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.

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 is undervalued, with an enterprise value of only about $20 billion, while having $20 billion in sales this year. Baidu's trend of exceeding earnings estimates could continue, leading to higher profitability and stock growth. Baidu's potential in autonomous driving, search engine dominance, and AI initiatives could drive significant revenue and profitability growth.

Baidu: Buy It Before Earnings

CrowdStrike

Despite the recent Nasdaq correction, many on Wall Street believe the rally will continue. CrowdStrike Holdings suffered a very public shellacking for starting a global IT meltdown, but many believe this is a buying opportunity.

2 Nasdaq Stocks to Buy Before They Soar as Much as 102%, According to Select Wall Street Analysts

Baidu trades at levels first seen in 2011 despite strong growth catalysts. The Chinese search leader will report Q2 earnings on August 22, revealing if Apollo Go robotaxis and generative AI can drive revenue growth. The stock trades below 8x '25 EPS targets, while startup units are depressing margins.

Baidu: Historical Support At $80

Scion Capital increased exposure to Chinese stocks, particularly Baidu, by 54% in Q2 filings. Baidu's revenue growth has been slow, impacted by government policies and global competition and slacking user monetization. Despite Baidu's valuation premium looking enticing, the risks against investing in Baidu is elevated given the slow growth in revenue and earnings.

Baidu Q2 Preview: Michael Burry May Be Early With This Bet

Alibaba

Shift4 Payments

Alphabet

Hudson Pacific Properties

Molina Healthcare

Netflix

Block

Uber

In one of his more shocking moves, Michael Burry of ‘ The Big Short ' has decided to sell all of his gold and direct his investments elsewhere – including consumerism, office space for technology companies, the strength of the United States dollar, Chinese stocks, and the U.S. job market.

Michael Burry's shocking move: Ditching gold for bold bet on these assets

Baidu is a dominant search engine in China, but its future growth lies in autonomous driving technology. Apollo Go, Baidu's robotaxi service, is expanding and expected to reduce losses in the Intelligent Driving division. Despite short-term challenges, Baidu is expected to continue growing and is trading at a low PE ratio with significant upside potential.

Baidu: Profits Likely To Surge As Robotaxi Breaks Even

Baidu has been punished far too harshly. Little to no value is being assigned to AI and robotaxis here. While waiting, investors get downside protection from a massive cash pile.

Baidu: China's AI And Robotaxi Leader Is In The Discount Bin

Fiverr

Stock market corrections allow opportunistic long-term investors to pounce on amazing companies at a discounted price. A cash-rich business that's the undisputed leader in internet search in its home market is ripe for the picking.

Time to Pounce: 2 Historically Cheap Growth Stocks That Can No Longer Be Ignored

Michael Burry, the investor made famous by the book and movie “The Big Short,” shifted more of his portfolio into Chinese Internet stocks including Alibaba Group Holding Ltd. and Baidu Inc. during the second quarter, according to a filing with the Securities and Exchange Commission released Wednesday.

Michael Burry of ‘Big Short' fame ups his bets on Chinese Internet stocks

Enbridge

United Continental Hlds

Baidu is a potentially underrated artificial intelligence stock with a fast-growing chatbot. United Airlines stock has been struggling since the pandemic, but its financials have been improving.

3 Cheap Stocks Wall Street Analysts Think Can Soar by at Least 48%

JD.com

Prices rose at a faster-than-expected rate in July—but there's still cause for investors to worry about weak demand.

Alibaba, JD.com, Baidu Stocks Climb. Why China's Inflation Surprise Isn't All Good News.

Chinese search engine behemoth Baidu's stock (NASDAQ: BIDU) is poised to report its Q2 2024 earnings around August 22. We expect Baidu's revenues to come in at $4.7 billion for the quarter, roughly flat compared to last year and in line with consensus estimates.

Will Baidu's AI Innovations Boost The Stock Post Q2 Results?

Baidu Inc. (BIDU) closed the most recent trading day at $83.01, moving +0.75% from the previous trading session.

Baidu Inc. (BIDU) Increases Yet Falls Behind Market: What Investors Need to Know

MINISO Group Holding

Yum China Hlds

Considering Beijing's fluctuating economic cues, betting on the best Chinese stocks may seem odd. Recent data shows that the Chinese economy grew 4.7% from April to June, down significantly from the 5.3% gain in the prior year quarter.

The 3 Best Chinese Stocks to Buy in August 2024

Ambarella

While artificial intelligence is a booming field right now, there are still major goals to be accomplished. One of those is autonomous driving.

What Are the Hottest Autonomous Driving Stocks Right Now? 3 Top Picks.

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Wall Street Analysts Think Baidu Inc. (BIDU) Is a Good Investment: Is It?

In the most recent trading session, Baidu Inc. (BIDU) closed at $88.98, indicating a +1.36% shift from the previous trading day.

Why Baidu Inc. (BIDU) Outpaced the Stock Market Today

Celsius Holdings

Grab Holdings Ltd

Snowflake

Unity Software

Wolfspeed

Investors are always on the lookout for stocks at bargain prices. The thrill of identifying an undervalued asset, purchasing and watching it appreciate in value is as applicable to the stock market as any other market.

7 Bargain Stocks That Can Return 50% in a Year

The move is a sign of concerns that growth is weak, says UBS's Paul Donovan.

Alibaba and Baidu Stocks Rise. Blame China's Surprise Rate Cut.

Since the post-pandemic reopening, China's economy has struggled to return to its growth trajectory. Still, China is the second largest global economy, accounting for 15% of global exports.

3 Chinese Stocks to Buy Now: Q3 Edition

Hesai Group

PALO ALTO, Calif. , July 18, 2024 /PRNewswire/ -- Hesai Technology (Nasdaq: HSAI), the global leader in lidar safety technology for automotive and robotics applications, announced that they have been selected by Baidu, Inc. (NASDAQ: BIDU) to be the exclusive long-range lidar supplier for its next-generation robotaxi platform Yichi 06.

Baidu Selects Hesai as Exclusive Long-Range Lidar Provider for Next-Generation Robotaxis

ServiceNow

Thanks to generative AI technologies and Nvidia (NASDAQ: NVDA ), a chip giant supplying much of the technology required to bring in the AI revolution, AI stocks are a hot commodity this year. Additionally, the technology behind generative AI continues to improve.

3 AI Stocks That Could Be Multibaggers in the Making: July Edition

BEIJING , July 17, 2024 /PRNewswire/ -- Baidu, Inc. (Nasdaq: BIDU; HKEX: 9888 (HKD Counter) and 89888 (RMB Counter)) ("Baidu" or the "Company"), a leading AI company with strong Internet foundation, today announced that it will report its financial results for the Second Quarter 2024 ended June 30, 2024, before the U.S. market opens on August 22, 2024. Baidu's management will hold an earnings conference call at 8:00 AM on August 22, 2024, U.S. Eastern Time (8:00 PM on August 22, 2024, Beijing Time).

Baidu to Report Second Quarter 2024 Financial Results on Aug 22, 2024

Several factors could help Baidu.com Inc‘s BIDU Robotaxi initiative disrupt urban transportation, analysts note.

Baidu's Robotaxi Sets Stage For Driverless Revolution With 54.6% Upside: Analyst

HubSpot

Cloud computing is key to modern technologies. Enterprises across industry verticals are pursuing digital transformation strategies in order to facilitate cost synergies.

News for Baidu Stock (BIDU)