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Baidu Earnings Calls
| Release date | May 18, 2026 |
| EPS estimate | $0.211 |
| EPS actual | $0.222 |
| EPS Surprise | 5.03% |
| Revenue estimate | 4.585B |
| Revenue actual | 4.712B |
| Revenue Surprise | 2.76% |
| Release date | Feb 26, 2026 |
| EPS estimate | $0.173 |
| EPS actual | $0.195 |
| EPS Surprise | 12.59% |
| Revenue estimate | 4.677B |
| Revenue actual | 4.81B |
| Revenue Surprise | 2.86% |
| Release date | Nov 18, 2025 |
| EPS estimate | $0.133 |
| EPS actual | -$0.581 |
| EPS Surprise | -536.54% |
| Revenue estimate | 4.307B |
| Revenue actual | 4.378B |
| Revenue Surprise | 1.66% |
| Release date | Aug 20, 2025 |
| EPS estimate | $0.230 |
| EPS actual | $0.374 |
| EPS Surprise | 62.96% |
| Revenue estimate | 4.629B |
| Revenue actual | 4.562B |
| Revenue Surprise | -1.44% |
Last 4 Quarters for Baidu
Below you can see how BAIDF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 20, 2025 |
| Price on release | $11.12 |
| EPS estimate | $0.230 |
| EPS actual | $0.374 |
| EPS surprise | 62.96% |
| Date | Price |
|---|---|
| Aug 14, 2025 | $11.12 |
| Aug 15, 2025 | $11.00 |
| Aug 18, 2025 | $11.12 |
| Aug 19, 2025 | $11.00 |
| Aug 20, 2025 | $11.12 |
| Aug 21, 2025 | $11.12 |
| Aug 22, 2025 | $11.50 |
| Aug 25, 2025 | $11.23 |
| Aug 26, 2025 | $11.21 |
| 4 days before | 0.0009% |
| 4 days after | 0.746% |
| On release day | 0% |
| Change in period | 0.747% |
| Release date | Nov 18, 2025 |
| Price on release | $13.61 |
| EPS estimate | $0.133 |
| EPS actual | -$0.581 |
| EPS surprise | -536.54% |
| Date | Price |
|---|---|
| Nov 12, 2025 | $16.20 |
| Nov 13, 2025 | $15.35 |
| Nov 14, 2025 | $13.87 |
| Nov 17, 2025 | $13.61 |
| Nov 18, 2025 | $13.61 |
| Nov 19, 2025 | $13.35 |
| Nov 20, 2025 | $13.35 |
| Nov 21, 2025 | $14.00 |
| Nov 24, 2025 | $14.00 |
| 4 days before | -15.99% |
| 4 days after | 2.87% |
| On release day | -1.91% |
| Change in period | -13.58% |
| Release date | Feb 26, 2026 |
| Price on release | $16.70 |
| EPS estimate | $0.173 |
| EPS actual | $0.195 |
| EPS surprise | 12.59% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $16.70 |
| Feb 23, 2026 | $16.70 |
| Feb 24, 2026 | $16.70 |
| Feb 25, 2026 | $16.70 |
| Feb 26, 2026 | $16.70 |
| Feb 27, 2026 | $15.90 |
| Mar 02, 2026 | $15.38 |
| Mar 03, 2026 | $13.60 |
| Mar 04, 2026 | $15.91 |
| 4 days before | 0% |
| 4 days after | -4.74% |
| On release day | -4.77% |
| Change in period | -4.74% |
| Release date | May 18, 2026 |
| Price on release | $18.52 |
| EPS estimate | $0.211 |
| EPS actual | $0.222 |
| EPS surprise | 5.03% |
| Date | Price |
|---|---|
| May 12, 2026 | $16.48 |
| May 13, 2026 | $18.65 |
| May 14, 2026 | $18.10 |
| May 15, 2026 | $18.10 |
| May 18, 2026 | $18.52 |
| May 19, 2026 | $18.74 |
| May 20, 2026 | $16.82 |
| May 21, 2026 | $16.82 |
| May 22, 2026 | $16.82 |
| 4 days before | 12.38% |
| 4 days after | -9.18% |
| On release day | 1.17% |
| Change in period | 2.06% |
Baidu Earnings Call Transcript Summary of Q1 2026
Baidu returned to positive revenue growth in Q1 2026 with total revenue of RMB 32.1 billion and Baidu General Business revenue up 2% YoY to RMB 26.0 billion. The company's core AI-powered business grew 49% YoY to RMB 13.6 billion and now represents the majority (52%) of Baidu General Business revenue — a key strategic inflection. AI Cloud Infrastructure showed particularly strong momentum (overall AI Cloud revenue RMB 11.3 billion), with GPU Cloud accelerating to +184% YoY and Kunlunxin (Baidu’s in-house AI chip) gaining broader commercial adoption. Product traction included rapid token consumption on the Tianfan MoS platform (~7x YoY), launch of ERNIE 5.1 (leading on LMArena for Chinese models), growth in AI applications (DuMate, Miaoda, Famou Agent, digital humans), and scaling of Apollo Go robotaxi (3.2 million fully driverless rides in Q1; 22M cumulative rides by April) with expanding international testing and deployments. Financials improved: non-GAAP operating income for Baidu General Business increased, operating cash flow was positive for the third consecutive quarter (RMB 2.7 billion), non-GAAP net income attributable to Baidu RMB 4.3 billion, and total cash and investments RMB 279.3 billion. Management emphasized an application-driven approach to model development, continued investments in ERNIE and full-stack AI, disciplined CapEx while balancing shareholder returns (buybacks and dividend policy), and confidence that the revenue mix shift toward higher-margin AI businesses will drive medium- to long-term margin expansion.
