Baidu's Advertising Revenue Likely to Improve in 2Q 2025 -- Market Talk

Dow Jones

Feb 19, 2025

0457 GMT - Baidu's advertising revenue likely to improve in 2Q 2025, according to Citi analysts Alicia Yap in a research note. Core online advertising revenue declined 7% year-on-year in 4Q but that was in line with Citi's expectation. While 22% of all of Baidu's search result pages had AI-generative content in 4Q, monetizing that may not happen until mid-year as the company is prioritizing user experience over profit, Citi says. The negative impact from Baidu's generative AI search transformation is likely to have reached a floor in 4Q 2024, paving the way for a sequential improvement in search advertising revenue starting from 2Q 2025 after a seasonally soft 1Q, the analysts say. They keep a buy rating on the stock, with a target price of US$139.00. ADRs last traded at US$90.16. (tracy.qu@wsj.com)

(END) Dow Jones Newswires

February 18, 2025 23:57 ET (04:57 GMT)

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Core online advertising revenue declined 7% year-on-year in 4Q but that was in line with Citi's expectation. While 22% of all of Baidu's search result pages had AI-generative content in 4Q, monetizing that may not happen until mid-year as the company is prioritizing user experience over profit, Citi says. The negative impact from Baidu's generative AI search transformation is likely to have reached a floor in 4Q 2024, paving the way for a sequential improvement in search advertising revenue starting from 2Q 2025 after a seasonally soft 1Q, the analysts say. They keep a buy rating on the stock, with a target price of US$139.00. ADRs last traded at US$90.16. 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Core online advertising revenue declined 7% year-on-year in 4Q but that was in line with Citi's expectation. While 22% of all of Baidu's search result pages had AI-generative content in 4Q, monetizing that may not happen until mid-year as the company is prioritizing user experience over profit, Citi says. The negative impact from Baidu's generative AI search transformation is likely to have reached a floor in 4Q 2024, paving the way for a sequential improvement in search advertising revenue starting from 2Q 2025 after a seasonally soft 1Q, the analysts say. They keep a buy rating on the stock, with a target price of US$139.00. ADRs last traded at US$90.16. (tracy.qu@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 18, 2025 23:57 ET (04:57 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BIDU","symbol_name":"百度","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2512714094","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2512714094","pubTimestamp":1739941020,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0457 GMT - Baidu's advertising revenue likely to improve in 2Q 2025, according to Citi analysts Alicia Yap in a research note. Core online advertising revenue declined 7% year-on-year in 4Q but that was in line with Citi's expectation. While 22% of all of Baidu's search result pages had AI-generative content in 4Q, monetizing that may not happen until mid-year as the company is prioritizing user experience over profit, Citi says. The negative impact from Baidu's generative AI search transformation is likely to have reached a floor in 4Q 2024, paving the way for a sequential improvement in search advertising revenue starting from 2Q 2025 after a seasonally soft 1Q, the analysts say. They keep a buy rating on the stock, with a target price of US$139.00. ADRs last traded at US$90.16. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"BIDU":"百度","09888":"百度集团-SW"},"translate_title":"百度广告收入可能在2025年第二季度改善——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BIDU":1,"09888":1},"content_text":"0457 GMT - Baidu's advertising revenue likely to improve in 2Q 2025, according to Citi analysts Alicia Yap in a research note. Core online advertising revenue declined 7% year-on-year in 4Q but that was in line with Citi's expectation. While 22% of all of Baidu's search result pages had AI-generative content in 4Q, monetizing that may not happen until mid-year as the company is prioritizing user experience over profit, Citi says. The negative impact from Baidu's generative AI search transformation is likely to have reached a floor in 4Q 2024, paving the way for a sequential improvement in search advertising revenue starting from 2Q 2025 after a seasonally soft 1Q, the analysts say. They keep a buy rating on the stock, with a target price of US$139.00. ADRs last traded at US$90.16. (tracy.qu@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 18, 2025 23:57 ET (04:57 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}