Baidu Strengths, Domain Expertise, and Key Differentiators
Baidu, Inc. engages in the provision of internet search and online marketing solutions, controling around 70% of the search market in China. The firm's products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment offers keyword-based marketing services. The iQiyi segment provides online advertising services. Search engine Baidu reportedly controls around 70% of the search market in China
Baidu Recent Developments
In November 2021, CCTV and Baidu AI Cloud debuted CCTV’s first AI sign language anchor, a major step forward in “overcoming the barrier of sound with technology”. The anchor will help cover the 2022 Beijing Winter Olympics.
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.
Ownership: - NASDAQ:BIDU
Number of Employees: 41000
Key Verticals: Aerospace and Defense, Automotive, Banking and Financial Services, Communications, Construction and Real Estate, Consumer Packaged Goods, Distribution, Education, Government, Healthcare, Insurance, Leisure and Hospitality, Life Sciences, Manufacturing, Media, Non Profit, Oil, Gas and Chemicals, Professional Services, Retail, Transportation, Utilites,
Baidu Key Enterprise and Cloud Applications
Baidu AI Cloud
Baidu Revenues, $M:
|Type/Year||2019||2020||YoY Growth, %|
|Total Revenues, $M||Subscribe||Subscribe||Subscribe|
|Enterprise Applications Revenues, $M||Subscribe||Subscribe||Subscribe|
|Cloud Applications Revenues, $M||Subscribe||Subscribe||Subscribe|
* Enterprise Applications Revenues = License + Support & Maintenance + SaaS
** All revenue figures are estimates based on public records, Cloud and Non-Cloud business models in Apps Run The World's vendor database, and annual survey results including vendor feedback.
Baidu Revenue Breakdown By Type, $M:
|Type||License||Prof. Services||Hardware||Support & Maintenance||SaaS||PaaS||IaaS||Other (Non Enterprise Application Revenues)||Total|
|% of Total Revenues||Subscribe||Subscribe||Subscribe||Subscribe||Subscribe||Subscribe||Subscribe||Subscribe||100%|
Baidu Enterprise Applications Revenues By Functional Markets, $M:
Baidu Enterprise Applications Revenues By Verticals, $M:
Baidu Revenues By Region, $M
|Region||% of Total Revenues||2020 Total Revenues, $M||2020 Enterprise Applications Revenues, $M||2020 Cloud Applications Revenues, $M|
Baidu Direct vs Indirect sales
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Baidu Customers - Breakdown by Geo, Size, Vertical and Product
No. of Baidu Customers: x
No. of Baidu Enterprise Applications Customers: x
No. of Baidu Cloud Customers: x
No. of Baidu Cloud Subscribers: x
Baidu's flagship Baidu App has reached 558 million monthly active users (MAU) in March 2021, with more than 75% of users logging onto the platform every day.
Baidu Market Opportunities, M&A and Geo Expansions
In November 2021, Baidu acquired JOYY's domestic video-based entertainment live streaming business in China ("YY Live"), which includes YY mobile app, YY.com website and PC YY, among others, for an aggregate purchase price of approximately US$3.6 billion in cash.
YY Live stands to benefit from Baidu's large traffic and thriving mobile ecosystem, while Baidu will receive immediate operational experience and knowhow for large-scale video-based social media development, as well as an enviable creator network that will further strengthen Baidu's massive content provider network. Together with the team from YY Live, Baidu hopes to explore the next-generation livestreaming and video-based social media that can expand beyond entertainment into the diversified verticals on Baidu platform.
Baidu Risks and Challenges
DO Global (formerly DU Group), were surreptitiously running revenue enhancing background programs on user devices since at least 2016. These programs, part of six known applications developed by the company, and downloaded hundreds of millions times, were clicking on internet ads, even when the devices were idle, and unbeknownst to end users, in order to increase revenue generated by "clicks". Google banned DO Global and more than 100 of its apps from the Google Play Store on April 26, 2019.
Baidu Ecosystem, Partners, Resellers and SI
Baidu has been providing driving solutions to auto companies via its open-sourced Apollo platform since 2017. While the platform has accumulated hundreds of enterprise users, Baidu has fostered closer ties with certain partners. For example, it set up a joint venture with China’s Geely to form electric vehicle maker Jidu Auto, into which the partners would plow $7.7 billion.
Baidu Cloud Infrastructure Insights
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- Baidu Private Cloud and Data Centers
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).
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