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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
- 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]
- Tuesday, May 7, 6:40 AM Baidu (BIDU) says it will pay $370M to buy the online video business of PPStream. The company plans to fold the business into its iQiyi unit. Comment! [Tech, M&A]
- 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]
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Monday, May 6, 11:23 AM
The TD Ameritrade Investor Sentiment Index rose 0.23 points in March to 5.37, the 4th highest point in its 3-year history, and the best level since June 2011. Customers rotated out of outperforming names like DELL, PG, and HPQ, and into laggards like BIDU and FB.
1 Comment - 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, 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, 6:59 AM Baidu's (BIDU) online video unit purchased streaming platform PPStream, according to Chinese media reports. The deal price is thought to be in the $350M to $400M range. By buying PPStream, the company could cut into the online video market share of Youku-Tudou. 1 Comment [Tech, M&A]
- 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]
- Friday, April 19, 5:49 PM 8 months after Qihoo (QIHU) encroached on Baidu's (BIDU) turf by launching a search engine, Baidu is returning the favor by launching PC antivirus software meant to compete with Qihoo's 360 Safeguard and Anti-Virus apps, which are deployed on hundreds of millions of Chinese PCs. Just as Qihoo has attacked the authenticity of Baidu's search results, look for Baidu to exploit criticism of Qihoo's practices. A government agency recently denounced Qihoo for making uninstalls difficult and tricking users into thinking they're installing a Microsoft patch, among other things. 2 Comments [Tech]
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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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