Baidu, Inc. · NASDAQ:BIDU
Baidu — Q2 2026 Earnings Presentation
8 slides from Baidu's earnings presentation, Aug 18, 2026
Slide 1: Baidu Presentation August 2026
Baithae Presentation August 2026 BAIDU — _,
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: AI-powered Business: Continuing to Account for Half of Baidu General Business Revenue
AI-powered Business: Continuing to Account for Half of Baidu General Business Revenue Baidu Core AI-powered Business1 Key Highlights Global Leader in Comprehensive AI AI-native 12.5B Robotaxi Services Application Portfolio Marketing Services 50% RMB revenue of Baidu General Business 28 Cities RMB 2.
Slide 4: AI Cloud Infra: Robust Demand Fueling Strong Growth
AI Cloud Infra: Robust Demand Fueling Strong Growth GPU Cloud Revenue Growth Key Highlights Accelerating1,3 9.9B RMB AI Cloud Infra continued to capture 34% YoY 283% robust demand for AI computing across AI Cloud revenue in 2Q261,2 both training and inference workloads. 7.3B RMB Adoption continued t
Slide 5: AI Applications: A Broad and Expanding AI Application Portfolio
AI Applications: A Broad and Expanding AI Application Portfolio 2.5B RMB > 10B RMB AI Applications revenue in 2Q261 AI Applications revenue for FY251 • DuMate (搭子): A general-purpose AI agent for • Miaoda (MeDo, 秒哒): Baidu’s vibe coding platform, everyday productivity, with proprietary Baidu skills
Slide 6: Apollo Go: Global Leader in Robotaxi Services
Apollo Go: Global Leader in Robotaxi Services 28 Cities > 23M > 350M > 240M 14.4M km Global Cumulative Cumulative Cumulative fully driverless Per Airbag Footprint1 rides2 Autonomous km1 Autonomous km1 Deployment2 ✓ Enhanced the autonomous driving system robustness and operational rigor through compr
Slide 7: AI-native Marketing Services: Broadening Adoption across Markets
AI-native Marketing Services: Broadening Adoption across Markets Expanding Use Cases for Digital Human Technology Digital Human Capabilities Going Global Delivered stronger performance at lower cost, while Overseas digital human platform enabling merchants expanding use cases across e-commerce lives
Slide 8: Unlocking Long-term Value through AI-powered Growth
Unlocking Long-term Value through AI-powered Growth Strong Balance Sheet Focusing on High-growth Businesses Continuous Optimization • Leading AI Cloud Infrastructure in • In the process of converting to China a dual-primary listing on the Hong Kong Stock Exchange • Kunlunxin: proprietary AI Chips >