Baidu, Inc.
Baidu, Inc is a Communication Services company operating in Internet Content & Information with a $34.03B market cap.
Most recent earnings call: Q1 FY26 on May 18, 2026.
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Disclosures
Extracted from Unknown source, 2026-06-21.
Transcripts
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
History
Reported quarters with consensus, surprise, and 1-day reaction context.
Spoken Alpha tracks BAIDF's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters but stock falls 60% of the time
SamplePeers
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for BAIDF.
$ curl https://api.spokenalpha.com/v1/companies/BAIDFFAQ
Spoken Alpha indexes BAIDF's earnings call transcripts at https://spokenalpha.com/companies/BAIDF. Each call links to attributed speakers and parsed analyst Q&A. Baidu, Inc.'s own investor relations page is at https://ir.baidu.com/.
Baidu, Inc. (BAIDF) held its most recent earnings call on 2026-05-18, covering fiscal Q1 2026.
Baidu, Inc. (BAIDF) operates in the Communication Services sector (Internet Content & Information industry).
When a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $1.23 | $0.97 | +27.3% | -0.8% | -2.2% |
| Q4 FY2026 | $1.40 | $1.08 | +29.8% | +4.6% | +6.0% |
| Q3 FY2026 | $1.11 | $0.91 | +21.7% | +2.3% | +5.1% |
| Q2 FY2026 | $1.14 | $0.94 | +21.2% | -3.1% | -2.9% |
| Q1 FY2025 | $1.43 | $1.14 | +25.4% | -2.6% | -3.7% |
| Q4 FY2025 |
| $1.37 |
| $1.03 |
| +32.7% |
| -2.4% |
| -0.8% |
| Q3 FY2025 | $1.60 | $1.19 | +34.1% | -1.5% | -1.9% |
| Q2 FY2025 | $1.24 | $1.00 | +23.8% | +4.7% | +3.3% |
| Q1 FY2024 | $1.66 | $1.24 | +33.5% | -3.1% | -2.4% |
| Q4 FY2024 | $1.53 | $1.13 | +35.4% | +4.2% | +3.8% |