Baidu reports Q4 revenue down 4% YoY to ~$4.8B, its third consecutive quarter of revenue decline, and net profit down 66% YoY to ~$259M, below ~$374M est.
Fourth-quarter net profit dropped 66% from a year earlier — Baidu reported sharply lower profit, with revenue declining for a third consecutive quarter.
Filing: Baidu announces a stock buyback program of up to $5B through the end of 2028, and its first dividend, coming later in 2026, but doesn't share the amount
Baidu says its AI chip unit Kunlunxin has confidentially filed for a Hong Kong IPO, aiming for a spin-off; a December fundraising reportedly valued it at ~$3B
Sneha Kumar / Reuters :
Baidu reports Q3 revenue down 7% YoY to ~$4.4B, its biggest quarterly revenue decline ever, and a ~$1.5B net loss, as the search giant battles falling usership
Update Baidu Inc : Baidu Announces Third Quarter 2025 Results Tracy Qu / Wall Street Journal : Baidu Revenue Falls on Weak Advertising Demand, Posts Loss on Impairment
Tencent and Baidu sold ~$3.3B combined in offshore bonds in 2025, the most ever for Chinese tech companies, as companies secure cheap financing for AI buildouts
Janice Huang / Bloomberg :
Alibaba, Tencent, and Baidu have raised $5B+ via bonds in September for AI and digital infrastructure; combined with JD.com, their 2025 AI capex could top $32B
Bloomberg :
Baidu reports Q2 revenue down 4% YoY to ~$4.6B, slightly below est., and online ad revenue down 15% YoY to ~$2.3B, as Chinese companies rein in ad spending
Deborah Sophia / Reuters :
Baidu reports Q1 revenue up 3% YoY to ~$4.5B, above ~$4.3B est., and a ~$1B net profit, as the Chinese search giant fends off intensifying competition in AI
but the risks are stacking up Sanjana Gupta / Analytics India Magazine : Baidu's Revenue Surge in Q1 FY25, AI Cloud and Autonomous Driving Thrive Anusuya Lahiri / Benzinga : China-Based Baidu Burns $1...
Baidu reports Q4 revenue down 2% YoY to ~$4.7B, above $4.6B est., and a ~$717M net income, above ~$540M est., as its search and AI businesses face competition
Revenue for the three months ended December shrank 2% to 34.1 billion yuan ($4.7 billion), versus an average estimate of 33.4 billion yuan.
Baidu reports Q3 revenue down 3% YoY to $4.78B, net income up 14% YoY to $1.09B, and online marketing revenue up 12% YoY to $1.1B, driven by AI cloud business
Evelyn Cheng / CNBC :