial proportion of such net proceeds to our remaining shareholders, which we currently expect will be through a share repurchase offer.お知らせ • Oct 14Yandex N.V. to Report Q3, 2023 Results on Oct 27, 2023Yandex N.V. announced that they will report Q3, 2023 results on Oct 27, 2023お知らせ • Jul 01Yandex N.V., Annual General Meeting, Jun 30, 2023Yandex N.V., Annual General Meeting, Jun 30, 2023. Agenda: To consider Class A Ordinary Shares; and to consider the re-appointment to its Board of Directors.お知らせ • Jun 09Yandex Announces Favorable Decision of Nasdaq Listing Hearings PanelAs previously disclosed, on March 15, 2023, Yandex N.V. (Yandex) received a written notice (the “Notice”) from the Listing Qualifications Staff (the “Staff”) of The Nasdaq Stock Market LLC (“Nasdaq”) indicating that the Staff had determined that the Company’s Class A ordinary shares would be delisted from The Nasdaq Stock Market. On April 27, 2023, a hearing was held before the Nasdaq Hearings Panel in connection with Yandex’s appeal of the Staff’s determination. On June 6, 2023, Yandex received notification of the Hearings Panel’s decision to grant the request of Yandex to continue its listing on Nasdaq, subject to certain conditions related to the timing and implementation of Yandex’s proposed corporate restructuring, including the divestment of ownership and control of a number of core businesses, including all Russia-based businesses, by the end of 2023. The trading halt on Nasdaq that was implemented on February 28, 2022, remains in effect. The trading of Yandex N.V.’s Class A shares on the Moscow Exchange is unaffected and continues as usual. As announced on May 25, 2023, Yandex’s Board of Directors is progressing on its plans for the corporate restructuring, and have received proposals from a number of potential investors for the acquisition of an economic interest in core businesses, including all Russia-based businesses. The Company’s goal is to bring a restructuring proposal to shareholders for approval later this year. After the Company enters the binding agreement with respect to the divestment, it will publish a shareholder circular and the proposed restructuring will then be subject to shareholder approval (including separate approval of Class A shareholders).お知らせ • May 25VTB as Part of Consortium Wants to Buy Stake in YandexRussia's VTB Bank (public joint-stock company) (MISX:VTBR, as part of a consortium of investors, is interested in the acquisition of a stake in Internet company Yandex N.V. (NasdaqGS:YNDX), CEO Andrei Kostin told reporters. “As to Yandex, we are a part of a big consortium," Kostin said adding that the size of the stake will be discussed. The deal may take place by the end of 2023, he said. “As we said earlier, all the suggested changes, including on the list of investors, are to be approved by the current shareholders. The details of the possible restructuring are still in consideration and will be made public later," Yandex said in a statement. Bloomberg reported earlier quoting sources that Dutch firm Yandex N.V., the parent company of Russia's Yandex, received bids from billionaires Vladimir Potanin and Vagit Alekperov to acquire control in the search engine that value the Russian assets at about U.S. $7 billion.お知らせ • May 20Russian Billionaires Reportedly Bid for Stake in Yandex's Local AssetsYandex N.V. (NasdaqGS:YNDX) has received bids from Russian billionaires for a stake of about half of the company's local business, valuing it at over $7 billion, Bloomberg News reported on May 19, 2023. Yandex did not immediately respond to a Reuters request for comment. Billionaires Vladimir Potanin and Vagit Alekperov bid for at least a 51% controlling stake in Yandex's Russian business, which they value at about RUB 560 billion ($7.21 billion) to RUB 600 billion, the report said citing people familiar with the matter. The board of Yandex might discuss the bids next week when it meets in Dubai, the report added. The Kremlin will need to sign off on the final group of buyers, Bloomberg said. Since Moscow sent troops to Ukraine in February 2022Yandex, often dubbed "Russia's Google", has struggled to balance pressures from Western investors and is also appealing to a Nasdaq plan to delist its stock. Yandex's primary advertising competitor, Alphabet Inc.'s Google, stopped selling online advertising in Russia last year. The company also sold its news aggregator platform Yandex News and content recommendation service Yandex Zen to its Russian rival VK in 2022.お知らせ • May 17Yandex N.V. Appoints Andrey Betin to Its Board of DirectorYandex N.V. approved the appointment of Andrey Betin as a non-executive member of the Board of Directors for a four-year term running from the close of the EGM.お知らせ • Feb 02Yandex N.V. to Report Q4, 2022 Results on Feb 15, 2023Yandex N.V. announced that they will report Q4, 2022 results on Feb 15, 2023お知らせ • Dec 08Yandex N.V., Annual General Meeting, Dec 22, 2022Yandex N.V., Annual General Meeting, Dec 22, 2022, at 15:00 Central European Standard Time. Agenda: To review the annual unaudited statutory accounts of Yandex N.V. (the Company) for the 2021 financial year (prepared in accordance with IFRS); to discharge the members of the Board of Directors from their liability towards the Company in respect of the management of the Company during the 2021 financial year; re-appointment of non-executive directors; to cancel 10,000 outstanding Class C shares, all held by the Company; to consider the appointment of auditor; to appoint Technologies of Trust Audit" JSC, an independent registered public accounting firm, as an auditor of the Company's consolidated financial statements for the 2022 financial year (to be prepared under U.S. GAAP); and to consider the other resolutions.お知らせ • Oct 25Yandex N.V. to Report Q3, 2022 Results on Nov 03, 2022Yandex N.V. announced that they will report Q3, 2022 results on Nov 03, 2022お知らせ • Jul 28Yandex N.V. Announces Unaudited Consolidated Impairment of Long-Lived Assets for the Three Months Ended June 30, 2022Yandex N.V. announced unaudited consolidated impairment of long-lived assets for the three months ended June 30, 2022. For the quarter, the company reported impairment of long-lived assets RUB 2,740 million.お知らせ • Jul 12Yandex N.V. to Report Q2, 2022 Results on Jul 26, 2022Yandex N.V. announced that they will report Q2, 2022 results at 12:30 PM, US Eastern Standard Time on Jul 26, 2022お知らせ • Jun 04+ 1 more updateYandex N.V. Announces Resignation of Arkady Volozh as A Executive DirectorYandex N.V. announced that Arkady Volozh, the company's co-founder, has stepped down with immediate effect from his position as Executive Director of Yandex N.V. and from his board and executive positions with its international subsidiaries. The European Union has imposed sanctions on Mr. Volozh personally. Neither Yandex nor the Group's subsidiaries have been included on the sanctions lists of the European Union, the United States or the United Kingdom. do not believe that these developments will affect the company's operations, its financial position or its relations with partners. Mr. Volozh is the settlor of a trust for the benefit of his family, which holds Class B shares representing a 45.3% voting and 8.6% economic interest in Yandex N.V. He is not a controlling shareholder of Yandex, and consequently these sanctions do not apply to Yandex N.V. or its subsidiaries. Mr. Volozh has decided and informed the Board that he will not instruct the trustee as to how to vote such shares going forward. Pursuant to the terms of the trust, the trustee will vote such shares on all matters proposed to the shareholders in accordance with the recommendations of the independent Board of Directors. The Board continues to function as normal. Yandex has a strong and deep management team that is well placed to take the company to new levels with the ongoing support of the Board.Reported Earnings • May 28First quarter 2022 earnings released: ₽39.56 loss per share (vs ₽8.38 loss in 1Q 2021)First quarter 2022 results: ₽39.56 loss per share (down from ₽8.38 loss in 1Q 2021). Revenue: ₽106.0b (up 45% from 1Q 2021). Net loss: ₽14.4b (loss widened 385% from 1Q 2021). Over the next year, revenue is forecast to grow 35%, compared to a 17% growth forecast for the industry in Russia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.Reported Earnings • Apr 27Full year 2021 earnings released: ₽40.48 loss per share (vs ₽72.52 profit in FY 2020)Full year 2021 results: ₽40.48 loss per share (down from ₽72.52 profit in FY 2020). Revenue: ₽356.2b (up 63% from FY 2020). Net loss: ₽14.7b (down 159% from profit in FY 2020). Over the next year, revenue is forecast to grow 33%, compared to a 26% growth forecast for the industry in Russia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.Price Target Changed • Apr 27Price target decreased to ₽5,505Down from ₽6,504, the current price target is an average from 6 analysts. New target price is 215% above last closing price of ₽1,749. Stock is down 64% over the past year. The company is forecast to post earnings per share of ₽16.31 next year compared to a net loss per share of ₽40.48 last year.Reported Earnings • Apr 22Full year 2021 earnings released: ₽40.48 loss per share (vs ₽74.87 profit in FY 2020)Full year 2021 results: ₽40.48 loss per share (down from ₽74.87 profit in FY 2020). Revenue: ₽356.2b (up 63% from FY 2020). Net loss: ₽14.7b (down 158% from profit in FY 2020). Over the next year, revenue is forecast to grow 33%, compared to a 27% growth forecast for the industry in Russia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.お知らせ • Apr 21Yandex N.V. to Report Q1, 2022 Results on Apr 27, 2022Yandex N.V. announced that they will report Q1, 2022 results on Apr 27, 2022Price Target Changed • Mar 29Price target decreased to ₽5,464Down from ₽6,704, the current price target is an average from 8 analysts. New target price is 171% above last closing price of ₽2,020. Stock is down 58% over the past year. The company is forecast to post a net loss per share of ₽48.95 next year compared to a net loss per share of ₽40.48 last year.お知らせ • Mar 10Yandex N.V. Announces Executive ResignationsYandex N.V. announced that Esther Dyson and Ilya Strebulaev have resigned from the Company’s Board of Directors, effective immediately. Ms. Dyson has served as an independent non-executive director since 2006 and Professor Strebulaev has served since 2018. The two positions will remain vacant for the time being.Buying Opportunity • Feb 24Now 48% undervalued after recent price dropOver the last 90 days, the stock is down 67%. The fair value is estimated to be ₽3,418, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% per annum over the last 3 years. The company became loss making over the last year.Reported Earnings • Feb 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: ₽40.48 loss per share (down from ₽74.87 profit in FY 2020). Revenue: ₽356.2b (up 63% from FY 2020). Net loss: ₽14.7b (down 158% from profit in FY 2020). Revenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 39%, compared to a 35% growth forecast for the industry in Russia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.お知らせ • Feb 16Yandex N.V. Provides Revenue Guidance for the Full Year 2022Yandex N.V. provided revenue guidance for the full year 2022. For the year, The company expects total group revenues to be between RUB 490 billion and RUB 500 billion for the full year 2022.お知らせ • Jan 28Yandex N.V. to Report Q4, 2021 Results on Feb 15, 2022Yandex N.V. announced that they will report Q4, 2021 results on Feb 15, 2022お知らせ • Jan 20+ 1 more updateYandex Announces Settlement of Anti-Monopoly ClaimsYandex announced that it has reached a settlement with the Federal Antimonopoly Service of Russia (FAS) and a consortium of Russian Internet companies in connection with an antitrust claim brought against Yandex. The claim related to allegations of abuse of market dominance by Yandex in connection with the placement of enriched search results. The proceeding in relation to this matter will be terminated. In February 2021, the FAS issued a warning to Yandex related to alleged violations. In March 2021, the FAS initiated a formal investigation and opened an antitrust case. The settlement agreement confirms that Yandex has complied with all requirements of the warning, terminates the case without any fines, and sets forth certain additional obligations of Yandex to support competition. In particular: Yandex has adopted a policy for integrating information supplied by market participants in its search engine results and has published relevant technical terms. The terms and requirements are uniform for all market participants, including Yandex's own services; Yandex will undertake to provide FAS with information to enable regular monitoring of compliance with these requirements in the performance of its search engine; Yandex has undertaken to conduct an annual independent audit to verify that the search rankings and display of data in search results are unbiased. In addition, at the proposal of Yandex, Yandex and the Russian Fund for the Development of Information Technologies, a not-for-profit organization supporting and promoting digital solutions in Russia, will establish a joint program to support Russian technology companies in promoting their products and services. Yandex will contribute RUB 1.5 billion to the Fund to support this program as part of the settlement.Price Target Changed • Nov 09Price target increased to ₽6,828Up from ₽6,242, the current price target is an average from 15 analysts. New target price is 13% above last closing price of ₽6,058. Stock is up 27% over the past year. The company is forecast to post a net loss per share of ₽41.66 compared to earnings per share of ₽74.87 last year.Reported Earnings • Oct 28Third quarter 2021 earnings released: ₽9.47 loss per share (vs ₽63.04 profit in 3Q 2020)The company reported a mediocre third quarter result with weaker earnings and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: ₽91.3b (up 56% from 3Q 2020). Net loss: ₽3.39b (down 115% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 41% per year, which means it is well ahead of earnings.お知らせ • Sep 02Yandex N.V. (NasdaqGS:YNDX) entered into a binding agreement to acquire minority stake in MLU B.V., Yandex Self-Driving B.V., Yandex.Eats, Yandex.Lavka and Yandex.Delivery from Uber Technologies, Inc. (NYSE:UBER) for $1 billion.Yandex N.V. (NasdaqGS:YNDX) entered into a binding agreement to acquire minority stake in MLU B.V., Yandex Self-Driving B.V., Yandex.Eats, Yandex.Lavka and Yandex.Delivery from Uber Technologies, Inc. (NYSE:UBER) for $1 billion on August 30, 2021. Yandex will receive: Uber’s 33.5% indirect interest in Yandex.Eats, Yandex.Lavka and Yandex.Delivery, giving Yandex 100% ownership in all three businesses; Uber’s 18.2% interest in Yandex Self-Driving Group (SDG), giving Yandex 100% ownership in the business; and an additional 4.5% interest in the newly restructured MLU, which will focus on mobility businesses, giving Yandex and its employees a total of approximately 71% ownership in the joint venture. This includes: approximately 68.3% ownership of Yandex and management in the joint venture; and approximately 2.8% reserved for employee equity incentive program of MLU. In addition, Yandex receives a two-year American call option to acquire the remaining 29% of Uber’s interest in the newly restructured MLU at a strike price of $1.8 billion, subject to agreed increases over the option period -- going up to approximately $2.0 billion if exercised in September 2023. The total consideration payable by Yandex to Uber in respect of the transferred equity interests under the agreement will be $1 billion in cash, of which (i) $800 million in cash will be paid at the Initial Closing as partial prepayment for the equity interests to be sold at the Demerger Shares Closing and payment for Uber’s equity interests in SDG and MLU, and (ii) $200 million in cash will be paid at the Demerger Shares Closing. The transaction has been approved by the Boards of Directors of Yandex and Uber. Shareholder approval is not required. The approval of Yandex’s Class A shareholders may be required for the purchase of Uber’s remaining interest in MLU pursuant to the call option. The transaction is not subject to antitrust or other regulatory approvals. The transaction will be implemented in two stages: Stage 1: Acquisition of 4.5% of MLU and 18.2% in SDG (expected to be closed by the end of the third quarter 2021); Stage 2: Demerger of Yandex.Eats, Yandex.Lavka and Yandex.Delivery from MLU and subsequent acquisition of Uber’s interest in these businesses (expected to be completed by the end of 2021).Reported Earnings • Aug 26Second quarter 2021 earnings released: ₽10.88 loss per share (vs ₽10.36 loss in 2Q 2020)The company reported a solid second quarter result with improved revenues and control over costs, although losses increased. Second quarter 2021 results: Revenue: ₽81.4b (up 97% from 2Q 2020). Net loss: ₽3.88b (loss widened 14% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.Reported Earnings • Jul 04First quarter 2021 earnings released: ₽8.38 loss per share (vs ₽17.55 profit in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings and weaker control over costs, although revenues improved. First quarter 2021 results: Revenue: ₽73.1b (up 56% from 1Q 2020). Net loss: ₽2.98b (down 151% from profit in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.お知らせ • Jun 12Yandex Reportedly in Talks to Buy Azbuka Vkusa ChainYandex N.V. (NasdaqGS:YNDX) is holding negotiations to acquire the Azbuka Vkusa retail chain, The Bell reported, citing sources. The acquisition could be similar to Amazon's acquisition of Whole Foods, a deal in which the chain of supermarkets maintained its stores and own brand, the sources said. Azbuka Vkusa's management might also continue to run the offline supermarkets, the sources reckon. Yandex and Azbuka Vkusa declined to comment.お知らせ • Jun 01Yandex N.V. (NasdaqGS:YNDX) agreed to acquire Privat Trade OOO.Yandex N.V. (NasdaqGS:YNDX) agreed to acquire Privat Trade OOO on May 31, 2021. The transaction is subject to regulatory approvals and approval by Federal Antimonopoly Services. The transaction is expected to complete in July 2021.Executive Departure • May 01CFO & COO has left the companyOn the 30th of April, Gregory Abovsky's tenure as CFO & COO ended after 6.7 years in the role. We don't have any record of a personal shareholding under Gregory's name. A total of 3 executives have left over the last 12 months.お知らせ • Apr 30+ 1 more updateYandex N.V. (NasdaqGS:YNDX) agreed to acquire CB "Acropol" JSC from Evgeny Davydovich and others for RUB 1.1 billion.Yandex N.V. (NasdaqGS:YNDX) agreed to acquire CB "Acropol" JSC from Evgeny Davydovich and others for RUB 1.1 billion on April 28, 2021. The transaction is subject to regulatory approval by the Central Bank of Russia. Yandex applied for approval on April 28, 2021. Transaction is expected to be closed once the necessary permits have been obtained.Reported Earnings • Apr 30First quarter 2021 earnings released: ₽11.33 loss per share (vs ₽17.76 profit in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings and weaker control over costs, although revenues improved. First quarter 2021 results: Revenue: ₽73.1b (up 56% from 1Q 2020). Net loss: ₽4.01b (down 169% from profit in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.お知らせ • Apr 29Yandex N.V. Provides Revenue Guidance for Full Year 2021Yandex N.V. provided revenue guidance for full year 2021. For the year, the company expects total group revenues to be between RUB 315 and 330 billion.Reported Earnings • Apr 03Full year 2020 earnings released: EPS ₽74.87 (vs ₽39.21 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₽218.3b (up 25% from FY 2019). Net income: ₽25.5b (up 99% from FY 2019). Profit margin: 12% (up from 7.3% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.Price Target Changed • Mar 05Price target raised to ₽5,500Up from ₽4,900, the current price target is an average from 18 analysts. The new target price is 19% above the current share price of ₽4,640. As of last close, the stock is up 73% over the past year.Analyst Estimate Surprise Post Earnings • Feb 19Revenue misses expectationsRevenue missed analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 45%, compared to a 38% growth forecast for the Interactive Media and Services industry in Russia.Reported Earnings • Feb 19Full year 2020 earnings released: EPS ₽74.87 (vs ₽39.21 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₽218.3b (up 25% from FY 2019). Net income: ₽25.5b (up 99% from FY 2019). Profit margin: 12% (up from 7.3% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Feb 11New 90-day high: ₽5,377The company is up 12% from its price of ₽4,780 on 13 November 2020. The Russian market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽4,755 per share.お知らせ • Jan 27Yandex N.V. to Report Q4, 2020 Results on Feb 16, 2021Yandex N.V. announced that they will report Q4, 2020 results on Feb 16, 2021Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of ₽25.7b, up 35% from the prior year. Total revenue was ₽198.4b over the last 12 months, up 22% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 30Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 0.8% at ₽58.3b. Revenue is forecast to grow 50% over the next year, compared to a 28% growth forecast for the Interactive Media and Services industry in Russia.お知らせ • Oct 17Yandex N.V. (NasdaqGS:YNDX) agreed to acquire 100% stake in K50 from Adventure Management (Cyprus) Ltd., Adventure IV Ltd., AddVenture III, a fund of AddVenture and several private persons.Yandex N.V. (NasdaqGS:YNDX) agreed to acquire 100% stake in K50 from Adventure Management (Cyprus) Ltd., Adventure IV Ltd., AddVenture III, a fund of AddVenture and several private persons on October 9, 2020. All K50's employees will move to Yandex and will keep on developing their own products.お知らせ • Oct 10Yandex N.V. to Report Q3, 2020 Results on Oct 28, 2020Yandex N.V. announced that they will report Q3, 2020 results at 10:00 AM, GMT Standard Time on Oct 28, 2020お知らせ • Sep 05Yandex N.V. (NasdaqGS:YNDX) agreed to acquire an additional unknown stake in Yandex Self Driving Group B.V. from Uber International C.V.Yandex N.V. (NasdaqGS:YNDX) agreed to acquire an additional unknown stake in Yandex Self Driving Group B.V. from Uber International C.V. on September 4, 2020. In related transaction, Yandex will invest $150 million into Yandex Self Driving Group, $100 million of which will be in the form of equity and the remaining $50 million in the form of a convertible loan. Post completion, Yandex will own 73% stake in Yandex Self Driving Group, while Uber will own 19% stake. The remaining 8% will be reserved for Yandex Self Driving Group's management and employees. The transaction is subject to customary closing conditions and is expected to close in the third quarter of 2020.お知らせ • Jul 09Yandex N.V. to Report Q2, 2020 Results on Jul 28, 2020Yandex N.V. announced that they will report Q2, 2020 results at 10:00 AM, GMT Standard Time on Jul 28, 2020お知らせ • Jun 30Yandex N.V. announced that it has received $599.999896 million in funding from Treliscope Limited, Ervington Investments Limited, Closed Joint-Stock Company VTB CapitalOn June 29, 2020, Yandex N.V. (NasdaqGS:YNDX) closed the transaction.収支内訳Yandex の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史MISX:YNDX 収益、費用、利益 ( )RUB Millions日付収益収益G+A経費研究開発費30 Jun 22425,391-16,470148,49262,20531 Mar 22389,045-26,115140,22656,61331 Dec 21356,171-14,669122,51648,46130 Sep 21317,442-9,925104,70544,49230 Jun 21284,47215,46087,48641,68431 Mar 21244,47715,94272,36739,42031 Dec 20218,34424,71362,91336,33930 Sep 20198,44125,34858,04134,41330 Jun 20185,1207,99654,72032,40631 Mar 20185,11015,66853,37629,93031 Dec 19175,39112,69250,29529,20930 Sep 19162,53719,02443,83026,95430 Jun 19150,09319,14440,30425,08131 Mar 19138,36846,55638,13523,98331 Dec 18127,65745,98435,72422,57930 Sep 18116,67545,05433,76421,91630 Jun 18107,54340,85332,85420,94331 Mar 1899,97510,32130,14220,04631 Dec 1794,0549,20126,83618,86630 Sep 1788,3136,47825,49417,86330 Jun 1784,1688,02021,92217,15231 Mar 1780,1046,56419,57516,47331 Dec 1675,9256,79817,88515,83230 Sep 1671,9008,42115,56215,13530 Jun 1668,04610,25613,70514,44531 Mar 1663,9268,62112,55613,95131 Dec 1559,7929,67911,60113,421質の高い収益: YNDXは現在利益が出ていません。利益率の向上: YNDXは現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: YNDXは利益が出ておらず、過去 5 年間で損失は年間33.6%の割合で増加しています。成長の加速: YNDXの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: YNDXは利益が出ていないため、過去 1 年間の収益成長をInteractive Media and Services業界 ( 9.9% ) と比較することは困難です。株主資本利益率高いROE: YNDXは現在利益が出ていないため、自己資本利益率 ( -4.17% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMedia 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2022/10/05 22:37終値2022/07/08 00:00収益2022/06/30年間収益2021/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Nebius Group N.V. これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31 アナリスト機関Andrew Charles BealeArete Research Services LLPBoris VilidnitskyBarclaysStefan Julien SlowinskiBNP Paribas28 その他のアナリストを表示
お知らせ • Apr 21Yandex N.V. to Report Q1, 2024 Results on Apr 26, 2024Yandex N.V. announced that they will report Q1, 2024 results on Apr 26, 2024
お知らせ • Feb 07Yandex N.V. to Report Q4, 2023 Results on Feb 15, 2024Yandex N.V. announced that they will report Q4, 2023 results on Feb 15, 2024
お知らせ • Oct 14Yandex N.V. to Report Q3, 2023 Results on Oct 27, 2023Yandex N.V. announced that they will report Q3, 2023 results on Oct 27, 2023
お知らせ • Feb 02Yandex N.V. to Report Q4, 2022 Results on Feb 15, 2023Yandex N.V. announced that they will report Q4, 2022 results on Feb 15, 2023
お知らせ • Oct 25Yandex N.V. to Report Q3, 2022 Results on Nov 03, 2022Yandex N.V. announced that they will report Q3, 2022 results on Nov 03, 2022
お知らせ • Jul 28Yandex N.V. Announces Unaudited Consolidated Impairment of Long-Lived Assets for the Three Months Ended June 30, 2022Yandex N.V. announced unaudited consolidated impairment of long-lived assets for the three months ended June 30, 2022. For the quarter, the company reported impairment of long-lived assets RUB 2,740 million.
お知らせ • Jun 18Yandex N.V. (NasdaqGS:YNDX) completed the acquisition of eLama, OOO from Impulse VC and others.Yandex N.V. (NasdaqGS:YNDX) agreed to acquire eLama, OOO from Impulse VC and others on January 17, 2022. eLama the contextual advertising automation service was backed, five years later, by Impulse VC. Users of eLama will not notice any changes after Yandex acquires the platform, it will retain the brand and principles of working with clients. At the same time, users will have access to new solutions for launching advertising campaigns. eLama will continue to cooperate with its existing partners. The deal will require approval from the Federal Antimonopoly Service and deal is expected to close before the end of second quarter of 2022. As on February 8, 2024, the transaction is expected to close in summer 2024. As on March 13, 2024, The transaction will allow Yandex to extensively expand its customer base and ecosystem, while strengthening its position in internet marketing. The deal closing is scheduled for mid-2024. Roman Golovatsky of Denuo assisted Yandex in its acquisition of eLama, Nikita Deynega of Maxima Legal and Nextons acting as legal advisors on the sellers’ side. Yandex N.V. (NasdaqGS:YNDX) completed the acquisition of eLama, OOO from Impulse VC and others on June 17, 2024.
お知らせ • May 15Yandex N.V. Shares to Be Delisted on July 10Shares of IPJSC Yandex are set to begin trading on the Moscow Exchange (MOEX: MOEX) on July 10, and the shares of Yandex N.V. will cease trading, be delisted, on the same day, the trading platform said. The Moscow Exchange has also changed the timeframe for including IPJSC shares in the list of those admitted to trading to July 8 instead of May 15.
お知らせ • Apr 21Yandex N.V. to Report Q1, 2024 Results on Apr 26, 2024Yandex N.V. announced that they will report Q1, 2024 results on Apr 26, 2024
お知らせ • Apr 02Yandex to be DelistedThe Moscow Exchange has decided to include ordinary shares of IPJSC Yandex, the future holding company of Yandex N.V., in its first tier list of securities admitted to trading, effective from May 15, the exchange said in a statement. The shares will trade under the YDEX ticker. The start date of trading will be announced separately. Yandex itself expects that trading under the new ticker will begin in the ‘coming months,’ the company said in a statement. ‘IPJSC Yandex will continue to disclose its financial indicators and other information in accordance with the requirements for public companies,’ Yandex said in a statement. On March 7, shareholders of Yandex N.V. (the current parent structure of the company) approved the restructuring of the company. Restructuring, in particular, involves the sale of the Russian Yandex business for RUB 475 billion to the ‘Consortium.First’ private investor consortium. The first stage of the transaction is expected to be closed by April 30. Earlier, Yandex reported that the new holding structure plans to obtain a listing on the Moscow Exchange before the first part of the transaction is closed. Yandex N.V., in turn, will delist from it.
お知らせ • Feb 07Yandex N.V. to Report Q4, 2023 Results on Feb 15, 2024Yandex N.V. announced that they will report Q4, 2023 results on Feb 15, 2024
お知らせ • Feb 06A consortium of buyers entered into a definitive agreement to acquire Yandex LLC from Yandex N.V. (NasdaqGS:YNDX) and others for approximately RUB 790 billion.A consortium of buyers entered into a definitive agreement to acquire Yandex LLC from Yandex N.V. (NasdaqGS:YNDX) and others for approximately RUB 790 billion on February 4, 2024. Under the terms of agreement, the consortium consists of by members of the senior management team of our Russian businesses Yandex LLC, other members of the consortium are entities owned by oil company Lukoil (MOEX: LKOH), former Gazprom (MOEX: GAZP) deputy chairman Alexander Ryazanov, Leta Capital founder Alexander Chachayev and Infinitum Chief Executive Officer Pavel Prass. Under the terms of agreement, the total consideration for the sale will be RUB 475 billion, subject to adjustments and payable in a combination of cash and Class A shares of YNV. At least 50% of the consideration will be paid in cash. The consideration will be paid in a combination of: (i) a cash equivalent of at least RUB 230 billion; and (ii) the transfer to YNV of up to approximately 176 million YNV Class A Shares (the “Consideration Shares”). We understand that the Purchaser already holds or will acquire the Consideration Shares, subject to the requisite YNV shareholder approval and regulatory consents being procured, from holders in Russia either for cash or shares in Target. The cash consideration will be paid in Chinese Yuan (CNH) outside of Russia. Following the successful completion of the transaction, in full compliance with international sanctions where applicable, YNV will hold no interest in its businesses in Russia. YNV will continue to hold the four international businesses described below, as well as the net cash proceeds of the sale. In addition, the number of Class A shares that will be outstanding following the transaction will be reduced by the amount of the consideration that is satisfied in the form of Class A shares. Pursuant to the Share Purchase Agreement, the Purchaser and the members of the purchaser consortium may not transfer the shares in IJSC “Yandex”, or their participation interests in the Purchaser, during the 12-month period following the first closing. YNV plans to apply to delist its Class A shares from the Moscow Exchange, to be effective as of the second closing. The Target is expected to obtain public status and a listing on the Moscow Exchange in advance of the first closing. Following completion of the sale transaction, YNV will retain a portfolio of international businesses and other non-Russian assets, including four early-stage technology businesses and other assets: Nebius AI, an AI cloud platform that is one of the largest providers of GPU capacity in Europe; Toloka AI, a data solutions partner for GenAI and Large Language Model development; Avride, one of the leading developers of self-driving technologies; TripleTen, an EdTech service that equips people with in-demand tech skills; our data center located in Finland; and minority investments in other technology businesses. The consideration value YNV has negotiated and agreed with the Purchaser reflects a mandatory discount of at least 50% to “fair value”, as currently imposed as a condition to the required approval by the Government Commission for the sale of Russian assets by parent companies that are incorporated in countries considered by the Russian government to be “unfriendly”, including the Netherlands. The proposed sale will be presented for approval at a meeting of the Class A Shareholders (the “Class A Meeting”) and a separate Extraordinary General Meeting of Shareholders (the “EGM”). The sale transaction has been approved unanimously by our Board of Directors and will require the approval of a simple majority of the votes cast at the Class A Meeting and at the EGM, respectively. Completion of the Sale transaction will be implemented in two closings. At the first closing, we will sell a controlling stake in the Target of approximately 68% to the Purchaser for consideration consisting of a combination of the cash equivalent of RUB 230 billion and up to 67.8 million YNV Class A shares. The first closing is subject to certain conditions precedent, including receipt of required regulatory approvals and our shareholder approval, third-party approvals, among others and as well as the absence of any applicable sanctions or prohibition on completion. We anticipate that the first closing will occur in the first half of 2024. At the second closing, the Purchaser will pay for the remaining stake of the Target in a combination of YNV Class A shares and cash. The second closing will occur within approximately seven weeks following first closing. YNV intends to retain a portion of the net cash consideration (after adjustments, applicable taxes and other expenses) to finance the development of the retained international businesses, and ultimately to return a substantial proportion of such net proceeds to our remaining shareholders, which we currently expect will be through a share repurchase offer.
お知らせ • Oct 14Yandex N.V. to Report Q3, 2023 Results on Oct 27, 2023Yandex N.V. announced that they will report Q3, 2023 results on Oct 27, 2023
お知らせ • Jul 01Yandex N.V., Annual General Meeting, Jun 30, 2023Yandex N.V., Annual General Meeting, Jun 30, 2023. Agenda: To consider Class A Ordinary Shares; and to consider the re-appointment to its Board of Directors.
お知らせ • Jun 09Yandex Announces Favorable Decision of Nasdaq Listing Hearings PanelAs previously disclosed, on March 15, 2023, Yandex N.V. (Yandex) received a written notice (the “Notice”) from the Listing Qualifications Staff (the “Staff”) of The Nasdaq Stock Market LLC (“Nasdaq”) indicating that the Staff had determined that the Company’s Class A ordinary shares would be delisted from The Nasdaq Stock Market. On April 27, 2023, a hearing was held before the Nasdaq Hearings Panel in connection with Yandex’s appeal of the Staff’s determination. On June 6, 2023, Yandex received notification of the Hearings Panel’s decision to grant the request of Yandex to continue its listing on Nasdaq, subject to certain conditions related to the timing and implementation of Yandex’s proposed corporate restructuring, including the divestment of ownership and control of a number of core businesses, including all Russia-based businesses, by the end of 2023. The trading halt on Nasdaq that was implemented on February 28, 2022, remains in effect. The trading of Yandex N.V.’s Class A shares on the Moscow Exchange is unaffected and continues as usual. As announced on May 25, 2023, Yandex’s Board of Directors is progressing on its plans for the corporate restructuring, and have received proposals from a number of potential investors for the acquisition of an economic interest in core businesses, including all Russia-based businesses. The Company’s goal is to bring a restructuring proposal to shareholders for approval later this year. After the Company enters the binding agreement with respect to the divestment, it will publish a shareholder circular and the proposed restructuring will then be subject to shareholder approval (including separate approval of Class A shareholders).
お知らせ • May 25VTB as Part of Consortium Wants to Buy Stake in YandexRussia's VTB Bank (public joint-stock company) (MISX:VTBR, as part of a consortium of investors, is interested in the acquisition of a stake in Internet company Yandex N.V. (NasdaqGS:YNDX), CEO Andrei Kostin told reporters. “As to Yandex, we are a part of a big consortium," Kostin said adding that the size of the stake will be discussed. The deal may take place by the end of 2023, he said. “As we said earlier, all the suggested changes, including on the list of investors, are to be approved by the current shareholders. The details of the possible restructuring are still in consideration and will be made public later," Yandex said in a statement. Bloomberg reported earlier quoting sources that Dutch firm Yandex N.V., the parent company of Russia's Yandex, received bids from billionaires Vladimir Potanin and Vagit Alekperov to acquire control in the search engine that value the Russian assets at about U.S. $7 billion.
お知らせ • May 20Russian Billionaires Reportedly Bid for Stake in Yandex's Local AssetsYandex N.V. (NasdaqGS:YNDX) has received bids from Russian billionaires for a stake of about half of the company's local business, valuing it at over $7 billion, Bloomberg News reported on May 19, 2023. Yandex did not immediately respond to a Reuters request for comment. Billionaires Vladimir Potanin and Vagit Alekperov bid for at least a 51% controlling stake in Yandex's Russian business, which they value at about RUB 560 billion ($7.21 billion) to RUB 600 billion, the report said citing people familiar with the matter. The board of Yandex might discuss the bids next week when it meets in Dubai, the report added. The Kremlin will need to sign off on the final group of buyers, Bloomberg said. Since Moscow sent troops to Ukraine in February 2022Yandex, often dubbed "Russia's Google", has struggled to balance pressures from Western investors and is also appealing to a Nasdaq plan to delist its stock. Yandex's primary advertising competitor, Alphabet Inc.'s Google, stopped selling online advertising in Russia last year. The company also sold its news aggregator platform Yandex News and content recommendation service Yandex Zen to its Russian rival VK in 2022.
お知らせ • May 17Yandex N.V. Appoints Andrey Betin to Its Board of DirectorYandex N.V. approved the appointment of Andrey Betin as a non-executive member of the Board of Directors for a four-year term running from the close of the EGM.
お知らせ • Feb 02Yandex N.V. to Report Q4, 2022 Results on Feb 15, 2023Yandex N.V. announced that they will report Q4, 2022 results on Feb 15, 2023
お知らせ • Dec 08Yandex N.V., Annual General Meeting, Dec 22, 2022Yandex N.V., Annual General Meeting, Dec 22, 2022, at 15:00 Central European Standard Time. Agenda: To review the annual unaudited statutory accounts of Yandex N.V. (the Company) for the 2021 financial year (prepared in accordance with IFRS); to discharge the members of the Board of Directors from their liability towards the Company in respect of the management of the Company during the 2021 financial year; re-appointment of non-executive directors; to cancel 10,000 outstanding Class C shares, all held by the Company; to consider the appointment of auditor; to appoint Technologies of Trust Audit" JSC, an independent registered public accounting firm, as an auditor of the Company's consolidated financial statements for the 2022 financial year (to be prepared under U.S. GAAP); and to consider the other resolutions.
お知らせ • Oct 25Yandex N.V. to Report Q3, 2022 Results on Nov 03, 2022Yandex N.V. announced that they will report Q3, 2022 results on Nov 03, 2022
お知らせ • Jul 28Yandex N.V. Announces Unaudited Consolidated Impairment of Long-Lived Assets for the Three Months Ended June 30, 2022Yandex N.V. announced unaudited consolidated impairment of long-lived assets for the three months ended June 30, 2022. For the quarter, the company reported impairment of long-lived assets RUB 2,740 million.
お知らせ • Jul 12Yandex N.V. to Report Q2, 2022 Results on Jul 26, 2022Yandex N.V. announced that they will report Q2, 2022 results at 12:30 PM, US Eastern Standard Time on Jul 26, 2022
お知らせ • Jun 04+ 1 more updateYandex N.V. Announces Resignation of Arkady Volozh as A Executive DirectorYandex N.V. announced that Arkady Volozh, the company's co-founder, has stepped down with immediate effect from his position as Executive Director of Yandex N.V. and from his board and executive positions with its international subsidiaries. The European Union has imposed sanctions on Mr. Volozh personally. Neither Yandex nor the Group's subsidiaries have been included on the sanctions lists of the European Union, the United States or the United Kingdom. do not believe that these developments will affect the company's operations, its financial position or its relations with partners. Mr. Volozh is the settlor of a trust for the benefit of his family, which holds Class B shares representing a 45.3% voting and 8.6% economic interest in Yandex N.V. He is not a controlling shareholder of Yandex, and consequently these sanctions do not apply to Yandex N.V. or its subsidiaries. Mr. Volozh has decided and informed the Board that he will not instruct the trustee as to how to vote such shares going forward. Pursuant to the terms of the trust, the trustee will vote such shares on all matters proposed to the shareholders in accordance with the recommendations of the independent Board of Directors. The Board continues to function as normal. Yandex has a strong and deep management team that is well placed to take the company to new levels with the ongoing support of the Board.
Reported Earnings • May 28First quarter 2022 earnings released: ₽39.56 loss per share (vs ₽8.38 loss in 1Q 2021)First quarter 2022 results: ₽39.56 loss per share (down from ₽8.38 loss in 1Q 2021). Revenue: ₽106.0b (up 45% from 1Q 2021). Net loss: ₽14.4b (loss widened 385% from 1Q 2021). Over the next year, revenue is forecast to grow 35%, compared to a 17% growth forecast for the industry in Russia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 27Full year 2021 earnings released: ₽40.48 loss per share (vs ₽72.52 profit in FY 2020)Full year 2021 results: ₽40.48 loss per share (down from ₽72.52 profit in FY 2020). Revenue: ₽356.2b (up 63% from FY 2020). Net loss: ₽14.7b (down 159% from profit in FY 2020). Over the next year, revenue is forecast to grow 33%, compared to a 26% growth forecast for the industry in Russia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.
Price Target Changed • Apr 27Price target decreased to ₽5,505Down from ₽6,504, the current price target is an average from 6 analysts. New target price is 215% above last closing price of ₽1,749. Stock is down 64% over the past year. The company is forecast to post earnings per share of ₽16.31 next year compared to a net loss per share of ₽40.48 last year.
Reported Earnings • Apr 22Full year 2021 earnings released: ₽40.48 loss per share (vs ₽74.87 profit in FY 2020)Full year 2021 results: ₽40.48 loss per share (down from ₽74.87 profit in FY 2020). Revenue: ₽356.2b (up 63% from FY 2020). Net loss: ₽14.7b (down 158% from profit in FY 2020). Over the next year, revenue is forecast to grow 33%, compared to a 27% growth forecast for the industry in Russia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 21Yandex N.V. to Report Q1, 2022 Results on Apr 27, 2022Yandex N.V. announced that they will report Q1, 2022 results on Apr 27, 2022
Price Target Changed • Mar 29Price target decreased to ₽5,464Down from ₽6,704, the current price target is an average from 8 analysts. New target price is 171% above last closing price of ₽2,020. Stock is down 58% over the past year. The company is forecast to post a net loss per share of ₽48.95 next year compared to a net loss per share of ₽40.48 last year.
お知らせ • Mar 10Yandex N.V. Announces Executive ResignationsYandex N.V. announced that Esther Dyson and Ilya Strebulaev have resigned from the Company’s Board of Directors, effective immediately. Ms. Dyson has served as an independent non-executive director since 2006 and Professor Strebulaev has served since 2018. The two positions will remain vacant for the time being.
Buying Opportunity • Feb 24Now 48% undervalued after recent price dropOver the last 90 days, the stock is down 67%. The fair value is estimated to be ₽3,418, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% per annum over the last 3 years. The company became loss making over the last year.
Reported Earnings • Feb 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: ₽40.48 loss per share (down from ₽74.87 profit in FY 2020). Revenue: ₽356.2b (up 63% from FY 2020). Net loss: ₽14.7b (down 158% from profit in FY 2020). Revenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 39%, compared to a 35% growth forecast for the industry in Russia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 16Yandex N.V. Provides Revenue Guidance for the Full Year 2022Yandex N.V. provided revenue guidance for the full year 2022. For the year, The company expects total group revenues to be between RUB 490 billion and RUB 500 billion for the full year 2022.
お知らせ • Jan 28Yandex N.V. to Report Q4, 2021 Results on Feb 15, 2022Yandex N.V. announced that they will report Q4, 2021 results on Feb 15, 2022
お知らせ • Jan 20+ 1 more updateYandex Announces Settlement of Anti-Monopoly ClaimsYandex announced that it has reached a settlement with the Federal Antimonopoly Service of Russia (FAS) and a consortium of Russian Internet companies in connection with an antitrust claim brought against Yandex. The claim related to allegations of abuse of market dominance by Yandex in connection with the placement of enriched search results. The proceeding in relation to this matter will be terminated. In February 2021, the FAS issued a warning to Yandex related to alleged violations. In March 2021, the FAS initiated a formal investigation and opened an antitrust case. The settlement agreement confirms that Yandex has complied with all requirements of the warning, terminates the case without any fines, and sets forth certain additional obligations of Yandex to support competition. In particular: Yandex has adopted a policy for integrating information supplied by market participants in its search engine results and has published relevant technical terms. The terms and requirements are uniform for all market participants, including Yandex's own services; Yandex will undertake to provide FAS with information to enable regular monitoring of compliance with these requirements in the performance of its search engine; Yandex has undertaken to conduct an annual independent audit to verify that the search rankings and display of data in search results are unbiased. In addition, at the proposal of Yandex, Yandex and the Russian Fund for the Development of Information Technologies, a not-for-profit organization supporting and promoting digital solutions in Russia, will establish a joint program to support Russian technology companies in promoting their products and services. Yandex will contribute RUB 1.5 billion to the Fund to support this program as part of the settlement.
Price Target Changed • Nov 09Price target increased to ₽6,828Up from ₽6,242, the current price target is an average from 15 analysts. New target price is 13% above last closing price of ₽6,058. Stock is up 27% over the past year. The company is forecast to post a net loss per share of ₽41.66 compared to earnings per share of ₽74.87 last year.
Reported Earnings • Oct 28Third quarter 2021 earnings released: ₽9.47 loss per share (vs ₽63.04 profit in 3Q 2020)The company reported a mediocre third quarter result with weaker earnings and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: ₽91.3b (up 56% from 3Q 2020). Net loss: ₽3.39b (down 115% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 41% per year, which means it is well ahead of earnings.
お知らせ • Sep 02Yandex N.V. (NasdaqGS:YNDX) entered into a binding agreement to acquire minority stake in MLU B.V., Yandex Self-Driving B.V., Yandex.Eats, Yandex.Lavka and Yandex.Delivery from Uber Technologies, Inc. (NYSE:UBER) for $1 billion.Yandex N.V. (NasdaqGS:YNDX) entered into a binding agreement to acquire minority stake in MLU B.V., Yandex Self-Driving B.V., Yandex.Eats, Yandex.Lavka and Yandex.Delivery from Uber Technologies, Inc. (NYSE:UBER) for $1 billion on August 30, 2021. Yandex will receive: Uber’s 33.5% indirect interest in Yandex.Eats, Yandex.Lavka and Yandex.Delivery, giving Yandex 100% ownership in all three businesses; Uber’s 18.2% interest in Yandex Self-Driving Group (SDG), giving Yandex 100% ownership in the business; and an additional 4.5% interest in the newly restructured MLU, which will focus on mobility businesses, giving Yandex and its employees a total of approximately 71% ownership in the joint venture. This includes: approximately 68.3% ownership of Yandex and management in the joint venture; and approximately 2.8% reserved for employee equity incentive program of MLU. In addition, Yandex receives a two-year American call option to acquire the remaining 29% of Uber’s interest in the newly restructured MLU at a strike price of $1.8 billion, subject to agreed increases over the option period -- going up to approximately $2.0 billion if exercised in September 2023. The total consideration payable by Yandex to Uber in respect of the transferred equity interests under the agreement will be $1 billion in cash, of which (i) $800 million in cash will be paid at the Initial Closing as partial prepayment for the equity interests to be sold at the Demerger Shares Closing and payment for Uber’s equity interests in SDG and MLU, and (ii) $200 million in cash will be paid at the Demerger Shares Closing. The transaction has been approved by the Boards of Directors of Yandex and Uber. Shareholder approval is not required. The approval of Yandex’s Class A shareholders may be required for the purchase of Uber’s remaining interest in MLU pursuant to the call option. The transaction is not subject to antitrust or other regulatory approvals. The transaction will be implemented in two stages: Stage 1: Acquisition of 4.5% of MLU and 18.2% in SDG (expected to be closed by the end of the third quarter 2021); Stage 2: Demerger of Yandex.Eats, Yandex.Lavka and Yandex.Delivery from MLU and subsequent acquisition of Uber’s interest in these businesses (expected to be completed by the end of 2021).
Reported Earnings • Aug 26Second quarter 2021 earnings released: ₽10.88 loss per share (vs ₽10.36 loss in 2Q 2020)The company reported a solid second quarter result with improved revenues and control over costs, although losses increased. Second quarter 2021 results: Revenue: ₽81.4b (up 97% from 2Q 2020). Net loss: ₽3.88b (loss widened 14% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.
Reported Earnings • Jul 04First quarter 2021 earnings released: ₽8.38 loss per share (vs ₽17.55 profit in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings and weaker control over costs, although revenues improved. First quarter 2021 results: Revenue: ₽73.1b (up 56% from 1Q 2020). Net loss: ₽2.98b (down 151% from profit in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.
お知らせ • Jun 12Yandex Reportedly in Talks to Buy Azbuka Vkusa ChainYandex N.V. (NasdaqGS:YNDX) is holding negotiations to acquire the Azbuka Vkusa retail chain, The Bell reported, citing sources. The acquisition could be similar to Amazon's acquisition of Whole Foods, a deal in which the chain of supermarkets maintained its stores and own brand, the sources said. Azbuka Vkusa's management might also continue to run the offline supermarkets, the sources reckon. Yandex and Azbuka Vkusa declined to comment.
お知らせ • Jun 01Yandex N.V. (NasdaqGS:YNDX) agreed to acquire Privat Trade OOO.Yandex N.V. (NasdaqGS:YNDX) agreed to acquire Privat Trade OOO on May 31, 2021. The transaction is subject to regulatory approvals and approval by Federal Antimonopoly Services. The transaction is expected to complete in July 2021.
Executive Departure • May 01CFO & COO has left the companyOn the 30th of April, Gregory Abovsky's tenure as CFO & COO ended after 6.7 years in the role. We don't have any record of a personal shareholding under Gregory's name. A total of 3 executives have left over the last 12 months.
お知らせ • Apr 30+ 1 more updateYandex N.V. (NasdaqGS:YNDX) agreed to acquire CB "Acropol" JSC from Evgeny Davydovich and others for RUB 1.1 billion.Yandex N.V. (NasdaqGS:YNDX) agreed to acquire CB "Acropol" JSC from Evgeny Davydovich and others for RUB 1.1 billion on April 28, 2021. The transaction is subject to regulatory approval by the Central Bank of Russia. Yandex applied for approval on April 28, 2021. Transaction is expected to be closed once the necessary permits have been obtained.
Reported Earnings • Apr 30First quarter 2021 earnings released: ₽11.33 loss per share (vs ₽17.76 profit in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings and weaker control over costs, although revenues improved. First quarter 2021 results: Revenue: ₽73.1b (up 56% from 1Q 2020). Net loss: ₽4.01b (down 169% from profit in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.
お知らせ • Apr 29Yandex N.V. Provides Revenue Guidance for Full Year 2021Yandex N.V. provided revenue guidance for full year 2021. For the year, the company expects total group revenues to be between RUB 315 and 330 billion.
Reported Earnings • Apr 03Full year 2020 earnings released: EPS ₽74.87 (vs ₽39.21 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₽218.3b (up 25% from FY 2019). Net income: ₽25.5b (up 99% from FY 2019). Profit margin: 12% (up from 7.3% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
Price Target Changed • Mar 05Price target raised to ₽5,500Up from ₽4,900, the current price target is an average from 18 analysts. The new target price is 19% above the current share price of ₽4,640. As of last close, the stock is up 73% over the past year.
Analyst Estimate Surprise Post Earnings • Feb 19Revenue misses expectationsRevenue missed analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 45%, compared to a 38% growth forecast for the Interactive Media and Services industry in Russia.
Reported Earnings • Feb 19Full year 2020 earnings released: EPS ₽74.87 (vs ₽39.21 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₽218.3b (up 25% from FY 2019). Net income: ₽25.5b (up 99% from FY 2019). Profit margin: 12% (up from 7.3% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Feb 11New 90-day high: ₽5,377The company is up 12% from its price of ₽4,780 on 13 November 2020. The Russian market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽4,755 per share.
お知らせ • Jan 27Yandex N.V. to Report Q4, 2020 Results on Feb 16, 2021Yandex N.V. announced that they will report Q4, 2020 results on Feb 16, 2021
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of ₽25.7b, up 35% from the prior year. Total revenue was ₽198.4b over the last 12 months, up 22% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 30Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 0.8% at ₽58.3b. Revenue is forecast to grow 50% over the next year, compared to a 28% growth forecast for the Interactive Media and Services industry in Russia.
お知らせ • Oct 17Yandex N.V. (NasdaqGS:YNDX) agreed to acquire 100% stake in K50 from Adventure Management (Cyprus) Ltd., Adventure IV Ltd., AddVenture III, a fund of AddVenture and several private persons.Yandex N.V. (NasdaqGS:YNDX) agreed to acquire 100% stake in K50 from Adventure Management (Cyprus) Ltd., Adventure IV Ltd., AddVenture III, a fund of AddVenture and several private persons on October 9, 2020. All K50's employees will move to Yandex and will keep on developing their own products.
お知らせ • Oct 10Yandex N.V. to Report Q3, 2020 Results on Oct 28, 2020Yandex N.V. announced that they will report Q3, 2020 results at 10:00 AM, GMT Standard Time on Oct 28, 2020
お知らせ • Sep 05Yandex N.V. (NasdaqGS:YNDX) agreed to acquire an additional unknown stake in Yandex Self Driving Group B.V. from Uber International C.V.Yandex N.V. (NasdaqGS:YNDX) agreed to acquire an additional unknown stake in Yandex Self Driving Group B.V. from Uber International C.V. on September 4, 2020. In related transaction, Yandex will invest $150 million into Yandex Self Driving Group, $100 million of which will be in the form of equity and the remaining $50 million in the form of a convertible loan. Post completion, Yandex will own 73% stake in Yandex Self Driving Group, while Uber will own 19% stake. The remaining 8% will be reserved for Yandex Self Driving Group's management and employees. The transaction is subject to customary closing conditions and is expected to close in the third quarter of 2020.
お知らせ • Jul 09Yandex N.V. to Report Q2, 2020 Results on Jul 28, 2020Yandex N.V. announced that they will report Q2, 2020 results at 10:00 AM, GMT Standard Time on Jul 28, 2020
お知らせ • Jun 30Yandex N.V. announced that it has received $599.999896 million in funding from Treliscope Limited, Ervington Investments Limited, Closed Joint-Stock Company VTB CapitalOn June 29, 2020, Yandex N.V. (NasdaqGS:YNDX) closed the transaction.