Application Software

Agora

Baidu

Conference Minutes

09888

00700

09863

02015

09866

09868

01810

TSLA

01211

MAAS

BIDU

89888

80700

TCTZF

TCEHY

HBUD

HTCD

XPEV

81810

HXXD

XIACY

81211

HYDD

002594

BYDDF

BYDDY

以下为海豚君整理的 $Baidu(BIDU.US) 2025 财年第三季度财报电话会议纪要， $BIDU-SW(09888.HK) 财报解读请移步《 百度，猛贴 AI 讲故事，真能救活自己吗？》一、财报核心信息回顾 1. $BIDU-SWR(89888.HK) AI 收入占比已达 40%：三季度，直接与 AI 相关的收入实现近 100 亿，这已达到总营收的 40%...

BIDU-SW

TENCENT

LEAPMOTOR

LI AUTO-W

NIO-SW

XPENG-W

XIAOMI-W

ZEEKR Intelligent Tech

Tesla

BYD COMPANY

iShares Frontier and Select EM ETF

Maase 

BIDU-SWR

TENCENT-R

Tencent Holdings Limited

Tencent

Li Auto

Baidu HK SDR 10to1

Tencent HK SDR 10to1

NIO Inc. USD OV

XPeng

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

BYD COMPANY-R

BYD HK SDR 10to1

BYD Company Limited

BYD Company

Baidu (Minutes): AI native marketing is the future second curve

Financial Analysis

K3SD

$Baidu(BIDU.US) released its Q3 results after Hong Kong market hours on 18 November 2025. Overall, the performance met expectations. The detailed disclosure of AI revenue demonstrates the company's eagerness to shed its traditional label and fully embrace its new AI narrative. Specifically (focusing solely on Baidu's core operations): 1. AI revenue contribution reaches 40%: During Q3, revenue directly attributable to AI activities amounted to nearly RMB10 billion, constituting 40% of total revenue...

C3.AI

BIDU ADR US

Can the new Baidu, aspiring to AI, successfully shed its old advertising label?

Meta/Facebook

Alamos Gold 

Meta Platforms

Meta (Minutes): Computing power is ready to use, no worries about excess

Agora released FY2025 Q3 earnings on November 19 After-Market (EST), actual revenue USD 35.37M, actual EPS USD 0.0302

Agora released FY2025 9 Months earnings on November 19 After-Market (EST), actual revenue USD 102.9M, actual EPS USD 0.0439

Agora to Release FY2025 Q3 Earnings Report on November 19 After-Market EST

Agora and RTE Jointly Host Real-time Internet Conference

Agora Enhances Conversational AI Engine Through Integration With Exotel

Agora Proposes to Jointly Support USDH Stablecoin for Hyperliquid with Rain and LayerZero

Agora released FY2025 Q2 earnings on August 18 After-Market EST, actual revenue USD 34.26 M, actual EPS USD 0.0157

Agora released FY2025 Semi-Annual Earnings on August 18 After-Market EST, with actual revenue of USD 67.53 M and EPS of USD 0.02

Agora to Release FY2025 Q2 Earnings on August 18 After-Market (EST)

Agora to Showcase Conversational AI Innovations at World AI Conference

Agora CEO Criticizes Anchorage's Stablecoin Issues

Agora and WIZ.AI Collaborate to Launch Multilingual AI Agent Solution

TMT General Partner Ltd substantially increased its holdings in Agora, Inc.

Agora Inc. Reports First Quarter Revenue Growth

Agora released FY2025 Q1 earnings on May 27 After-Market EST, actual revenue USD 33.27 M, actual EPS USD 0.0039

Agora Inc Reports Q1 Net Revenue Of $407,000

Agora Inc. Reports Q1 2025 Financials: Core Business Grows 17.7%

Agora to Release FY2025 Q1 Earnings on May 27 After-Market (EST)

Agora to Release 2025 Q1 Financial Results

JPMorgan Significantly Reduced Holdings in Agora

AdvisorShares MSOS 2x Daily ETF

cbdMD

Tryhard

Roundhill Cannabis ETF

Neo-Concept

Amplify Seymour Cannabis ETF

AdvisorShares Pure US Cannabis ETF

Canopy Growth

RYTHM

Tilray Brands

Agora, Inc. (API.US) Q2 2025 Earnings Conference Call

Agora, Inc. (API.US) Q1 2025 Earnings Conference Call

Agora, Inc. (API.US) Fourth Quarter 2024 Earnings Conference Call

Agora, Inc. (API.US) Q3 2024 Earnings Conference Call

AppFolio

Red Violet

Palantir Tech

赛富时

AppLovin

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Adobe

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