YANDEX
YOUR GATEWAY TO RUSSIA
Manfred Schlosser Head of Sales and Partnerships – Europe at Yandex
www.yandex.com | Your Gateway to Russia | November 2020 Internet and audience in Russia Internet audience in Russia
97 million 71% 190 minutes users or 79% of the population of of users access the internet on average time users Russia mobile devices spend online each day
Mediascope WEB-Index. Monthly Reach, population 12+, October 2019 – March 2020, all devices, Russia 0+ www.yandex.com | Your Gateway to Russia | August 2020 Top 10 countries by number of internet users: Russia is 8th largest Internet audience
Population in millions
1420 1369
58 41 329 89 270 212 201 168 53 70 59 56 144 79 132 67 127 94
Internet Words Stats, all countries, June 2019. 4 www.yandex.com | Your Gateway to Russia | August 2020 Time spent on the internet
3:28 3:10 3:16 3:08 2:49 Desktop &Mobile
1:18 1:23 1:38 1:52 1:59 Desktop
3:33 3:01 2:53 2:35 2:13
Mobile
Mediascope WEB-Index. Average time per day, hours:minutes, March 2020. Russia 0+ 5 www.yandex.com | Your Gateway to Russia | August 2020 Online advertising market
6 Volume of the Russian advertising market in 2019
49.4% 35.4% 8.9% 3.2% 3.1% Total:
494 billion rubles
+5% YoY Internet TV Out of Radio News Home media
244 billion 175 billion 43.8 billion 16 billion rubles 15.1 billion rubles rubles rubles -5% YoY rubles +20% YoY -6% YoY 0% YoY -16% YoY
ACAR, 2019. 7 www.yandex.com | Your Gateway to Russia | August 2020 Investment in online advertising continues to grow at a fast rate
300
250 +20% +22% 200 +9% +13% -6% +9% +2% +10% +22% 150 +9% -14% +40%
100 +18% +15% +27% +35% 50
0 2011 2012 2013 2014 2015 2016 2017 2018 2019
TV
ACAR, 2011-2019, billion rubles, year-on-year growth. 8 www.yandex.com | Your Gateway to Russia | August 2020 Investments in online advertising will continue to grow
301 277 254 230 203 156 160 143 151 187 178 182 186 190 166 136 97 112 59 77
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Internet
Zenith, March 2020, billion rubles. 9 www.yandex.com | Your Gateway to Russia | August 2020 E-commerce market
10 E-commerce users in Russia ~64,000,000
Age Dynamics in 2020 +38% 0–17 8% 51% 49% 18–24 17% 25–34 23% Women Men 35–44 23% 45–54 13%
55+ 16% Jan Feb Mar Apr
Yandex.Market Analytics, April 2020. Growth in April relative to January 2020. 11 www.yandex.com | Your Gateway to Russia | August 2020 E-commerce users in Russia
71.0 66.1 68.1 68.8 62.8 59.3 56.0 51.6 47.3% 48.8% 45.3% 46.7% 43.1% 40.6% 38.4% 35.4%
2017 2018 2019 2020 2021 2022 2023 2024
million % of population
Statista. May 2020. Forecast adjusted to account for the expected impact of COVID-19. www.yandex.com | Your Gateway to Russia | August 2020 Top internet resources in Russia
Yandex yandex.ru Search engine and internet portal VKontakte vk.com 113,000,000 Social network Google google.ru 104,000,000 Search engine Mail.ru mail.ru 94,200,000 Russian communications portal YouTube youtube.com 88,600,000 Video hosting Odnoklassniki.ru ok.ru 79,800,000 Social network Instagram instagram.com 79,400,000 Social network Yandex Zen zen.yandex.ru 59,739,320 Personal content recommendation feed Facebook facebook.com 56,000,000 Social network Yandex.Video yandex.ru/video 50,876,421 Video search and viewing
Yandex.Radar data. Top internet resources in Russia. Cross-device users. March 2020. 13 www.yandex.com | Your Gateway to Russia | August 2020 INTRODUCTION TO YANDEX
www.yandex.com | Your Gateway to Russia | August 2020 ▎ Yandex is a technology company ▎ that builds intelligent products ▎ and services powered by machine ▎ learning. Our goal is to help ▎ consumers and businesses navigate ▎ the online and offline world more easily
15 OUR MILESTONES
Search Technology yandex.ru IPO on NASDAQ Over 11 000 employees
About 50% software developers
17
World’s most recognizable search technologies
Russia, 1997 US, 1998
S.Korea, 1999 China, 2001 US, 2009
19 Yandex’s presence outside Russia
Belarus 30.8% Kazakhstan Share of search market Turkey 18.5% 3.2% Share of search market Share of search market
Source: Yandex.Radar, August 2019 20 YANDEX IS THE CONSISTENT SEARCH LEADER IN RUSSIA
▎ Search market share %, Russia, all devices
1.16 1.6 Yandex Search share by device: Yandex Google Mail.ru 67,79% Other on desktop 38.75 55,88% 58.38 on Smartphone
21
Source: Yandex.Radar, February 2020 Yandex search in Europe (queries/month)
Top-10 European Millions of countries queries/month Germany 15,37 The Czech Republic 10,37 Turkey 8,35 8,6 billions The Netherlands 7,36 Russia France 5,19 The UK 5,11 Latvia 4,48 Poland 4,17 Spain 3,69 Estonia 3,29
Based on wordstat.yandex.ru statistics. Average number of search queries per month August, 2019 – July, 2020 Yandex: #1 advertising partner in Russia
51 27 53% Billion RUB Billion RUB
Size of Russian online Yandex advertising Yandex’s share on online advertising market in Q1 revenue in Q1 advertising market 2019* 2019**
* Source: RACA, 2019 ** Yandex official financial reporting for Q1 2019 23 Products and services YANDEX IS FAR MORE THAN A SEARCH ENGINE
yandex.ru News
Mail Search
Weather Traffic Maps
TV listings Music
25 Yandex
Search portal Business units Experiments
Search Alice Taxi Zen Food Market Drive Buses
Classifieds Media Content
Browser Weather Cloud
Auto.ru Jobs Reality Music KinoPoisk Afisha
Ad Tech Geoservices
Personal services
Maps Navi Transport Auto …
Disk Mail Live 20 YANDEX IN EVERYDAY LIFE
Live
Search Disk Ad Tech Zen Alice KinoPoisk Afisha Auto.ru Drive Music Maps
Browser Mail Weather Evening Jobs Reality leisure Navi Taxi Transport Office Food
Morning Coffee break Market
Lunch Transfer to work Shopping Apps Yandex Browser
▎ Russia’s most popular ▎ alternative mobile browser
› The first browser with virtual conversational assistant
› Yandex Protect Technology provides data security in public Wi-Fi hotspots
› Zen offers a personalized content feed with recommendations based on AI
29 Yandex.Maps
▎ 46M monthly users find places ▎ to visit with Yandex.Maps
› Daily online updates with 15K changes
› UGС: thousands of contributors keep maps up to date
› B2B solutions: routing and web/mobile API
Source: Company data, January 2019 30 Yandex.Music
▎ #1 music streaming ▎ service in Russia
› Personal music recommendations based on user preferences
› 23 000 000 tracks
› 20 000 000 monthly listeners
Короли электроники
31 Yandex.Weather
▎ The most popular weather ▎ forecasting service in Russia
› Over 35 M monthly users
› Hyperlocal weather focused based on AI. Weather forecast with precision of 10 minutes
› Top Google Play weather app
› 5 M unique desktop users and over 3 M mobile users
› Official technology partner of Russia’s national meteorological service
32 33 Automotive Yandex.Taxi
▎ Leading online taxi booking ▎ service in Russia
› 1 000 000 000 rides since 2011
› 15 countries spanning from Eastern Europe & European Union to Asia, Middle East, and Africa
› Collaboration with Uber
› First driverless taxi service in Europe with just a safety engineer in the passenger seat
Source: Company data, February 2019 35 Self-driving cars
▎ Public road testing ▎ completed
› Fleet of 10 vehicles for city tests and data gathering
› Cars deliver passengers without anyone in the driver’s seat
› Ongoing urban testing since December 2017*
› Demoed in Las Vegas at CES 2019, the biggest consumer electronics show in the world
› The first service to offer autonomous ride-hailing in Europe in the university city of Innopolis and Skolkovo Innovation Center, Russia
*with mandatory safety driver 36 Yandex.Drive
▎ Yandex.Drive ▎ Car sharing service
› The leading carsharing service in Russia
▪ 2nd in Europe ▪ 3rd in the world
› Cars feature the Yandex.Auto multimedia platform with Navigator and Music › Approx. 2 million rides per month
9500+ cars available
37 Voice Alice
▎ Voice assistant ▎ powered by Yandex
› Launch: October 2017
› Audience: 28 000 000 montly users
› 20%: share of voice commands in Yandex Search
› Available in: Yandex App for iOS and Android; Yandex.Browser for iOS, Android and Windows; Yandex.Navigator for iOS and Android; Yandex.Launcher for Android
39 Cloud Yandex.Cloud
▎ Use Yandex technologies to create ▎ and develop your digital services
› IaaS stack of technologies, Security & Compliance › PaaS — Data Platform & IoT, SaaS › Machine Learning: Speech Kit, Translate, Computer Vision
▪ Yandex.Cloud customers in Russia — Porsche Russland, Conde Nast, Leroy Merlin and others
Launched in Sept. 2018 — 10 000 users in October 2019
41 Yandex Advertising Ecosystem Yandex Ecosystem
Video network DOOH Demand Brand processing awareness Modern advertising is building consistent, Mediaservice Geoservice immersing communication Yandex Audience with customers Maps Text Ads across Yandex
all media Main Retargeting all channels CRM database all levels
Yandex Metrika
of the purchase funnel Assistance in decision- Loyalty Smart-banners Retaining making Customer database Yandex Advertising opportunities
Search Text Ads Banner CPC Banners Demand processing Branding DSAs
CPM Video CPC Video Awareness CPM Banners Metrica segments Main Page Web-site users Audience reactivation, upscale, segments DOOH Smart customer loyalty building Banners
44 Thank You!
Manfred Schlosser Head of Sales and Partnerships – Europe at Yandex