FN2 Earnings Intelligence

Baidu, Inc. earnings overview

Latest Baidu, Inc. (BIDU) earnings intelligence, including the newest scorecard, market reaction, and transcript analysis.

Next reportBaidu, Inc. reports Tuesday, Nov 17, 2026 · Before market openConsensus EPS $1.22 · consensus revenue $4.58B
BIDU FY2026 Q2 · Calendar Q3 2026

Baidu, Inc.

Baidu's Q2 analysis supports a differentiated AI-growth thesis: GPU Cloud, Kunlunxin, AI applications, and Apollo Go are expanding, but the evidence is mixed because overall revenue declined modestly and the company is increasing investment. The next test is whether AI growth can offset advertising pressure and infrastructure intensity.

EPS surprise-29.8%
Market move-12.7%

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