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Baidu, Inc. (BIDU)

  • 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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  • Mar. 14, 2012, 2:41 PM
    Tencent (TCEHY.PK), owner of China's extremely popular QQ instant messaging platform, says it plans to make new acquisitions to lessen its dependence on the online gaming market, where it has a leading share. Many expect the pace of M&A activity among Chinese Internet names to pick up following (YOKU) and Tudou's (TUDO) merger.
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  • Mar. 12, 2012, 4:22 PM
    With a 36% share of the Chinese online video market, (YOKU +27.4%) and Tudou (TUDO +156.5%) will tower over #2 (SOHU) and #3 Baidu (BIDU) following their merger, notes Jiang Zhang. Moreover, the tie-up will help the combined company address rising bandwidth and content costs, and allow Youku to enter the Chinese mobile video market. Zhang speculates smaller players such as Ku6 (KUTV +11.9%) could now be acquisition targets for Sohu or Baidu.
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  • Mar. 12, 2012, 11:21 AM
    Baidu (BIDU -1.5%) sells off a bit following's (YOKU +13.7%) and Tudou's (TUDO +147%) merger announcement. There could be fears the combined company, which will have a YouTube-like dominance of the Chinese online video market, will thwart Baidu's own online video ambitions.
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  • Mar. 5, 2012, 1:41 PM
    Citron Research target Qihoo 360 (QIHU -2.1%) moves lower after TechNode's Ben Chiang points out Baidu (BIDU) has "stealthily released a multipurpose media player." Chiang considers the product a potential threat to Chinese video aggregation products from Qihoo and (YOKU), thanks to its integration of Baidu's search technology.
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  • Mar. 2, 2012, 9:13 AM
    Sina (SINA) +3.7% premarket after popular China search engine Baidu (BIDU) says it will begin to display real-time links to tweets on Sina-run microblogs. Baidu boasts ~80% of the China search market, and Sina's Weibo has ~65% of the microblogging market. Baidu users also will be able to search for posts on microblogs of (SOHU), (NTES) and Tencent.
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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