Baidu
China's leading search engine, whose ad business is shifting to AI-powered search and the Ernie models.
Beijing, China · founded 2000 · baidu.com
BIDU NASDAQ
What Baidu does
Baidu is to China roughly what Google is to much of the world: the main search engine, selling pay-per-click search advertising alongside results. Its ad platform also places ads in its feed app and across partner apps.
Baidu has bet heavily on AI with its Ernie large language models and autonomous driving, and is reworking search around AI answers, which changes where ads can appear.
How it makes money
Online marketing services (search and feed ads) are its largest revenue line, alongside AI cloud services.
Where it meets invalid traffic
Operates its own click-fraud filtering for search ads, a long-running concern for Chinese advertisers.
Products
- Baidu Search Ads
- Baidu Feed ads
- Baidu Union
- Ernie
SEC filings
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