Baidu Q4 2025 Earnings Call Transcript

fidelity
2026.02.26 17:48
portai
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Baidu, Inc. reported its fourth-quarter financial results for fiscal year 2025, revealing total revenue of RMB 26.1 billion, with core AI business revenue exceeding RMB 11 billion. The company highlighted significant growth in AI Cloud infrastructure, which saw a 143% year-over-year increase. Apollo Go achieved over 3.4 million fully driverless rides in the quarter, contributing to a total of over 20 million rides. Baidu's AI applications revenue surpassed RMB 10 billion, showcasing the growing impact of AI on the company's value creation.