Baidu's Ad Revenue Faces Pressure From Change in Search Behavior -- Market Talk

Dow Jones

Aug 06

0359 GMT - Baidu's 2Q ad revenue may fall short of Deutsche Bank's previous estimates due to a faster-than-expected transition in search behavior. There has been reduced monetization amid a shift from traditional searches to generative AI searches, analyst Leo Chiang writes in a note. That said, Baidu is exploring monetization strategies for new AI-generated search traffic, but it may take some time before there is a turnaround in ad revenue. Baidu's cloud segment should maintain solid momentum, supported by continued strong demand for generative AI and its foundation model, he adds. The bank trims its 2025 revenue forecast by 4% to reflect the weaker ad outlook. (jiahui.huang@wsj.com; @ivy_jiahuihuang)

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August 05, 2025 23:59 ET (03:59 GMT)

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There has been reduced monetization amid a shift from traditional searches to generative AI searches, analyst Leo Chiang writes in a note. That said, <a href=\"https://laohu8.com/S/09888\">Baidu</a> is exploring monetization strategies for new AI-generated search traffic, but it may take some time before there is a turnaround in ad revenue. Baidu's cloud segment should maintain solid momentum, supported by continued strong demand for generative AI and its foundation model, he adds. The bank trims its 2025 revenue forecast by 4% to reflect the weaker ad outlook. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 05, 2025 23:59 ET (03:59 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Baidu's Ad Revenue Faces Pressure From Change in Search Behavior -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBaidu's Ad Revenue Faces Pressure From Change in Search Behavior -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-06 11:59</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0359 GMT - <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>'s 2Q ad revenue may fall short of Deutsche Bank's previous estimates due to a faster-than-expected transition in search behavior. There has been reduced monetization amid a shift from traditional searches to generative AI searches, analyst Leo Chiang writes in a note. That said, <a href=\"https://laohu8.com/S/09888\">Baidu</a> is exploring monetization strategies for new AI-generated search traffic, but it may take some time before there is a turnaround in ad revenue. Baidu's cloud segment should maintain solid momentum, supported by continued strong demand for generative AI and its foundation model, he adds. The bank trims its 2025 revenue forecast by 4% to reflect the weaker ad outlook. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 05, 2025 23:59 ET (03:59 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":"2557434297","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2557434297","pubTimestamp":1754452740,"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":"0359 GMT - Baidu's 2Q ad revenue may fall short of Deutsche Bank's previous estimates due to a faster-than-expected transition in search behavior. There has been reduced monetization amid a shift from traditional searches to generative AI searches, analyst Leo Chiang writes in a note. That said, Baidu is exploring monetization strategies for new AI-generated search traffic, but it may take some time before there is a turnaround in ad revenue. Baidu's cloud segment should maintain solid momentum, supported by continued strong demand for generative AI and its foundation model, he adds. The bank trims its 2025 revenue forecast by 4% to reflect the weaker ad outlook. ","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":"百度广告收入面临搜索行为变化的压力——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09888":1,"BIDU":1},"content_text":"0359 GMT - Baidu's 2Q ad revenue may fall short of Deutsche Bank's previous estimates due to a faster-than-expected transition in search behavior. There has been reduced monetization amid a shift from traditional searches to generative AI searches, analyst Leo Chiang writes in a note. That said, Baidu is exploring monetization strategies for new AI-generated search traffic, but it may take some time before there is a turnaround in ad revenue. Baidu's cloud segment should maintain solid momentum, supported by continued strong demand for generative AI and its foundation model, he adds. The bank trims its 2025 revenue forecast by 4% to reflect the weaker ad outlook. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  August 05, 2025 23:59 ET (03:59 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":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}