Baidu, Inc. (BIDU) Earnings Call Analysis

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Earnings Reports

• Baidu (BIDU) Q1 2026: AI Cloud Infra Jumps 79% as GPU Mix Lifts Margin Trajectory
  June 17, 2026
• Baidu (BIDU) Q3 2025: AI-Native Marketing Revenue Jumps 262% as Core Ad Weakness Deepens
  June 16, 2026
• Baidu (BIDU) Q2 2025: AI Cloud Revenue Jumps 27% as ApolloGo Scales Global Partnerships
  June 16, 2026
• Baidu (BIDU) Q4 2025: AI Cloud Infra Subscription Revenue Surges 143%, Anchoring Core Shift
  June 15, 2026
• 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
• Baidu (BIDU) Q3 2023: Ernie API Adoption Surges 50%, AI Monetization Accelerates
  November 21, 2023

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