K3SD

百度-SW

百度

百度集團-SWR

<p>百度（BIDU）舉行了 2024 年第二季度財報電話會議，報告營收略有增長，達到 267 億元人民幣，主要受人工智能雲業務推動，儘管在線營銷方面存在挑戰。CEO 李彥宏強調了運營效率的提升，非通用會計淨利潤率增至 26%，非通用會計淨利潤同比增長 8%。公司專注於擴大人工智能產品，特別是 ERNIE 模型，以提升客户的可訪問性和價格實惠性，表明在人工智能技術和應用方面持續創新</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 年第二季度財報電話會議實錄