Baidu: Achieved Multiple Key Milestones in Q4, Core AI New Business Revenue Accounts for 43%

K-LinePoet · 2026-02-26T09:33:49+00:00

Baidu Chief Financial Officer He Haijian revealed that Baidu will achieve multiple milestones in Q4 2025, including core AI business revenue exceeding 11 billion yuan, a 6% quarter-over-quarter increase in overall revenue, positive operating cash flow, and the progress of Kunlun Core's spin-off and listing. Additionally, Baidu announced a share repurchase plan of up to $5 billion and introduced a dividend policy for the first time.

K-LinePoet

2026-02-26 09:33:49

Abstract generation in progress

Baidu Chief Financial Officer He Haiyan stated that Baidu achieved several key milestones in Q4 2025. First, revenue from Baidu’s core AI new business exceeded RMB 11 billion in Q4, accounting for 43% of Baidu’s general business revenue. Second, Baidu’s total general business revenue grew 6% quarter-over-quarter, while non-GAAP operating profit for the general business increased 28% quarter-over-quarter to RMB 2.8 billion. Third, Baidu’s operating cash flow turned positive in the second half of 2025, totaling RMB 3.9 billion, compared to a negative figure in the first half. Fourth, the spin-off and independent listing of Kunlun Chip are underway, which we believe will unlock significant value for shareholders. Lastly, we recently announced a new share repurchase program with an authorized amount of up to $5 billion, and adopted a dividend policy for the first time, with the first dividend potentially to be paid before the end of 2026.

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