Bei Jing Shang Bao·2025-08-20 10:52Financial Performance - Baidu reported Q2 2025 revenue of 32.7 billion yuan, with a non-GAAP net profit of 4.8 billion yuan [1] - Core revenue for Baidu was 26.25 billion yuan, a year-on-year decrease of 2%, while non-GAAP net profit increased by 35% to 7.4 billion yuan [1] - Online marketing revenue from Baidu's core business was 16.2 billion yuan, down 15% year-on-year, while AI new business revenue, including intelligent cloud, exceeded 10 billion yuan, growing 34% [1] User Engagement and AI Integration - The proportion of AI-generated content in mobile search results increased from 35% in April to 64% in July [1] - Baidu App's monthly active users reached 735 million, reflecting a year-on-year growth of 5% [1] Strategic Partnerships and Expansion - The company’s autonomous driving service, "萝卜快跑," formed strategic partnerships with Uber and Lyft to deploy driverless cars in Asia, the Middle East, and Europe [1] - In Q2, "萝卜快跑" recorded over 2.2 million global ride services, a year-on-year increase of 148%, with a total of over 14 million ride services by August [1] AI Cloud Services - Baidu's Wenxin large model 4.5 series was open-sourced, introducing 10 new models for enterprise and developer use via the Baidu Intelligent Cloud [2] - According to IDC's report, Baidu Intelligent Cloud has ranked first in the AI public cloud service market for six consecutive years, and it was recognized as the top large model platform in the latest report [2]