Baidu Earnings Preview: Can AI Cloud Keep Growing After a 79% Surge?
Overview Baidu reports second quarter results before the US market opens on August 18, 2026, with management holding a call at 8:00 a.m. Eastern, 8:00 p.m. Beijing time the same day. Per Baidu's investor relations announcement, the release covers the quarter ended June 30. The prior quarter set a benchmark that will not be easy to repeat. Per Baidu's first quarter results, AI Cloud Infra revenue was RMB 8.8 billion, up 79% year over year, while GPU Cloud revenue rose 184%. Per Futu's breakdown,