Baidu, Inc. · NASDAQ:BIDU
Baidu — Q1 2026 Earnings Presentation
8 slides from Baidu's earnings presentation, May 18, 2026
Slide 1: Presentation
Baithae Presentation May 2026
Slide 2: Disclaimer
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Slide 3: AI-powered Business: Exceeding 50% of Baidu General Business Revenue
AI-powered Business: Exceeding 50% of Baidu General Business Revenue Baidu Core AI-powered Business1 Key Highlights Global Leader in Comprehensive AI AI-native 13.6B Robotaxi Services Application Portfolio Marketing Services 52% RMB of Baidu General Business revenue in 1Q261 revenue in 1Q261 >350K R
Slide 4: AI Cloud Infra: Delivering Exceptional Growth
AI Cloud Infra: Delivering Exceptional Growth Key Highlights GPU Cloud revenue YoY growth continued to accelerate1,2. 11.3B RMB 53% YoY 184% AI Cloud revenue in 1Q261 8.8B RMB 143% 79% YoY 128% AI Cloud Infra revenue growth in 1Q261 3Q25 4Q25 1Q26 Kunlunxin is increasingly recognized for its high ef
Slide 5: AI Applications: Expanding Product Portfolio
AI Applications: Expanding Product Portfolio 2.5B RMB > 10B RMB AI Applications revenue in 1Q261 AI Applications revenue for FY251 • DuMate (搭子): a newly introduced AI agent for • Miaoda (MeDo, 秒哒): Baidu’s vibe coding everyday productivity, seamlessly integrating platform, recently upgraded to Miao
Slide 6: Apollo Go: Global Leader in Robotaxi Services
Apollo Go: Global Leader in Robotaxi Services > 22M > 350K 27 Cities > 330M > 220M Cumulative Rides1 Peak Weekly Fully Global Footprint3 Cumulative Cumulative Fully Driverless Driverless Operational Rides2 Autonomous km3 Autonomous km3 Chinese Strong Growth in Total Rides4 Europe Mainland ✓ London:
Slide 7: AI-native Marketing Services: Broadening Adoption across Markets
AI-native Marketing Services: Broadening Adoption across Markets Revenue from AI-native Marketing Services1 Digital Human Capabilities Going Global Agents Launched an overseas digital human platform for Digital Humans merchants and creators to easily generate digital human content, from e-commerce l
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 • Continuously enhancing China disclosures for greater transparency > $40B1 • Kunlunxin: proprietary AI Chips • Exploring various s