BIDU(US:BIDU) Xin Lang Cai Jing·2026-02-26 09:18Core Insights - Baidu's total revenue for 2025 reached 129.1 billion yuan, with AI business revenue at 40 billion yuan, indicating a strong performance in AI sectors [1][4] - In Q4 2025, Baidu's total revenue was 32.7 billion yuan, a 5% year-over-year increase, with AI business revenue accounting for 43% of general business income, exceeding market expectations [1][4] AI Business Growth - The AI cloud segment saw a revenue increase of 34% year-over-year for 2025, with Q4 subscription revenue from high-performance computing facilities growing by 143%, accelerating from 128% in Q3 [1][4] - Baidu's AI-native marketing services experienced a remarkable 301% year-over-year revenue growth in 2025 [5] - The AI application revenue surpassed 10 billion yuan in 2025, showcasing the company's expanding capabilities in AI solutions [5] User Engagement and Expansion - By December 2025, Baidu App had 679 million monthly active users, while Wenxin Assistant reached 202 million monthly active users, with a fourfold increase in active users since the launch of the Spring Festival red envelope activity [5] - The "Luobo Kuaipao" autonomous driving service recorded 3.4 million global rides in Q4, more than doubling year-over-year, with a peak of over 300,000 rides per week [6] - As of February 2026, "Luobo Kuaipao" had provided over 20 million global rides, covering 26 cities worldwide [6] Technological Advancements - The total mileage for "Luobo Kuaipao" autonomous driving exceeded 300 million kilometers, with fully autonomous driving mileage surpassing 190 million kilometers [3][6] - The self-evolving super-intelligent agent "Baidu Famou" received applications for trials from over 2,000 enterprises, indicating strong interest in innovative AI solutions [5]