What podcasts say about Baidu
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Baidu
21 statements · 2 positive · 18 negative · 1 mixed
Baidu’s exclusion from Southbound Connect surprised investors because of its size.
“Baidu is not in the southbound connect. which has come as a big surprise to everybody because of what a big stock it is.”
Open the episode · SK Hynix Rallies, Largan Tumbles, ICBC DipsListen at 2:22
Baidu’s advertising business continues to struggle because of social-media and chatbot competition.
“its core business in the advertisement business, which is usually quite high margin, continues to struggle because of the rivals from social media, but also these chat bots”
Open the episode · Unitree Surges, Baidu Plummets, Xiaomi RisesListen at 3:38
Baidu shares fell approximately 12%.
“shares plummeting about 12% at this point”
Open the episode · Unitree Surges, Baidu Plummets, Xiaomi RisesListen at 4:20
Baidu is not meeting investor expectations for returns on its capital investment.
“Baidu not living up to the expectation there”
Open the episode · Fabrinet Declines, Baidu ADRs Fall, Klarna Sinks as Guide Cut Overshadows 2Q Rev BeatListen at 2:11
Baidu’s advertising business is losing audience to rivals and AI chatbots.
“its advertising business is losing eyeballs to rivals and competition from AI chatbots”
Open the episode · Home Depot Gains on Earnings; Baidu Slips on Outflows; Alibaba JumpsListen at 2:16
Baidu’s Ernie AI model trails open-weight Chinese rivals such as Moonshot.
“Baidu's own AI model... Ernie has fallen behind openweight rivals such as Moonshot in China.”
Open the episode · Home Depot Gains on Earnings; Baidu Slips on Outflows; Alibaba JumpsListen at 2:21
Baidu shares had fallen 20% before dropping another 6% pre-market.
“the stock was already down 20% going into this, down another 6% in the pre-market”
Open the episode · Home Depot Gains on Earnings; Baidu Slips on Outflows; Alibaba JumpsListen at 2:33
Baidu’s advertising business is losing users to rivals and AI chatbots.
“its advertising business is losing eyeballs to rivals and competition from AI chat bots”
Open the episode · Home Depot Gains on Earnings; Baidu Slips on Outflows; Alibaba JumpsListen at 2:39
Baidu’s Ernie AI model trails open-weight rivals such as Moonshot.
“Baidu's own AI model, Ernie has fallen behind open weight rivals such as Moonshot”
Open the episode · Home Depot Gains on Earnings; Baidu Slips on Outflows; Alibaba JumpsListen at 2:44
Baidu has lost search market share over the past decade.
“Baidu has basically gone through a decade-long slide in losing search market share.”
Open the episode · BHP Rises, Tokyo Electron Down, Alibaba UpListen at 3:06
Baidu may lose additional search market share to AI.
“now it faces the prospect of losing search market share to AI.”
Open the episode · BHP Rises, Tokyo Electron Down, Alibaba UpListen at 3:13
Baidu's AI initiatives are currently underperforming.
“Baidu's AI initiatives have been kind of sputtering”
Open the episode · BHP Rises, Tokyo Electron Down, Alibaba UpListen at 3:17
Baidu has lost search market share over roughly a decade.
“Baidu has basically gone through a decade long slide in losing search market share”
Open the episode · BHP Rises, Tokyo Electron Down, Alibaba UpListen at 3:21
Baidu may lose additional search market share to AI.
“now it faces the prospect of losing search market share to AI”
Open the episode · BHP Rises, Tokyo Electron Down, Alibaba UpListen at 3:28
Baidu has a strong closed-model ecosystem misaligned with China's broader AI direction.
“It's one of China's few closed model ecosystems. That's really quite good, but it's against the grain of how China is going in that space.”
Open the episode · BHP Rises, Tokyo Electron Down, Alibaba UpListen at 3:28
Baidu’s AI initiatives are currently faltering.
“Baidu's initiatives have been kind of sputtering”
Open the episode · BHP Rises, Tokyo Electron Down, Alibaba UpListen at 3:32
Baidu has one of China’s few high-quality closed-model ecosystems.
“So it's one of China's few closed model ecosystems that's really quite good”
Open the episode · BHP Rises, Tokyo Electron Down, Alibaba UpListen at 3:43
Baidu’s closed-model approach conflicts with China’s direction in AI.
“but it's against the grain of how China is going in that space.”
Open the episode · BHP Rises, Tokyo Electron Down, Alibaba UpListen at 3:48
Barclays cut its target price for Baidu.
“Barclays cutting target price”
Open the episode · SK Hynix Slides, MUFG Gains, Baidu SlumpsListen at 4:47
Popular Chinese AI chatbots are challenging Baidu’s search-engine business.
“they are facing challenges when it comes to their search engine business because of all these popular AI chat bots in China”
Open the episode · SK Hynix Slides, MUFG Gains, Baidu SlumpsListen at 5:01
Baidu shares rose 7%.
“Baidu is up 7%”
Open the episode · SK Hynix Up, Meituan Rally, Fast Retailing SlipsListen at 2:48
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.