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Yandex withdraws 2026 revenue and EBITDA forecasts after October data-center attacks
Коротко
Yandex withdrew its 2026 forecasts for revenue and adjusted EBITDA, saying October attacks on its data centers created external factors that make year-end results hard to estimate. The company had forecast revenue growth of about 20% and adjusted EBITDA of 350 billion rubles. It said it will consider resuming forecasts from next quarter.
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Yandex withdrew its previously published 2026 forecasts for revenue and adjusted EBITDA, according to the company's quarterly reporting and statement cited by RBC, Interfax, Kommersant, Vedomosti and Meduza. The company said that after the October attacks on its data centers it faced additional external factors that make it hard to assess financial results until the end of the year. [ 1 , 2 , 4 , 5 , 6 ]
Interfax and Meduza, the latter citing RBC, reported that the company had earlier forecast revenue growth of about 20% in 2026 and adjusted EBITDA of 350 billion rubles. Yandex said it would consider resuming publication of forecasts starting next quarter. [ 2 , 6 ]
According to Kommersant, nine-month revenue rose 16% to 1.17 trillion rubles, and third-quarter revenue rose 12% to 411 billion rubles. Adjusted EBITDA since the start of the year rose 30% to 250 billion rubles, and 12% to 88 billion rubles in the third quarter. IFRS net profit for nine months was 128 billion rubles, up 46%, and 46 billion rubles in the third quarter, up 2%. Kommersant and Vedomosti said the company stated the drone attacks came after the reporting period and did not affect third-quarter results. [ 4 , 5 ]
Interfax reported that Yandex does not plan to increase capital expenditure this year, saying it had invested in reserve capacity and equipment in advance; investment over nine months was 115 billion rubles. The company said it keeps its long-term strategic priorities, including artificial intelligence and autonomous technologies, and will continue developing its own foundation models, including for Alisa AI. [ 2 ]
Kommersant and Vedomosti reported that, according to the company, access to services for users and business has been restored, and Kommersant added that engineers are working to bring back all functionality in full. Meduza wrote that three of six Yandex data centers, in Sasovo in the Ryazan region, Kaluga and Vladimir, were attacked by Ukrainian drones over a week in early October, and that some services were temporarily unavailable or limited. Meduza also cited Kommersant as reporting that experts estimate replacing damaged equipment will take about six months. [ 4 , 5 , 6 ]
Почему это важно
The withdrawal means the company no longer gives investors a full-year outlook for this year. Yandex said its long-term strategic priorities, including artificial intelligence, are unchanged and that it does not plan to raise capital spending this year.
Ключевые факты
- Yandex withdrew its 2026 forecasts for revenue and adjusted EBITDA, according to its quarterly reporting and statement. [ 1 , 2 , 3 , 4 , 5 , 6 ]
- The company said that after the October attacks on data centers it faced additional external factors that make it hard to assess financial results until the end of the year. [ 2 , 4 , 5 , 6 ]
- The earlier forecast was revenue growth of about 20% and adjusted EBITDA of 350 billion rubles for 2026. [ 2 , 6 ]
- Third-quarter revenue rose 12% to 411 billion rubles; nine-month revenue rose 16% to 1.17 trillion rubles. [ 4 , 5 ]
- Nine-month IFRS net profit was 128 billion rubles, up 46% on the year earlier, according to Kommersant. [ 4 ]
- Yandex said the drone attacks came after the end of the third quarter and did not affect that quarter's results. [ 4 , 5 ]
- Yandex said it will consider resuming publication of forecasts starting next quarter. [ 2 , 4 , 5 , 6 ]
Подтверждено несколькими источниками
- Yandex withdrew its previously published 2026 forecasts for revenue and adjusted EBITDA after the October attacks on its data centers. [ 1 , 2 , 3 , 4 , 5 , 6 ]
- The attacks occurred after the reporting period ended and did not affect third-quarter results, the company said. [ 4 , 5 ]
- Yandex said access to services for users and business has been restored, with engineers working to bring back full functionality. [ 4 , 5 , 6 ]
- Yandex said it will consider resuming forecasts from next quarter. [ 2 , 4 , 5 , 6 ]
Пока неясно
- Which side carried out the attacks on the data centers. Only Meduza, in its headline and text, attributes the strikes to Ukrainian drones; Interfax and Kommersant refer to drone (UAV) attacks without naming a side.
- The number and location of data centers hit. Only Meduza says three of six data centers were attacked in early October, in Sasovo (Ryazan region), Kaluga and Vladimir.
- How long it will take to replace damaged equipment. Meduza cites Kommersant as writing that experts estimate about six months; this is not in the Kommersant text provided here.
- The full financial impact of the attacks on 2026 results. Yandex said only that additional external factors make results hard to estimate and gave no figure.
Что пишут местные СМИ
Хронология, местное время
- RBC published that Yandex was withdrawing its 2026 revenue and adjusted EBITDA forecasts. [ 1 ]
- Interfax and TASS reported the withdrawal. [ 2 , 3 ]
- Kommersant reported the withdrawal together with nine-month IFRS results. [ 4 ]
- Vedomosti reported the withdrawal and the restoration of services. [ 5 ]
- Meduza reported the withdrawal and attributed the October strikes to Ukrainian drones. [ 6 ]