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

Reuters11-18

Baidu Inc. reported total revenues of RMB 31.2 billion ($4.4 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 ($530 million).

Baidu shares rose 3% in premarket.

Non-GAAP net income attributable to Baidu was RMB 3.8 billion ($530 million), an increase of 36% year-over-year and 21% quarter-over-quarter. Adjusted EBITDA was RMB 4.4 billion ($622 million) with a margin of 14%. Total cash and investments stood at RMB 296.4 billion ($41.6 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 (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Baidu Inc. published the original content used to generate this news brief via PR Newswire (Ref. ID: CN27087) on November 18, 2025, and is solely responsible for the information contained therein.

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Comment（1）

  • RabBird
    ·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.
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