Xin Lang Cai Jing·2026-02-26 09:45Core Insights - Baidu's total revenue for 2025 reached 129.1 billion yuan, a year-on-year decrease of 3%, with AI business revenue accounting for 40 billion yuan [1] - In Q4 2025, Baidu's total revenue was 32.7 billion yuan, showing a quarter-on-quarter growth of 5%, and AI business revenue constituted 43% of Baidu's general business revenue, exceeding market expectations [1] AI Business Performance - AI cloud revenue grew by 34% year-on-year in 2025, while AI application revenue surpassed 10 billion yuan for the year [1] - Revenue from AI-native marketing services saw a significant increase of 301% year-on-year [1] User Engagement Metrics - By December, the monthly active users of Wenxin Assistant reached 202 million, with a fourfold increase in active users since the launch of the Spring Festival red envelope activity [1] Mobility Services - In Q4 2025, the global service instances of "Luobo Kuaipao" reached 3.4 million, representing a year-on-year growth of over 200% [1] - The peak weekly service instances exceeded 300,000 during the quarter, and by February 2026, the cumulative global service instances surpassed 20 million, covering 26 cities worldwide [1]