Baidu Named Top-Tier Software Vendor by APPS RUN THE WORLD in the APPS TOP 500 Market Report

Baidu Strengths, Domain Expertise, and Key Differentiators

Baidu is a leading player in China's search engine market, holding around 70% market share, which supports its online marketing and advertising revenue. The company has heavily invested in artificial intelligence, with notable developments like the Ernie series in natural language processing and the Apollo platform for autonomous driving. Apollo Go has recorded over nine million rides in China as of early 2025, highlighting Baidu's active role in mobility innovation. Its integration of AI across products aims to improve performance and user experience, reinforcing its role in the broader tech landscape.

Baidu Recent Developments

In 2024, the company marked a transformative year, with its AI Cloud business gaining significant traction due to widespread recognition of its full-stack AI capabilities. Financially, Baidu reported strong results for the fourth quarter of 2024, with revenue exceeding market expectations, highlighting the success of its AI-driven initiatives. A notable strategic move was the decision to open source its Ernie 4.5 series, aimed at accelerating the adoption of foundational AI models and fostering a broader developer ecosystem. Additionally, Baidu is expanding its autonomous ride-hailing service, Apollo Go, with ambitious plans to cover 65 cities by 2025 and 100 by 2030. These developments reflect Baidu’s commitment to innovation and its ability to capitalize on emerging technological trends.

Baidu Mergers and Acquisitions (M&A) Activities

Baidu, Inc. acquired JOYY Inc.'s live-streaming platform, YY Live, for approximately $2.1 billion. Around $1.6 billion previously held in escrow under a now-defunct agreement has been released to Baidu and will be reinvested into its cloud and AI infrastructure.

Baidu Customers in ARTW Customer Database

Leveraging a rigorous data-centric research methodology, APPS RUN THE WORLD asks the simple question: Who’s buying Baidu applications and why? And we provide the answers – supported by decades of research – to our clients around the world. Our Customer database has over 100 data fields that detail company usage of Baidu and other enterprise apps by function, customer size, industry, location, implementation status, partner involvement, Line of Business Key Stakeholders and IT decision makers contact details. List of Verified Baidu AI Cloud customers.

Baidu Key Enterprise and Cloud Applications

Baidu AI Cloud

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Baidu Direct vs Indirect sales

Baidu Customers - Breakdown by Geo, Size, Vertical and Product

List of Verified Baidu Customers

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No. of Baidu Cloud Subscribers: 679 million

Baidu App has over 679 million monthly active users, indicating broad platform engagement. The company serves a wide range of customers across different industries, with its core market in China and efforts to expand internationally. Partnerships with organizations like CCTV and JOYY reflect its collaborative approach to product development and market presence. Baidu’s focus on ecosystem growth and user engagement supports its ongoing role in the digital services sector.

Baidu Market Opportunities, M&A and Geo Expansions

Baidu has growth opportunities in areas such as artificial intelligence and autonomous driving, particularly through its expanding AI Cloud services. Its autonomous ride-hailing platform, Apollo Go, aims to scale operations to 65 cities by 2025 and 100 by 2030, reflecting its ambition in the mobility sector. Collaborations with companies like Geely in intelligent electric vehicles support Baidu’s involvement in emerging smart transportation technologies.

Baidu Risks and Challenges

Baidu faces internal challenges such as maintaining regulatory compliance, addressing cybersecurity concerns, and retaining talent in a competitive technology landscape. Externally, geopolitical tensions, economic fluctuations, and rising competition in artificial intelligence—especially from emerging players like DeepSeek—may affect its international growth and innovation pace. Market volatility and financial risks also require the company to manage resources and strategy carefully to sustain long-term stability.

Baidu Ecosystem, Partners, Resellers and SI

Baidu has developed a network of strategic partnerships and collaborations across industries to expand its technology offerings and market presence. Its Apollo platform supports joint efforts with automotive companies like Geely, including ventures such as Jidu Auto to develop intelligent electric vehicles. Partnerships with system integrators and resellers also contribute to broader adoption of Baidu’s technologies across sectors.

Research Methodology

Data used in research reports are derived from publicly available documents, continuous surveys of applications vendors, customers, resellers, Independent Software Vendors, systems integrators and other verifiable sources.

Vendor shares and market forecast results are based on a combination of existing databases as well as demand side and supply side research conducted throughout the year with validation from vendors, customers, channel partners and documentations such as earnings releases and 10Q and 10K filings, vertical industry studies, regional and country-level statistics from public and private institutions(i.e. colleges, universities, government agencies and trade associations).

For additional information on our methodologies, here's the link: