Baidu, Inc. · NASDAQ:BIDU
Baidu — Q4 2025 Earnings Presentation
8 slides from Baidu's earnings presentation, February 2026
Slide 1: Presentation
Baithae Presentation February 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: 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. Legacy Reporting Method New Framework
Slide 4: Leading AI Cloud Infrastructure in China
Leading AI Cloud Infrastructure in China Key Highlights 30B RMB • For the full year 2025, AI Cloud* revenue reached RMB 30 AI Cloud* billion. AI Cloud Infra contributed approximately RMB 20 Revenue in 20251 billion in revenue, representing a 34% year over year increase1. 20B RMB • In the fourth quar
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 Large-Scale Revenue Comprehensive AI Application Portfolio • Baidu established the Personal Super Intelligence > 25% Business Group (PSIG), integrating Baidu Wenku and > 10B AI Applications revenue
Slide 6: Apollo Go: Global Leader in Robotaxi Services
Apollo Go: Global Leader in Robotaxi Services • In the fourth quarter of 2025, Apollo Go, Baidu’s autonomous ride-hailing service, delivered 3.4 million fully driverless operational rides with weekly rides peaking at over 300,000 during the quarter. Total rides increased by over 200% year over year.
Slide 7: Fast-growing AI-native Marketing Services
Fast-growing AI-native Marketing Services Revenue from AI-native Marketing Services1 Enhancing Experience, Boosting Monetization Agents • Agents and digital humans represent AI-native monetization Digital Humans innovations, creating substantial value for advertisers through higher engagement, bette
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 disclosures for greater • Leading AI Cloud Infrastructure in transparency China > $40B1 • Comprehensive AI Application Portfolio • Exploring