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Yandex withdraws its 2026 revenue and adjusted EBITDA guidance after the October attacks on its data centers

Prepared by Sintelligent with the help of SI. Published in SI: . Updated: .

Russia's largest tech company has stopped giving year-end guidance after attacks on its data centers.

According to a company statement relayed by Interfax, Yandex is withdrawing its 2026 revenue and adjusted EBITDA guidance in connection with the October drone attacks on its data centers; after them, the statement says, the company faced additional external factors that make it hard to assess results through the end of the year. Yandex had previously expected revenue growth of about 20% and adjusted EBITDA of around 350 billion rubles. It will consider resuming guidance from next quarter. The company does not plan to increase capital expenditure this year: investment over nine months came to 115 billion rubles, and reserve capacity and equipment had been bought in advance. Yandex writes that it is not revising plans for its key business areas.

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History

Damage and strikes on data centers in Russia and Ukraine

23 events
  1. Yandex withdraws its 2026 revenue and adjusted EBITDA guidance after the October attacks on its data centersOpen now
  2. Yandex: three supercomputers were not damaged in attacks on its data centers and are moving to new sites
  3. Russia's Ministry of Digital Development approves requirements for protecting data centers from drones: strategic ones are proposed to be placed underground
  4. Yandex restores clients' access to 90.47% of Yandex Cloud data after attacks on data centers; a new site started operating on October 23
  5. Ukrainian data centre GigaCenter in Dnipropetrovsk reports building damage and outages for clients
  6. Yandex restores the main functions of Yandex 360 and Direct after damage to data centers and promises a major update of Alice AI
  7. Operator Datagroup reports its Kyiv data center was completely destroyed in a strike on October 19; Russia's Defense Ministry named it as a target
  8. VK reports a drone attack on its data centre in the Leningrad region
  9. Yandex denies reports that insurance on its data centers had not been renewed by the time of the attacks
  10. Data centers have become targets of strikes in several conflicts; Putin said Russia has "started to respond", including against data centers
  11. Cloudflare: after the outage of Yandex networks, bots' share of global traffic did not change, and some automated requests moved to other providers
  12. Rostelecom deputy chairman proposes building backup "doomsday data centers" in Russia
  13. Yandex restores most functions of the Alice AI chat and smart devices; calls on Stations are still unavailable
  14. Sberbank reports drone attack on its data center in Balakovo; it says the bank's systems are working normally
  15. Yandex Pay partially restores transfers and payments after data centre damage; Peskov: the matter is being discussed in the government
  16. Automated traffic from Yandex's network fell 94%, Cloudflare data show; Zelensky links this to social media bots, experts do not read the data that way
  17. Shadaev: Russia's Ministry of Digital Development and Defense Ministry are working on protecting data centers
  18. Yandex restricts some Yandex 360 functions after drone strikes on three data centers
  19. Data centers are becoming targets in conflicts: Russia's Defense Ministry reports a strike on a data center in Odesa, a senior Iranian official threatens SI facilities in the region
  20. Yandex data center in Vladimir shut down after a drone attack — the company's third in a week
  21. Alice AI and Stations run with interruptions after damage to Yandex's two data centres
  22. Drones damage a second Yandex data centre in two days — several modules at Kaluga knocked out
  23. Yandex data center in Sasovo shut down after fire; company cannot confirm it can be restored
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