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Baidu, Inc. Class A (HK:9888)
:9888
Hong Kong Market
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Baidu, Inc. Class A (9888) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Mar 04, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
1.33
Last Year’s EPS
2.56
Same Quarter Last Year
Based on 22 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 18, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call presented a mixed picture with significant advancements and growth in AI-driven areas such as AI Cloud and Apollo Go, while also highlighting challenges such as decreased overall revenue, notable operating losses, and increased expenses.
Company Guidance
During Baidu's Third Quarter 2025 Earnings Conference Call, CEO Robin Li highlighted several key metrics demonstrating robust growth across various segments. Baidu Core's total revenue reached RMB 24.7 billion, with AI Cloud revenue at RMB 6.2 billion, marking a 21% year-over-year increase. Apollo Go provided over 3 million fully driverless operational rides, achieving a 212% growth compared to the previous year. AI Cloud Infra revenue grew 33% year-over-year to RMB 4.2 billion, while subscription-based AI accelerator infrastructure revenue surged by 128%. Additionally, revenue from AI-native marketing services, including digital humans and agents, increased by 262% year-over-year to RMB 2.8 billion. Baidu's mobile ecosystem saw a 1% rise in MAU, reaching 708 million, with AI-generated content present on 70% of mobile search result pages. Operating income, excluding impairment of long-lived assets, was RMB 1.1 billion, while non-GAAP operating income was RMB 2.2 billion. Baidu continues to focus on expanding AI-powered businesses, with a strategic emphasis on enhancing AI capabilities and scaling operations globally.
Strong Growth in AI Cloud Revenue
AI Cloud revenue reached RMB 6.2 billion, increasing 21% year-over-year, driven by robust demand for AI-centric cloud services.
Apollo Go Milestone Achievements
Apollo Go provided over 3 million fully driverless operational rides in Q3, representing a remarkable 212% year-over-year surge. The service has expanded to 22 cities globally.
Significant Growth in AI Native Marketing Services
Revenue from AI native marketing services, including agents and digital humans, reached RMB 2.8 billion, a 262% increase year-over-year.
Innovations in AI Applications
The launch of ERNIE 5.0 and its integration into various applications has driven significant improvements in enterprise efficiency and user engagement.

Baidu, Inc. Class A (HK:9888) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

HK:9888 Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Mar 04, 2026
2025 (Q4)
1.33 / -
2.561
Nov 18, 2025
2025 (Q3)
1.04 / 1.52
2.231-31.82% (-0.71)
Aug 20, 2025
2025 (Q2)
1.80 / 1.85
2.871-35.67% (-1.02)
May 21, 2025
2025 (Q1)
1.92 / 2.52
2.69-6.36% (-0.17)
Feb 18, 2025
2024 (Q4)
1.91 / 2.56
2.971-13.80% (-0.41)
Nov 21, 2024
2024 (Q3)
2.37 / 2.23
2.786-19.92% (-0.56)
Aug 22, 2024
2024 (Q2)
2.49 / 2.87
3.03-5.25% (-0.16)
May 16, 2024
2024 (Q1)
2.17 / 2.69
2.26518.76% (+0.42)
Feb 28, 2024
2023 (Q4)
2.42 / 2.97
2.16936.98% (+0.80)
Nov 21, 2023
2023 (Q3)
2.31 / 2.79
2.31120.55% (+0.48)
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

HK:9888 Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 18, 2025
HK$113.60HK$111.40-1.94%
Aug 20, 2025
HK$87.90HK$87.25-0.74%
May 21, 2025
HK$87.80HK$86.10-1.94%
Feb 18, 2025
HK$89.85HK$90.20+0.39%
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. Class A (HK:9888) report earnings?
Baidu, Inc. Class A (HK:9888) is schdueled to report earning on Mar 04, 2026, After Close (Confirmed).
    What is Baidu, Inc. Class A (HK:9888) earnings time?
    Baidu, Inc. Class A (HK:9888) earnings time is at Mar 04, 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 the P/E ratio of Baidu, Inc. Class A stock?
          The P/E ratio of Baidu, Inc. Class A is N/A.
            What is HK:9888 EPS forecast?
            HK:9888 EPS forecast for the fiscal quarter 2025 (Q4) is 1.33.

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