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Baidu Inc
XMUN:B1CB

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Baidu Inc
XMUN:B1CB
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Price: 9.658 EUR -2.37% Market Closed
Market Cap: €27B

Baidu Inc
Investor Relations

Baidu is best known as China’s leading search company. It runs the Baidu search engine and related information services that help people find web pages, news, maps, video, and local services. It mainly sells advertising and paid promotion to businesses that want their content to appear in search results and across Baidu’s content apps. Beyond search, Baidu also sells cloud services and AI tools to companies and government customers. These include computing, data, and software services that help businesses build applications, manage data, and use artificial intelligence. Baidu also works on autonomous driving and other AI projects, where it earns money through software, partnerships, and related service arrangements. What makes Baidu different is that it sits at the center of China’s internet search market while also acting as an AI infrastructure provider. That gives it two main ways to make money: advertising from consumer internet traffic and business contracts for cloud and AI products. In plain terms, Baidu turns search traffic and technical know-how into revenue from both marketers and enterprise customers.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Aug 18, 2026
AI Summary
Q2 2026

AI mix shift: Baidu said AI-powered businesses made up half of Baidu General Business revenue, with AI Cloud Infra and AI applications both showing strong momentum.

Cloud growth: AI Cloud Infra revenue rose 50% year over year, led by GPU Cloud revenue that surged 283% and kept accelerating.

Ad pressure: Management said online marketing revenue will likely stay under pressure in the second half as AI search transformation continues and monetization is held back for now.

Robotaxi expansion: Apollo Go hit major overseas milestones in Hong Kong, Dubai, London, Switzerland, and Kazakhstan, while Q2 rides were temporarily affected by regulatory adjustments in some domestic cities.

Capital markets: Baidu is moving toward a voluntary conversion to a Hong Kong dual primary listing, with an extraordinary general meeting set for August 26 and completion expected within this year if approvals are received.

Key Financials
Total revenue
RMB 31.3 billion
Baidu General Business revenue
RMB 25.2 billion
Baidu Core AI-powered Business revenue
RMB 12.5 billion
iQIYI revenue
RMB 6.3 billion
AI Cloud Infra revenue growth
50% year-over-year
GPU Cloud revenue growth
283% year-over-year
Qianfan external token usage revenue growth
more than ninefold year-over-year
Miaoda monthly active users
up 67% compared with March
AI DAU penetration across Baidu Wenku and Baidu Drive
27.4% year-over-year
ERNIE Assistant daily active users
up 83% year-over-year
ERNIE Assistant daily average conversation rounds
more than tripled
Apollo Go fully driverless operational rides
around 1 million
Apollo Go cumulative public rides
more than 23 million
Fully driverless vehicle safety rate
approximately one airbag deployment every 14.4 million kilometers
Operating income
RMB 3.0 billion
Operating margin
10%
Net income attributable to Baidu
RMB 2.3 billion
Diluted earnings per ADS
RMB 5.74
Total cash and investments
RMB 283.1 billion
Operating cash flow
RMB 3.4 billion
Earnings Call Recording
Other Earnings Calls

Management

Mr. Yanhong Li
Co-Founder, Chairman & CEO
No Bio Available
Mr. Junjie He
Interim Chief Financial Officer
No Bio Available
Dr. Haifeng Wang Ph.D.
Chief Technology Officer
No Bio Available
Ms. Shanshan Cui
Senior VP of HR & Administration
No Bio Available
Ms. Juan Lin
Director of Investor Relations
No Bio Available
Mr. Victor Zhixiang Liang
Senior VP & General Counsel
No Bio Available
Mr. Hui Lee Liu
Chairman of the Cloud Business
No Bio Available
Dr. Dou Shen
Executive Vice President
No Bio Available
Mr. Rong Luo
Executive Vice President of Baidu Mobile Ecosystem Group
No Bio Available
Mr. Zhenyu Li
Senior Vice President and GM of IDG
No Bio Available

Contacts

Address
BEIJING
Beijing
Baidu Campus, No. 10 Shangdi 10th Street, Haidian District
Contacts
+861059928888
www.baidu.com