BIDU

Baidu
D

BIDU

Arincen24/100B
78.150
USD
0.51
(0.66%)
Post Trading·77.825USD-0.325(-0.42%)
Last updated: · Delayed 15 min

Baidu earnings

Baidu reports its Q3 FY2026 results on 16 November 2026. Analysts expect earnings per share of 0.85 USD and revenue of 4.60B USD.

In Q2 FY2026, reported on 18 August 2026, Baidu earned 1.06 USD a share against the 1.51 USD analysts expected (-29.8%), on revenue of 4.61B USD against 4.68B USD (-1.4%).

Last EPS surprise
-29.8%
Last revenue surprise
-1.4%
Move after the last report
+2.5%
Average move after earnings
6.8%

EPS and revenue against estimates

Next earnings · Q3 FY2026
EPS estimate
0.85 USD
Revenue estimate
4.60B USD
Last quarter · Q2 FY2026
EPS1.06Missed -29.8%Revenue4.61BMissed -1.4%

Revenue

ReportedEstimate

EPS

ReportedEstimate
PeriodReport dateEPS estimateReported EPSSurpriseEPS growthRevenue estimateReported revenueSurpriseRevenue growthNext-day move
Q1 FY20281.52———5.74B————
Q4 FY20271.50——+21.69%5.21B——+5.10%—
Q4 FY20261.23——-18.78%4.96B——+5.91%—
Q3 FY20260.85——-45.51%4.60B——+5.15%—
Q2 FY20261.511.06-29.80%-44.21%4.68B4.61B-1.43%+1.07%+2.5%
Q1 FY20261.871.75-6.42%-31.37%4.54B4.65B+2.34%+4.30%+1.7%
Q4 FY20251.391.52+9.35%-42.21%4.67B4.68B+0.24%+0.15%-0.5%
Q3 FY20251.201.56+30.00%-33.90%4.66B4.38B-6.06%-8.44%+2.6%
Q2 FY20251.741.90+9.20%-34.26%4.33B4.56B+5.26%-2.30%-2.6%
Q1 FY20251.962.55+30.10%-7.61%4.68B4.46B-4.78%-7.77%-1.6%
Q4 FY20241.972.63+33.50%-14.61%4.57B4.67B+2.18%-5.29%-7.5%
Q3 FY20242.492.36-5.22%-15.71%4.78B4.78B+0.07%+1.42%-6.0%
Q2 FY20242.682.89+7.84%-7.07%4.70B4.67B-0.73%-0.67%-4.4%
Q1 FY20242.302.76+20.00%+17.95%4.65B4.83B+3.82%+6.69%-1.8%
Q4 FY20232.753.08+12.00%+39.37%4.91B4.93B+0.47%+2.15%-1.9%
Q3 FY20232.452.80+14.29%+18.14%4.73B4.72B-0.40%+3.52%—
Q2 FY20232.573.11+21.01%+31.78%4.57B4.70B+2.90%+6.26%—
Q1 FY20231.932.34+21.24%+32.20%4.31B4.53B+5.21%+1.29%—
Q4 FY20222.142.21+3.27%+21.43%4.65B4.83B+3.79%-7.02%—
Q3 FY20222.352.37+0.85%+3.95%4.47B4.55B+1.93%-7.91%—
Q2 FY20221.632.36+44.79%-1.26%4.03B4.42B+9.85%-8.75%—
Q1 FY20220.761.77+132.89%-6.35%4.40B4.47B+1.63%+4.35%—
Q4 FY20211.381.82+31.88%-40.91%—5.20B—+12.07%—
Q3 FY20211.722.28+32.56%-24.00%4.99B4.95B-0.81%+19.06%-4.6%
Q2 FY20211.932.39+23.83%+14.90%4.78B4.85B+1.48%+31.47%-4.5%
Q1 FY20211.441.89+31.25%+51.20%4.17B4.29B+2.66%+34.77%+0.2%
Q4 FY20202.513.08+22.71%-19.16%4.65B4.64B-0.23%+10.63%-3.5%
Q3 FY20201.853.00+62.16%+70.45%3.56B4.15B+16.62%+5.74%—
Q2 FY20201.392.08+49.64%+41.50%2.44B3.69B+51.06%-3.75%—
Q1 FY20200.641.25+95.31%+204.88%2.41B3.18B+32.19%-11.37%—
Q4 FY20193.713.81+2.70%+98.44%3.99B4.19B+5.01%+0.88%—
Q3 FY20191.251.76+40.80%-36.46%2.51B3.93B+56.71%-4.19%—
Q2 FY20190.941.47+56.38%-53.77%3.22B3.83B+18.88%-2.33%—
Q1 FY20190.410.410.00%-84.23%3.66B3.59B-2.08%+7.87%—
Q4 FY20181.691.92+13.61%-16.16%3.62B4.15B+14.82%+16.17%—
Q3 FY20182.572.77+7.78%-28.79%3.58B4.10B+14.49%+16.17%+3.6%
Q2 FY20182.633.18+20.91%+34.75%2.99B3.92B+31.06%+27.70%-7.8%
Q1 FY20181.732.60+50.29%+160.00%2.14B3.33B+55.25%+35.62%+5.6%
Q4 FY20172.052.29+11.71%+19.90%3.32B3.58B+7.76%+36.46%+4.2%
Q3 FY20172.193.89+77.63%+161.07%2.49B3.53B+41.93%+29.02%-8.1%
Q2 FY20171.422.36+66.20%+93.44%1.98B3.07B+55.48%+11.80%+9.4%
Q1 FY20170.851.00+17.65%-3.85%2.17B2.45B+12.94%+0.32%-4.1%
Q4 FY20160.931.91+105.38%+461.76%2.59B2.62B+1.32%-9.03%-5.2%
Q3 FY20160.871.49+71.26%+4.20%1.88B2.74B+45.34%-5.39%+2.4%
Q2 FY20160.941.22+29.79%-32.60%2.74B2.75B+0.29%+2.83%-3.6%
Q1 FY20160.781.04+33.33%-14.75%2.56B2.44B-4.48%+18.82%+4.5%
Q4 FY20151.010.34-66.34%-78.88%2.49B2.88B+15.74%+25.37%+9.8%
Q3 FY20151.201.43+19.17%-24.74%2.62B2.89B+10.29%+31.30%+10.9%
Q2 FY20151.801.81+0.56%+11.04%2.77B2.67B-3.60%+38.40%-15.0%
Q1 FY20151.131.22+7.96%-1.61%2.01B2.06B+2.24%+34.51%-8.5%
Q4 FY20141.611.610.00%+17.52%2.46B2.30B-6.63%+49.18%-4.5%
Q3 FY20141.621.90+17.28%+28.38%1.96B2.20B+12.38%+51.64%+5.5%
Q2 FY20141.241.63+31.45%+33.61%1.57B1.93B+22.90%+57.31%+10.9%
Q1 FY20140.941.24+31.91%+24.00%1.26B1.53B+21.47%+59.20%+2.0%
Q4 FY20131.381.37-0.72%+4.58%—1.54B—+53.21%+3.5%
Q3 FY20131.431.48+3.50%+6.47%—1.45B—+46.40%+3.5%
Q2 FY20131.211.22+0.83%+528.22%1.22B1.23B+0.44%+43.03%+11.0%
Q1 FY20131.031.00-2.91%+641.84%—960.69M—+42.05%-7.9%
Q4 FY20121.281.31+2.34%+797.26%1.02B1.01B-1.80%+42.87%-10.1%
Q3 FY20121.281.39+8.59%+952.23%935.38M992.17M+6.07%+51.98%-6.2%
Q2 FY20120.170.19+11.74%+73.70%764.79M857.99M+12.19%+62.49%+7.3%
Q1 FY20120.130.13+1.20%+86.65%668.42M676.28M+1.18%+81.85%-0.7%
Q4 FY20110.140.15+1.11%+91.75%702.31M703.63M+0.19%—-3.5%
Q3 FY20110.130.13+1.23%+95.33%648.55M652.82M+0.66%—+4.5%
Q2 FY20110.100.11+9.07%+116.58%481.94M528.03M+9.56%+87.04%+5.0%
Q1 FY20110.070.07+4.45%+146.48%357.69M371.89M+3.97%+96.25%-1.9%
Q4 FY20100.070.08+11.10%+189.07%————+9.3%
Q3 FY20100.060.07+7.15%+119.93%————+4.7%
Q2 FY20100.050.05+12.56%+120.41%245.92M282.31M+14.80%+76.13%+1.6%
Q1 FY20100.020.03+32.82%+150.64%189.54M189.50M-0.02%+60.19%+14.2%
Q4 FY20090.020.03+6.42%+50.43%174.30M1.66M-99.05%—+10.8%
Q3 FY20090.030.03+13.05%+40.60%156.05M187.27M+20.00%+39.89%-11.4%
Q2 FY20090.020.02+12.16%+45.74%137.66M160.28M+16.43%+37.39%+7.7%
Q1 FY20090.010.01+0.52%+56.07%118.48M118.30M-0.15%+44.94%-1.6%
Q4 FY20080.020.02-7.50%+40.19%142.55M-123.98M-186.98%-267.08%+3.5%
Q3 FY20080.020.02+15.04%+152.54%116.14M133.87M+15.26%+103.43%-14.7%
Q2 FY20080.010.02+13.89%+140.57%106.65M116.66M+9.39%+122.39%+16.1%
Q1 FY20080.010.01-0.13%+87.72%81.81M81.62M-0.23%+129.08%+6.3%
Q4 FY20070.010.01+21.38%+105.77%56.79M74.21M+30.66%+114.45%+1.3%
Q3 FY20070.010.01+10.88%+121.48%56.72M65.81M+16.02%+116.68%+5.7%
Q2 FY20070.010.01+24.86%+152.08%42.29M52.46M+24.03%+118.61%+14.1%
Q1 FY20070.000.00+0.25%+138.92%35.78M35.63M-0.43%+110.70%+13.9%
Q4 FY20060.000.01+41.16%—28.76M34.60M+20.30%—-7.7%
Q3 FY20060.000.00+18.48%+877.50%30.50M30.37M-0.42%+175.76%-2.8%
Q2 FY20060.000.00+13.73%+341.67%24.05M24.00M-0.21%+184.59%-20.9%
Q1 FY20060.000.00-6.70%—16.95M16.91M-0.21%—+36.8%
Q4 FY2005-0.00-0.00-22.16%-1,375.00%-20.03M-19.97M+0.30%-662.25%+5.9%
Q3 FY20050.000.00+14.29%+150.00%11.02M11.01M-0.05%+210.06%-13.2%
Q2 FY2005—0.00—+275.00%—8.43M—+137.38%—
Q4 FY2004—0.00———5.52M—+350.27%—
Q4 FY2004—0.00———3.55M—+189.50%—
Q3 FY2004—0.00———3.55M—+189.74%—
Q2 FY2004—0.00———3.55M—+189.92%—
Q4 FY2003—0.00———3.55M—+189.90%—
Q4 FY2003—-0.00———1.23M—+0.15%—
Q3 FY2003—-0.00———1.23M———
Q2 FY2003—-0.00———1.23M———
Q4 FY2002—-0.00———1.23M———

The move is the shares' change on the trading day after the report: after a report after the close, the next day's close on the report day's; before the open, the report day's close on the day before's. Surprise is the reported figure against the analysts' average estimate.

Q3 FY2026

What the market is waiting for

From the last earnings call, the company's guidance and analysts' previews, and checked against the report when it comes.

High importanceWaiting for 16 Nov

Cloud infrastructure revenue

ExpectedCloud infrastructure revenue of RMB 8 billion, up 91%analysts
The resultComes with the report on 16 Nov

Cloud growth is expected to offset weakness in Baidu’s older advertising business.

Sources: https://research.ustigersecurities.com/reports/cmvqzty900006s65d68r4vl58

Beat record

On average, analysts' EPS estimate was 17.3% off the result, either way, and their revenue estimate 2.3%, over the last 12 quarters.

EPS beats
72 / 84
Revenue beats
56 / 78
Average EPS surprise, last 12
+10.4%
Since
October 2005

See also:Forecast,EPS,Income statement

Common questions about Baidu's earnings

Source: Financial Modeling Prep