BIDU(US:BIDU) Zheng Quan Ri Bao Zhi Sheng·2025-08-20 16:44Group 1: Financial Performance - In Q2 2025, Baidu reported total revenue of 32.7 billion yuan, with a core net profit of 7.4 billion yuan, representing a year-on-year growth of 35% [1] - AI-driven new business revenue, including intelligent cloud, exceeded 10 billion yuan for the first time, growing by 34% year-on-year [1] - Baidu's intelligent cloud revenue grew by 27% year-on-year in Q2 [1] Group 2: AI and Cloud Business - Baidu's AI capabilities and end-to-end AI products contributed to healthy growth in its intelligent cloud business [1] - IDC reports that Baidu has maintained the largest market share in the domestic AI public cloud sector for six consecutive years, attributing this to its comprehensive AI infrastructure [1] Group 3: Autonomous Driving - In Q2, Baidu's autonomous driving service, "Luobo Kuaipao," achieved over 2.2 million global ride services, a 148% year-on-year increase [2] - The total number of global ride services exceeded 14 million, with coverage in 16 cities [2] - Partnerships with Uber and Lyft validate Baidu's recognition in the autonomous taxi service sector and highlight its core capabilities in the autonomous driving value chain [2] Group 4: Search Engine Transformation - Baidu accelerated its AI transformation in search, with AI-generated content in mobile search results increasing from 35% in April to 64% in July [3] - The monthly active users of the Baidu App reached 735 million in June, a 5% year-on-year increase [3] - Analysts believe that Baidu's comprehensive strategy in AI and autonomous driving positions it well to capitalize on emerging markets and withstand industry cycles [3]