Baidu, Inc. (BIDU) Earnings Call Analysis

NASDAQ · Communication Services · Internet Content & Information

24/25

Growth 5 Margin 4 Expansion 5 Platform 5 Financial 5

latest quarter score

Earnings Reports

24
Baidu (BIDU) Q2 2026: AI Cloud Infra Revenue Surges 50%, Driving Core Business Transformation
August 19, 2026
25
Baidu (BIDU) Q1 2026: AI Cloud Infra Jumps 79% as GPU Mix Lifts Margin Trajectory
June 17, 2026
13
Baidu (BIDU) Q3 2025: AI-Native Marketing Revenue Jumps 262% as Core Ad Weakness Deepens
June 16, 2026
16
Baidu (BIDU) Q2 2025: AI Cloud Revenue Jumps 27% as ApolloGo Scales Global Partnerships
June 16, 2026
15
Baidu (BIDU) Q4 2025: AI Cloud Infra Subscription Revenue Surges 143%, Anchoring Core Shift
June 15, 2026
19
Baidu (BIDU) Q1 2025: AI Cloud Jumps 42%, Reshaping Core Revenue Mix
July 03, 2025
Baidu (BIDU) Q3 2024: GenAI Cloud Revenue Jumps to 11% of Segment, Fueling Strategic Shift
November 21, 2024
Baidu (BIDU) Q2 2024: Ernie API Calls Triple to 600M Daily, Fueling AI Cloud Acceleration
August 22, 2024
Baidu (BIDU) Q1 2024: Ernie API Calls Quadruple to 200M Daily, Signaling GenAI Monetization Ramp
May 16, 2024
Baidu (BIDU) Q4 2023: GenAI Revenue Jumps to 656M RMB, LLM Adoption Accelerates
February 28, 2024
24
Baidu (BIDU) Q3 2023: Ernie API Adoption Surges 50%, AI Monetization Accelerates
November 21, 2023
25
Baidu (BIDU) Q2 2023: Online Marketing Jumps 15% as Ernie 3.5 Drives AI Monetization Shift
August 22, 2023
Baidu (BIDU) Q1 2023: Ernie Bot Drives 400% Surge in Cloud Sales Leads, Reshaping Strategic Trajectory
May 16, 2023
Baidu (BIDU) Q4 2022: ApolloGo Rides Jump 162%, AI Monetization Inflection Approaches
February 22, 2023

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