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

Baidu's stock is trading at a significant discount compared to its US peers and its historical average, with a free cash flow yield of almost 15%. Despite concerns about regulations and the property market, Wall Street analysts expect Baidu's earnings to grow strongly. Recent activity in options markets suggests a potential upside reversal in the stock price.

Baidu: This Free Cash Flow King May Be About To Ignite

Aurora Innovation

Rivian Automotive

Very quietly, self-driving vehicles are on the verge of becoming mainstream. In China, robotaxis have become so popular that their makers are nearly breaking even financially and will probably become profitable in 2025.

3 Autonomous Driving Stocks That Are Better Bets Than Tesla

Alibaba

KE Holdings

Kanzhun Ltd

iShares China Large-Cap ETF

SPDR S&P China ETF

JD.com

iShares MSCI China ETF

Meituan

NetEase

Pinduoduo Inc - ADR

Tencent Holdings Limited

Trip.com

Vipshop Hlds

Full Truck Alliance Co Ltd

Early futures action suggest the S&P 500 SPX will open a fraction shy of the fresh record close hit this week.

‘The China equity trade is back' and here are the stocks to pick, says SocGen

Advanced Micro Devices

Investor Alert: 3 Companies Poised to Outshine Google by 2032

Deere & Company

TotalEnergies SE

While it may be comfortable betting alongside the consensus opinion, investors seeking enhanced returns should consider undervalued long-term stocks. If you have the time to spare, these ideas should be relevant for the entire marathon, not just a sprint or two.

The 3 Most Undervalued Long-Term Stocks to Buy in June 2024

Chinese tech stocks are a cohort that has been shunned by many investors. Many of these investors have been hurt buying the dip.

3 Chinese Tech Stocks That Are Finally Ready to Surge

Flywire Corp

Genmab - ADR

Cloudflare

Paycom Software

Insulet

Sprout Social

There is no such thing as safe gains in the market, at least in the near term. However, many stocks are very solid and won't disappoint you in the long run.

7 Stocks That Could Safely 10X by 2030

Oracle

AT&T

Oracle's cloud business looks ready to continue expanding. AT&T's growth rates should finally stabilize after its recent spinoffs.

Have $3,000? These 3 Stocks Could Be Bargain Buys for 2024 and Beyond

Baidu presented its latest advances across a range of its mobile products, including Baidu Search, Baidu Wenku, and the Baidu App, all seamlessly integrated with ERNIE agents. The revamped Baidu Wenku provides over 100 multimodal AI features, which have been used more than 1.5 billion times by over 140 million users.

Baidu Introduces AI and Agent-Driven Innovations at Annual Mobile Ecosystem Event to Transform Mobile Experience

SentinelOne

Taiwan Semiconductor Manufacturing

Analysts closely monitor AI stocks as demand for the latest software and technology grows worldwide. Many AI stocks have seen exponential growth in recent years.

3 AI Stocks That Analysts Are Loving Now

NVIDIA

Palantir Technologies

Enterprise AI stocks tend to represent companies that focus on solving complex business problems by leveraging powerful algorithms. Consumer AI, on the other hand, tends to be less complex and deals primarily with user interface and experience overall.

Business Bots: 3 Must-Own Stocks Powering the Enterprise AI Surge

Adobe

Autodesk

Bristol-Myers

Corpay Inc

Global Payments

Medifast

Whether investors refer to them as undervalued or hidden gems, underappreciated stocks are always worth considering. Investors have made fortunes, large and small, by identifying underappreciated shares and investing their capital.

7 Underappreciated Stocks With 25% Return Potential in 2024

BeiGene

Illumina

Sirius XM Holdings Inc

Toronto-Dominion Bank

VinFast Auto Ltd

Warner Bros Discovery Inc

The speed of growth of a given stock is much higher the smaller it is. Stock size is classified by market capitalization – current share price x number of shares outstanding – with large cap shares being above $10 billion.

7 Large-Cap Stocks That Can Jump 50% By 2025

CrowdStrike

The key to making big in the stock market is spotting multi-year trends early and committing to them for the long haul. Identifying long-term trends isn't easy, but with machine learning and AI, it's the unmistakable elephant in the room.

If You Can Only Buy One Machine Learning Stock in May, It Better Be One of These 3 Names

Many Chinese stocks are finally regaining momentum after setbacks caused by regulatory and economic headwinds last year. Many of these stocks' financials and revenue shakiness have turned some investors off.

3 Chinese Stocks to Buy Now: May 2024

Bolt Biotherapeutics

Under Armour

Global stocks are surging. The MSCI ACWI Index, which encompasses both developed and emerging markets, reached another all-time high, continuing its record-breaking streak.

The Analyst Anxiety Index: 3 Stocks to Avoid as Uncertainty Grows

Albemarle

Dollar General

Liberty Broadband

Opera Ltd - ADR

Snap

W. P. Carey

Finding stocks that can double your money in a period of only five years may sound like a tall order. However, it's quite a reasonable goal, and achievable if you play your cards right (and have some luck).

The Fast Track: 7 Stocks That Can Double Your Money in 5 Years

Robin Li, the CEO of Baidu, one of China's biggest technology firms, said artificial intelligence that is smarter than humans, or AGI, is more than 10 years away. Artificial general intelligence, or AGI, is braodly a term that relates to AI that is as smart or smarter than humans.

Elon Musk predicts smarter-than-humans AI in 2 years. The CEO of China's Baidu says it's 10 years away

Fund Manager for Scion Asset Management and notorious subject of The Big Short, Michael Burry recently released his 13F filing for the first quarter. Surprisingly, Chinese stocks made up more than 20% of his total holdings after some notable investments.

Michael Burry Is Betting Big on These 3 Chinese Stocks

Micron Technology

The next phase of technology has been established: machine learning and AI will revolutionize the world for the better. Although it might seem like these stocks are trading in a bubble, investors need to keep a discerning and keen long-term vision for these disruptive, emerging technologies.

3 Machine Learning Stocks That Could Be Millionaire-Makers: May Edition

Given the rise of investor interest in artificial intelligence, finding an undervalued stock in this category is increasingly rare.

1 Ridiculously Undervalued Artificial Intelligence (AI) Stock to Buy Hand Over Fist

Chinese tech giants Alibaba and Baidu slashed prices on Tuesday of large-language models (LLMs) used to power generative artificial intelligence products, as a price war in the cloud computing sector heats up in China.

Chinese tech giants slash prices of language models used to power AI chatbots

Appaloosa Management, Tepper's hedge fund, significantly reduced its stakes in several Magnificent Seven stocks. In their place, Tepper waded into Chinese stocks, as the market there recently hit a multi-year low.

Billionaire Investor David Tepper Sold Nvidia, Meta Platforms, and Other "Magnificent Seven" Stocks Hand Over Fist Last Quarter. You Won't Believe What He Bought Instead.

Total revenue slightly exceeded expectations at $4.37 billion. EPS significantly outperformed estimates, coming in at $2.76.

Baidu Beats Estimates in Mixed Q1 Report

News for Baidu Stock (BIDU)