机构研究报告-VK-外文版培训课件

COMPANIES

&

PRODUCTSVKCHAPTER

01OverviewLeadinginternetcompaniesinRussiaasofFebruary2024,byvalue(inbillionU.S.dollars)MostvaluableinternetcompaniesinRussia2024CompanyvalueinbillionU.S.dollars60248101214YandexWildberriesOzon12.57.27Avito3.41C2.8KasperskyLabHeadHunterVK2.11.91.81.61.4PositiveTechnologiesSKBKontur4Description:ThemostexpensiveinternetcompanyoperatinginRussiaasofFebruary2024wasYandex,whosevaluewasmeasuredat12.5billionU.S.dollars.Foundedin1997,itprovidesservicessuchassearch,maps,advertising,e-commerce,ortaxi.Thesecond-leadingbusinessonthelistwasWildberries,foundedin2004,whichwasthelargestonlineretailerinRussiaandwasestimatedtobeworthoversevenbillionU.S.dollars.ReadmoreNote(s):Russia;asofFebruary2024Source(s):ASRusMedia/ForbesRussiaMostpopularwebsitesinRussiainNovember2024,bymonthlyvisits(inbillions)Most-visitedwebsitesinRussia2024,bymonthlytrafficMonthlyvisitsinbillions3012456GYandex.ruYV5.063.482.181.1Mail.ruDzen.ru0.750.63Ozon.ruWAvito.ru0.470.420.32Wildberries.ruYa.ruRutube.ruGismeteo.ru0.290.290.280.215/statistics/1110259/russia-most-visited-websites-by-monthly-trafficAmongthe20mostpopularwebsitesinRussia,Ghadthehighestaveragemonthlytraffic,atoverfivebillionvisitsinNovember2024.ItwasfollowedbytheRussiansearchengineYandex.ru,witharound3.5billionvisitsinthesameperiod.ReadmoreNote(s):Russia;November2024Source(s):SemrushLeadingmobileapplicationsexcludinggamesinRussiain2023,byin-apprevenue(inmillionU.S.dollars)LeadingmobileappsinRussia2023,byin-apprevenueRevenueinmillionU.S.dollars10024681214161820VKTelegramLitRes17.3712.796.796.4FaceAppYouTubeTinder5.214.964.764.64.5TikTokIviVKMusicPuredating3.366Description:Thenon-gamingappwiththehighestin-apprevenueinRussiain2023wasꢀVK,orVKontakte,whichwasoneoftheleadingsocialnetworksbyreachinthecountry.Thesecondleadingappbymonthlyearningsfromin-apppurchaseswasTelegram,amessagingplatform.ReadmoreNote(s):Russia;2023Source(s):AppMagicNumberofVKappdownloadsworldwidein2023,bycountry(inmillions)NumberofVKappdownloadsworldwide2023,bycountryDownloadsinmillions0246810121416RussiaKazakhstanThailandUkraine14.662.452.110.810.770.71UnitedStatesBelarusIndonesiaTurkey0.530.460.420.4BrazilPakistan7Description:In2023,thelargestnumberofVKappdownloadswasrecordedinRussia,atover14.6million.Kazakhstanwasthesecond-leadingmarketofthesocialmediaapp,withmorethan2.4milliondownloadsoverthesameperiod.VKisstronglypresentinRussian-speakingregionsandneighboringcountries.Theappoffersasocialnetwork,knowninRussianasVKontakte,amessenger,musicstreaming,andotherservicesoftheVKcompany.

ReadmoreNote(s):Worldwide;2023;AppStoreandGooglePlayStoreSource(s):AppMagicNumberoffull-timeemployeesatVKfrom2015to2023NumberofVKemployees2015-202316,00014,00014,85212,00010,39210,00011,2468,8428,0006,0004,0002,00006,3345,7734,4583,46320163,122201520172018201920202021202220238Description:TheemployeecountofVK,formerlyMail.ruGroup,hasbeensteadilygrowingonanannualbasis.Bytheendof2023,thegroupaccountedfornearly14.9thousandfull-timeemployees,roughly33percentmorecomparedtothepreviousyear.

ReadmoreNote(s):2015to2023Source(s):VKBestemployercompaniesaccordingtouniversitygraduatesinRussiain2024MostattractiveemployersforuniversitygraduatesinRussia2024Shareofrespondents15%0%5%10%20%25%30%35%YandexVK32%22.3%TinkoffSber17.8%17.3%GazpromOzon15.8%10.5%GazpromNeftAvito9.4%7%2Gis6.8%Huawei6.5%9Description:ThemostpopularemployercompanyinRussiaaccordingtouniversitygraduatesin2024wasYandex,aRussianinternetcompany,asperalmostone-thirdofrespondents.VKꢀwasthesecond-mostattractiveemployerforgraduates,namedbymorethan22percentofsurveyparticipants.ReadmoreNote(s):Russia;2024;studentsgraduatingfrom30leadinguniversitiesSource(s):FutureTodayCHAPTER

02FinancialresultsRevenueofVKfrom2010to2023(inbillionRussianrubles)VKannualrevenue2010-2023140132.77120100.5497.7796.2310080604020081.9871.1657.4742.75201637.23201532.71201431.17201321.15201215.2220119.862010201720182019202020212022202311Description:VK(formerlyMail.ruGroup)isoneofthelargestdigitalenterprisesintheRussian-speakingsegmentoftheinternetandtheleadingemailserviceproviderinRussia.In2023,thecompanyearnedarevenueofnearly133billionRussianrubles,markinga35percentincreasecomparedtothepreviousyear.Itwasthehighestvalueduringtheobservedperiod.ReadmoreNote(s):Russia;2010to2023Source(s):VKAnnualrevenueofVKin2023,bysegment(inbillionRussianrubles)VKrevenue2023,bysegment9079.758070605040302010019.2717.9315.82OnlineadvertisingCommunityinternetvalue-addedservices(IVAS)EdTechOtherrevenue12Description:In2023,onlineadvertisingyieldedthelargestshareoftherevenueofVK,aRussianinternetcompany.Therevenuefromcommunityinternetvalue-addedservices(IVAS)amountedtoapproximately19billionRussianrubles,becomingthesecondhighestearningsegmentinthatyear.VK'stotalannualrevenuegrewbyaround36percentrelativeto2022.ReadmoreNote(s):Russia;2023Source(s):VKVKonlineadvertisingrevenuefrom2010to2023(inbillionRussianrubles)VKonlineadvertisingrevenue2010-20239079.758070605040302010056.9244.073937.1729.78201822.98201718.49201614.63201512.26201411.4920137.446.043.872010201120122019202020212022202313Description:Overtheyear2023,theonlineadvertisingrevenueofVK,theRussianinternetcompanyformerlyknownasMail.ruGroup,reachednearly80billionRussianrubles,markingaroughly40percentincreaserelativetothepreviousyear.

ReadmoreNote(s):Russia;2010to2023Source(s):VKVK'scommunityinternetvalue-addedservices(IVAS)revenuefrom2010to2023(inbillionRussianrubles)VKcommunityinternetvalue-addedservicesrevenue2010-2023252019.2718.2217.9217.0115.7615.011513.6612.5111.8711.8510.22106.74503.771.952010201120122013201420152016201720182019202020212022202314Description:In2023,theRussiancompanyVKearnedapproximately19billionRussianrublesfromitsinternetvalue-addedservices(IVAS),approximately13percentmorethaninthepreviousyear.Thegroup'scommunityIVASincludedcertaincommunicationproducts.ReadmoreNote(s):Russia;2010to2023Source(s):VKNetprofitofVKfrom2010to2023(inbillionRussianrubles)VK'snetprofit2010-20234034.293018.85201011.2411.4811.839.848.416.212.422.280-3.912022-10-20-30-8.062018-15.72021-21.232020201020112012201320142015201620172019202315Description:ThenetprofitofVKhasbeenfluctuatingovertheperiodunderconsideration.Fortheconsecutiveyearsfrom2020to2022,thecompanyreportednetlosses.However,therewasanimprovementin2023comparedtothepastthreeyears'financialresults,withthenetprofitmeasuringatapproximatelythirtyfourbillionRussianrubles.ReadmoreNote(s):Russia;2010to2023Source(s):VKEBITDAofVKfrom2010to2023(inbillionRussianrubles)VK'sEBITDA2010-20233028.0627.1425201510520.5519.9819.3318.3418.0917.9116.8516.1211.548.383.630.4902010201120122013201420152016201720182019202020212022202316Description:VK'searningsbeforeinterest,taxes,depreciation,andamortization(EBITDA)havefluctuatedovertheobservedperiod.Asof2023,thegroup'sadjustedEBITDAamountedtoalmost0.5billionRussianrubles,showingasharpdecreasecomparedtothepreviousyear.ReadmoreNote(s):Russia;2010to2023Source(s):VKCHAPTER

03Socialnetworks:VKontakteandOKNumberofVKontakteusersworldwidefrom2019to2028(inmillions)VKontakteusersworldwide2019-2028100908070605040302010085.7578.1778.5477.6677.0676.9976.4676.1674.9875.49201920202021202220232024202520262027202818Description:TheglobalnumberofVKontakteuserswasforecasttocontinuouslyincreasebetween2024and2028byintotal8.8millionusers(+11.43percent).Afterthesixthconsecutiveincreasingyear,thevKontakteuserbaseisestimatedtoreach85.75millionusersandthereforeanewpeakin2028.ꢀUserfigures,hereconcerningtheplatformvKontakte,havebeenestimatedbytakingintoaccountcompanyfilingsorpressmaterial,secondaryresearch,appdownloadsandtrafficdata.Theyrefertothe[...]

ReadmoreNote(s):Worldwide;allvaluesareestimatesSource(s):StatistaNumberofVKontakteusersinRussiafrom2019to2028(inmillions)VKontakteusersinRussia2019-20289078.8178.5977.588070605040302010075.7473.7571.6670.4269.7568.1359.64201920202021202220232024202520262027202819Description:ThenumberofVKontakteusersinRussiawasforecasttoincreasebetween2024and2028byintotal4.8millionusers(+6.51percent).Thisoverallincreasedoesnothappencontinuously,notablynotin2028.TheVKontakteuserbaseisestimatedtoamountto78.59millionusersin2028.ꢀUserfigures,hereconcerningtheplatformVKontakte,havebeenestimatedbytakingintoaccountcompanyfilingsorpressmaterial,secondaryresearch,appdownloadsandtrafficdata.Theyrefertothe[...]

ReadmoreNote(s):Russia;allvaluesareestimatesSource(s):StatistaNumberofaveragemonthlyactiveusers(MAU)ofVKontakteinRussiafrom1stquarter2022to4thquarter2023(inmillions)VKontakteMAUinRussiaQ12022-Q4202310087.7908070605040302010084.68581.579.576.975.773.4Q12022Q22022Q32022Q42022Q12023Q22023Q32023Q4202320/statistics/425423/number-of-monthly-active-vkontakte-usersNearly88millionpeopleusedthesocialmediaplatformVKontakteinRussiaeachmonthonaverageinthefourthquarterof2023.Thenumberofmonthlyactiveusers(MAU)ofVKontakteinthecountrysawanincreaseovertheobservedperiod.

ReadmoreNote(s):Russia;Q12022toQ42023Source(s):VKNumberofmonthlyactivemobileusersofVKontakte(VK)fromDecember2016toDecember2023(inmillions)VKontakte:numberofmonthlyactivemobileusers2016-202390807084.779.566.66765.260.0458.5605040302010051.8Dec2016Dec2017Dec2018Dec2019Dec2020Dec2021Dec2022Dec202321Description:VKontakte,alsoknownas,hasrecentlyenjoyedasustainedperiodofgrowth.FromDecember2016toDecember2022,thecompanygainednearly27.7millionactivemobileusers,amountingto84.7millionmobileactiveusersinthelatestperiodobserved.ReadmoreNote(s):Worldwide,Russia;December2016toDecember2023Source(s):VKDailyactiveusersofVKontakte(VK)viamobiledevicesinRussiafromDecember2017toDecember2023(inmillions)VKdailyactiveusersviamobileinRussia2017-20236054.151.15044.944.343.940.937.9403020100Dec2017Dec2018Dec2019Dec2020Dec2021Dec2022Dec202322Description:ThenumberofdailyactiveusersofVKontaktefrommobiledeviceshasbeenfluctuantovertheobservedperiod.InDecember2023,thedailymobileaudienceofthesocialnetworkinquestionwasmeasuredat54.1millionusers,athree-millionuserincreasecomparedtothesameperiodlastyear.ReadmoreNote(s):Russia;December2017toDecember2023Source(s):VKAgedistributionofVKusersinRussiaasofOctober2024ShareofVKusersinRussia2024,byagegroup35%30%25%20%15%10%5%28.7%23.8%14.8%14.3%12.6%5.9%0-170%18-2425-3435-4445-5455+23/statistics/990462/vk-users-age-distribution-russiaAsofOctober2024,thelargestusershareofVKontakte(VK)wasagedbetween35and44years.Thesecond-majorageclusteronthewebsitewere25-to-34year-olds,occupyingaround24percentofthetotalovertheperiodunderconsideration.

ReadmoreNote(s):Russia;asofOctober2024Source(s):BrandAnalyticsRankingofgroupsonVKontakte(VK)intheRussianlanguageinNovember2024,byinvolvementscoreMostpopulargroupsonVKinRussian2024,byinvolvementInvolvementscore0500,000

1,000,000

1,500,000

2,000,000

2,500,000

3,000,000

3,500,000

4,000,000

4,500,000

5,000,000

5,500,0004,792,029RhymesandPunchlines(РифмыиПанчи)3,764,225LeonardoDaivinchik(ЛеонардоДайвинчик)2,912,626SHVT(ШВТ)IGM2,393,5102,342,548MatchTV(МатчТВ)2,227,238Veruyu†Pravoslavie(Верую†Православие)2,028,249Pikabu(Пикабу)VPSH(ВПШ)YOP(ЁП)2,018,5931,784,929NR1,545,76324Description:RhymesandPunchlines(inRussian:РифмыиПанчи)wasthemostpopulargrouponVKontakte,orVK,intheRussianlanguage,withnearly4.8millioncomments,likes,andrepostsunderpostsonthissocialnetworkinNovember2024.LeonardoDaivinchik(ЛеонардоДайвинчик),whichisalsoadatingbotonVKandTelegram,rankedsecond.ReadmoreNote(s):Russia;November2024Source(s):BrandAnalyticsRankingofauthorsonVKontakte(VK)intheRussianlanguageinNovember2024,byinvolvementscoreMostpopularbloggersonVKinRussian2024,bydegreeofinvolvementInvolvementscore300,0000100,000200,000400,000500,000600,000580,691700,000VasilySavelyevVadimSpiridenkovVladimirIshutin402,392267,182OlgaSavelyeva211,450189,265159,538156,539138,119125,964124,331ViktoriaRaidosAnnaKiryanovaArseniyPopovGeorgyFilimonovVyacheslavFedorischevMargaritaSimonyan25Description:VasilySavelyevwasthemostpopularauthoronVKontakte,orVK,intheRussianlanguage,with580,691comments,likes,andrepostsunderhispostsonthissocialnetworkinNovember2024.MargaritaSimonyan,editor-in-chiefofRTandRossiyaSegodnya,ranked10th.ReadmoreNote(s):Russia;November2024Source(s):BrandAnalyticsNumberofaveragemonthlyactiveusers(MAU)ofOdnoklassniki(Ok.ru)inRussiafrom4thquarter2022to4thquarter2023(inmillions)OdnoklassnikiMAUinRussiaQ42022-Q420234036.63535302520151050Q42022Q4202326Description:Inthelastquarterof2023,35millionpeopleusedthesocialmediaplatformOdnoklassniki(Ok.ru)inRussiaeachmonthonaverage.Thenumberofmonthlyactiveusers(MAU)ofOdnoklassnikiinthecountrysawadecreasefromthecorrespondingperiodofthepreviousyear.ReadmoreNote(s):Russia;Q42022toQ42023Source(s):VKCHAPTER

04E-commerce:AliExpressRussiaandYoulaDistributionofAliExpressGrossMerchandiseVolume(GMV)in2023,bycountryShareofAliExpressGMV2023,bycountryGMVshare10%0%2%4%6%8%12%14%16%18%20%22%UnitedStatesBrazil19.5%8%7.3%7.1%FranceSpainRussia4.6%SouthKoreaJapan4%3.8%3.7%CanadaIsrael3.4%3.2%Italy28Description:AlibabaGroup'sinternationalbrand,AliExpress,soldgoodstonumerouscountriesin2023.WhenlookingattheshareofGrossMerchandiseVolume(GMV),theUnitedStatesmarketwasthetop-rankingmarketforAliExpressin2023.Nearly20percentofGMVwasgeneratedbysalesintheU.S.ꢀFormoreinformation,pleasevisitꢀecommerceDB.com.ReadmoreNote(s):Worldwide;2023Source(s):ecommerceDB.com;StatistaLeadingonlinestoresinRussiain2023,bysalesvalue(inbillionRussianrubles)LeadingonlinestoresinRussia2023,bysalesvalueOnlinesalesinbillionRussianrubles1,00005001,5002,0002,500wildberries.ru*ozon.ru*2,143.71,369market.yandex.rudns-shop.rusamokat.ruvseinstrumenti.rucitilink.ru370.6239.4159.9151.6151.2sbermarket.ruvkusvill.ru127.1126.6122.5119.3mvideo.rulamoda.ru*sima-land80.6petrovich.ruapteka.ru75.773.1aliexpress.ru**11.529Description:In2023,WildberriesremainedtheleadingonlineretailerinRussiawithatotalof2.14trillionRussianrublesinsales.Thesecond-largestmarketplaceinthecountry,Ozon,followedwith1.36trillionRussianrublesinsalesinthatyear.ReadmoreNote(s):Russia;2023;*ExcludedsalestocountriesotherthanRussiaandsalesthroughpartnerwebsitesandapplications.

**OnlyRussiansellerstoRussianbuyersconsidered.

Thesalesvolumerepresentstheaggregateamountofonlinesales[...]

ReadmoreSource(s):DataInsight(RU)Leadinge-commercewebsitesinRussiain2023,bynumberoforders(in1,000s)LeadingonlinestoresinRussia2023,bynumberofordersNumberofordersinthousands1,50005001,0002,0002,5003,0003,500Wildberries.ruOzon.ru2,976.2914.4Samokat.ru190.6Vkusvill.ru98.898.7Market.yandex.ruLavka.yandex.ruSbermarket.ruApteka.ruDetmir.ruDostavka.5ka.ruLamoda.ru72.955.446.739.429.823Kazanexpress.ruVseinstrumenti.ru2221.930Description:Wildberrieshadthelargestnumberofordersamonge-commercewebsitesinRussia,atnearly2.9millionoverthecourseof2023.ItwasfollowedbyOzonwithover914,000ordersplaced.

ReadmoreNote(s):Russia;2023Source(s):DataInsight(RU)MostpopularonlinemarketplacesinRussiafromJanuarytoJuly2024,bymonthlyreachLeadingonlinemarketplacesinRussia2024,byreach70%60%59%60%50%40%30%20%10%0%37%24%WildberriesOzonYandex.MarketAliExpress31Description:TheleadingonlinemarketplacebyreachinRussiaisWildberries.Inthefirstsevenmonths2024,itreached60percentofthecountry'spopulationpermonth.CloselyfollowingwasOzon,whileYandex.Marketreachedunder40percentofthepopulationnationwide.ReadmoreNote(s):Russia;JanuarytoJuly2024;12yearsandolderSource(s):MediascopeLeadingshoppingappsinRussiain2023,bynumberofdownloads(inmillions)MostdownloadedshoppingappsinRussia2023Appdownloadsinmillions15051020253035WildberriesOzon30.3720.08MegaMarket*MagnitYandexMarketSportmasterKari10.877.627.526.786.566.316.27L'EtoileJoomAliExpressRussia**SberMarketFixPrice5.435.435.42Edadeal4.8832Description:WildberrieswasRussia'smostdownloadedshoppingappin2023.Intotal,usersfromthecountryinstalledtheappmorethan30milliontimes.Ozon,anotheronlinemarketplace,rankedsecondwithover20milliondownloads.

ReadmoreNote(s):Russia;2023;*AsumofdownloadsoftwoMegamarketapps.

**GooglePlaydownloadsonly.

Thereleasedateisthedateofaccess.

ReadmoreSource(s):AppMagicOnwhichplatformshaveyouboughtgoodsfromabroadwithinternationalshippinginthepastsixmonths?Mostpopularonlinestoresforcross-bordere-shoppinginRussia2024Shareofrespondents0%10%20%30%40%50%60%70%80%90%OzonAliExpressWildberriesJoom77%60%56%18%CDEKShoppingAmazon8%7%6%5%4%eBaySheinPoizonTrendyolUSmall2%1%YandexMarketBrandly1%1%33Description:OzonwasthemostpopularplatformfororderinggoodsfromforeignonlinestoreswithinternationalshippinginRussia,accordingtothesurveyfromMarch2024.ItwasfollowedbyAliExpressRussia,namedbysixoutoftenrespondents.

ReadmoreNote(s):Russia;March2024;745respondents;18yearsandolder;internetuserswhopurchasedgoodsfromforeignonlinestoresinthepastsixmonthsSource(s):DataInsight(RU);GBSBrokerCHAPTER

05DigitalservicesDailyandmonthlyactiveusersofMail.ruemailviamobiledevicesinRussiafromMarch2019toDecember2023(inmillions)ActiveusersofMail.ruemailviamobiledevicesinRussia2019-2023MonthlyDaily5550454035302520151050.5504139.72236.420.835.921.134.520.331.918.232.118.830.31429.216.327.51427.713.927.214.123.91817.5Mar2019

Jun2019

Sep2019

Dec2019

Mar2020

Jun2020

Sep2020

Dec2020

Mar2021

Jun2021

Sep2021

Dec2021

Dec2022

Dec202335Description:Thevolumeofdailyactiveusersofthee-mailserviceMail.ruownedbytheRussianinternetcompanyVK(formerlyMail.ruGroup)hasbeenovertwotimesgreaterthanthecountofdailyaudience.ByDecember2023,theaudienceoftheplatforminquestionreachednearly17.5millionpeopleperdayand50.5millionpermonth.Inaggregateterms,theactiveuservolumesteadilygrewovertheobservedtimeframe.

ReadmoreNote(s):Russia;March2019toDecember2023Source(s):VKVK'scommunityinternetvalue-addedservices(IVAS)revenuefrom2010to2023(inbillionRussianrubles)VKcommunityinternetvalue-addedservicesrevenue2010-2023252019.2718.2217.9217.0115.7615.011513.6612.5111.8711.8510.22106.74503.771.952010201120122013201420152016201720182019202020212022202336Description:In2023,theRussiancompanyVKearnedapproximately19billionRussianrublesfromitsinternetvalue-addedservices(IVAS),approximately13percentmorethaninthepreviousyear.Thegroup'scommunityIVASincludedcertaincommunicationproducts.ReadmoreNote(s):Russia;2010to2023Source(s):VKNumberofmonthlyactiveusers(MAU)ofVKDatingfrom4thquarter2022to4thquarter2023(inmillions)VKDatingMAUQ42022-Q420233.53.02.52.952.32.01.51.00.50.0May2022May202337Description:Inthelastquarterof2024,VKDating,thedatingserviceoftheRussianinternetcompanyVK,recordedalmostthreemillionmonthlyactiveusers.Tocompare,oneyearprior,theplatform'sMAUstoodat2.3million.

ReadmoreNote(s):Russia;Q42022toQ42023Source(s):VKRevenueofSkillboxHoldingLimitedinRussiafrom1stquarter2021to3rdquarter2024(inbillionRussianrubles)SkillboxHoldingLimitedrevenueinRussiaquarterly2021-Q320246.04.85.04.03.02.01.00.03.53.53.23.083.12.942.92.72.52.452.42.32.22.2Q12021

Q22021

Q32021

Q42021

Q12022

Q22022

Q32022

Q42022

Q12023*

Q22023*

Q32023*

Q42023*

Q12024*

Q22024*

Q32024*38Description:TherevenueoftheRussianonlineeducationcompanySkillboxHoldingLimitedhasfluctuatedovertheobservedperiod,standingat3.1billionRussianrublesinthethirdquarterof2024.ThecompanyincludesbrandsSkillbox,GeekBrains,SkillFactory,Mentorama,andLerna.ReadmoreNote(s):Russia;Q12021toQ32024;*Sourceestimates.ReadmoreSource(s):SmartRankingRevenueofUchi.ruinRussiafrom1stquarter2021to3rdquarter2024(inbillionRussianrubles)Uchi.rurevenueinRussiaquarterly2021-Q320241.61.41.451.31.251.251.21.21.21.050.951.00.860.850.770.850.810.780.80.60.40.20.00.65Q12021

Q22021

Q32021

Q42021

Q12022

Q22022

Q32022

Q42022

Q12023

Q22023

Q32023

Q42023

Q12024

Q22024

Q3202439Description:TherevenueoftheRussianonlineeducationplatformUchi.rureachedover1.4billionRussianrublesinthethirdquarterof2024,whichwasthehighestfigureovertheobservedperiod.Oneoftheꢀhighest-earningedtechcompaniesintheschooleducationsegmentinRussia,Uchi.ruwasfoundedin2012andco-ownedbyMail.ruGroupsince2020.ReadmoreNote(s):Russia;Q12021toQ32024Source(s):SmartRankingCHAPTER

06AdvertisingLeadingvideoadvertisingnetworksinRussiainJune2024,byshareofusercompaniesMostpopularvideoadnetworksinRussia2024,byusageShareofrespondents20%0%10%30%40%50%60%YandexAdNetwork55.5%VKDigitalAllianceAstraLab50%46.4%38.2%Everest36.4%34.5%31.8%BYYDBetweenExchangeBuzzoola29.1%Adspector22.7%22.7%MediatodayWeboramaAudienceActivationBeelineAdTechOtClick22.7%22.7%20.9%41Description:MostRussiandigitaladvertisersusedthevideoadvertisingnetworkofYandex,accordingtoasurveyfromJune2024.VKwasthesecond-mostpopularvideoadnetwork,employedbyhalfofrespondents.DigitalAlliancerankedthird.

ReadmoreNote(s):Russia;June2024;522respondents;onlineadvertisingexpertsfrom261companiesSource(s):AdindexLeadingdemand-sideplatforms(DSPs)forprogrammaticadvertisingbuyinginRussiainJune2024,byshareofusercompaniesMostpopulardemand-sideplatformsinRussia2024,byusageshareShareofrespondents0%10%20%30%40%50%60%Hybrid/HybeGetintent51.9%41.7%VKAds39.1%BYYD36.5%GeniusGroup/CobrazzBetweenExchangeSoloway33.3%33.3%30.8%30.1%BideaseMediaSniper/PlatformaMTSAds25%22.4%42Description:Around52percentofsurveyedonlineadvertisingexpertsinRussiareportedusingthedemand-sideplatformofHybridforprogrammaticadbuyinginJune2024.Thesecond-mostoftenusedDSPwasGetintent,asperapproximately42percentofrespondents.ꢀDSPswerethethirdmostpopularadvertisingtechnologyamongRussianadvertisers.ReadmoreNote(s):Russia;June2024;522respondents;onlineadvertisingexpertsfrom261companiesSource(s):AdindexLeadingadvertisersinRussiain2023,byspending(inbillionRussianrubles)LeadingadvertisersinRussia2023,bybudgetSpendinginbillionRussianrubles15051020253035SberYandex30.3414.79Ozon13.1711.23TCSGroupHoldingAlfaBankVTB9.739.428.778.517.87.67VKWildberriesX5GroupMTS43Description:ThecorporationSber,whichexpandeditsrangeofservicesfarbehinditsoriginalfieldofbanking,wasRussia'slargestadvertiserin2023,havingspentover30billionRussianrublesonpromotion.TheinternetcompanyYandexhadthesecond-largestadvertisingspendinginRussia,atapproximately14.8billionRussianrubles.ReadmoreNote(s):Russia;2023Source(s):Adindex;AdMetrix;DigitalBudget;MediascopeLeadinginternetadvertisersinRussiain2023,byspending(inmillionRussianrubles)LeadingonlineadvertisersinRussia2023,bybudgetSpendinginmillionRussianrubles6,000

8,00002,0004,00010,00012,00014,00016,00014,857.2SberOzonWildberries5,799.75,698.7Yandex5,0154,659.84,596.1TCSGroupHolding(Tinkoff)M.VideoVK4,190.94,159.93,476.43,286.6Vseinstrumenty.ruX5GroupAlfaBank44Description:SberhadthelargestspendingononlineadvertisinginRussiain2023,measuringatnearly14.9billionRussianrubles.Sberalsoledtherankingofadvertisersbyspendinginallchannels.Thesecond-leadingonlineadvertiserwasthee-commercecompanyOzon,followedbyWildberries.ReadmoreNote(s):Russia;2023Source(s):Adindex;DigitalBudget;Mediascope;SimilarWebCHAPTER

07Comp