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Sina Frenzy In Chinese Internet SpaceEmerging Money • Mon, Apr 29 -
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Traffic Acquisition Costs: A Closer LookCory Renauer • Mon, Apr 22 -
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Baidu's CEO Discusses Q3 2012 Results - Earnings Call TranscriptTue, Oct 30, 2012
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Baidu's CEO Discusses Q2 2012 Results - Earnings Call TranscriptTue, Jul 24, 2012 • 4 Comments
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Baidu's CEO Discusses Q1 2012 Results - Earnings Call TranscriptWed, Apr 25, 2012
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Baidu's CEO Discusses 4Q2011 Results - Earnings Call TranscriptFri, Feb 17, 2012
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Baidu's CEO Discusses Q3 2010 Results - Earnings Call TranscriptSat, Oct 29, 2011 • 3 Comments
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Baidu CEO Discusses Q2 2011 Results - Earnings Call TranscriptMon, Jul 25, 2011 • 1 Comment
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Baidu CEO Discusses Q1 2011 Results - Earnings Call TranscriptThu, Apr 28, 2011
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Baidu CEO Discusses Q4 2010 Results - Earnings Call TranscriptTue, Feb 1, 2011
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Baidu CEO Discusses Q3 2010 Results - Earnings Call TranscriptThu, Oct 21, 2010
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Baidu, Inc. Q2 2010 Earnings Call TranscriptWed, Jul 21, 2010 • 1 Comment
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Baidu Inc. Q1 2010 Earnings Call TranscriptFri, Apr 30, 2010
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Baidu, Inc. Q4 2009 Earnings Call TranscriptWed, Feb 10, 2010
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Baidu Q3 2009 Earnings Call TranscriptTue, Oct 27, 2009
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Baidu Q2 2009 Earnings Call TranscriptFri, Jul 24, 2009 • 3 Comments
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Baidu, Inc. Q1 2009 Earnings Call TranscriptTue, Apr 28, 2009
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Baidu, Inc. Q4 2008 Earnings Call TranscriptThu, Feb 19, 2009
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Baidu Q3 2008 Earnings Call TranscriptWed, Oct 22, 2008
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Baidu Q2 2008 Earnings Call TranscriptThu, Jul 24, 2008
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at CNBC.com (May 10, 2013)
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at CNBC.com (Apr 26, 2013)
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at CNBC.com (Apr 25, 2013)
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PR Newswire (Apr 25, 2013)
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at CNBC.com (Apr 25, 2013)
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at CNBC.com (Apr 25, 2013)
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at CNBC.com (Apr 25, 2013)
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at MarketWatch.com (Apr 22, 2013)
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at CNBC.com (Apr 22, 2013)
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at CNBC.com (Apr 21, 2013)
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at CNBC.com (Apr 20, 2013)
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PR Newswire (Apr 16, 2013)
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at CNBC.com (Apr 3, 2013)
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at MarketWatch.com (Mar 31, 2013)
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PR Newswire (Mar 28, 2013)
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at CNBC.com (Mar 27, 2013)
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at CNBC.com (Mar 27, 2013)
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at CNBC.com (Mar 26, 2013)
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at MarketWatch.com (Mar 22, 2013)
BIDU vs. ETF Alternatives
Company Description
Baidu, Inc. is the leading Chinese language Internet search provider. As a technology-based media company, Baidu aims to provide the best way for people to find information. In addition to serving individual Internet search users, Baidu provides an effective platform for businesses to reach... More
- All
- | Earnings
- | Dividends
- | M&A
- | On the move
- Tuesday, October 30, 2012, 1:18 PM Baidu's (BIDU) mobile search traffic grew 25% Q/Q and 110% Y/Y in Q3, the company disclosed in its earnings call. However, it admitted PC traffic growth is "certainly not as exciting." Much like Google, Baidu sees higher ad prices for PC ads than mobile ads - the company says it's trying to narrow this gap by "enhancing efficiencies," educating ad buyers about mobile, and developing mobile-ready sites. Also, Baidu partly attributed a slowdown in ARPU growth to its signing up of SMEs with less spending power as customers. Comment! [Tech, Earnings]
- Monday, October 29, 2012, 4:56 PM More on Baidu's Q3: Q4 guidance is for revenue of $979M-$1.01B, below a $1.03B consensus. That should heighten concerns about the impact of mobile activity and Qihoo's (QIHU) search engine, though some of this may be priced in. Online ad customers +11% Q/Q and +28% Y/Y to 390K. Revenue/customer +3% Q/Q and +17% Y/Y to $2,546. Traffic acquisition costs were 8.6% of revenue, up from Q2's 8.3%. R&D expenses grew faster than revenue, SG&A grew slower. CC at 8PM ET (webcast). (PR) Comment! [Tech, Earnings]
- Monday, October 29, 2012, 4:35 PM Baidu (BIDU): Q3 EPS of $1.39 beats by $0.08. Revenue of $994.6M (+49.7% Y/Y) beats by $2M. (PR) 5 Comments [Earnings, Tech]
- Monday, October 29, 2012, 12:10 AM Notable earnings after Monday’s close: AGNC, APC, ARCT, AUY, BIDU, CRUS, FLS, FMC, FST, GEOY, HLF, HTZ, LEG, LIFE, MAS, MNKD, OII, PMCS, SCCO, VRTX, XCO Comment! [Earnings]
- Sunday, October 28, 2012, 5:35 PM Notable earnings after Monday’s close: AGNC, APC, ARCT, AUY, BIDU, CRUS, FLS, FMC, FST, GEOY, HLF, HTZ, LEG, LIFE, MAS, MNKD, OII, PMCS, SCCO, VRTX, XCO 1 Comment [Earnings]
- Friday, October 19, 2012, 4:50 PM Yandex (YNDX -0.6%) CEO Arkady Volozh claims the Russian search king plans to take on Google (GOOG) in emerging markets where its market share often exceeds 90%. Yandex's first target is Turkey, where it currently has just 1% of the market. As Baidu can vouch, expanding into foreign search markets where a different language is spoken is often easier said than done. Comment! [Tech]
- Tuesday, October 9, 2012, 9:57 AM Baidu (BIDU -3.8%) falls after receiving yet another downgrade, this time from Credit Suisse. The firm, which now rates Baidu an Underperform, expects estimates to move lower thanks to stronger competition (no doubt from Qihoo), a weaker-than-expected ad market, and mobile monetization challenges. (prior downgrades: I, II) Comment! [Tech, On the Move, Quick Ideas]
- Tuesday, October 2, 2012, 2:43 PM The Street seems to enjoy criticizing Baidu (BIDU -0.9%) these days almost as much as it enjoys praising Apple. A day after Jefferies downgraded Baidu, Raymond James is doing the same, though its rating merely goes to Outperform from Strong Buy. RJ points to Hitwise data that shows Baidu had 58.3% of the Chinese search market as of mid-September, down from the low-to-mid 60s before Qihoo's (QIHU +5%) arrival. Qihoo's share is pegged at 9.2%. (more) 1 Comment [Tech, On the Move]
- Monday, October 1, 2012, 11:11 AM Baidu (BIDU -3.1%) slides after receiving a downgrade to Hold from Jefferies' Cynthia Meng. Like many other analysts, Meng is worried about Qihoo's (QIHU -1.1%) search engine: she thinks Baidu's Q3 results will be at the low end of its guidance range, and that its numbers for Q4 and later could miss Street estimates. Meng also expects Baidu's traffic acquisition costs to rise as a % of sales. Baidu has already significantly underperformed the NASDAQ since Qihoo's search engine launched. (more) 1 Comment [Tech, On the Move, Quick Ideas]
- Wednesday, September 26, 2012, 5:44 PM Qihoo's (QIHU) share of Chinese search is now holding steady around 10%, says ThinkEquity, but the firm thinks additional gains at Baidu's (BIDU) expense are possible. It's lowering estimates for Baidu due to share loss worries, as well as a belief the company is being forced to choose between higher monetization and a better user experience. Baidu, which is still growing at a rapid pace, is now trading at 18x estimated 2013 EPS thanks to Qihoo-related fears. (more on BIDU-QIHU) 1 Comment [Tech, Quick Ideas]
- Monday, September 24, 2012, 6:00 PM While Apple deals with its maps issues, Baidu (BIDU) is rolling out a major update for the iOS and Android editions of Baidu Maps. Store/restaurant discounts, better voice navigation, and real-time traffic and public transit data are some of the new features. Baidu was recently estimated to control 17.3% of China's mobile maps market, and appears poised to eclipse Google as the market's #2 player. #1 AutoNavi (AMAP) is expected to provide local data for Apple's maps. 1 Comment [Tech]
- Friday, September 21, 2012, 5:17 PM Mobile monetization isn't something for just American Web companies to worry about: Jefferies cut its target for Baidu (BIDU -0.1%) today on concerns mobile makes up only a single-digit % of the Chinese search leader's sales, even though it now accounts for 20% of query volume. Baidu is hoping the proliferation of mobile sites for SMEs will improve monetization, but will the e-commerce activity Baidu's ad sales depend on be as strong on those mobile sites? (others concerned: I, II) Comment! [Tech, Quick Ideas]
- Friday, September 21, 2012, 11:46 AM Google (GOOG) is shutting down a free Chinese online music service due to a lack of interest. The service, launched in '09 and relying on licensed downloads from local music provider Top100.cn, failed to gain traction against a rival service from Baidu (BIDU). Like Google Maps' Chinese share losses, Google's music woes have much to do with the company's decision to abandon Google.cn rather than censor search results. 1 Comment [Tech]
- Tuesday, September 18, 2012, 4:10 PM Qihoo (QIHU) has taken 5%-10% of the Chinese search market since entering last month, estimates Deutsche after surveying referral traffic at Chinese sites. The gains have mostly come at the expense of Baidu (BIDU), whose share is believed to have fallen to 75%-80% from a prior 80%-85%. Deutshce naturally attributes Qihoo's gains to its ability to get browser users to try out its search engine. (Citi) (more on BIDU-QIHU) 3 Comments [Tech]
- Monday, September 17, 2012, 6:53 PM A Chinese government report claims 54% of the country's mobile Web users have installed startup UCWeb's browser; at least a third use one of Tencent's (TCEHY.PK) browsers; and 47% use their phone's default browser (clearly a lot of users have multiple browsers). The stats demonstrate the value to Baidu (BIDU), which just released its own browser, in acquiring UCWeb, as the company is reportedly interested in doing so, for the sake of strengthening its mobile search hand. Comment! [Tech]
- Thursday, September 13, 2012, 11:10 AM Acer (ASIYF.PK) and Alibaba (ALBCF.PK) just cancelled a smartphone launch featuring the latter's Aliyun OS, and Alibaba is blaming Google (GOOG). Alibaba, whose OS is Linux-based but can run Android apps, claims Google threatened to "terminate Android cooperation" with Acer if it went ahead with the launch. Though Android is technically open-source, Google wields tight control over what its partners can do with the OS. Baidu and Huawei are two other Chinese firms with mobile OS ambitions. 4 Comments [Tech]
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StockConsultant
$BIDU holding on to strong double support in the 88 area, stock charts and analysis http://goo.gl/JyNMh - View all 0 replies
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John Vincent
Robert Karr's Joho added $HXL, $SBUX & $YELP and eliminated $BIDU. Also increased $GOOG, $MJN, $SINA & $YUM :http://bit.ly/Xb8r7R - View all 0 replies
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Ryan Mallory
Morning Coffee, Day Trading Watchlist: $CLF $BIDU $ATK | by @wallstreetnole http://bit.ly/UUKSCi - View all 0 replies
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Philip Davis
Pre-Market Commentary for Members @philstockworld: $BIDU, $YUM, $X, $BA, $TM, $JCP - http://bit.ly/VP97Bc - View all 0 replies
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Maria Auziliadora: For some reason I don't trust chinese stocks they don't like ours and I don't like theirs -
Maria Auziliadora: SOHU down today all of these high flyers are coming back I guess too many laws in China
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BIDU, China's largest search engine, will launch a new smartphone partnership next week,.. - View all 2 replies
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Day Trader001: , that will see the smartphone use an upgraded version of its mobile operating system, a senior company executive said on Friday
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O. Young Kwon: SUMMARY OF TANER STOCK MOMENTUM (TM.S) (5/11/2012) 1,2,3 = 1-m, 2-m, 3-month term. <c>
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O. Young Kwon: SUMMARY OF TANER STOCK MOMENTUM (TM.S) (5/8/2012) 1,2,3 = 1-m, 2-m, 3-month term. <c>
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