Baidu has officially released its third quarter financial report for 2025, which shows that the company's total revenue for the quarter reached 31.2 billion yuan, of which Baidu's core business revenue was 24.7 billion yuan. AI business has become the core growth engine, with a year-on-year increase of over 50% in revenue, demonstrating strong commercial landing capabilities.

In the field of AI cloud, Baidu achieved a year-on-year growth of 33%, with subscription revenue for AI high-performance computing infrastructure surging by 128% year-on-year. Financial report disclosure: Baidu Qianfan's large model platform has completed a comprehensive upgrade and launched a complete set of Agent Infra solutions, further strengthening model services and intelligent agent development capabilities, and providing more efficient AI toolchains for enterprise customers.

Baidu, Xiongzhang account (1)

The AI application business also performed well, with a quarterly revenue of 2.6 billion yuan. The universal intelligent agent GenFlow has been upgraded to version 3.0, and the no code development tool "Zida" has evolved to version 2.0, significantly reducing the threshold for AI application development. What is even more remarkable is that Baidu released its self evolving super intelligent agent "Fumou" in November. This model can autonomously search for "global optimal solutions" based on real industry scenarios, and has been successfully applied in fields such as transportation, energy, finance, and scientific research, promoting the transition of AI technology from single point breakthroughs to systematic solutions.

AI native marketing services have become another growth pole, with quarterly revenue reaching 2.8 billion yuan, a year-on-year increase of 262%. Innovative marketing forms such as intelligent agents and digital humans are accelerating the reconstruction of the interaction between brands and users, with the advantages of precise reach and efficient conversion, resulting in a continuous increase in market recognition.

In terms of automatic driving business, Apollo Go continues to maintain its leading position in the world. In the third quarter, the number of global travel services reached 3.1 million, a year-on-year increase of 212%; In October, the weekly order volume for fully autonomous driving exceeded 250000 orders; As of November, the cumulative number of services has exceeded 17 million, covering 22 cities worldwide. The total mileage of autonomous driving has exceeded 240 million kilometers, and the safety operation record continues to be refreshed.

On the technical level, the Wenxin Big Model 5.0 has officially debuted. As a unified native full modal model, it achieves comprehensive breakthroughs in multimodal understanding, creative generation, intelligent planning, and instruction following, providing stronger underlying support for the AI application ecosystem.