YeanPin
2021-11-17
$Baidu(BIDU)$
AI have a big future
Baidu beats quarterly revenue estimates on robust ad sales, AI<blockquote>由于广告销售和人工智能强劲，百度季度收入超出预期</blockquote>
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
3
2
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":878968947,"tweetId":"878968947","gmtCreate":1637139766926,"gmtModify":1637140448634,"author":{"id":3564697477514317,"idStr":"3564697477514317","authorId":3564697477514317,"authorIdStr":"3564697477514317","name":"YeanPin","avatar":"https://static.tigerbbs.com/13a42b01aa495210419cb03d7d9b98ef","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":119,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BIDU\">$Baidu(BIDU)$</a>AI have a big future </p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BIDU\">$Baidu(BIDU)$</a>AI have a big future </p></body></html>","text":"$Baidu(BIDU)$AI have a big future","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/878968947","repostId":1154755901,"repostType":4,"repost":{"id":"1154755901","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637138067,"share":"https://www.laohu8.com/m/news/1154755901?lang=zh_CN&edition=full","pubTime":"2021-11-17 16:34","market":"us","language":"en","title":"Baidu beats quarterly revenue estimates on robust ad sales, AI<blockquote>由于广告销售和人工智能强劲，百度季度收入超出预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154755901","media":"Tiger Newspress","summary":"China's Baidu Inc on Wednesday reported quarterly revenue above Wall Street estimates, helped by str","content":"<p>China's Baidu Inc on Wednesday reported quarterly revenue above Wall Street estimates, helped by stronger advertising sales and demand for its artificial intelligence and cloud products.Baidu said total revenue was 31.92 billion yuan ($4.95 billion) in the third quarter, slightly above analysts' average estimate of 31.71 billion yuan, according to IBES data from Refinitiv.</p><p><blockquote>百度周三公布的季度营收高于华尔街预期，这得益于广告销售强劲以及对其人工智能和云产品的需求。百度表示，第三季度总收入为319.2亿元人民币（合49.5亿美元），略高于分析师根据Refinitiv的IBES数据，平均预估为317.1亿元人民币。</blockquote></p><p> Baidu stock climbed 1.6% in premarket trading.</p><p><blockquote>百度股价在盘前交易中上涨1.6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ff45646bb43efda219e4c6b143b1daf8\" tg-width=\"848\" tg-height=\"627\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/84e4b6e7ab7b7d2ec65ad8ba25ce18cf\" tg-width=\"759\" tg-height=\"589\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Total revenues</b> were RMB 31.9 billion($4.95 billion), increasing 13% year over year.</p><p><blockquote><b>总收入</b>为319亿元人民币（49.5亿美元），同比增长13%。</blockquote></p><p> <ul> <li><b>Revenue from Baidu Core</b> was RMB 24.7 billion($3.83 billion), increasing 15% year over year;<b>online marketing revenue</b> was RMB 19.5 billion($3.02 billion), up 6% year over year, and<b>non-online marketing revenue</b>wasRMB 5.2 billion($806 million), up 76% year over year, driven by cloud and other AI-powered businesses.</li> <li><b>Revenue from iQIYI</b>wasRMB 7.6 billion($1.18 billion), increasing 6% year over year.</li> </ul> <b>Cost of revenues</b> was RMB 16.1 billion($2.50 billion), increasing 26% year over year, primarily due to an increase in traffic acquisition costs, content costs and cost of goods sold related to new AI business.</p><p><blockquote><ul><li><b>百度核心收入</b>为人民币247亿元（38.3亿美元），同比增长15%；<b>网络营销收入</b>为195亿元人民币（30.2亿美元），同比增长6%，<b>非线上营销收入</b>在云和其他人工智能业务的推动下，销售额为52亿元人民币（8.06亿美元），同比增长76%。</li><li><b>爱奇艺收入</b>为76亿元人民币（11.8亿美元），同比增长6%。</li></ul><b>收入成本</b>为161亿元人民币（25亿美元），同比增长26%，主要是由于与新人工智能业务相关的流量获取成本、内容成本和销售商品成本增加。</blockquote></p><p> <b>Selling, general and administrative expenses</b> were RMB 7.3 billion($1.14 billion), increasing 56% year over year, primarily due to an increase in channel spending, promotional marketing, personnel-related expenses and contingent loss pertaining to legal proceeding involving former advertising agency.</p><p><blockquote><b>销售、一般及行政开支</b>为73亿元人民币（11.4亿美元），同比增长56%，主要是由于渠道支出、促销营销、人员相关费用以及与涉及前广告公司的法律诉讼相关的或有损失增加。</blockquote></p><p> <b>Research and development expense</b> was RMB 6.2 billion($957 million), increasing 35% year over year, primarily related to personnel-related expenses.</p><p><blockquote><b>研发费用</b>为62亿元人民币（9.57亿美元），同比增长35%，主要与人员相关费用有关。</blockquote></p><p> <b>Operating income</b> was RMB 2.3 billion($358 million).<b>Baidu Core operating income</b> was RMB 3.7 billion($577 million), and Baidu Core operating margin was 15%.<b>Non-GAAP operating income</b> was RMB 4.7 billion($731 million).<b>Baidu Core non-GAAP operating income</b> was RMB 5.8 billion($904 million), and Baidu Core non-GAAP operating margin was 24%.</p><p><blockquote><b>营业收入</b>为23亿元人民币（3.58亿美元）。<b>百度核心营业收入</b>为37亿元人民币（5.77亿美元），百度核心营业利润率为15%。<b>非公认会计准则营业收入</b>为47亿元人民币（7.31亿美元）。<b>百度核心非公认会计准则营业收入</b>为人民币58亿元（9.04亿美元），百度核心非公认会计准则营业利润率为24%。</blockquote></p><p> <b>Total other loss, net</b> was RMB 21.5 billion($3.34 billion), which included aRMB 18.9 billionnon-cash, mark-to-market loss in long-term investments. Such quarterly fair-value adjustment may result in further net income volatility in the future.</p><p><blockquote><b>其他亏损总额，净额</b>为215亿元人民币（33.4亿美元），其中包括189亿元人民币非现金、按市值计价的长期投资损失。该季度公允价值调整可能导致未来净利润进一步波动。</blockquote></p><p> <b>Income tax benefit</b> was RMB 1.8 billion($286 million), compared to an income tax expense ofRMB 1.6 billionfor Q3 '20, primarily due to an increase in deferred tax benefit recognized on fair value loss of long-term investments and deduction on certain expenses that were previously considered non-deductible.</p><p><blockquote><b>所得税优惠</b>为18亿元人民币（2.86亿美元），而20年第三季度的所得税费用为16亿元人民币，主要是由于长期投资公允价值损失确认的递延税项收益增加以及之前考虑的某些费用的扣除。不可扣除。</blockquote></p><p> Net loss attributable to Baidu wasRMB 16.6 billion($2.57 billion), and diluted loss per ADS wasRMB 48.18($7.48).<b>Net loss attributable to Baidu Core</b> was RMB 15.6 billion($2.43 billion).<b>Non-GAAP net income attributable to Baidu</b> was RMB 5.1 billion($790 million), and non-GAAP diluted earnings per ADS wasRMB 14.66($2.28).<b>Non-GAAP net income attributable to Baidu Core</b> was RMB 5.9 billion($909 million).</p><p><blockquote>归属于百度的净亏损为166亿元人民币（25.7亿美元），每股美国存托凭证摊薄亏损为48.18元人民币（7.48美元）。<b>百度核心应佔净亏损</b>为156亿元人民币（24.3亿美元）。<b>归属于百度的非公认会计准则净利润</b>为51亿元人民币（7.9亿美元），非GAAP摊薄每股美国存托凭证收益为14.66元人民币（2.28美元）。<b>归属于百度核心的非公认会计准则净利润</b>为59亿元人民币（9.09亿美元）。</blockquote></p><p> <b>Adjusted EBITDA</b> was RMB 6.0 billion($925 million).<b>Adjusted EBITDA for Baidu Core</b> was RMB 7.0 billion($1.09 billion) and adjusted EBITDA margin for Baidu Core was 28%.</p><p><blockquote><b>调整后EBITDA</b>为60亿元人民币（9.25亿美元）。<b>百度核心调整后EBITDA</b>为70亿元人民币（10.9亿美元），百度核心调整后EBITDA利润率为28%。</blockquote></p><p> As ofSeptember 30, 2021,<b>cash, cash equivalents, restricted cash and short-term investments</b> were RMB 194.6 billion($30.20 billion), and<b>cash, cash equivalents, restricted cash and short-term investments excluding iQIYI</b> were RMB 183.6 billion($28.49 billion).<b>Free cash flow</b> was RMB 691 million($108 million), and <b>free cash flow excluding iQIYI</b>wasRMB 2.9 billion($449 million).</p><p><blockquote>截至2021年9月30日，<b>现金、现金等价物、受限制现金和短期投资</b>为人民币1,946亿元（302亿美元），以及<b>现金、现金等价物、限制性现金和短期投资（不包括爱奇艺）</b>为人民币1,836亿元（284.9亿美元）。<b>自由现金流</b>为6.91亿元人民币（1.08亿美元），以及<b>不包括爱奇艺的自由现金流</b>为29亿元人民币（4.49亿美元）。</blockquote></p><p> <b>Other Highlights</b></p><p><blockquote><b>其他亮点</b></blockquote></p><p> <i>Corporate</i></p><p><blockquote><i>公司的</i></blockquote></p><p> <ul> <li>Q3 21 net loss includes aRMB 18.9 billionnon-cash, mark-to-market loss in long-term investments arising from quarterly fair-value adjustment.</li> <li>ESG:</li> <li>- Baidu donatedRMB 90 millionto helpHenanprovince cope with its recent natural disaster.</li> <li>- Xiaodu launched \"visual assistance\" to enable visually impaired voice control and on-demand screen-text reading for a smoother audio experience.</li> <li>- In October, Baidu established a Data Management Committee, to consolidate its existing committees on data management, data privacy & protection and data security, to further improve its policies and oversight around data management.</li> </ul> <i>AI Cloud</i></p><p><blockquote><ul><li>21年第三季度净亏损包括季度公允价值调整产生的长期投资按市值计价的189亿元人民币非现金损失。</li><li>ESG：</li><li>-百度向赫尔菲南省捐赠9000万元人民币，以应对该省最近发生的自然灾害。</li><li>-小度推出“视觉辅助”，实现视障语音控制和按需读屏，音频体验更流畅。</li><li>-10月，百度成立数据管理委员会，整合现有数据管理委员会、数据隐私保护委员会和数据安全委员会，进一步完善数据管理政策和监管。</li></ul><i>AI云</i></blockquote></p><p></p><p> <ul> <li>Baidu releases end-to-end AI cloud solution, powered by Kunlun AI chip and PaddlePaddle deep learning framework, to help financial services firms digitize and automate their operational processes, enlisting leading customers likeChina Lifeand Bank of Jiangsu.</li> <li>Lijiang, a UNESCO Heritage Site with 800-year old bridges and waterways, is using Baidu smart-city cloud to keep the city safe and clean for visitors. Leveraging the digitalization of tourist areas, Baidu AI solution helps local authorities timely detect and address infractions, e.g., illegal parking and littering.</li> <li>Tongxiang,Zhejiang(province) signed with Baidu to enable its manufacturing-based enterprises with Baidu AI solutions, allowing Baidu to further penetrate into industrial Internet.</li> <li>Baidu ACE smart transportation has been adopted by 24 cities, tripling year over year, based on contract amount overRMB10 million.</li> </ul> <i>Intelligent Driving</i></p><p><blockquote><ul><li>百度发布端到端人工智能云解决方案，由昆仑人工智能芯片和PaddlePaddle深度学习框架提供支持，帮助金融服务公司实现运营流程数字化和自动化，吸引了中国人寿和江苏银行等领先客户。</li><li>丽江是一个拥有800年历史的桥梁和水道的联合国教科文组织遗产，正在使用百度智慧城市云为游客保持城市的安全和清洁。利用旅游区的数字化，百度人工智能解决方案帮助地方当局及时发现和解决违规行为，如非法停车和乱扔垃圾。</li><li>浙江省桐乡市与百度签署协议，为其制造业企业提供百度人工智能解决方案，让百度进一步渗透到工业互联网中。</li><li>百度ACE智慧交通已被24个城市采用，合同金额超过人民币1,000万元，同比增长两倍。</li></ul><i>智能驾驶</i></blockquote></p><p> <ul> <li>Apollo L4 has accumulated over 10 million test miles, up 189% year over year, and has received 411 autonomous driving permits, reflecting Apollo's broad geographic coverage and wide-ranging test scenarios.</li> <li>Rides provided byApollo Godoubled sequentially, which are available inShanghai, Beijing,Guangzhou,Changshaand Cangzhou.</li> <li>WM Motor, a ChineseEV OEM, signed with Baidu to install Apollo Navigation Pilot (ANP) in its new W6 SUV, taking the total makes that have partnered with Apollo for self-driving and infotainment solutions to 31.</li> </ul> <i>Other Growth Initiatives</i></p><p><blockquote><ul><li>Apollo L4累计测试里程超过1000万英里，同比增长189%，并获得了411张自动驾驶许可证，反映了Apollo广泛的地理覆盖和广泛的测试场景。</li><li>阿波罗提供的游乐设施连续翻倍，在上海、北京、广州、长沙和沧州均有提供。</li><li>中国电动汽车原始设备制造商威马汽车与百度签署协议，在其新款W6 SUV中安装Apollo Navigation Pilot(ANP)，使与Apollo合作提供自动驾驶和信息娱乐解决方案的品牌总数达到31家。</li></ul><i>其他增长举措</i></blockquote></p><p> <ul> <li>Xiaodu ranks No.1 in smart display shipments globally and smart speaker shipments inChinafor Q2 2021, according to Strategy Analytics, IDC and Canalys.</li> <li>InAugust 2021, Xiaodu completed Series B financing at a valuation ofUS$5.1 billionwith Baidu retaining super-majority shareholding.</li> </ul> <i>Mobile Ecosystem</i></p><p><blockquote><ul><li>根据Strategy Analytics、IDC和Canalys的数据，2021年Q2，小度在全球智能显示器出货量和中国智能扬声器出货量中排名第一。</li><li>2021年8月，小度完成B轮融资，估值51亿美元，百度保留超多数股权。</li></ul><i>移动生态系统</i></blockquote></p><p> <ul> <li>In September, Baidu App's MAUs reached 607 million, up 12% year over year, and daily logged in users reached an all-time high of 79%, reflecting positive user experience.</li> <li>Managed Page reached 43% of Baidu Core Q3 online marketing revenue, through continuous marketing-cloud enhancements, such as expanded e-commerce features and tools.</li> <li>The open nature of Baidu's Internet infrastructure is leading to top smartphone makers to select Baidu's smart mini program as the landing page for their browser search.</li> </ul> <i>iQIYI</i></p><p><blockquote><ul><li>9月份，百度App的月活跃用户数达到6.07亿，同比增长12%，日登录用户数达到79%的历史新高，反映了积极的用户体验。</li><li>通过持续的营销云增强（例如扩展的电子商务功能和工具），托管页面达到了百度核心第三季度在线营销收入的43%。</li><li>百度互联网基础设施的开放性导致顶级智能手机制造商选择百度的智能小程序作为其浏览器搜索的登陆页面。</li></ul><i>爱奇艺</i></blockquote></p><p> <ul> <li>iQIYI subscribers reached 104 million inSeptember 2021, creating a strong foundation to provide innovative, self-developed blockbusters.</li> </ul> <b>Financial Guidance</b></p><p><blockquote><ul><li>2021年9月，爱奇艺订阅用户达到1.04亿，为提供创新、自主开发的大片奠定了坚实的基础。</li></ul><b>财务指引</b></blockquote></p><p> For the fourth quarter of 2021, Baidu expects revenues to be between RMB 31.0 billion($4.81 billion) and RMB 34.0 billion($5.27 billion), representing a growth rate of 2% to 12% year over year, which assumes that Baidu Core revenue will grow between 5% and 16% year over year.</p><p><blockquote>百度预计2021年第四季度收入将在310亿元人民币（48.1亿美元）至340亿元人民币（52.7亿美元）之间，同比增长率为2%至12%，假设百度核心收入将同比增长5%至16%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Baidu beats quarterly revenue estimates on robust ad sales, AI<blockquote>由于广告销售和人工智能强劲，百度季度收入超出预期</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBaidu beats quarterly revenue estimates on robust ad sales, AI<blockquote>由于广告销售和人工智能强劲，百度季度收入超出预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-17 16:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>China's Baidu Inc on Wednesday reported quarterly revenue above Wall Street estimates, helped by stronger advertising sales and demand for its artificial intelligence and cloud products.Baidu said total revenue was 31.92 billion yuan ($4.95 billion) in the third quarter, slightly above analysts' average estimate of 31.71 billion yuan, according to IBES data from Refinitiv.</p><p><blockquote>百度周三公布的季度营收高于华尔街预期，这得益于广告销售强劲以及对其人工智能和云产品的需求。百度表示，第三季度总收入为319.2亿元人民币（合49.5亿美元），略高于分析师根据Refinitiv的IBES数据，平均预估为317.1亿元人民币。</blockquote></p><p> Baidu stock climbed 1.6% in premarket trading.</p><p><blockquote>百度股价在盘前交易中上涨1.6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ff45646bb43efda219e4c6b143b1daf8\" tg-width=\"848\" tg-height=\"627\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/84e4b6e7ab7b7d2ec65ad8ba25ce18cf\" tg-width=\"759\" tg-height=\"589\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Total revenues</b> were RMB 31.9 billion($4.95 billion), increasing 13% year over year.</p><p><blockquote><b>总收入</b>为319亿元人民币（49.5亿美元），同比增长13%。</blockquote></p><p> <ul> <li><b>Revenue from Baidu Core</b> was RMB 24.7 billion($3.83 billion), increasing 15% year over year;<b>online marketing revenue</b> was RMB 19.5 billion($3.02 billion), up 6% year over year, and<b>non-online marketing revenue</b>wasRMB 5.2 billion($806 million), up 76% year over year, driven by cloud and other AI-powered businesses.</li> <li><b>Revenue from iQIYI</b>wasRMB 7.6 billion($1.18 billion), increasing 6% year over year.</li> </ul> <b>Cost of revenues</b> was RMB 16.1 billion($2.50 billion), increasing 26% year over year, primarily due to an increase in traffic acquisition costs, content costs and cost of goods sold related to new AI business.</p><p><blockquote><ul><li><b>百度核心收入</b>为人民币247亿元（38.3亿美元），同比增长15%；<b>网络营销收入</b>为195亿元人民币（30.2亿美元），同比增长6%，<b>非线上营销收入</b>在云和其他人工智能业务的推动下，销售额为52亿元人民币（8.06亿美元），同比增长76%。</li><li><b>爱奇艺收入</b>为76亿元人民币（11.8亿美元），同比增长6%。</li></ul><b>收入成本</b>为161亿元人民币（25亿美元），同比增长26%，主要是由于与新人工智能业务相关的流量获取成本、内容成本和销售商品成本增加。</blockquote></p><p> <b>Selling, general and administrative expenses</b> were RMB 7.3 billion($1.14 billion), increasing 56% year over year, primarily due to an increase in channel spending, promotional marketing, personnel-related expenses and contingent loss pertaining to legal proceeding involving former advertising agency.</p><p><blockquote><b>销售、一般及行政开支</b>为73亿元人民币（11.4亿美元），同比增长56%，主要是由于渠道支出、促销营销、人员相关费用以及与涉及前广告公司的法律诉讼相关的或有损失增加。</blockquote></p><p> <b>Research and development expense</b> was RMB 6.2 billion($957 million), increasing 35% year over year, primarily related to personnel-related expenses.</p><p><blockquote><b>研发费用</b>为62亿元人民币（9.57亿美元），同比增长35%，主要与人员相关费用有关。</blockquote></p><p> <b>Operating income</b> was RMB 2.3 billion($358 million).<b>Baidu Core operating income</b> was RMB 3.7 billion($577 million), and Baidu Core operating margin was 15%.<b>Non-GAAP operating income</b> was RMB 4.7 billion($731 million).<b>Baidu Core non-GAAP operating income</b> was RMB 5.8 billion($904 million), and Baidu Core non-GAAP operating margin was 24%.</p><p><blockquote><b>营业收入</b>为23亿元人民币（3.58亿美元）。<b>百度核心营业收入</b>为37亿元人民币（5.77亿美元），百度核心营业利润率为15%。<b>非公认会计准则营业收入</b>为47亿元人民币（7.31亿美元）。<b>百度核心非公认会计准则营业收入</b>为人民币58亿元（9.04亿美元），百度核心非公认会计准则营业利润率为24%。</blockquote></p><p> <b>Total other loss, net</b> was RMB 21.5 billion($3.34 billion), which included aRMB 18.9 billionnon-cash, mark-to-market loss in long-term investments. Such quarterly fair-value adjustment may result in further net income volatility in the future.</p><p><blockquote><b>其他亏损总额，净额</b>为215亿元人民币（33.4亿美元），其中包括189亿元人民币非现金、按市值计价的长期投资损失。该季度公允价值调整可能导致未来净利润进一步波动。</blockquote></p><p> <b>Income tax benefit</b> was RMB 1.8 billion($286 million), compared to an income tax expense ofRMB 1.6 billionfor Q3 '20, primarily due to an increase in deferred tax benefit recognized on fair value loss of long-term investments and deduction on certain expenses that were previously considered non-deductible.</p><p><blockquote><b>所得税优惠</b>为18亿元人民币（2.86亿美元），而20年第三季度的所得税费用为16亿元人民币，主要是由于长期投资公允价值损失确认的递延税项收益增加以及之前考虑的某些费用的扣除。不可扣除。</blockquote></p><p> Net loss attributable to Baidu wasRMB 16.6 billion($2.57 billion), and diluted loss per ADS wasRMB 48.18($7.48).<b>Net loss attributable to Baidu Core</b> was RMB 15.6 billion($2.43 billion).<b>Non-GAAP net income attributable to Baidu</b> was RMB 5.1 billion($790 million), and non-GAAP diluted earnings per ADS wasRMB 14.66($2.28).<b>Non-GAAP net income attributable to Baidu Core</b> was RMB 5.9 billion($909 million).</p><p><blockquote>归属于百度的净亏损为166亿元人民币（25.7亿美元），每股美国存托凭证摊薄亏损为48.18元人民币（7.48美元）。<b>百度核心应佔净亏损</b>为156亿元人民币（24.3亿美元）。<b>归属于百度的非公认会计准则净利润</b>为51亿元人民币（7.9亿美元），非GAAP摊薄每股美国存托凭证收益为14.66元人民币（2.28美元）。<b>归属于百度核心的非公认会计准则净利润</b>为59亿元人民币（9.09亿美元）。</blockquote></p><p> <b>Adjusted EBITDA</b> was RMB 6.0 billion($925 million).<b>Adjusted EBITDA for Baidu Core</b> was RMB 7.0 billion($1.09 billion) and adjusted EBITDA margin for Baidu Core was 28%.</p><p><blockquote><b>调整后EBITDA</b>为60亿元人民币（9.25亿美元）。<b>百度核心调整后EBITDA</b>为70亿元人民币（10.9亿美元），百度核心调整后EBITDA利润率为28%。</blockquote></p><p> As ofSeptember 30, 2021,<b>cash, cash equivalents, restricted cash and short-term investments</b> were RMB 194.6 billion($30.20 billion), and<b>cash, cash equivalents, restricted cash and short-term investments excluding iQIYI</b> were RMB 183.6 billion($28.49 billion).<b>Free cash flow</b> was RMB 691 million($108 million), and <b>free cash flow excluding iQIYI</b>wasRMB 2.9 billion($449 million).</p><p><blockquote>截至2021年9月30日，<b>现金、现金等价物、受限制现金和短期投资</b>为人民币1,946亿元（302亿美元），以及<b>现金、现金等价物、限制性现金和短期投资（不包括爱奇艺）</b>为人民币1,836亿元（284.9亿美元）。<b>自由现金流</b>为6.91亿元人民币（1.08亿美元），以及<b>不包括爱奇艺的自由现金流</b>为29亿元人民币（4.49亿美元）。</blockquote></p><p> <b>Other Highlights</b></p><p><blockquote><b>其他亮点</b></blockquote></p><p> <i>Corporate</i></p><p><blockquote><i>公司的</i></blockquote></p><p> <ul> <li>Q3 21 net loss includes aRMB 18.9 billionnon-cash, mark-to-market loss in long-term investments arising from quarterly fair-value adjustment.</li> <li>ESG:</li> <li>- Baidu donatedRMB 90 millionto helpHenanprovince cope with its recent natural disaster.</li> <li>- Xiaodu launched \"visual assistance\" to enable visually impaired voice control and on-demand screen-text reading for a smoother audio experience.</li> <li>- In October, Baidu established a Data Management Committee, to consolidate its existing committees on data management, data privacy & protection and data security, to further improve its policies and oversight around data management.</li> </ul> <i>AI Cloud</i></p><p><blockquote><ul><li>21年第三季度净亏损包括季度公允价值调整产生的长期投资按市值计价的189亿元人民币非现金损失。</li><li>ESG：</li><li>-百度向赫尔菲南省捐赠9000万元人民币，以应对该省最近发生的自然灾害。</li><li>-小度推出“视觉辅助”，实现视障语音控制和按需读屏，音频体验更流畅。</li><li>-10月，百度成立数据管理委员会，整合现有数据管理委员会、数据隐私保护委员会和数据安全委员会，进一步完善数据管理政策和监管。</li></ul><i>AI云</i></blockquote></p><p></p><p> <ul> <li>Baidu releases end-to-end AI cloud solution, powered by Kunlun AI chip and PaddlePaddle deep learning framework, to help financial services firms digitize and automate their operational processes, enlisting leading customers likeChina Lifeand Bank of Jiangsu.</li> <li>Lijiang, a UNESCO Heritage Site with 800-year old bridges and waterways, is using Baidu smart-city cloud to keep the city safe and clean for visitors. Leveraging the digitalization of tourist areas, Baidu AI solution helps local authorities timely detect and address infractions, e.g., illegal parking and littering.</li> <li>Tongxiang,Zhejiang(province) signed with Baidu to enable its manufacturing-based enterprises with Baidu AI solutions, allowing Baidu to further penetrate into industrial Internet.</li> <li>Baidu ACE smart transportation has been adopted by 24 cities, tripling year over year, based on contract amount overRMB10 million.</li> </ul> <i>Intelligent Driving</i></p><p><blockquote><ul><li>百度发布端到端人工智能云解决方案，由昆仑人工智能芯片和PaddlePaddle深度学习框架提供支持，帮助金融服务公司实现运营流程数字化和自动化，吸引了中国人寿和江苏银行等领先客户。</li><li>丽江是一个拥有800年历史的桥梁和水道的联合国教科文组织遗产，正在使用百度智慧城市云为游客保持城市的安全和清洁。利用旅游区的数字化，百度人工智能解决方案帮助地方当局及时发现和解决违规行为，如非法停车和乱扔垃圾。</li><li>浙江省桐乡市与百度签署协议，为其制造业企业提供百度人工智能解决方案，让百度进一步渗透到工业互联网中。</li><li>百度ACE智慧交通已被24个城市采用，合同金额超过人民币1,000万元，同比增长两倍。</li></ul><i>智能驾驶</i></blockquote></p><p> <ul> <li>Apollo L4 has accumulated over 10 million test miles, up 189% year over year, and has received 411 autonomous driving permits, reflecting Apollo's broad geographic coverage and wide-ranging test scenarios.</li> <li>Rides provided byApollo Godoubled sequentially, which are available inShanghai, Beijing,Guangzhou,Changshaand Cangzhou.</li> <li>WM Motor, a ChineseEV OEM, signed with Baidu to install Apollo Navigation Pilot (ANP) in its new W6 SUV, taking the total makes that have partnered with Apollo for self-driving and infotainment solutions to 31.</li> </ul> <i>Other Growth Initiatives</i></p><p><blockquote><ul><li>Apollo L4累计测试里程超过1000万英里，同比增长189%，并获得了411张自动驾驶许可证，反映了Apollo广泛的地理覆盖和广泛的测试场景。</li><li>阿波罗提供的游乐设施连续翻倍，在上海、北京、广州、长沙和沧州均有提供。</li><li>中国电动汽车原始设备制造商威马汽车与百度签署协议，在其新款W6 SUV中安装Apollo Navigation Pilot(ANP)，使与Apollo合作提供自动驾驶和信息娱乐解决方案的品牌总数达到31家。</li></ul><i>其他增长举措</i></blockquote></p><p> <ul> <li>Xiaodu ranks No.1 in smart display shipments globally and smart speaker shipments inChinafor Q2 2021, according to Strategy Analytics, IDC and Canalys.</li> <li>InAugust 2021, Xiaodu completed Series B financing at a valuation ofUS$5.1 billionwith Baidu retaining super-majority shareholding.</li> </ul> <i>Mobile Ecosystem</i></p><p><blockquote><ul><li>根据Strategy Analytics、IDC和Canalys的数据，2021年Q2，小度在全球智能显示器出货量和中国智能扬声器出货量中排名第一。</li><li>2021年8月，小度完成B轮融资，估值51亿美元，百度保留超多数股权。</li></ul><i>移动生态系统</i></blockquote></p><p> <ul> <li>In September, Baidu App's MAUs reached 607 million, up 12% year over year, and daily logged in users reached an all-time high of 79%, reflecting positive user experience.</li> <li>Managed Page reached 43% of Baidu Core Q3 online marketing revenue, through continuous marketing-cloud enhancements, such as expanded e-commerce features and tools.</li> <li>The open nature of Baidu's Internet infrastructure is leading to top smartphone makers to select Baidu's smart mini program as the landing page for their browser search.</li> </ul> <i>iQIYI</i></p><p><blockquote><ul><li>9月份，百度App的月活跃用户数达到6.07亿，同比增长12%，日登录用户数达到79%的历史新高，反映了积极的用户体验。</li><li>通过持续的营销云增强（例如扩展的电子商务功能和工具），托管页面达到了百度核心第三季度在线营销收入的43%。</li><li>百度互联网基础设施的开放性导致顶级智能手机制造商选择百度的智能小程序作为其浏览器搜索的登陆页面。</li></ul><i>爱奇艺</i></blockquote></p><p> <ul> <li>iQIYI subscribers reached 104 million inSeptember 2021, creating a strong foundation to provide innovative, self-developed blockbusters.</li> </ul> <b>Financial Guidance</b></p><p><blockquote><ul><li>2021年9月，爱奇艺订阅用户达到1.04亿，为提供创新、自主开发的大片奠定了坚实的基础。</li></ul><b>财务指引</b></blockquote></p><p> For the fourth quarter of 2021, Baidu expects revenues to be between RMB 31.0 billion($4.81 billion) and RMB 34.0 billion($5.27 billion), representing a growth rate of 2% to 12% year over year, which assumes that Baidu Core revenue will grow between 5% and 16% year over year.</p><p><blockquote>百度预计2021年第四季度收入将在310亿元人民币（48.1亿美元）至340亿元人民币（52.7亿美元）之间，同比增长率为2%至12%，假设百度核心收入将同比增长5%至16%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIDU":"百度","09888":"百度集团-SW"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154755901","content_text":"China's Baidu Inc on Wednesday reported quarterly revenue above Wall Street estimates, helped by stronger advertising sales and demand for its artificial intelligence and cloud products.Baidu said total revenue was 31.92 billion yuan ($4.95 billion) in the third quarter, slightly above analysts' average estimate of 31.71 billion yuan, according to IBES data from Refinitiv.\nBaidu stock climbed 1.6% in premarket trading.\n\nTotal revenues were RMB 31.9 billion($4.95 billion), increasing 13% year over year.\n\nRevenue from Baidu Core was RMB 24.7 billion($3.83 billion), increasing 15% year over year;online marketing revenue was RMB 19.5 billion($3.02 billion), up 6% year over year, andnon-online marketing revenuewasRMB 5.2 billion($806 million), up 76% year over year, driven by cloud and other AI-powered businesses.\nRevenue from iQIYIwasRMB 7.6 billion($1.18 billion), increasing 6% year over year.\n\nCost of revenues was RMB 16.1 billion($2.50 billion), increasing 26% year over year, primarily due to an increase in traffic acquisition costs, content costs and cost of goods sold related to new AI business.\nSelling, general and administrative expenses were RMB 7.3 billion($1.14 billion), increasing 56% year over year, primarily due to an increase in channel spending, promotional marketing, personnel-related expenses and contingent loss pertaining to legal proceeding involving former advertising agency.\nResearch and development expense was RMB 6.2 billion($957 million), increasing 35% year over year, primarily related to personnel-related expenses.\nOperating income was RMB 2.3 billion($358 million).Baidu Core operating income was RMB 3.7 billion($577 million), and Baidu Core operating margin was 15%.Non-GAAP operating income was RMB 4.7 billion($731 million).Baidu Core non-GAAP operating income was RMB 5.8 billion($904 million), and Baidu Core non-GAAP operating margin was 24%.\nTotal other loss, net was RMB 21.5 billion($3.34 billion), which included aRMB 18.9 billionnon-cash, mark-to-market loss in long-term investments. Such quarterly fair-value adjustment may result in further net income volatility in the future.\nIncome tax benefit was RMB 1.8 billion($286 million), compared to an income tax expense ofRMB 1.6 billionfor Q3 '20, primarily due to an increase in deferred tax benefit recognized on fair value loss of long-term investments and deduction on certain expenses that were previously considered non-deductible.\nNet loss attributable to Baidu wasRMB 16.6 billion($2.57 billion), and diluted loss per ADS wasRMB 48.18($7.48).Net loss attributable to Baidu Core was RMB 15.6 billion($2.43 billion).Non-GAAP net income attributable to Baidu was RMB 5.1 billion($790 million), and non-GAAP diluted earnings per ADS wasRMB 14.66($2.28).Non-GAAP net income attributable to Baidu Core was RMB 5.9 billion($909 million).\nAdjusted EBITDA was RMB 6.0 billion($925 million).Adjusted EBITDA for Baidu Core was RMB 7.0 billion($1.09 billion) and adjusted EBITDA margin for Baidu Core was 28%.\nAs ofSeptember 30, 2021,cash, cash equivalents, restricted cash and short-term investments were RMB 194.6 billion($30.20 billion), andcash, cash equivalents, restricted cash and short-term investments excluding iQIYI were RMB 183.6 billion($28.49 billion).Free cash flow was RMB 691 million($108 million), and free cash flow excluding iQIYIwasRMB 2.9 billion($449 million).\nOther Highlights\nCorporate\n\nQ3 21 net loss includes aRMB 18.9 billionnon-cash, mark-to-market loss in long-term investments arising from quarterly fair-value adjustment.\nESG:\n- Baidu donatedRMB 90 millionto helpHenanprovince cope with its recent natural disaster.\n- Xiaodu launched \"visual assistance\" to enable visually impaired voice control and on-demand screen-text reading for a smoother audio experience.\n- In October, Baidu established a Data Management Committee, to consolidate its existing committees on data management, data privacy & protection and data security, to further improve its policies and oversight around data management.\n\nAI Cloud\n\nBaidu releases end-to-end AI cloud solution, powered by Kunlun AI chip and PaddlePaddle deep learning framework, to help financial services firms digitize and automate their operational processes, enlisting leading customers likeChina Lifeand Bank of Jiangsu.\nLijiang, a UNESCO Heritage Site with 800-year old bridges and waterways, is using Baidu smart-city cloud to keep the city safe and clean for visitors. Leveraging the digitalization of tourist areas, Baidu AI solution helps local authorities timely detect and address infractions, e.g., illegal parking and littering.\nTongxiang,Zhejiang(province) signed with Baidu to enable its manufacturing-based enterprises with Baidu AI solutions, allowing Baidu to further penetrate into industrial Internet.\nBaidu ACE smart transportation has been adopted by 24 cities, tripling year over year, based on contract amount overRMB10 million.\n\nIntelligent Driving\n\nApollo L4 has accumulated over 10 million test miles, up 189% year over year, and has received 411 autonomous driving permits, reflecting Apollo's broad geographic coverage and wide-ranging test scenarios.\nRides provided byApollo Godoubled sequentially, which are available inShanghai, Beijing,Guangzhou,Changshaand Cangzhou.\nWM Motor, a ChineseEV OEM, signed with Baidu to install Apollo Navigation Pilot (ANP) in its new W6 SUV, taking the total makes that have partnered with Apollo for self-driving and infotainment solutions to 31.\n\nOther Growth Initiatives\n\nXiaodu ranks No.1 in smart display shipments globally and smart speaker shipments inChinafor Q2 2021, according to Strategy Analytics, IDC and Canalys.\nInAugust 2021, Xiaodu completed Series B financing at a valuation ofUS$5.1 billionwith Baidu retaining super-majority shareholding.\n\nMobile Ecosystem\n\nIn September, Baidu App's MAUs reached 607 million, up 12% year over year, and daily logged in users reached an all-time high of 79%, reflecting positive user experience.\nManaged Page reached 43% of Baidu Core Q3 online marketing revenue, through continuous marketing-cloud enhancements, such as expanded e-commerce features and tools.\nThe open nature of Baidu's Internet infrastructure is leading to top smartphone makers to select Baidu's smart mini program as the landing page for their browser search.\n\niQIYI\n\niQIYI subscribers reached 104 million inSeptember 2021, creating a strong foundation to provide innovative, self-developed blockbusters.\n\nFinancial Guidance\nFor the fourth quarter of 2021, Baidu expects revenues to be between RMB 31.0 billion($4.81 billion) and RMB 34.0 billion($5.27 billion), representing a growth rate of 2% to 12% year over year, which assumes that Baidu Core revenue will grow between 5% and 16% year over year.","news_type":1,"symbols_score_info":{"BIDU":0.9,"09888":0.9}},"isVote":1,"tweetType":1,"viewCount":2360,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BIDU"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":29,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/878968947"}
精彩评论