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Baidu, Inc. (BIDU)

  • May. 9, 2012, 2:11 PM
    Google (GOOG) is rolling out a search engine overhaul that provides more semantic information about query subjects within search result pages. The change comes two months after Google promised a revamp that would make its results more in-line with "how humans understand the world." Bing (MSFT) has long promoted its inclusion of semantic info, and so has Baidu (BIDU), via its Box Computing platform.
  • May. 9, 2012, 9:12 AM
    Screenshots emerge of a smartphone that will reportedly be sold by Baidu (BIDU) for 1,000 RMB ($159) or less. Baidu has already developed an Android-based mobile OS, though it's only used right now on a high-end Dell (DELL) device that has seen limited sales. The company's mobile efforts are fueled by an interest in boosting its Chinese mobile search share from a current 35%.
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  • Apr. 25, 2012, 2:17 PM
    In response to (YOKU) and Tudou's (TUDO) planned merger, which stands to create a dominant player in the Chinese online video market, Sohu (SOHU), Tencent (TCEHY.PK), and Baidu's (BIDU) Qiyi video site are planning to pool their resources to purchase content, as well as share their video libraries. The news comes 2 days after Youku announced a new deal with CBS.
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  • Apr. 25, 2012, 10:03 AM
    Aided by today's tech rally, Baidu (BIDU -3.5%) has pared the AH losses seen due to its Q1 report and guidance. Barclays (Overweight) thinks Baidu's guidance is conservative, the result of a slow start to April and ad spending being pushed out to 2H. Goldman (Neutral) remains positive long-term, but is worried about near-term competition from vertical search/directory sites, and margin pressure from Baidu's giant R&D investments. (transcript)
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  • Apr. 25, 2012, 9:06 AM
    Premarket gainers: GEOI +21%. KND +17%. CDXS +9%. AAPL +9%. S +8%. TQNT +8%. JNY +6%. DAN +6%. RFMD +6%. GLW +5%. MOS +5%. ARMH +5%. MT +5%. BRCM +5%. NBR +4%. CLWR +4%. ALU +4%. FTNT +4%. STM +4%. POT +4%. HOG +4%. BBVA +4%. TS +3%. NOK +3%. STD +3%. TEF +3%. VMED +3%. IGT +3%.
    Losers: ICON -14%. BIDU -6%. GSK -3%.
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  • Apr. 24, 2012, 4:19 PM
    More on Baidu's Q1: Q2 guidance implies only 56%-60% Y/Y revenue growth, down from Q1's 75% and Q4's 82.5% Traffic acquisition costs fell 10 bps Q/Q to 7.8%. Active ad customers rose 3.2% Q/Q and 17.2% Y/Y to 321K. Revenue per customer, while up 49.4% Y/Y, fell 7.6% Q/Q to $2,112. Though seasonality had an impact, this is a troubling stat given Q/Q growth was flat in Q1 '11. R&D expenses rose 85.2% Y/Y, SG&A expenses 43.9%. BIDU -7.4% AH. (PR)
  • Apr. 24, 2012, 4:07 PM
    Baidu (BIDU): Q1 EPS of $0.87 beats by $0.03. Revenue of $677.1M (+75% Y/Y) misses by $0.3M. Company expects Q2 revenue of $847.2M-$867M vs. consensus of $860.2M. Shares -9.4% AH. (PR)
  • Apr. 24, 2012, 12:10 AM
    Notable earnings after Tuesday's close: AAPL, ACE, AFL, BIDU, CBG, CHRW, EW, FTI, HTS, ITC, JNPR, LIFE, NBR, NFX, NSC, QCOR, QEP, RFMD, TSS, WIT
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  • Apr. 23, 2012, 5:35 PM
    Notable earnings after Tuesday's close: AAPL, ACE, AFL, BIDU, CBG, CHRW, EW, FTI, HTS, ITC, JNPR, LIFE, NBR, NFX, NSC, QCOR, QEP, RFMD, TSS, WIT
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  • Apr. 19, 2012, 10:47 AM
  • Apr. 13, 2012, 6:32 AM
    Angry Birds maker Rovio is in talks with Chinese firms Renren (RENN), Baidu (BIDU), and (SOHU) to help it find strategic ways to take advantage of the forecasted "explosive" growth in game downloads in the nation. The Finnish firm seeks to turbocharge advertising and merchandising around its games to China's +500M Internet users.
  • Apr. 12, 2012, 2:38 PM
    In spite of today's outages, Chinese Internet names are rallying strongly thanks to hopes for a strong GDP report.  RENN +8.6%. SINA +5.9%. BIDU +3.4%. SOHU +3.9%. YOKU +5.4%.
  • Apr. 11, 2012, 2:39 PM
    Going into Baidu's (BIDU +1.3%) April 24 Q1 report, SA's Jiang Zhang thinks investors should pay attention to its mobile search business. Unlike PC search, where Baidu dominates the local market, it only has a 35% share of Chinese mobile search, and faces stiff competition from Tencent (TCEHY.PK) and Easou. With China now claiming over 356M mobile Web users, mobile success could be crucial to justifying Baidu's lofty valuation.
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  • Apr. 10, 2012, 10:19 AM
    Baidu (BIDU +1.1%) holds its own this morning on positive comments out of ThinkEquity. After conducting checks, the firm sees BIDU's consensus Q1 revenue estimates as "reasonable," and thinks the company's 2012 guidance may surpass Street expectations.
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  • Mar. 29, 2012, 4:35 PM
    Renren's (RENN +3.2%) spike near the close may be attributable to a Washington Post article speculating that Facebook (FB) is seeking a partner in China. FB has held a range of investment and partnership talks with the country's top internet players, the story says, which could bring the Chinese government on board. But BIDU -1.1% and SINA -1.4% both finished lower.
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  • Mar. 27, 2012, 6:46 PM
    In spite of their huge gains and steep valuation, Baidu (BIDU) shares still have room to run, claims Piper's Gene Munster. The company is where Google was 6-7 years ago from a growth standpoint, in Munster's view, and the 300K SMEs who advertise on Baidu only make up ~1% of China's total. Meanwhile, SA's Jiang Zhang notes the tremendous success of Baidu's Box Computing platform, which delivers highly contextual search results.
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Company Description
Baidu Inc is a Chinese language Internet search provider. The Company offers a Chinese-language search platform on its website