Baidu (NASDAQ: BIDU) — Q2 2026 Pre Earnings

Pre earnings note company quarterly analysis

Operations¹

As of August 17, 2026
Q1 Revenue ↓ 1.16% YoY ¥32.07B
Divisions
Baidu General Business 80.7%
iQIYI 19.3%

Key Earnings Driver

AI Cloud Infra Baidu General Business revenue increased 2% year over year to RMB26.0B. Within Baidu General Business, AI Cloud Infra revenue increased 79% to RMB8.8B, and GPU cloud revenue within AI Cloud Infra increased 184%. Management attributed AI Cloud Infra growth primarily to strong demand from enterprise customers. iQIYI revenue declined 14% to RMB6.2B.

Key Operating Metrics²

METRIC

STATUS

Baidu General Business

AI Cloud Infra

🟢 Scaling

iQIYI

🟡 Watch

Operations¹: Total revenue is after inter-segment elimination. Division revenue percentages are before inter-segment elimination.

Key Operating Metrics²: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.