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Baidu Earnings Calls
| Release date | May 18, 2026 |
| EPS estimate | $1.87 |
| EPS actual | $1.75 |
| EPS Surprise | -6.42% |
| Revenue estimate | 4.543B |
| Revenue actual | 4.649B |
| Revenue Surprise | 2.34% |
| Release date | Feb 26, 2026 |
| EPS estimate | $1.39 |
| EPS actual | $1.52 |
| EPS Surprise | 9.35% |
| Revenue estimate | 4.669B |
| Revenue actual | 4.681B |
| Revenue Surprise | 0.244% |
| Release date | Nov 18, 2025 |
| EPS estimate | $1.20 |
| EPS actual | $1.56 |
| EPS Surprise | 30.00% |
| Revenue estimate | 4.661B |
| Revenue actual | 4.378B |
| Revenue Surprise | -6.06% |
| Release date | Aug 20, 2025 |
| EPS estimate | $1.74 |
| EPS actual | $1.90 |
| EPS Surprise | 9.20% |
| Revenue estimate | 4.334B |
| Revenue actual | 4.562B |
| Revenue Surprise | 5.26% |
Last 4 Quarters for Baidu
Below you can see how BIDU 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 | $86.76 |
| EPS estimate | $1.74 |
| EPS actual | $1.90 |
| EPS surprise | 9.20% |
| Date | Price |
|---|---|
| Aug 14, 2025 | $88.73 |
| Aug 15, 2025 | $89.85 |
| Aug 18, 2025 | $90.13 |
| Aug 19, 2025 | $89.07 |
| Aug 20, 2025 | $86.76 |
| Aug 21, 2025 | $87.61 |
| Aug 22, 2025 | $90.01 |
| Aug 25, 2025 | $91.93 |
| Aug 26, 2025 | $92.48 |
| 4 days before | -2.22% |
| 4 days after | 6.59% |
| On release day | 0.98% |
| Change in period | 4.23% |
| Release date | Nov 18, 2025 |
| Price on release | $117.14 |
| EPS estimate | $1.20 |
| EPS actual | $1.56 |
| EPS surprise | 30.00% |
| Date | Price |
|---|---|
| Nov 12, 2025 | $128.94 |
| Nov 13, 2025 | $120.65 |
| Nov 14, 2025 | $116.00 |
| Nov 17, 2025 | $114.11 |
| Nov 18, 2025 | $117.14 |
| Nov 19, 2025 | $115.49 |
| Nov 20, 2025 | $110.45 |
| Nov 21, 2025 | $110.95 |
| Nov 24, 2025 | $119.15 |
| 4 days before | -9.15% |
| 4 days after | 1.72% |
| On release day | -1.41% |
| Change in period | -7.59% |
| Release date | Feb 26, 2026 |
| Price on release | $125.15 |
| EPS estimate | $1.39 |
| EPS actual | $1.52 |
| EPS surprise | 9.35% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $135.86 |
| Feb 23, 2026 | $133.94 |
| Feb 24, 2026 | $133.63 |
| Feb 25, 2026 | $132.65 |
| Feb 26, 2026 | $125.15 |
| Feb 27, 2026 | $124.44 |
| Mar 02, 2026 | $123.56 |
| Mar 03, 2026 | $118.71 |
| Mar 04, 2026 | $118.98 |
| 4 days before | -7.88% |
| 4 days after | -4.93% |
| On release day | -0.567% |
| Change in period | -12.42% |
| Release date | May 18, 2026 |
| Price on release | $137.71 |
| EPS estimate | $1.87 |
| EPS actual | $1.75 |
| EPS surprise | -6.42% |
| Date | Price |
|---|---|
| May 12, 2026 | $139.94 |
| May 13, 2026 | $150.50 |
| May 14, 2026 | $143.29 |
| May 15, 2026 | $135.33 |
| May 18, 2026 | $137.71 |
| May 19, 2026 | $137.68 |
| May 20, 2026 | $135.22 |
| May 21, 2026 | $131.18 |
| May 22, 2026 | $127.79 |
| 4 days before | -1.59% |
| 4 days after | -7.20% |
| On release day | -0.0218% |
| Change in period | -8.68% |
Baidu Earnings Call Transcript Summary of Q1 2026
Baidu returned to positive revenue growth in Q1 2026 (Baidu General Business +2% YoY) as its AI-powered businesses accelerated strongly. Core AI-powered revenue grew ~49% YoY and for the first time made up more than half of Baidu General Business revenue. AI Cloud Infra showed exceptional momentum (AI Cloud Infra +79% YoY; GPU Cloud revenue +184% YoY), driven by strong training and especially inference demand, expanded model support on the Tianfan MoS platform and growing token consumption (daily average token consumption ~7x YoY). Baidu highlighted product traction across AI applications — DuMate (agent for productivity), Miaoda (vibe coding; MAU +70% QoQ), digital humans (costs down ~80% over two quarters and 24-language localization for overseas customers), Famou Agent (enterprise agents), and AI Search / ERNIE (launch of ERNIE 5.1 with top LMArena rankings). Apollo Go robotaxi continued scale-up (3.2 million fully driverless rides in Q1; 22M cumulative rides as of April) and international expansion (testing/prep in Switzerland, London, Dubai; commercial app in Dubai). Financial health: total revenue RMB 32.1bn, Baidu General Business RMB 26.0bn, non-GAAP operating income improved (Baidu General Business non-GAAP operating income RMB 4.0bn, company-level non-GAAP net income RMB 4.3bn), operating cash flow positive for the third consecutive quarter at RMB 2.7bn, and total cash & investments RMB 279.3bn. Management reiterated continued strategic investments in foundation models, full-stack capabilities (including Kunlunxin chips), disciplined CapEx, and balancing AI investment with shareholder returns (buyback and dividend policy introduced). Key investor takeaways: accelerating, higher-margin AI mix (GPU/infra share rising), strong product commercialization across consumer and enterprise applications, solid cash position and improving profitability metrics — but the business remains in an active investment and scaling phase with competitive and execution risks inherent to AI, chips and global robotaxi expansion.
