Baidu, Inc. · NASDAQ:BIDU
Baidu — Q3 2025 Earnings Presentation
8 slides from Baidu's earnings presentation, Nov 18, 2025
Slide 1: Presentation
Bai SSE Presentation November 2025 BaiIDU :
Slide 2: Disclaimer
Disclaimer THIS DOCUMENT AND ITS CONTENTS ARE NOT FOR RELEASE, REPRODUCTION, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, TO ANY OTHER PERSON OR IN OR INTO OR FROM ANY JURISDICTION WHERE SUCH RELEASE, REPRODUCTION, PUBLICATION OR DISTRIBUTION IS UNLAWFUL. PERSONS INTO WH
Slide 3: Greater Visibility into Baidu's AI-powered Businesses and Technology
Greater Visibility into Baidu's AI-powered Businesses and Technology • In response to the feedback from long-term shareholders, we have enhanced disclosures by introducing a new AI-native view to provide greater visibility into Baidu’s high-growth AI businesses. Existing Reporting Method AI-powered
Slide 4: Leading AI Cloud Infrastructure in China
Leading AI Cloud Infrastructure in China Key Highlights 6.2B RMB • AI Cloud revenue was RMB 6.2 billion, up 21% year over year in 21% YoY the third quarter of 2025. AI Cloud revenue1 • Within AI Cloud, revenue from AI Cloud Infra, which refers to AI 4.2B RMB infrastructure and platform services serv
Slide 5: AI Applications: Reshaping Products Through AI for Stronger Real-World Use
AI Applications: Reshaping Products Through AI for Stronger Real-World Use AI Applications Delivering Comprehensive AI Application Portfolio Large-Scale Revenue > 25% • Baidu Wenku and Baidu Drive: Revitalized with AI to deliver superior functionality and boost user productivity. 2.6B1 AI Applicatio
Slide 6: Apollo Go: Global Leader in Robotaxi Services
Apollo Go: Global Leader in Robotaxi Services • Apollo Go, Baidu’s autonomous ride-hailing service, provided 3.1 million fully driverless operational rides in 3Q25, with YoY growth accelerating to 212% from 148% last quarter. Weekly average fully driverless operational rides exceeded 250,000 in Octo
Slide 7: AI-native Marketing Services: Driving the Second Growth Curve in Online Marketing Business
AI-native Marketing Services: Driving the Second Growth Curve in Online Marketing Business Fast-growing AI-native Marketing Services Enhancing Experience, Boosting Monetization As % of Baidu Core’s • Agents and digital humans represent AI-native monetization online marketing 4% 18% innovations that
Slide 8: Unlocking Long-term Value through AI-empowered Growth
Unlocking Long-term Value through AI-empowered Growth Strong Balance Sheet Focusing on High-growth Businesses Continuous Optimization • Continuously enhancing • Leading AI Cloud Infrastructure in disclosures and transparency China • > $40B1 • Comprehensive AI Application Portfolio Exploring various