Welcome to our dedicated page for Baidu news (Ticker: BIDU), a resource for investors and traders seeking the latest updates and insights on Baidu stock.
Baidu, Inc. reports developments across its AI-focused internet business, including search and online marketing services, AI Cloud Infra, AI applications, AI-native Marketing Services and autonomous driving. Company updates also cover Apollo Go ride-hailing deployments, Baidu AI Cloud products such as DuClaw and OpenClaw access, and operating performance across Baidu Core activities.
Baidu news also includes financial-results announcements, annual meeting materials, Form 20-F filing notices, share repurchase and dividend policy actions, and ADR-related context. The company trades on Nasdaq as BIDU and on the Hong Kong Stock Exchange, with each Baidu ADS representing eight Class A ordinary shares.
Baidu (NASDAQ:BIDU) reported unaudited Q1 2026 results. Revenue was RMB32.1 billion, down 2% quarter over quarter. Baidu General Business revenue was RMB26.0 billion, flat sequentially, while Baidu Core AI-powered Business revenue reached RMB13.6 billion, up 49% year over year and 52% of Baidu General Business.
Operating income was RMB3.2 billion (10% margin); non-GAAP operating income was RMB3.8 billion (12% margin). Net income attributable to Baidu was RMB3.4 billion (11% margin). Adjusted EBITDA was RMB6.0 billion with a 19% margin. Total cash and investments were RMB279.3 billion, and operating cash flow was RMB2.7 billion. Baidu returned US$172 million via share repurchases. Apollo Go delivered 3.2 million fully driverless rides in Q1 2026, with rides up over 120% year over year. Baidu App monthly active users reached 655 million in March 2026.
Baidu (NASDAQ:BIDU) introduced a new generation of AI agents at Baidu Create 2026 and proposed Daily Active Agents (DAA) as a core industry metric. New products include DuMate, Miaoda app and enterprise editions, Baidu Yijing, and Famou Agent 2.0, supported by a full-stack Baidu AI Cloud and the ERNIE 5.1 foundation model.
Baidu (Nasdaq: BIDU) will hold its annual general meeting of shareholders on June 5, 2026 at 9:00 a.m. Beijing/Hong Kong time at Baidu Campus in Haidian District, Beijing. The board set May 18, 2026 (Hong Kong time) as the record date for Class A and Class B ordinary shares.
No proposal will be submitted for shareholder approval at the AGM. Baidu filed its Form 20-F with audited financial statements for the year ended December 31, 2025, and published a Hong Kong Annual Report; both are available on its investor relations website and applicable regulator sites.
Baidu (Nasdaq: BIDU) will report First Quarter 2026 financial results for the period ended March 31, 2026, before U.S. markets open on May 18, 2026. Management will hold an earnings conference call at 8:00 AM ET (8:00 PM Beijing Time) on May 18, 2026.
Pre-registration is required for dial-in details; a live and archived webcast will be available at https://ir.baidu.com. A phone replay is accessible through May 25, 2026.
Baidu (NASDAQ: BIDU) launched its Apollo Go fully driverless commercial ride‑hailing service in Dubai on April 1, 2026, marking Apollo Go's first international app deployment.
The rollout, in partnership with Dubai Taxi Company and RTA, follows Dubai's first driverless testing permit and supports plans for a fleet of over 1,000 autonomous vehicles.
Apollo Go has completed > 20 million rides and accumulated > 300 million autonomous kilometers, including > 190 million km of fully driverless operations.
Baidu (NASDAQ: BIDU; HKEX: 9888/89888) filed its annual report on Form 20-F for the fiscal year ended December 31, 2025 with the SEC on March 17, 2026. The Form 20-F and the Hong Kong Annual Report are available on Baidu's investor relations website and HKEx.
The company said it will provide a free hard copy of the audited consolidated financial statements to shareholders and ADS holders upon request, with instructions to contact its IR Department in Beijing.
Baidu (NASDAQ: BIDU) launched DuClaw on March 11, 2026, a zero-deployment service from Baidu AI Cloud that provides instant access to the open-source OpenClaw agent platform via a web interface.
DuClaw offers pre-built Baidu skills, multi-model support, fully managed hosting on Baidu AI Cloud infrastructure, and a limited-time promotion at RMB 17.8/month for first-time users. Plans include integration with enterprise collaboration platforms and prior Rapid Deployment tooling.
Baidu (NASDAQ: BIDU) reported Q4 and full-year 2025 results on Feb 26, 2026. Q4 revenue was RMB32.7 billion, up 5% sequentially; Baidu Core AI-powered Business reached RMB11.3 billion in Q4 and RMB40.0 billion for FY, up 48% YoY. The company announced a US$5 billion repurchase authorization and its first-ever dividend policy, and continues the planned spin-off and listing of Kunlunxin.
Full-year revenue was RMB129.1 billion, down 3% YoY; operating loss was RMB5.8 billion due to a RMB16.2 billion impairment, while non-GAAP operating income was RMB15.0 billion.
Baidu (NASDAQ: BIDU) and Uber (NYSE: UBER), in partnership with Dubai's Roads and Transport Authority, will launch Apollo Go autonomous ride-hailing on the Uber app in Dubai, starting in the coming month in select Jumeirah locations.
The deployment will expand based on operational learnings and regulatory approvals and supports Dubai's goal of 25% autonomous trips by 2030. Apollo Go reports a global footprint of 22 cities, over 17 million cumulative rides, and 240 million autonomous kilometers logged, including 140 million fully driverless kilometers.
Baidu (NASDAQ: BIDU) announced a new US$5 billion share repurchase program effective through Dec 31, 2028 and adoption of a dividend policy for ordinary shares, with the Board expecting to declare the first dividend payment in 2026.
Repurchases may occur via open market or other lawful means; future dividends will be funded primarily from operating profits and may be supplemented by non-core asset disposals and other investment returns.