BAIDFBaidu, Inc.
The schedule
- Thu15Oct
US-China tech policy review by President Trump's administration, potentially altering export controls on AI hardware.
- Wed20Jan
Anticipated clearing event for Baidu's generative AI models under China's cyberspace algorithm registry framework.
- Tue16Feb
Q3 2026 earnings print, where initial scaling of Ernie Bot monetization is tested against macro ad weakness.
- Thu15Apr
Commercial update for Apollo Go, measuring unit economics and fleet scale in the autonomous driving unit.
- Tue18May
Q4 2026 and full-year earnings report, dictating Baidu's FY27 CapEx and AI revenue guidance.
- Tue17Aug
Q1 2027 earnings release, navigating seasonal sluggishness against a potentially elevated valuation hurdle.
Past
- Wed26Aug
Extraordinary General Meeting (EGM) focused on standard governance approvals and potential board alignment.
- Tue18Aug
Actual outcome: Bear
Baidu reported Q2 2026 EPS of $1.24, exactly matching consensus estimates. Despite meeting bottom-line expectations, the stock fell 12.7% as investors reacted to ongoing weakness in the core search business and concerns that AI Cloud growth is not accelerating fast enough to offset those declines.
Baidu's scheduled Q2 2026 earnings release, marking a critical test of AI Cloud growth against core search declines.