Baidu, Inc.
Baidu, Inc is a Communication Services company operating in Internet Content & Information with a $38.03B market cap.
Behavioral analysis
Disclosures
Extracted from Unknown source, 2026-06-21.
Transcripts
History
Reported quarters with consensus, surprise, and 1-day reaction context.
Spoken Alpha tracks BIDU'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 with 70% positive reaction rate
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 BIDU.
$ curl https://api.spokenalpha.com/v1/companies/BIDUFAQ
Spoken Alpha indexes BIDU's earnings call transcripts at https://spokenalpha.com/companies/BIDU. 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. (BIDU) operates in the Communication Services sector (Internet Content & Information industry).
Consistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
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 | $5.16 | $3.80 | +35.8% | +3.6% | +1.2% |
| Q4 FY2026 | $4.76 | $3.73 | +27.6% | -2.8% | -1.5% |
| Q3 FY2026 | $5.31 | $3.85 | +37.8% | -1.7% | +0.7% |
| Q2 FY2026 | $5.45 | $3.93 | +38.6% | +0.7% | -2.3% |
| Q1 FY2025 | $4.90 | $3.93 | +24.7% | +2.1% | +3.5% |
| Q4 FY2025 |
| $5.33 |
| $3.96 |
| +34.7% |
| -3.5% |
| -2.8% |
| Q3 FY2025 | $4.81 | $3.76 | +28.0% | +1.4% | -0.5% |
| Q2 FY2025 | $5.39 | $3.87 | +39.4% | +0.2% | +2.5% |
| Q1 FY2024 | $5.44 | $4.00 | +36.0% | +1.0% | +1.1% |
| Q4 FY2024 | $5.32 | $4.00 | +33.0% | +1.8% | +0.1% |