Yandex Withdraws 2026 Financial Guidance After Data-Centre Attacks

Did the data-centre attacks affect Yandex's third-quarter results?

No. The attacks occurred after the September 30 quarter-end, when Yandex reported revenue of 411 billion roubles and adjusted EBITDA of 88 billion roubles, both up 12% year over year.

Orbitrum Investor Impact

Why does withdrawing the 2026 forecast matter for Yandex investors?

Yandex abandoned its previous targets of approximately 20% annual revenue growth and 350 billion roubles in adjusted EBITDA, leaving investors without management's full-year benchmarks while the financial consequences of the attacks remain uncertain.

How seriously were Yandex's services disrupted?

Drone attacks damaged infrastructure at several data centres, but Yandex says all consumer and business services have been restored with key functions available, while engineers continue working toward full functionality.

What could the attacks mean for Yandex (YDEX) shares?

For Moscow-listed Yandex (MOEX: YDEX), the main investment concern is reduced earnings visibility and potential operational recovery costs rather than a demonstrated third-quarter earnings impact; the company has not quantified the financial damage.

Will Yandex increase capital spending to repair its infrastructure?

Yandex says it does not plan to increase 2026 capital expenditure, citing previously developed backup capacity and equipment purchases, after investing 115 billion roubles during the first nine months.

When could Yandex restore its financial guidance?

Yandex will consider resuming financial forecasts from the next quarter, but has not committed to a date while it continues assessing the attacks' consequences and restoring full service functionality.