Revenue segments as reported by the company.

Online Marketing Services

Other Revenue

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

SG&A

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Baidu

91 Wireless was one of China's largest app stores for Android. 91 Wireless claimed that more than 12.9 billion apps had been downloaded from its markets. Its platform included the products 91 Assistant and HiMarket. It was acquired in 2013 by Baidu for $1.9b.

91 Wireless

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Earnings data Q1 2021

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Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q1 2023

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Earnings data Q1 2024

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Earnings data Q4 2024

Baidu reports strong Q1 earnings driven by AI innovation

Baidu's Q1 2023 performance reflects robust revenue growth and profitability in key segments, driven by AI innovation and operational efficiency.
While facing challenges in market entry barriers and competitive pressures, Baidu's strengths in AI capabilities and efficiency enhancements position it for growth.
Opportunities lie in leveraging ERNIE Bot across sectors, expanding service offerings, and solidifying its position as a cloud market leader.

Baidu reports robust Q2 performance driven by AI innovations

Baidu's AI-driven revenue growth in online marketing and AI Cloud, coupled with advancements in autonomous driving, underpin its strategic focus on AI innovation and sustainable growth.
The company's strengths in AI capabilities, competitive architecture, and long-term investments position it well for future growth, despite challenges in regulatory compliance and margin improvement.
Opportunities lie in expanding AI applications across industries, scaling autonomous driving operations, and capitalizing on the intelligent driving trend in the auto industry.

Baidu excels in Q3 with AI innovation driving growth

Baidu's Q3 performance reflects resilience amidst challenges, driven by AI innovation and strong financial fundamentals. The company navigates macro headwinds while capitalizing on AI opportunities and optimizing operations for sustained growth.

Baidu reports revenue growth and AI advancements in Q4 2023

Baidu's Q4 2023 performance showed revenue growth and margin expansion, driven by advancements in AI and strategic partnerships
While challenges in cost management persist, opportunities in revenue growth and enterprise adoption of AI technologies are on the horizon

Baidu's Q1 2024 earnings show AI focus and steady growth

Baidu reported steady revenue growth, disciplined cost management, and a strategic shift towards AI-first business. The company's focus on high-quality growth, share buyback programs, and AI-driven opportunities positions it well for future success.

Baidu excels in Q2 with robust AI growth and autonomous progress

Baidu's Q2 performance reflects strong revenue growth, particularly in AI cloud and Baidu Core segments. The company's strategic focus on AI investments and autonomous vehicles is driving innovation and enhancing user experience. While facing challenges in a competitive landscape, Baidu has opportunities to capitalize on AI advancements for sustainable growth.

Baidu excels in Q3 with AI cloud growth and strategic investments

Baidu's Q3 2024 performance reflects strong revenue growth and operational efficiency, driven by AI cloud services and technological advancements.
While facing challenges in cost management and monetization strategies, the company's strategic focus on AI capabilities and financial resilience position it for future growth.
Opportunities in AI cloud expansion, ERNIE advancements, and strategic investments present avenues for Baidu to enhance market leadership and drive long-term success.

Revenue

Cost of revenue

Gross profit

Operating expenses

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Baidu faced delisting threats in 2022 as U.S. regulators required access to company audits. Baidu has a similar business to Google parent Alphabet, though Google is not a major presence in China.

Should Investors Avoid Baidu Stock Due to Geopolitical Risks?

Alibaba

Pinduoduo Inc - ADR

Chinese stocks are so incredibly unloved these days after many years of being dragged down by the bears. Undoubtedly, the geopolitical risks associated with the names are still very much present.

The 3 Most Undervalued Chinese Stocks to Buy in April 2024

JD.com

NetEase

As the Chinese economy continues to rebound, investors are searching for the best Chinese stocks to buy in April. Despite recent geopolitical tensions, China remains a powerhouse of economic activity.

The 3 Best Chinese Stocks to Buy in April 2024

BEIJING , April 1, 2024 /PRNewswire/ -- Baidu, Inc. (NASDAQ: BIDU and HKEX: 9888), a leading AI company with strong Internet foundation, will host its annual flagship AI developer conference Baidu Create on April 16 th at the Shenzhen World Exhibition and Convention Center. Under the theme "Create the Future", this year's Baidu Create is set to unveil a series of stunning AI advancements, including new ERNIE models and development toolkits.

Baidu Create 2024: Empowering Everyone as Creators of the AI Future

Baidu Inc. (BIDU) reachead $104.99 at the closing of the latest trading day, reflecting a +1.28% change compared to its last close.

Baidu Inc. (BIDU) Laps the Stock Market: Here's Why

Baidu is trading 71% lower than the all-time high it hit 37 months ago. Baidu is trading for less than 10 times adjusted earnings.

4 Reasons to Buy Baidu Stock Like There's No Tomorrow

Artificial intelligence (AI) may represent a $15.7 trillion opportunity by the turn of the decade. Though no company has more directly benefited from the rise of AI than Nvidia, it's reasonable to question if its stock has entered a bubble.

Artificial Intelligence (AI) Stock Nvidia May Be in a Bubble, but These 3 AI Stocks Have Never Been Cheaper

Apple

China's search leader was long viewed as an also-ran. Shifting political and technological winds might change that.

Can Apple and A.I. Make Baidu Cool Again?

Walmart

When it comes to artificial intelligence, the usual suspects for AI stocks comes up. Clearly, going with these winners has not been a bad idea.

The AI Underdogs: 3 Stocks That Should Be Getting More Love

Toast

Baidu is well positioned to profit from China's ever-expanding search advertising market. Toast is rapidly expanding in the restaurant industry, thanks to its comprehensive software platform, localized go-to-market strategy, and effective execution capabilities.

2 No-Brainer Stocks to Buy Now With $500 and Hold Through 2024 (and Beyond)

MercadoLibre

Tencent Holdings Limited

Amazon (NASDAQ: AMZN ) remains the undisputed king of e-commerce. Alphabet's (NASDAQ: GOOG ,NASDAQ: GOOGL ) continues to dominate the search advertising market.

7 Stocks That Could Be the Next Amazon or Google: March 2024 Edition

Apple is reportedly in preliminary talks with Chinese tech giant Baidu, exploring a potential partnership to use Baidu's generative artificial intelligence technology for Apple devices in China. The move is part of Apple's ongoing strategy to enhance its AI capabilities and navigate China's stringent regulatory landscape, The Wall Street Journal (WSJ) reported Friday (March 22), citing unnamed sources.

Report: Apple Considers Adding Baidu's GenAI to Devices in China

Baidu stock is up after report Apple held early talks with the Chinese company to use its AI technology for Apple devices.

Apple Reportedly Held Talks With Baidu About AI

The Wall Street Journal reports Apple has been exploring teaming up with external companies to ramp up its artificial intelligence ambitions.

Baidu Stock Jumps on Report It's in Talks With Apple About AI

Apple has held preliminary talks with Baidu about using the Chinese company's generative artificial-intelligence technology in its devices in China, the Wall Street Journal reported on Friday.

Apple held talks with China's Baidu over AI use in its devices, WSJ reports

SentinelOne

Researchers at PwC expect the artificial intelligence (AI) revolution to add nearly $16 trillion to the global economy by the turn of the decade. Nvidia may be flying high now, but a confluence of headwinds makes reaching Wall Street's loftier price targets for the company highly unlikely.

Forget Nvidia: These 3 Artificial Intelligence (AI) Stocks Have Up to 102% Upside, According to Select Wall Street Analysts

C3.ai

Snap

If you're wondering about which AI stocks to sell, look no further. With AI chatbots first going viral in 2023 many analysts have started questioning the hype cycle around AI.

Is AI Mania Waning? 3 Stocks to Sell Now.

China's industrial output grew 7% year-over-year in the first two months of 2024, the fastest growth in two year.

Alibaba, JD.Com, Other China Stocks Rise. Why Economic Data Point to More Gains.

BEIJING , March 18, 2024 /PRNewswire/ -- Baidu, Inc. (NASDAQ: BIDU and HKEX: 9888 (HKD Counter) and 89888 (RMB Counter)) ("Baidu" or the "Company"), a leading AI company with a strong internet foundation, today announced it filed its annual report on Form 20-F for the fiscal year ended December 31, 2023 with the Securities and Exchange Commission on March 15, 2024 (the "Form 20-F"). The Form 20-F can be accessed on the Company's investor relations website at https://ir.baidu.com.

Baidu, Inc. Files Its Annual Report on Form 20-F

Baidu generated millionaire-making gains from 2005 to 2021. But its growth slowed down significantly over the past two years.

Could Baidu Stock Help You Become a Millionaire?

Baidu is shifting its advertising focus and expanding its cloud business. Alibaba is expanding overseas to offset its slower growth in China.

Better Growth Stock: Baidu vs. Alibaba

Himax Tech

Shell PLC

Sanofi

Toyota Motor

While the U.S. is the best block in the neighborhood, sometimes, the area could get a little crowded, which then may offer an opportunity for global growth stocks. No one's saying to avoid American securities – far from it.

Passport to Profits: 7 Global Growth Gems to Diversify Your Holdings

Cheniere Energy

Lamb Weston Hlds

While it's tempting to target the most popular ideas in the market right now, it's worth diversifying your holdings with undervalued sleeper stocks. Don't ignore the usual suspects if you've got to scratch the itch.

The 3 Most Undervalued Sleeper Stocks to Buy in March 2024

Baidu's market cap appears to ignore earnings growth prospects in China's nascent AI space in which Baidu is among the leaders. Earnings could grow by as much as 50% based on conservative assumptions. Risks from limited access to leading chips, and the possibility of AI investments not delivering anticipated profits could limit financial performance which has already been unexciting over the past decade.

Baidu: Nearly 40% Undervalued But Carries Significant Risks

U.S. listed China stocks rallied fueled by the Hang Seng Index hitting its highest level in three months.

News for Baidu Stock (BIDU)