Baidu Q1: AI Cloud Surges 42%, Accelerates Search AI Transformation

Earnings Call
May 21

Baidu reported strong Q1 2025 results, with total revenue reaching RMB 25.5 billion, up 7% year-over-year. Key highlights:
1. AI Cloud revenue grew 42% YoY to RMB 6.7 billion, now accounting for 26% of Baidu Core revenue.
2. Accelerated AI transformation of search, with 35% of mobile search results containing AI-generated content in April.
3. Apollo Go expanded internationally to Dubai and Abu Dhabi, with over 1.4 million rides provided in Q1, up 75% YoY.
4. Launched upgraded foundation models Ernie 4.5 and Ernie X with enhanced capabilities and lower pricing.
5. Plans to open-source Ernie 4.5 series on June 30th to promote AI accessibility and innovation.
Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.

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