Baidu announced its financial results for the fourth quarter and full year of 2025. The company's total annual revenue reached 129.1 billion yuan, with AI business revenue amounting to 40 billion yuan. In the fourth quarter, Baidu's total revenue was 32.7 billion yuan, representing a 5% year-over-year increase. Revenue from AI business accounted for 43% of Baidu's core business revenue during the quarter, exceeding market expectations.

In 2025, Baidu's AI Cloud revenue grew by 34% compared to the previous year, while annual revenue from AI applications surpassed 10 billion yuan. Revenue from AI-native marketing services increased by 301% year-over-year. As of December, the monthly active users of Wenxin Assistant reached 202 million. Since the launch of the Spring Festival red envelope campaign, the monthly active user count for Wenxin Assistant has grown fourfold compared to the same period last year.

According to the earnings report, RoboTaxi provided 3.4 million global ride services in the fourth quarter, an increase of over 200% year-over-year. The peak number of weekly rides during the quarter exceeded 300,000. As of February 2026, RoboTaxi has cumulatively provided more than 20 million ride services worldwide, operating across 26 cities globally.