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Baidu, Inc. (BIDU)

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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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  • Mar. 26, 2012, 4:02 PM
    Baidu (BIDU +4.5%) surges following a report from Sina Tech that Apple (AAPL) plans to add Baidu as a search option for Chinese users in a pending iOS update, though Google (GOOG) will remain the default choice. Given Baidu's dominant share of Chinese search, such a move seems like a no-brainer. The report comes shortly after a much-discussed Tim Cook visit to China. (more on Baidu: I, II)
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  • Mar. 26, 2012, 3:09 PM
    China video sites could turn to a pay-per-view model as advertising sales continue to slump, according to media execs. After Apple set the tone by enticing consumers to pay premium prices for content, tech companies such as Tudou Holdings (TUDO -1.7%), Youku (YOKU -1.6%), (SOHU +3.3%), and Baidu (BIDU +4.1%) see PPV as a way to recoup the higher costs of acquiring content.
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  • Mar. 26, 2012, 9:13 AM
    As Google prepares to launch a cloud storage service, Baidu (BIDU) has decided it wants one of its own: the Chinese search giant is testing a Dropbox-like product called NetDisk, which comes with 15GB of free storage. Huawei and Shanda Interactive also offer cloud storage services aimed at Chinese consumers, as do several startups.
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  • Mar. 20, 2012, 12:47 PM
    Sohu (SOHU -1.4%) takes back some earlier losses, popping on rumors that Baidu (BIDU -1.8%) is considering buying the company.
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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