November 9, 2023

Investment in securities, including the shares, involve substantial risk. Returns from prior periods do not guarantee future returns. References to possible future returns are not promises or even estimates of actual returns an investor may achieve.

The information contained herein is for illustrative purposes only and is not to be relied upon as advice or interpreted as an investment consultation or recommendation according any legislation, including Russian legislation.

Investing in securities may be restricted by applicable law, and therefore the investor should carefully independently study the possibilities of investing in the Company's shares, applicable restrictions and tax consequences.

3

Revenue,

66.1

90.3

•

RUB bn

9M 2022

9M 2023

•

•

Online advertising was

37.6

55.4

the main revenue driver,

RUB bn

9M 2022

9M 2023

4

The audience of the largest VK services in Russia in Q3 2023

Views and subscribers

of content services in Q3 2023

Ed Tech

Social network and

VKontakte

Odnoklassniki

Mail.ru1

Dzen2

VK Video

VK Clips

VK Music

content services

MAU

MAU

MAU

DAU

views

views

MAU, global

VK Tech

85 mn

35.5 mn

49.5 mn 31 mn

1.8 bn 949 mn 43 mn

New business

revenue

Revenue growth in Q3 2023

Audience in Q3 2023

lines and other

for 9M 2023

14 mn

Students at

▲

VK Play

RuStore3

VK WorkSpace

MAU

MAU

the end of Q3 2023

11 mn

Students from Oct

▲

HR-services

2022 to Sep 2023

14 mn

16 mn

Note: Company internal data unless otherwise indicated.

(1) Source: Mediascope Cross Web, Q3 2023, Russia, age 12+, desktop and mobile devices.

(2) Daily audience of dzen.ru and mobile applications. Source: Mediascope Cross Web, Q3 2023, Russia, age 12+, desktop and mobile devices.5

(3) Source: Mediascope Cross Web, Q3 2023, Russia, age 12+, desktop and mobile devices, Android only approach

RUB bn

•

•

•

18.9

26.2

51.1

71.3

Q3 2022

Q3 2023

9M 2022

9M 2023

7

▲

  • Updated section for photos and albums
  • New photo and post editor features
  • Feed ranking with a focus on content consumption

8

Source: Company internal data unless otherwise indicated. (1) Source: Mediascope Cross Web, Q3 2023, Russia 0+, age 12+, desktop and mobile devices

The largest update to the News Feed in OK: focus on content use ease and improvement of recommendation engine

9

Source: Company internal data

▲

▲

Main page update: for the convenience of users, the content is presented in form of a showcase, while content cards are grouped by format

10

(1) Daily audience of dzen.ru and mobile applications. Data source: Mediascope Cross Web, Q3 2023, Russia, age 12+, desktop and mobile devices

Attachments

  • Original Link
  • Original Document
  • Permalink

Disclaimer

VK Company Ltd. published this content on 09 November 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 13 November 2023 09:54:55 UTC.