NASDAQ$BIDU

Baidu, Inc.-ADR · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Baidu reported Q2 2024 results with total revenue of RMB 33.9 billion, up modestly driven by AI Cloud growth.

Baidu, Inc. announced unaudited financial results for the second quarter ended June 30, 2024. Total revenues reached RMB 33.9 billion, essentially flat year-over-year, with Baidu Core revenue at RMB 26.7 billion (up 1% YoY) supported by AI Cloud. Operating income was RMB 5.9 billion (up 14% YoY), and net income attributable to Baidu was RMB 5.5 billion with diluted EPS of RMB 15.01.

  • Total revenue RMB 33.9 billion (flat YoY); Baidu Core revenue RMB 26.7 billion (+1% YoY) led by AI Cloud (+10% non-marketing).
  • Operating income RMB 5.9 billion (+14% YoY); Baidu Core operating margin 21%.
  • Net income to Baidu RMB 5.5 billion (+5% YoY); diluted EPS RMB 15.01 (+6% YoY).
  • Baidu App MAUs reached 703 million (+4% YoY); Apollo Go rides up 26% YoY.

Headline financials

Total Revenue

¥4.75B

Previous: ¥4.7B+1.2%
EPS (adj)

¥21.02

Previous: ¥3.11+575.9%
Baidu App MAUs

703.0M

No prior period
Capital Expenditures

¥0.00

No prior period
Free Cash Flow

¥883M

No prior period
Net Income

¥769M

No prior period
Operating Income

¥833M

No prior period
Gross Profit

¥2.46B

No prior period
Cash & Equivalents

¥22.7B

No prior period
R&D Expense

¥813M

No prior period

Revenue & EPS history

Baidu · Revenue · Quarterly

¥4.75B

Q2 2024+1.2%vs Q2 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Baidu · ¥34.1B total across 2 segments · Q2 2024

  • Baidu Core
    ¥26.7B
  • iQIYI
    ¥7.4B

Forward guidance

AI Cloud expected to maintain strong growth momentum; continued focus on AI-native product transformation and operational optimization.

Tailwinds

  • AI Cloud accelerating with strong expected momentum.
  • Healthy margins maintained amid transformation.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-0.2%

Avg return

Earnings day

-0.7%

Avg return

5 days after

+0.8%

Avg return

30 days after

48%

21 / 44 earnings

Positive

+16.6%

Q1 2022

Best reaction

-18.5%

Q2 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2024
Q4 2026-4.5%+4.3%+11.7%
Q3 2024-7.4%-3.7%-1.1%
Q1 2024-0.2%-5.1%-16.9%
Q4 2023-9.8%-10.4%-6.3%
Q3 2023+7.9%+10.9%+5.7%
Q2 2023+6.1%+7.1%+2.5%
Q1 2023+2.3%-2.6%+16.5%
Q4 2022-2.0%-1.0%+11.0%
Q3 2022+2.6%-1.3%+19.2%
Q2 2022-2.3%-4.9%-20.1%
Q1 2022+16.6%+17.6%+26.8%
Q4 2021+5.3%-3.4%-13.2%
Q3 2021-9.9%-13.7%-17.0%
Q2 2021-7.6%-13.7%-0.5%
Q1 2021-0.0%+0.2%-1.9%
Q4 2020-8.6%+2.9%-21.1%
Q3 2020-0.8%-6.2%+31.2%
Q2 2020-7.4%-1.5%-4.4%
Q1 2020+9.9%+3.5%+22.2%
Q4 2019-2.9%-4.5%-21.0%
Q3 2019+12.8%+11.9%+7.2%
Q2 2019+12.4%+5.3%+12.1%
Q1 2019-15.9%-21.0%-25.8%
Q4 2018-2.3%-5.4%-2.6%
Q3 2018+4.6%+7.1%+0.8%
Q2 2018-9.3%-6.3%-10.8%
Q1 2018+8.9%+9.0%+5.4%
Q4 2017+6.4%+10.4%+18.5%
Q3 2017-9.0%-7.3%-5.2%
Q2 2017+9.4%+12.1%+12.1%
Q1 2017-3.4%-4.3%+2.0%
Q4 2016-5.8%-6.4%-9.5%
Q3 2016+3.9%+0.4%-4.8%
Q2 2016-3.6%-2.9%+4.8%
Q1 2016+3.4%
Q4 2015+6.8%
Q3 2015+8.7%
Q2 2015-18.5%
Q1 2015-8.6%
Q4 2014-6.6%
Q4 2010+2.0%
Q4 2009+1.9%
Q4 2008+1.9%
Q4 2007+1.9%
Q3 2009
Q2 2009
Q1 2009

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