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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 MarketWatch.com (Tue, 12:07PM)
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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)
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
- Friday, April 26, 5:51 PM "Mobile monetization is distant, macro conditions do not warrant aggressive pricing inflation, and online video is competitive," writes Goldman on Baidu (BIDU -7.9%), following its Q1 miss. The firm thinks surging SG&A and traffic acquisition costs will lead op. margin to fall to 39% in 2013 from 50.5% in 2012. Brean (downgrading to Hold) and Barclays also aren't confident about near-term mobile monetization. On the earnings call, CEO Robin Li admitted mobile ad prices, though "growing nicely," remain below PC prices. Rival Qihoo (QIHU -0.3%), which may have contributed to Baidu's 6.5% Q/Q drop in revenue per ad customer, was nearly unchanged. 3 Comments [Tech, Earnings, On the Move]
- Thursday, April 25, 5:12 PM More on Baidu: Revenue/ad customer -6.5% Q/Q and +9% Y/Y to $2,335; that's on top of a 3.1% Q/Q drop in Q4, and (along with the rev. miss) likely to raise concerns about mobile and competition. Online customers totaled 410K, +28% Y/Y but only +1% Q/Q. Traffic acquisition costs up to 10.2% of revenue from 9.6% in Q4 and 7.8% in Q1 '12, blamed on higher ad network mix and hao123 toolbar promotions. SG&A spend +77%, R&D +83%; both well above rev. growth of 40%. Bandwidth costs 6.8% of revenue, up from 5.3% in Q4 and 5.2% in Q1 '12. Mobile search daily users above 100M, up 25%+ Q/Q. BIDU -6.7% AH. CC at 8PM ET (webcast). (PR) Comment! [Tech, Earnings]
- Thursday, April 25, 4:38 PM Baidu (BIDU): Q1 EPS of $1.00 misses by $0.03. Revenue of $961M misses by $0.08. Expects Q2 revenue of $1.19B-$1.22B vs. consensus of $1.2B. Shares -6.4% AH. (PR) Comment! [Tech, Earnings, On the Move, Breaking News]
- Thursday, April 25, 12:10 AM Notable earnings after Thursday’s close: AEM, ALTR, AMCC, AMKR, AMZN, BIDU, BJRI, BLDR, BMRN, CALX, CAMP, CB, CBG, CENX, CERN, CINF, CLWR, CRUS, CSTR, CTCT, DECK, DLB, ELY, EMN, EXPE, FII, FR, FSL, GERN, IGT, IM, INAP, INFA, KBR, KEG, KLAC, LEG, MCRS, MXIM, N, NR, NTGR, OLN, PFG, PKI, PMCS, QLIK, RMD, RRC, RSG, SBUX, SIMO, SPN, SWKS, SYNA, TCO, THRX, TLAB, UHS, VPRT, VRSN, WRE, WYNN Comment! [Earnings]
- Wednesday, April 24, 5:35 PM Notable earnings after Thursday’s close: AEM, ALTR, AMCC, AMKR, AMZN, BIDU, BJRI, BLDR, BMRN, CALX, CAMP, CB, CBG, CENX, CERN, CINF, CLWR, CRUS, CSTR, CTCT, DECK, DLB, ELY, EMN, EXPE, FII, FR, FSL, GERN, IGT, IM, INAP, INFA, KBR, KEG, KLAC, LEG, MCRS, MXIM, N, NR, NTGR, OLN, PFG, PKI, PMCS, QLIK, RMD, RRC, RSG, SBUX, SIMO, SPN, SWKS, SYNA, TCO, THRX, TLAB, UHS, VPRT, VRSN, WRE, WYNN Comment! [Earnings]
- Tuesday, March 12, 1:23 PM A selloff in Shanghai and poor guidance from Perfect World (PWRD -7.9%) lead some Chinese Internet stocks to underperform. YY -7.1%. BIDU -2%. SINA -2.5%. GAME -2.6%. Citi has downgraded Perfect World to Neutral on sales and margin concerns. On the earnings call, management mentioned sales of PWRD's popular Torchlight 2 game are expected to see a Q1 drop. One title the company has high hopes for (Neverwinter) will launch in Q2, while two others (Saint Seiya and Swordsman Online) are expected around mid-year. Comment! [Tech, On the Move, Earnings]
- Tuesday, February 5, 10:28 AM Raymond James and Stifel have downgraded Baidu (BIDU -10.6%) to Hold following its Q4 report (I, II); the former is worried about 2013 margin pressure, mobile, and continued investments. CEO Robin Li mentioned on the earnings call Baidu now has 80M mobile search daily users, while adding the company is working with ad customers to create mobile-optimized sites (only a small % have done so thus far). Barclays asked whether Baidu's revenue/customer drop was due to competition from Qihoo (QIHU +3.2%); Baidu argued a mix shift towards SMBs was responsible. 1 Comment [Tech, On the Move, Earnings]
- Monday, February 4, 4:56 PM More on Baidu: Though guidance isn't great, expectations were low. Online ad customers +4% Q/Q and 31% Y/Y in Q4 to 406K (+5% Q/Q in Q3). Revenue/customer was $2,488, +7.6% Y/Y but -3.1% Q/Q (likely to raise eyebrows). Traffic acquisition costs were 9.6% of revenue, up from 8.6% in Q3 - Baidu attributes this to contextual ads and promotions. Bandwidth costs rose to 5.3% of revenue from 4.3% in Q3. SG&A spending +52% Y/Y, R&D +70% (both higher than revenue growth). BIDU -1.1% AH. CC at 8PM ET (webcast). (PR) Comment! [Tech, Earnings]
- Monday, February 4, 4:44 PM Baidu (BIDU): Q4 EPS of $1.31 beats by $0.02. Revenue of $1.02B (+41.6% Y/Y) beats by $7M. Expects Q1 revenue of $945.4M-$975.9M vs. $967.1M consensus. Shares -0.8% AH. (PR) Comment! [Tech, Earnings, Breaking News]
- Monday, February 4, 12:10 AM Notable earnings after Monday’s close: ACLS, APC, APKT, ARRY, BIDU, EW, GGP, GILD, HI, HIG, HOLX, LEG, LIFE, MDU, MKL, SIMO, SWI, YUM Comment! [Earnings]
- Sunday, February 3, 5:35 PM Notable earnings after Monday’s close: ACLS, APC, APKT, ARRY, BIDU, EW, GGP, GILD, HI, HIG, HOLX, LEG, LIFE, MDU, MKL, SIMO, SWI, YUM Comment! [Earnings]
- 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]
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James Sands
Hulu will probably never be publicly available for investors: http://bloom.bg/12SYbWC $NFLX, $GOOG, $DIS, $CMCSA, $NWSA, $YOKU, $BIDU - View all 4 replies
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James Sands: At least that was publicly disclosed rather than pure speculation.
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James Sands: Only 4 million paying subscribers compared to Netflix's 30+ million.
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James Sands
Youku Tudou; changing the global Internet TV landscape: http://seekingalpha.com/a/v7tj $YOKU, $BIDU, $GOOG, $NFLX - View all 0 replies
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James Sands
Online Video Ad Effectiveness: http://bit.ly/14RbMxV $GOOG, $YOKU, $BIDU, $VELT, $MM, $AUGT.OB - View all 0 replies
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The Wall Street Transcript
Baidu.com ($BIDU) Tries to Monetize Mobile Traffic and Improve App-Based Search- http://su.pr/2zdtoO - View all 0 replies
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John Vincent
Robert Karr of Joho Capital added large Baidu($BIDU 13.68%) & Micron($MU 9.44%) positions in Q1 2013. See http://bit.ly/17ottZN - View all 0 replies
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StockConsultant
$BIDU nice bounce off strong triple support at 84.38 this morning http://goo.gl/HrmYD - View all 0 replies
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The Aristos
Sold $BIDU @ 87.58 buy from Friday premarket buy. Too much resistance at $88 for my taste. - View all 0 replies
LATEST REPLIES
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Dividend Monkey
$BIDU I think numbers say halfway point between 10 and 150 is 80.. similar logic for spx decade chart.. around $80 good level to be long - View all 3 replies
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Dividend Monkey: I don't know anything about ppstream, but it is hard to imagine it would have any effect on the bottom line in the short term
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Dividend Monkey: I like BIDU around 80 for a short term play, if it falls below, I think it could be a trap door. I will have some pretty tight stops
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Ocean Man
My favorite Market Current this morning: $BIDU bought a company called PPStream LOL! http://seekingalpha.com/n/kqhx - View all 4 replies
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Matt Cilderman
Google Now, Not Google Glass, Is A Game-Changer http://bit.ly/12SX4Jz $GOOG $AAPL $MSFT $BIDU $YELP - View all 1 replies
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Matt Cilderman: Having a good discussion about Now vs. Glass...stop by and join in!
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Capitalist Bull
Short Ideas Updated, http://stks.co/iQ8e. Setups are working over short periods of time. $BIDU $AAPL $COH $AKS $CLF - View all 3 replies
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Capitalist Bull: Too late to short AKS at this level. It's been on the list for quite some time.
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madav1138: That's what I thought, I bought AKS recently, the projected growth into 2015 is quite a good case to buy in low.
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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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bdy: still have the JAN 55/57.5 bear call spread on ESRX. I was getting kind of nervous holding them after what you were saying but I'm
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bdy: sticking to my exit strategy which is waiting to see a close above the gap down (just over 55).
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Jay094: Ok, is anyone looking at (TRU) ? Am I crazy or am I looking at this correctly ? Shows share price selling for .62 cents per share but..?
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Jay094: The dividend is paying .68 cents per share ? So, I buy into these shares at a profit of .06 cents per share ?
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vinyal: as much as i want to hold my nose and jump in the chart is the epitome of a disaster
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