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

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

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

Alibaba

The Hang Seng index is unraveling. It has been in the red for three straight weeks and dropped by 9.8% from its highest point this year.

Hang Seng nears correction zone ahead of Baidu, Alibaba earnings

Stellantis N.V. 

U.S. bond and equity markets are closed Monday in observance of President's Day.

Earnings Previews: Baidu, Stellantis, TJX Companies

Meta Media Holdings' stock skyrocketed more than 201% over the past week after the Chinese media company appointed Adrian Cheng as a co-chairman and announced a partnership with the ChatGPT-like bot developed by Chinese search giant Baidu.

Meta Media Shares Surge 201% On Adrian Cheng's Appointment And Baidu AI Partnership

Autohome

There are few opportunities in the very broad-based Internet - Services industry, which remains impacted by macro concerns and other market pressures.

2 Solid Bets on the Struggling Internet Services Industry

Microsoft

Alphabet

Microsoft and Alphabet are much larger than Baidu. It is very early in the chatbot development cycle.

Microsoft, Baidu, And Google: Which AI Chatbot Stock Is The Best Buy?

Baidu was the first to release news on February 7 that it plans to finish its internal testing of its ChatGPT-style project, Ernie Bot, in March. Baidu has long been at the forefront of the development of AI technologies in China since its strategic focus on AI in 2016.

Baidu: Why I Might Be Adding To This AI Leader

JD.com

Tencent Holdings Limited

ChatGPT, an AI-driven chatbot that is the talk of the tech world, could shake up internet searching and other types of online business. The global buzz around ChatGPT has spread to China, prompting tech giants Baidu, Alibaba, Tencent and JD to unveil rival projects.

Feeling The Love: Chinese Tech Giants Catch ChatGPT Fever

iQIYI

BEIJING , Feb. 15, 2023 /PRNewswire/ -- On Feb. 15, iQIYI, Inc. (Nasdaq: IQ) ("iQIYI" or the "Company"), a leading provider of online entertainment video services in China, announced a framework agreement with Baidu (NASDAQ: BIDU), connecting iQIYI to Baidu's generative dialogue product ERNIE Bot. Under the agreement, iQIYI and Baidu will jointly explore leveraging AI-Generated Content (AIGC) technologies on iQIYI's various business endeavors, including content search, promotion, novel creation and tools, among other areas.

iQIYI Reaches Framework Agreement with Baidu on AI-Generated Content

The combined tech aims to improve users' interactivity with the car, the startup said. So-called smart cars typically include voice control.

Chinese EV startup Jidu plans to use ChatGPT-like tech

Chinese organisations, from state media to a Shaolin temple, said on Tuesday they have signed partnerships with Baidu's ChatGPT-style project, ahead of an expected launch next month.

From state media to a Shaolin temple, Baidu's ChatGPT-style bot sees partner rush

Building AI-powered content ecosystem and Enterprise Services suite BEIJING , Feb. 14, 2023 /PRNewswire/ -- 36Kr Holdings Inc. ("36Kr" or the "Company") (NASDAQ: KRKR), a prominent brand and a pioneering platform dedicated to serving New Economy participants in China, announced today it has become one of the first-batch partners of Baidu's (NASDAQ: BIDU) ChatGPT-style ERNIE Bot ecosystem. 36Kr will integrate the abilities provided by Baidu ERNIE Bot, elevating its explorations in applying ChatGPT and AIGC technologies.

36Kr to Integrate Baidu ERNIE Bot

NetEase

Chinese technology giants from Alibaba to Baidu have announced their intentions to launch ChatGPT-style products.

China's tech giants are launching ChatGPT clones — and Beijing is watching closely

All eyes have been on Baidu (NASDAQ: BIDU ) stock following the company's announcement that it would create an artificial intelligence (AI) chatbot called Ernie bot. “Ernie” stands for “Enhanced Representation through Knowledge Integration.

BlackRock Is Betting Big on Baidu (BIDU) Stock. Here's Why.

Chinese search engine Baidu has revealed its own artificial intelligence chatbot, a ChatGPT-like service that creates AI-generated text based on the input it is given.

China's Baidu Sees Stock Price Rising After Announcing ChatGPT Rival

ChatGPT-style AI stocks in China soared following the chatbot's surge in popularity, but the Chinese state media has warned of risks in the stocks. Beijing Haitian Ruisheng Science Technology Ltd (BHRST), a developer in language-based AI, has seen its share price soar by 191% in 2023.

Chinese ChatGPT styled stocks soar before state media warns of risks

GE HealthCare Technologies Inc

When every third business story is about artificial intelligence, it is probably safe to say that AI is a thing.

AI Roundup: GE Healthcare, Baidu, Alibaba, JD.com in the Corral

An editorial in Chinese state-owned media cautions over the AI investing hype. It could mean tough regulations are coming.

Alibaba and Baidu Want to Go Big in AI. China Might Not Let Them.

A Chinese AI Warning Looks Bad for Alibaba and Baidu. Investors Not Seeing That Yet.

The Chinese tech giant made an unexpected comeback this year.

Is It Too Late to Buy Baidu Stock?

China's internet search leader is making a big move in AI.

Here's Why Baidu Stock Soared Today

Stem, Inc

There's no denying that we are witnessing the breakout of the artificial intelligence (AI) boom. In November 2022, privately held OpenAI released its revolutionary bot ChatGPT.

3 Most Promising AI Stocks to Watch in 2023

The trend of artificial intelligence (AI) has been a major theme for 2023, and now, Baidu (NASDAQ: BIDU ) stock is getting in on the fun. Yesterday, the Chinese internet company announced that it will launch an Enhanced Representation through Knowledge Integration bot, or Ernie bot for short.

5 Investors Betting Big on Baidu (BIDU) Stock Right Now

China-based Baidu (NASDAQ: BIDU ) is one of the top-trending tickers on social media, and BIDU stock is jumping 11% in early trading. The shares are rallying after the company confirmed prior reports that it will launch an AI-powered bot next month.

Baidu (NASDAQ:BIDU) Stock Gains 11% on Ernie AI Bot News

The "Google of China" is becoming a heavyweight in artificial intelligence.

This Company Is Beating Google to Chat-Based Search, and It's Not Microsoft

U.S.-listed shares of Chinese internet name Baidu Inc (NASDAQ:BIDU) are surging in premarket trading, after announcing its own ChatGPT-style artificial intelligence (AI) chatbot.

News for Baidu Stock (BIDU)