<<

Source: Logo Copyright ABOUT

Global opportunities within constant changes

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3 WHERE I’M FROM

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234()"*"(+",-$.*/0(<+= WHERE I’M FROM

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234()"*"(+",-$.*/0(<+> 668 MILLION EUR VS 14 BILLION EUR

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3?(>$234(<.323%&(@ABC(234()"*"(+",-$.*/0(<+>?(D2%&E""9(F(G/20;=,, ABOUT US

Our mission

to help people discover new opportunities in their lives

!"#$%&'(1234&5 ABOUT US

!!“We don’t want to be global, we want to be translocal”

Arkady Volozh, Founder

7

!"#$%&'(1234&5 OUR OFFICES

!"#$%&'(6.%0#$&(1234&5?(!"#$%&'(!H)(H30&$32I"322J(K@AA@L?(M&"$*&(G&E&$(KBNNOL?(P#$"8"3.0"$(K=#*#;0(@ABAL?(Q";;020(K@ABAL?(+"8,23-(4202?(R"$*23?(!023J&-(Q&;&2$%/S( Over 100 million users are using Yandex products

10

Source: Picture Dominik Johnson and Screenshot YandexSource: Yandex Yandex.Navi

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(!%$&&3;/"0(1234&5!"#$%&'(1234&5 ABOUT US

Market Taxi News Maps and Navigator Real Estate

Public transport Auto geo-informational vertical services services

Mail APIs Money for developers personal services Metrica Disk

software media services

Elements Music software Punto Switcher Kinopoisk

Browser Afisha 20 !"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(!%$&&3;/"0(1234&5!"#$%&'(1234&5 ABOUT US

With an average

40 days

Russians have more paid and public holidays than most other countries globally

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(!%$&&3;/"0(1234&5 ALWAYS A POINT OF VIEW

Style Victim Soldier

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3T(>2J4(U&24(U2.$%#0(G&E;.0&(:"E;62,2S%"8(K!%$&&3;/"0L GOAL

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3 GOAL

!"#$%&'(V.4&"(W/&(M#2$4.23(D$"8(1"#W#E&?(6.%0#$&(7"8.3.9(:"/3;"3 QUIZ TIME

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3 QUESTION #1

Which of these countries is not in the global e-commerce TOP 5

1: 2: 3: 4: UK 5: QUESTION #2

Which country of those 5 has the highest internet penetration

1: 2: FRANCE 3: GERMANY 4: 5: UK QUESTION #3

Which country has broken into the global TOP 10 for internet population size over the past year (even higher than UK and France) 1: 2: NIGERIA 3: SOUTH 4: INDONESIA QUESTION #4

How big is the portion of revenue for twitter from mobile

1: 25% 2: 50% 3: 75% 4: 90% QUESTION #5

How big is the % of queries related to the scope of clothing and shoe shopping at Yandex?

1: < 1% 2: 5% 3: 10% 4: 25% WORLD POPULATION

7,2 Billion

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3?(G.9.,&4.2(@ABX INTERNET POPULATION

2,8 Billion

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3?(G.9.,&4.2(@ABX 1 + 1 = 2

90% Global Search Market Share

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3?(G.9.,&4.2(@ABX 618 MILLION

1 of 4 people online are Chinese

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(+YYH+(7&%&8E&$(@ABC CHINA

Google has almost no presence

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3 MARKET SHARE

How could it be possibly hold 90%?

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(&5,J.4"(H30&$32J!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3 AND THE GAP WILL WIDEN

2009 2011 2015 (est)

800

600 701 513 400 384 200 269 240 245 201 62 92 67 82 116 41 61 90 0 China USA Brazil Russia

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(>";0"3(+"3;#JI3*(M$"#, POPULATION DATA

7,2 Billion in 2014 9,7 Billion in 2050

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3?(G.9.,&4.2(@ABX(234(@ABC(G"$J4(6",#J2I"3(7202(!/&&0(E-(6Q> MORE DEVELOPED COUNTRIES

1,2 Billion in 2013 1,3 Billion in 2050

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3?(G.9.,&4.2(@ABX(234(@ABC(G"$J4(6",#J2I"3(7202(!/&&0(E-(6Q> LESS DEVELOPED COUNTRIES

5,9 Billion in 2013 8,4 Billion in 2050

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3?(G.9.,&4.2(@ABX(234(@ABC(G"$J4(6",#J2I"3(7202(!/&&0(E-(6Q> FAMILY PLANNING

Latin North Asia Europe Africa Oceania America America

4,8 2,4 2,2 2,2 1,9 1,6

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(@ABC(G"$J4(6",#J2I"3(7202(!/&&0(E-(6Q> TOP 10 INTERNET POPULATION COUNTRIES

in Millions 700

618 525

350

254 175 151,5 101 99,3 75,9 68,2 55,9 54,8 54,4 0 CHINA US INDIA JAPAN BRAZIL RUSSIA GERMANYNIGERIA UK FRANCE

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3?(G.9.,&4.2(@ABX CONSTANT CHANGES

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3 SERIOUSLY STRONG

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(1"#0#E&(Y"J23Z;(+/&442$!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234( MARKETS ARE CONSTANTLY CHANGING

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(+",-$.*/0()"*";(M""*J&?(1234&5?(>2.4#?(!&[328?(Y2\&$(234(E.3* GLOBAL SEARCH INDEX

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(+",-$.*/0()"*";(M""*J&?(1234&5(234(E.3* TOTAL INTERNET USER IN 1996 VS 2014

10% 66% 90%

34%

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(%"8!%"$& CONFUCIUS - MIGUEL DE CERVANTES WILLIAM SHAKESPEARE - LEO TOLSTOY

!"#$%&'(6.%0#$&(1234&5?(!"#$%&'(!H)(H30&$32I"322J(K@AA@L?(M&"$*&(G&E&$(KBNNOL?(P#$"8"3.0"$(K=#*#;0(@ABAL?(Q";;020(K@ABAL?(+"8,23-(4202?(R"$*23?(!023J&-(Q&;&2$%/S( LOW PENETRATION - HIGH UPSIDE! 79% 76% 74% 77% 75%

54% 53% 49%

33%

% of Population 17% UK US India Brazil China Japan Russia France Germany Indonesia !"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3?(&R2$9&0&$?(:#3&(@ABX!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3?(&R2$9&0&$?(:#3&(@ABX RUSSIA #1 INTERNET AUDIENCE IN EUROPE SINCE 2013

100 94 75 84 87 83 76,0 68,0 50 54 54,9 54,0

25 8,6 0 Russia Germany UK France Sweden Internet users in Million Internet Penetration in %

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(]S!S(+&3;#;(>#$&2#?($&0$.&\&4(@^(:#3&(@ABC(234(H30&$32I"32J(W&J&%"88#3.%2I"3;(]3."3(KM&3&\2L?(:#3&(@ABC?($&0$.&\&4(@@(:#3&(@ABC MOBILE INTERNET KEEPS BOOMING

75% of ’s revenue is generated by mobile

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(W_.`&$(aBb@ABX INTERNET USERS PER 100 INHABITANTS

80

60

40

20

0 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

Developed world World globally Developing world

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234((M$2,/("D(cM&30&(a#&(W&(a#.&$&(R#%/"(=J$&4&4"$(7&J(R#34.0"(57c(E2;&4("3(4202(D$"8(H30&$32I"32J(W&J&%"88#3.%2I"3(]3."3(KHW]L(H30&$3&0(#;&$;(@AABd@ABB(234(HW](e&-(<.*#$&;(@AA^d@ABC(234(H+W(7202(234(!02I;I%;( KH7!L SMARTPHONE PENETRATION IN 2013

UK FR DE 64% US 53% 51% 50%

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(%"8!%"$&(_/.0&,2,&$(@ABC(8"E.J&(D#0#$&(.3(D"%#; USERS ARE 24 HOURS ONLINE

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(!"#$%&'(%"8!%"$&(R"E.)&3;?(@ABB TOP 5 COUNTRIES BY B2C SALES IN BILLIONS

500

400 395 300 200 181 100 118 99 0 50 US CHINA JAPAN UK GERMANY

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(&R2$9&0&$(:#3&(@ABC OPPORTUNITY FOR DIFFERENT REASONS

Access to the internet up to 100% in BRICS

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3?(7Q+(F(R"3.0"$(M$"#,?(&R2$9&0&$(K@ABA(0"(@ABfL( OPPORTUNITY FOR DIFFERENT REASONS

Growth in middle class up 47% in China

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3?(7Q+(F(R"3.0"$(M$"#,?(&R2$9&0&$(K@ABA(0"(@ABfL( OPPORTUNITY FOR DIFFERENT REASONS

Purchasing moving online up to 65% in EU

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3?(7Q+(F(R"3.0"$(M$"#,?(&R2$9&0&$(K@ABA(0"(@ABfL( HOW THE RUSSIAN AD MARKET WILL LOOK?

200 180 TV 160 140

120 INTERNET 100 80 60 OUTDOOR Billion rubles 40 MAGAZINES 20 0 2011 2011 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2012 2013 2014 2015

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3?(g&3.0/h,I8&4.2?(:#3&(@ABC( BIGGER THAN ANY TV CHANNEL 27.000

24.000

21.000

18.000

15.000

12.000

9.000

6.000

3.000

0 01.01.08 01.01.09 01.01.10 01.01.11 01.01.12 01.01.13 01.01.14

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3?(WY!(WV(H34&5?(WY!(G&E(H34&5?(Q#;;.23(42.J-(2#4.&3%&(2*&4(B@dfX?(%.I&;(_.0/(,",#J2I"3(BAA(AAA(234(8"$&(?(=#*#;0(@ABC FIRST SEARCH ENGINE IN RUSSIA

7.3% 2.5%

Yandex

Google

29.7% 60.5% Other

Mail

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3?().\&H30&$3&0S$#?(:#J-(@ABX!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3?( RUSSIA’S LEADER IN CONTEXTUAL ADVERTISING MARKET

1.5%

Yandex 28.5% Google Russia 70% Other

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3?(&)282?(@ABX ONLINE FASHION: RETAILERS CATEGORY 0,6%

0,5%

0,4%

0,3%

0,2%

0,1%

0,0% Jul Jul Oct Apr Apr Feb Jun Feb Jun Mar Mar Sep Sep Dec Dec Nov Nov Aug Aug May May 2012 2013 2014

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(G"$4;020S-234&5S$#(;02I;I%;?(h%0(@AB@(i(!&,(@ABX QUERY DISTRIBUTION BY SEGMENTS WITHIN THE CATEGORY

4% Clothes 11% Shoes 62% Accessories

23% Underwear

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(G"$4;020S-234&5S$#(;02I;I%;?(h%0(@AB@(i(!&,(@ABX USER INTEREST GROWTH IN ONLINE SHOPPING

OCT 2013 - SEP 2014 OCT 2012 - SEP 2013 5.000.000 +16%

4.000.000 Impressions

3.000.000

2.000.000

1.000.000 36.523.280 42.290.739

0 Jul Jul Oct Apr Apr Jun Jun Mar Mar Feb Feb Dec Dec Aug Sep Aug Sep Nov Nov May May 2012 2013 2014

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(G"$4;020S-234&5S$#(;02I;I%;?(h%0(@AB@(i(!&,(@ABX INTEREST DISTRIBUTION BY TYPE OF CLOTHING

Dresses* - 24% 15% Suits - 13% 24% Jackets - 11,1% 4% Coats - 6,6% 5% Skirts - 6,4% Knitwear - 5% 5% Tops - 4,9% 5% 13% Shirts & Blouses - 4,8% 5% Down coats - 4,7% Jeans - 4,1% 6% 11% 7% Other - 15,4%

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(G"$4;020S-234&5S$#(;02I;I%;?(h%0(@AB@(i(!&,(@ABX INTEREST DISTRIBUTION BY TYPE OF ACCESSORIES 0,2% Bags - 55,8% 2% 1% 2% 2% 1% Hats - 14,3% 3% 3% Backpacks - 11,3% 5% Peaked caps - 4,5% Scarves - 3,4% Shawls - 3,1% 11% Gloves - 2% 56% Clutches - 1,5% Baseball caps - 1,5% 14% Wallets - 1,4% Belts - 1% Berets - 0,2%

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(G"$4;020S-234&5S$#(;02I;I%;?(h%0(@AB@(i(!&,(@ABX TOP-20 POPULAR LUXURY BRANDS (CLOTHING: OCT 2013 - SEP 2014)

900

800

700

600

500 Thousand Impressions

400

300

200

100

0

D&G Dior Diesel Guess Prada Gucci DKNY Cavalli Chanel Armani Lacoste Hermes Baldinini Valentino Moschino Calvin Klein Michael Kors Louis Vuitton Ralph Lauren !"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(G"$4;020S-234&5S$#(;02I;I%;?(h%0(@AB@(i(!&,(@ABXTommy Hilfiger CHANGE OF INTEREST TO LUXURY BRANDS (CLOTHING) 1.000 -5% 900

800

700 -24% Thousand Impressions 600 -16% -23% +10% -7% 500 +104% -9% 400 +10% +12% 300

200

100

0 Chanel Armani Calvin Klein Lacoste D&G Louis Vuitton Michael Kors Guess Diesel Prada

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(G"$4;020S-234&5S$#(;02I;I%;?(h%0(@AB@(i(!&,(@ABX HOW

Simplify your choice of global advertising platforms

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(128"34"(H30&$32J TOOLS MAKE YOUR LIFE EASIER

Which tools do you use

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3 FIND YOUR AUDIENCE

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(!%$&&3;/"0(M""*J& FIND YOUR AUDIENCE

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(!%$&&3;/"0(1234&5 FIND YOUR AUDIENCE

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(!%$&&3;/"0(1234&5 FIND YOUR AUDIENCE

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(!%$&&3;/"0(1234&5 NEWS FROM

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(!%$&&3;/"0(W_&&0(E-(R2`(+#`; CASE STUDY

!!If you are an international player and want to successfully enter the Russian market, it’s essential to work with Yandex.Direct

Andrey Verbitsky, Managing Director Russia and CIS,

!"#$%&'(1234&5 CASE STUDY

We have 9 million keywords and nearly a 1,000 ad campaigns.

As a result of a good campaign performance and ROI Kayak’s business in Russia has grown 20-30% over the last year.

!"#$%&'(1234&5 CHANGE

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(;9###4J&S%"8 DISCOVER THE UNDISCOVERED

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(V.4&"(D$"8(2(>$23%/(+"JJ&2*#& TOP 5 TAKEAWAYS Share your knowledge Understand the local customer Communicate insights with teams Compare constantly your previous results Call on experts to support your success story

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3 THERE IS STILL HOPE

19% of all kids can use a smartphone

only 9% can tie shoes

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3(234(!"#$%&'(=VM(!0#4-'(e.4;(+23(];&(=3(.6/"3&?(>#0(+23j0(W.&(!/"&;?(@ABB Q&A

Dominik Johnson! Director Key Account Development Yandex Europe AG Werftestrasse 4 6005 Lucerne

homepage www.yandex.com twitter twitter.com/yandexcom and twitter.com/dominik_johnson facebook facebook.com/yandex and facebook.com/dominik.johnson

! Telephone +41 44 252 50 00 eMail [email protected]

!"#$%&'(6.%0#$&(7"8.3.9(:"/3;"3