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Baidu (GB:0HL1)
LSE:0HL1
Earnings Data
Report Date
Aug 20, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
2.22Last Year’s EPS
21.02Same Quarter Last Year
Moderate Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 21, 2025
|% Change Since: 0.00%
|Next Earnings Date:Aug 20, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed sentiment with significant achievements in AI Cloud growth, AI search enhancements, and international expansion of autonomous driving. However, these highlights are balanced by declines in online marketing and iQIYI revenue, as well as negative free cash flow due to high AI investments.Company Guidance
During the first quarter of 2025, Baidu reported a 7% year-over-year increase in Baidu Core’s total revenue, reaching RMB25.5 billion, driven primarily by their AI Cloud business which saw a 42% rise in revenue to RMB6.7 billion. The AI Cloud now accounts for 26% of Baidu Core's revenue, up from 20% a year ago. Baidu's AI advancements included the release of ERNIE 4.5 and ERNIE X1 models, which were further enhanced with the ERNIE 4.5 Turbo and ERNIE X1 Turbo versions, offering improved performance and reduced pricing. The company also emphasized its focus on making AI more open and collaborative by planning to open source the ERNIE 4.5 series and adopting open standards. Additionally, Baidu's Apollo Go autonomous ride-hailing service expanded internationally, reaching the Middle East and increasing its global presence to 15 cities, with plans for further expansion. The company noted a significant year-over-year growth in ride volume by 75%, with over 1,000 fully driverless vehicles deployed globally. Moreover, Baidu's search transformation efforts led to an increase in AI-generated content on mobile search result pages from 22% in January to 35% in April, enhancing user experience and retention. Baidu continues to invest heavily in AI, autonomous driving, and search transformation, while also returning value to shareholders through accelerated share repurchase programs.AI Cloud Revenue Growth
AI Cloud revenue reached RMB6.7 billion in Q1, a year-over-year increase of 42%, driven by the adoption of Gen AI and foundation models.
AI Cloud's Growing Share of Baidu Core Revenue
AI Cloud accounted for 26% of Baidu Core revenue, up from 20% a year ago, reflecting its growing significance.
Improved User Experience in AI Search
In April, 35% of mobile search result pages contained AI-generated content, up from 22% in January, indicating an enhanced user experience.
Expansion of Autonomous Ride-Hailing Service
Apollo Go entered Dubai and Abu Dhabi, marking its international expansion, with over 1,000 fully driverless vehicles deployed globally.
Non-GAAP Operating Margin for AI Cloud
AI Cloud's non-GAAP operating margin is now at the level of teens, indicating improved profitability.
GB:0HL1 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
GB:0HL1 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 21, 2025 | $186.00 | $186.00 | 0.00% |
Feb 18, 2025 | $186.00 | $186.00 | 0.00% |
Nov 21, 2024 | $186.00 | $186.00 | 0.00% |
Aug 22, 2024 | $186.00 | $186.00 | 0.00% |
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 (GB:0HL1) report earnings?
Baidu (GB:0HL1) is schdueled to report earning on Aug 20, 2025, TBA Not Confirmed.
What is Baidu (GB:0HL1) earnings time?
Baidu (GB:0HL1) earnings time is at Aug 20, 2025, TBA Not 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 stock?
The P/E ratio of Baidu is N/A.
What is GB:0HL1 EPS forecast?
GB:0HL1 EPS forecast for the fiscal quarter 2025 (Q2) is 2.22.
