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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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Marketwire (Jun 5, 2013)
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at MarketWatch.com (May 21, 2013)
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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)
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
- Monday, May 20, 10:15 AM Chinese Internet stocks jump in response to Qihoo's Q1 beat and very strong Q2 guidance, highlighted by ramping search ad sales and soaring online game revenue. YY +6.5%. RENN +6.8%. NTES +5.5%. BIDU +2.4%. PWRD +3.2%. SOHU +3%. SINA +2.3%. Comment! [Tech, On the Move]
- Friday, May 17, 11:14 AM Take this one with a grain of salt: an "industry source" claims Baidu (BIDU +1.6%) has reached a deal to buy Sohu's (SOHU +2.5%) Sogou search unit for $2B-$2.5B in cash and shares of Baidu's iQiyi online video unit. Though Sohu is rallying, the entire company still only has a market cap of $2.4B, indicating investors are as skeptical of this report as they were of Qihoo deal reports. Acquiring Sogou would pose integration challenges for Baidu, and (given Baidu's dominant Chinese search share) could also draw a regulatory response. (previous) Comment! [Tech, M&A, On the Move]
- Friday, May 10, 9:48 AM An upgrade to Buy from Goldman's Piyush Mubayi helps Sina (SINA +2.6%) open higher. Mubayi expects the Alibaba deal to "enable Alibaba to direct [e-commerce] demand to Weibo," thereby improving monetization. Talking more broadly about the Chinese Web services space, he declares Alibaba, Baidu (BIDU), and Tencent (TCEHY.PK) to be in a 3-way leadership battle that "will likely shape the industry landscape over the next 5-10 years." Other recent deals (I, II) also seem to bear that out. Will Baidu make a deal or two to strengthen its social networking hand in this battle? (Jefferies Sina upgrade) Comment! [Tech, On the Move]
- Wednesday, May 8, 1:10 PM A recent Chinese government proposal to allow local investors to buy stocks traded elsewhere could give a lift to "companies familiar to them," argues Stifel. The firm mentions Baidu (BIDU +3.3%), Qihoo (QIHU +2.1%), Youku (YOKU +1.2%), and Tencent (TCEHY.PK - trades in HK) as beneficiaries. All 3 U.S.-traded names are rallying, as are YY (YY +8.9%), Sohu (SOHU +5.1%), Perfect World (PWRD +1.6%), and Changyou (CYOU +3.1%). Youku fell yesterday after Baidu confirmed it's buying video site PPS, and will integrate it with its iQiyi site. Baidu claims PPS/iQiyi will create China's largest Web video platform in terms of mobile users and viewing time. 1 Comment [Tech, On the Move, Quick Ideas]
- Monday, May 6, 2:30 PM Chinese Internet stocks are surging after equities rallied in Shanghai and Hong Kong in spite of a major drop in China's services PMI. In addition to Qihoo (previous), winners include Renren (RENN +12.2%), YY (YY +13.3%), Baidu (BIDU +3.8%), Sina (SINA +2.8%), Sohu (SOHU +3.4%), Changyou (CYOU +4.3%), and Perfect World (PWRD +5%). YY is now up 20% since posting a strong Q1 report on Thursday afternoon; revenue rose 130.5% Y/Y to RMB315M ($50.7M), and EPS of $0.23 beat consensus by $0.06. Revenue is expected to hit RMB330M-340M in Q2. Comment! [Tech, On the Move]
- Monday, April 29, 11:28 AM Chinese Internet stocks rally following news Alibaba is buying an 18% stake in Sina as it tries to head off competition from Tencent. Youku (YOKU +7%) is the biggest winner, but Baidu (BIDU +2.2%), NetQin (NQ +3.8%), NetEase (NTES +2%), and YY (YY +3.7% - a rival to Tencent's QQ platform) are also having good days. Youku filed its 2012 20-F on Friday. Comment! [Tech, 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]
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Friday, April 26, 9:11 AM
Premarket gainers: LOGM +19%. AVNR +16%. SYNA +17%. QLIK +12%. CRIS +9%. DHI +7%. THRX +7%. MUX +7%. JCP +7%. CSTR +6%.
Losers: PKI -14%. SIMO -11%. BIDU -9%. KEG -8%. SDT -5%. Comment! [On the Move] - 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]
- Wednesday, April 10, 12:14 PM Baidu (BIDU +5.2%) is among the standouts in today's tech rally. An upgrade to Buy from Hong Kong-based 86Research could be helping. Shares remain down 11% YTD and 38% over the last 12 months, as concerns about mobile monetization and competition from Qihoo/Sohu continue to weigh. Comment! [Tech, On the Move]
- 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 19, 11:33 AM Baidu (BIDU -2.3%) slides to $92 following news of Alibaba's search engine and a couple of critical sell-side notes. Goldman has removed Baidu from its Sustain China list, and is once more raising concerns about mobile's impact on ad sales (previous). Citi is also worried about mobile - the firm estimates mobile search ad click-through rates are 1/10 of PC levels - and is refuting fresh reports of Baidu acquiring a controlling stake in top Chinese mobile browser maker UCweb (previous). 1 Comment [Tech, On the Move]
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Tuesday, February 5, 1:00 PM
Midday top 10 gainers: OPXA +189%. CEP +31%. SCKT +23%. PLX +18%. CPSS +18%. VMED +17%. TRT +17%. STV +16%. BCOM +15%. CNR +15%.
Midday top 10 losers: DCIX -13%. IEC -13%. PRPH -11%. BIDU -11%. ACI -11%. PGRX -10%. JAXB -10%. DFZ -10%. RTEC -9%. SGMS -9%. Comment! [On the Move] - 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, 6:18 PM Baidu (BIDU) now -5.2% AH in response to its Q4 report, as investors show their concern over the company's guidance and perhaps also a 3.1% Q/Q drop in revenue per online ad customer (a metric that has been rising for some time). Sina (SINA) -0.6% after falling 5.1% in regular trading. Qihoo (QIHU) -0.6% after rising 1.1% in regular trading. 1 Comment [Tech, On the Move]
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Monday, February 4, 5:47 PM
After-hours top gainers, as of 5:15 p.m.: JNY +5%. EDMC +5%. BRKS +5%. MM +5%. GFF +4%.
After-hours top losers: PC -10%. IDIX -7%. RTEC -6%. YUM -6%. BIDU -5%. Comment! [On the Move]
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O. Young Kwon
TANER Stock Model (TSM) Momentum 6/17, Monday): (1-2-3) Education & Tech ($EDU) Baidu Inc. ($BIDU) <c> - View all 2 replies
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O. Young Kwon: (The numbers are terms in months.) For The TANER System and its four Models, read my article. Link:http://seekingalpha.com/a/hitr yk
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O. Young Kwon
TANER Stock Model (TSM) Momentum 6/13/2013 Thursday): (1-2-3) Education & Tech ($EDU) Baidu Inc. ($BIDU) <c> - View all 2 replies
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O. Young Kwon: (The numbers are terms in months.) For The TANER System and its four Models, read my article. Link:http://seekingalpha.com/a/hitr yk
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bdy: closed it for a small profit. sold at 1.98 bought at 1.63.. 3 lot
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bdy: noticed I forgot to post the price of the original trade earlier
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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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LATEST REPLIES
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O. Young Kwon
TANER Stock Model (TSM) Momentum 6/13/2013 Thursday): (1-2-3) Education & Tech ($EDU) Baidu Inc. ($BIDU) <c> - View all 2 replies
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O. Young Kwon: (The numbers are terms in months.) For The TANER System and its four Models, read my article. Link:http://seekingalpha.com/a/hitr yk
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- View all 3 replies
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bdy: closed it for a small profit. sold at 1.98 bought at 1.63.. 3 lot
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bdy: noticed I forgot to post the price of the original trade earlier
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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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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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