K3SD

百度-SW

百度

百度集团-SWR

<p>百度（BIDU）举行了 2024 年第二季度财报电话会议，报告营收略有增长，达到 267 亿元人民币，主要受人工智能云业务推动，尽管在线营销方面存在挑战。CEO 李彦宏强调了运营效率的提升，非通用会计净利润率增至 26%，非通用会计净利润同比增长 8%。公司专注于扩大人工智能产品，特别是 ERNIE 模型，以提升客户的可访问性和价格实惠性，表明在人工智能技术和应用方面持续创新</p>

Baidu (BIDU) Q2 2024 Earnings Call Transcript

- Baidu's Q2 2024 earnings call highlighted the growth in AI Cloud business despite challenges in online marketing.
- Baidu Core's total revenue remained flat, with online marketing revenue declining by 2% year over year.
- The company emphasized the acceleration of AI renovation in search using ERNIE, with 18% of search results now AI-generated.
- Baidu is scaling AI to address real-world problems, with ERNIE handling over 600 million API calls daily.
- The company aims to make ERNIE more affordable and accessible, offering diverse models to meet customer needs and lowering API costs.
- Baidu's AI Cloud revenue grew by 14% year over year, driven by GenAI-related revenue and cross-selling CPU Cloud services.
- The company is committed to sustainable growth and aims to maintain positive non-GAAP operating profit in the AI Cloud business.
- Baidu is focused on transforming user search experience with AI, despite short-term revenue impact, to create long-term value.
- The company is leveraging ERNIE agents to enhance user experience and drive potential direct sales, transitioning from CPC to CPS model.
- Baidu's strategic focus on AI investments aims to foster deeper user interaction and create long-lasting value for stakeholders.

百度（BIDU）2024 年第二季度财报电话会议实录