RabBird
2025-11-18

Baidu’s AI revenue jumped 50% YoY to ~RMB 10B, which sounds great, but the full picture is more mixed — the company also reported –RMB 4.7B free cash flow earlier this year mainly due to heavy AI infrastructure spending. So while AI is now a third of Baidu’s revenue, the short-term ROI isn’t strong yet because the cash outlay (servers, GPUs, data centres) is far larger than the revenue gained. In short: solid growth, but still very capital-intensive — more of a long-term bet than immediate profit engine.

Baidu Reports Q3 AI-Powered Business Revenue Up Over 50% To RMB 10 Billion

Baidu Inc. reported total revenues of RMB 31.2 billion for the third quarter of 2025, representing a 7% decrease year-over-year and a 5% decrease quarter-over-quarter. GAAP net income attributable to Baidu was RMB 3.8 billion . Non-GAAP net income attributable to Baidu was RMB 3.8 billion , an increase of 36% year-over-year and 21% quarter-over-quarter. Adjusted EBITDA was RMB 4.4 billion with a margin of 14%. Total cash and investments stood at RMB 296.4 billion as of September 30, 2025. During the quarter, Baidu reported that revenue from AI-powered businesses grew over 50% year-over-year to approximately RMB 10 billion. The company highlighted strong growth in monetization products such as agents and digital humans, and noted healthy expansion in its AI Cloud segment.Disclaimer: This news brief was created by Public Technologies using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational
Baidu Reports Q3 AI-Powered Business Revenue Up Over 50% To RMB 10 Billion
# Xiaomi and Baidu released financial reports simultaneously, and the market paid attention to the performance of technology stocks

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