Xin Lang Ke Ji·2025-11-18 09:16Core Insights - Baidu reported Q3 2025 total revenue of 31.2 billion yuan, with core revenue of 24.7 billion yuan [1] - The company disclosed AI business revenue for the first time, showing a year-on-year growth of over 50% [1] - AI cloud revenue grew by 33% year-on-year, while AI application revenue reached 2.6 billion yuan [1] - AI native marketing service revenue surged by 262% to 2.8 billion yuan [3] AI Business Performance - AI applications generated 2.6 billion yuan in revenue, including flagship products like Baidu Wenku, Baidu Wangpan, and digital employees [2] - Most AI applications utilize a high-retention subscription model, ensuring sustainable high-quality revenue [2] Strategic Developments - Baidu's autonomous operations under "Luo Bo Kua Pao" expanded rapidly, entering the Swiss market while maintaining industry-leading safety standards [1] - The company upgraded its Qianfan large model platform, enhancing model services and AI application development efficiency [1] - Baidu Intelligent Cloud has been the leader in China's AI public cloud market for six consecutive years, according to IDC [1]