Baidu, Inc. · BIDU · Next earnings

Baidu, Inc. reports Monday, Nov 16, 2026

BIDU reports before market open with consensus EPS at $0.95 and revenue at $4.60B. Last quarter: Baidu: AI Cloud Accelerates as Revenue Declines Modestly

Reports Before market open11 days awayDate estimated Communication Services

What the street expects

Consensus for the coming report
Consensus EPS $0.95 Calendar consensus
Consensus revenue $4.60B Calendar consensus
Report date Nov 16, 2026 Monday, date estimated
Session Before market open 11 days away

Where BIDU left off: FY2026 Q2

Full report

Baidu: AI Cloud Accelerates as Revenue Declines Modestly

EPS surprise -29.8% Reported $1.06 vs $1.51
Revenue surprise -1.4% Reported $4.61B vs $4.68B
Stock move -12.7% Event window
Subsequent drift -2.6% Up to 20 sessions

No formal guidance was provided. The supplied analysis points to continued AI Cloud growth, increasing infrastructure investment, and further Apollo Go expansion.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • AI infrastructure investment could pressure cash flow or margins.
  • Competition in foundation models, AI search, and cloud services may intensify.
  • Regulatory changes could affect robotaxi volumes and international rollout.
  • Advertising weakness and delayed AI-search monetization could weigh on results.

Questions analysts left open

  • Competitive positioning of ERNIE and AI search monetization.
  • Whether AI Cloud margin expansion can continue as infrastructure investment increases.
  • Regulatory and execution risks in scaling Apollo Go internationally.
  • Potential liquidity and valuation effects from the Hong Kong listing conversion.

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Recent BIDU quarters

All BIDU earnings
-12.7%FY2026 Q2+1.8%FY2026 Q1+2.7%FY2025 Q3-2.6%FY2025 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.