Baidu Inc (BIDU)
NASDAQ:BIDU
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Earnings Data
Report Date
Aug 26, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.86Last Year’s EPS
2Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong, broad-based AI momentum: AI Cloud Infra and GPU Cloud growth (79% and 184% YoY), core AI revenue up 49% YoY and now >50% of business, product traction (MoS token growth ~7x YoY, Miaoda MAUs +70% QoQ), Kunlunxin deployments, and positive cash flow/profit improvements. Offsetting items include a modest overall revenue QoQ decline (-2%), iQIYI weakness (-8% QoQ), rising AI-related costs (costs of revenues +7% QoQ) and operational complexity as robotaxi scales. On balance, the positives around AI-driven revenue growth, improved margins on a non-GAAP basis, strong cash position and clear product momentum materially outweigh the near-term challenges and investment needs.Company Guidance
Return to Positive Growth for Core Business
Baidu General Business revenue RMB 26.0 billion, up 2% year-over-year and flat quarter-over-quarter, marking a return to positive YoY growth.
AI-Powered Business Becomes Majority
Core AI-powered business revenue ~RMB 13.6 billion, up 49% year-over-year and accounted for 52% of Baidu General Business revenue for the first time.
AI Cloud Infrastructure Accelerates Strongly
AI Cloud Infra revenue grew 79% year-over-year; GPU Cloud revenue accelerated to 184% year-over-year (following prior quarter's 143% growth). Combined AI Cloud revenue (infrastructure + applications) RMB 11.3 billion in Q1.
MoS and Token Consumption Momentum
Tianfan MoS platform expanded model library; daily average token consumption from external customers reached nearly 7x the level a year ago and MoS revenue scaled rapidly.
Foundation Model Leadership — ERNIE 5.1
Launched ERNIE 5.1 with stronger text/reasoning capability; ranked #1 among Chinese models on LMArena Text leaderboard and #4 globally on LMArena Search (top Chinese model).
Kunlunxin Chip Scale Deployment and Customer Wins
Kunlunxin AI chips commercially deployed at large scale (single cluster >30,000 accelerators); broadened compatibility (ERNIE, DeepSeek-V4, GLM-5.1, MiniMax M2.7) and added clients including Unitree, Honor, Oppo and Vivo.
Product Application Momentum — Digital Humans and Miaoda
Digital human costs reduced ~80% over past two quarters; launched overseas digital human platform (24-language support) and partners including Jingdong, TikTok and Shopee. Miaoda monthly active users grew ~70% quarter-over-quarter and domestic paying user rate ~3x end of last year; launched Miaoda 3.0 (enterprise + mobile) and mobile app generation capability.
Apollo Go Scaling and International Expansion
Delivered 3.2 million fully driverless rides in Q1 and cumulative rides >22 million as of April; international progress includes Switzerland open-road testing preparation, vehicles in London for Uber/Lyft trials, operations in Dubai and new rental model in Hainan.
Improved Profitability and Cash Flow
Baidu General Business non-GAAP operating income increased 39% quarter-over-quarter to RMB 4.0 billion. Operating cash flow positive for third consecutive quarter at RMB 2.7 billion. Non-GAAP net income attributable RMB 4.3 billion and non-GAAP net margin 14%.
Strong Balance Sheet
Total cash and investments of RMB 279.3 billion as of March 31, 2026, supporting continued AI investments and strategic flexibility.
BIDU Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BIDU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 18, 2026 | $135.33 | $137.71 | +1.76% |
Feb 26, 2026 | $132.65 | $125.15 | -5.65% |
Nov 18, 2025 | $114.11 | $117.14 | +2.66% |
Aug 20, 2025 | $89.07 | $86.76 | -2.59% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Baidu Inc (BIDU) report earnings?
Baidu Inc (BIDU) is schdueled to report earning on Aug 26, 2026, After Close (Confirmed).
What is Baidu Inc (BIDU) earnings time?
Baidu Inc (BIDU) earnings time is at Aug 26, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BIDU EPS forecast?
BIDU EPS forecast for the fiscal quarter 2026 (Q2) is 1.86.
