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🔹 Revenue: $4.68B (Est. $4.67B) 🟢
🔹 Adj. profit/ADS: $1.52 (Est. $1.34) 🟢
🔹 Adj. oper profit: $0.42B (Est. $0.38B) 🟢
🔹 New share repurchase authorization: up to $5B
Segment Performance:
🔹 Baidu Core AI-powered Business: $1.62B; 43% of Baidu General Business revenue
🔹 AI Cloud Infra: $0.83B
🔹 AI Applications: $0.39B
🔹 AI-native Marketing Services: $0.39B
Other Metrics:
🔹 Apollo Go fully driverless rides (Q4): 3.4M
🔹 Baidu App MAUs (Dec): 679M
🔹 ERNIE Assistant MAU (Dec): 202M
Financials:
🔹 Operating margin: 5%
🔹 Non-GAAP operating margin: 9%
🔹 Net income attributable to Baidu: $0.26B
🔹 Total cash & investments: $42.06B
🔹 Operating cash flow: $0.37B
Capital Return:
🔹 Share repurchase program: up to $5B (through Dec 31, 2028)
🔹 Dividend policy adopted (first payment potentially by year-end 2026)
#bidu #9888_hk
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