Yandex Cloud results for the first six months of 2026

Yandex Cloud’s results are not just financial figures. This report explores shifting demand for cloud technologies, highlights product growth drivers, and outlines key platform updates from the first six months of 2026.

Yandex Cloud still outperforming the market

Yandex Cloud is part of the Yandex B2B Tech business group that builds technology products for the enterprise sector.

In 2026, the Yandex B2B Tech’s revenue by its two key areas, Yandex Cloud and Yandex 360 and Other, amounted to ₽28.9B in H1 2026, which is 32% YoY. This growth is higher (1.6x) than the overall business IT solution market in Russia.

Yandex Cloud revenue for H1 2026 reached ₽16.7B, up 30% YoY.

The number of Yandex Cloud clients increased 36% YoY to reach 64K. Large enterprise accounts for 50% of service consumption, followed by mid-market companies at 29%, and the small business and mass market segment at 21%. Banking and fintech, retail, and IT companies account for 83% of cloud consumption.

Developing partner ecosystem

In H1 2026, 858 partner companies worked with Yandex Cloud. We continue to deepen our collaboration with integration service providers, developers, and resellers who deploy solutions powered by Yandex Cloud and help accelerate its enterprise adoption.

In 2026, our partner program introduced the Expert tier to complement the Professional tier, providing an advanced path for partners to consistently scale their expertise and program benefits. Within our cloud business segment, 21 partners were awarded Expert and Professional designations across various product specializations.

Additionally, for the first time, we started awarding these designations to partners demonstrating expertise in on-premise deployment. Yandex Cloud Professional on-premises designations within the ML&AI specialization were awarded to partners including Infosystemy Jet and K2 NeuroTech.

Yandex Cloud: Comprehensive suite of business solutions

The IaaS segment traditionally generates a substantial part of Yandex Cloud’s revenue, namely, 52%, while PaaS, including data, containerization, AI, and security solutions, accounts for 41%. AI and information security, which are strategically prioritized areas, collectively account for 9% of total revenue.

37% of large enterprise clients use AI services

Companies are increasingly shifting away from one-off generative model experiments to recurring production scenarios, deploying AI both in the cloud and on-premises. In H1 2026, consumption through the Yandex AI Studio API exceeded 597B commercial tokens, which is a 18-fold increase year-over-year and 3 times higher than in H2 2025.

Yandex AI Studio monthly recurring revenue grew 1.8x YoY in June, while 37% of large enterprise Yandex Cloud clients now utilize AI services, which is up 10 percentage points from last year. Yandex AI Studio saw creating 30K+ AI agents. Around 30% of tokens used in Yandex AI Studio account for agents. Meanwhile, Yandex SpeechSense revenue increased 1.7x year-on-year, Yandex SpeechKit synthesized over 370M minutes of speech: five times more YoY and 100% more than over entire 2025.

The first six months of 2026 saw a large expansion of Yandex AI Studio’s key features:

• We launched Alice AI LLM Flash, a lightweight model five times cheaper than the flagship one, which is optimized for the most popular scenarios.
• We enabled companies to build voice AI agents in just a few minutes through a brand-new interface.
• In partnership with Selectel and MetaMentor, we launched a service to deploy AI within an on-premise enterprise environment without hardware procurement.
• We expanded Yandex SpeechSense by adding AI assistants and industry-specific templates that analyze conversations, identify the root causes of customer inquiries, and generate reports with key metrics and insights without complex configuration. Additionally, there is now an option to set up turnkey analytics.
• We expanded search and integration tools by adding a code interpreter and image generation. MCP Hub now sees using over 2.5K MCP servers, while AI Search tools process over 570K requests monthly.

Revenue for security services increased by 2.7x

The revenue for information security services increased by 2.7x YoY. 53% of large enterprise Yandex Cloud clients now utilize them, which is up 9 percentage points from last year.

Yandex Smart Web Security remains the top service by revenue when it comes to InfoSec, accounting for a 22% share of the segment’s total revenue in H1 2026. The number of companies using SWS increased by 2.5x. During the six-month period, Yandex Smart Web Security processed 466B requests, surpassing the total number for the entire 2025.

Yandex Cloud Detection and Response now processes over 129B security events daily, up from 103B at the end of 2025.

During H1 2026, we continued to expand our solution portfolio:

• We announced Yandex SIEM, a first cloud-based SIEM solution for businesses in the Russian market.
• A joint venture between Yandex B2B Tech and SolidLab introduced its first product: SolidWall AI Security Gateway, designed to secure AI apps.
• We added Vulnerability Management to Yandex Security Deck.
• We updated Yandex Smart Web Security by adding proprietary L3 and L4 DDoS protection and integrating SolidWall WAF to secure applications and APIs against standard, business-logic, brute-force, and zero-day attacks, while also detecting advanced bots.

Technologies to work with petabytes of data

In H1 2026, the revenue from the data platform services grew 1.2x. Concurrently, the scale of customer workloads continues to expand, with the capacity of the largest cluster Yandex Managed Service for ClickHouse^® reaching 3.6 PB: a 1.4-fold increase compared to H2 2025.

We expanded our data storage and processing capabilities, increasing maximum local disk capacity from 6 to 36 TB, allowing a single virtual machine to hold six times more data. Databases are now more performant and resilient, with access streamlined and secured through unified IAM authentication and user-managed key encryption.

Yandex DataLens remains a standalone growth driver, with cloud-native version revenue surging 3.5x. Meanwhile, Neuroanalyst can now autonomously access enterprise data to generate comprehensive reports. AI requests within Neuroanalyst doubled compared to H2 2025.

Developing cloud and hybrid infrastructure

Over H1 2026, the number of concurrently running virtual machines increased by 26%, while the maximum VM size reached 224 vCPUs.

We commissioned ru-central1-e, the fifth Yandex Cloud availability zone based on the new Yandex data center. It expands the platform’s infrastructure capabilities and helps clients build more resilient architectures.

We also launched Yandex Cloud Stackland, an on-premise platform for building, developing and using software products. It includes a containerization platform, PaaS services, and tools for managing AI workloads. We estimate that Stackland can reduce development and maintenance costs by an average of 1.5x. So far, over 20 companies tried using it.

When it comes to hybrid infrastructure, we launched Yandex Cloud Router at the Preview stage. It helps connect cloud networks, on-premises infrastructure, and dedicated Yandex BareMetal servers into a unified network segment.

Our infrastructure expansion aligns with core market trends. In the Russian IaaS Market study by Apple Hills Digital, Yandex Cloud ranked first on the positioning matrix of the country’s eight largest IaaS providers, which evaluated companies based on their technical capabilities, resilience, innovation, and strategic vision. According to AHD data, 52% of clients already combine cloud and on-premise capacities, while the Russian public IaaS market is projected to grow from ₽96B in 2025 to ₽241B by 2030.

Amount of code processed in SourceCraft grew 20x+

In H1 2026, using SourceCraft reached a new milestone, with the total code amount growing more than 20-fold year-over-year and SourceCraft Code Assistant consumption reaching 435.5B tokens.

Concurrently, SourceCraft started rolling out paid monetization models, with premium feature subscriptions (CodeAssist Pro) surging 3.7x in Q2 compared to Q1.

As part of delivering a full-cycle development environment, we:

• Launched Vibecraft: AI tool to create websites and web apps based on text descriptions. It enables entrepreneurs and managers to prototype digital products, business services, task trackers, CRM systems, mini games, and more.
• Launched SourceCraft CLI, a command-line tool to work with SourceCraft featuring an integrated AI assistant. Developers can now run core project management and coding actions directly from the command line; this includes writing code, managing tasks, applying changes, and submitting them for code review.
• Added AI skills to SourceCraft Code Assistant. With a single click, developers can now prompt Code Assistant to run repetitive workflows. This enables teams to automatically compile release notes for a new software deployment, run code reviews against custom team guidelines, or generate weekly performance reports.

Growing the technology ecosystem

Advancing technical expertise

In H1 2026, around 19,000 people studied Yandex Cloud technologies through the platform’s proprietary programs and partner-led courses, including Yandex Practicum, Netology, Academy TOP, Stepik, Hexlet, and others.

Over these six months, we launched six new public courses: DWH development and architecture, Trino, Yandex SpeechSense administration, LLM product economics, Apache Spark^™, and YTsaurus.

In April, we launched Yandex AI Studio Academy, an educational ecosystem featuring courses, cookbooks, AI-assisted lab exercises, and a system prompt library. Since launch, 331 users have completed Academy courses, 370 have completed the lab exercises, while the cookbooks have been cloned 273 times.

We expanded our certification portfolio with the Foundational Data Engineer and Advanced LakeHouse Data Engineer exams, bringing the total number of certifications available to technical professionals to eight. Over the period in question, 153 people took tests and 56 got certified.

We remain committed to partnering with universities and supporting scientific and technological initiatives. In the first six months of 2026, over 14 000 university students used Yandex Cloud technologies for studying.

• Around 4,500 students completed university courses conducted in partnership with Yandex Cloud.
• Additionally, 7,700 people participated in hackathons, summer and winter intensives, and other co-organized events.
• Over 1,700 people applied for grants to fund their own scientific, technological, and educational projects, or joined our ongoing initiatives.

We support startups and business AI teams

In H1 2026, 185 startups across Russia and Kazakhstan received Yandex Cloud Boost grants totaling over ₽85M.

In March, we launched Yandex AI Studio Boost, which not only targets startups but also teams within large companies. In addition to Yandex AI Studio grants, participants receive dedicated support in architecture design, model selection, and collaborative go-to-market execution. In H1 2026, 100 companies received grants under the new initiative, spanning developers of sales agents and HR platforms to advanced MedTech and LegalTech projects.

Yandex Cloud Social Tech: Healthcare and environment

Yandex Cloud Social Tech continues to leverage cloud and AI technologies to address practical challenges in healthcare and environmental sustainability.

H1 2026 executive highlights

During the first six months of 2026, we continued to expand our client base, drive service consumption, and outpace market growth. AI use cases are successfully transitioning to full-scale production deployment, while information security services and data platforms scale concurrently with client workloads. Furthermore, our expanded infrastructure and on-premises solutions empower enterprises to select their optimal technology deployment model.

Artificial intelligence, information security, data platforms, and hybrid infrastructure remain our core priorities. We will continue to advance these vectors alongside our partner ecosystem, educational initiatives, and projects driven by Yandex Cloud Social Tech.