Currently, about 4,000 merchants are using our AI chatbots, particularly in healthcare, education, travel, legal, B2B, and auto, where users often interact with merchants to learn about their offerings before making purchasing decisions.

Feb 28, 2024 / receipt, needs a key / Robin, CEO | earnings call 2024-02-28 | transcript 7679ecff-c677-4482-b1e7-8a8768abbfd8 | chars 6459-6696 | segment 6

In the fourth quarter, Baidu forced online marketing revenue increased by 6% year-over-year, driven by verticals in travel, healthcare, business services, and others.

Feb 28, 2024 / receipt, needs a key / Robin, CEO | earnings call 2024-02-28 | transcript 7679ecff-c677-4482-b1e7-8a8768abbfd8 | chars 9393-9559 | segment 9

And during the eight-day Chinese New Year holiday, We saw a growth in consumption, particularly in the travel sector.

Feb 28, 2024 / receipt, needs a key / Robin, CEO | earnings call 2024-02-28 | transcript 7679ecff-c677-4482-b1e7-8a8768abbfd8 | chars 22294-22411 | segment 22

In particular, they benefit verticals like health care, education, travel, legal, and auto, in which advertisers are willing to invest heavily in customer acquisition and re-engagement.

Nov 21, 2023 / receipt, needs a key / Robin Li, CEO | earnings call 2023-11-21 | transcript 0145da87-972e-44f6-93c1-b8218b298115 | chars 4442-4627 | segment 4

The revenue growth rate for online marketing accelerated in Q2, adding by strength in various verticals with offline exposure, including healthcare, business services, local services, and travel.

Aug 22, 2023 / receipt, needs a key / Robin Li, CEO | earnings call 2023-08-22 | transcript 49f467d9-36ea-4637-92c9-9e51f1bff6a4 | chars 15285-15480 | segment 15

Moreover, we believe Ernie Bot could provide a massive opportunity for us to gain shares in the cloud industry. Since its launch in the middle of March, we have received hundreds of thousands of bad testing requests for the Ernie Bot from enterprises, customers, across a range of sectors, such as finance software, education, online travel, and so on.

May 16, 2023 / receipt, needs a key / Do, other | earnings call 2023-05-16 | transcript 8adf29ad-f7cf-4df4-9e99-c87115a8de64 | chars 29520-29872 | segment 30

We've observed that industries experiencing a surge in demand after the pandemic are interested in using Ernie Bot to improve their business operations more efficiently. Online travel companies are a good example of this trend, as some of the biggest players are testing the use of Ernie Bot to assist their customer service team in managing customer queries, suggesting trips, and directing customers to relevant information. The feedback so far has been positive. and customers are also beginning to switch their IT expenditures to our cloud.

May 16, 2023 / receipt, needs a key / Robin Li, CEO | earnings call 2023-05-16 | transcript 8adf29ad-f7cf-4df4-9e99-c87115a8de64 | chars 8737-9281 | segment 9

On the advertiser side, since launching our AIGC capabilities late last year, we've been working with advertisers to create more effective ads. By allowing advertisers to specify their requirements, our platform generates customized options for them to choose from. For instance, a local travel agency turned to our AIGC capabilities to create ads, Our AI-generated ads outperformed those created by the advertisers, delivering an average of about 20% higher sales leads than them. In Q1, advertisers adopting AIGC increased their ad spending year-over-year and quarter-over-quarter on our platform, demonstrating the effectiveness of our technology in driving wins results.

May 16, 2023 / receipt, needs a key / Robin Li, CEO | earnings call 2023-05-16 | transcript 8adf29ad-f7cf-4df4-9e99-c87115a8de64 | chars 16792-17466 | segment 17

After the Chinese New Year, there was a quick recovery. which was especially beneficial for many of our advertisers in offline sectors, such as travel, healthcare, bin services, and local services.

May 16, 2023 / receipt, needs a key / Robin Li, CEO | earnings call 2023-05-16 | transcript 8adf29ad-f7cf-4df4-9e99-c87115a8de64 | chars 2421-2618 | segment 2

So travel is also improving, apparently, and we saw that the Labor Day holiday was really, really hot.

May 16, 2023 / receipt, needs a key / Robin, other | earnings call 2023-05-16 | transcript 8adf29ad-f7cf-4df4-9e99-c87115a8de64 | chars 23257-23359 | segment 23

So far in Q1, we have already seen a recovery of our online marketing revenue from the trial, in particular from verticals in healthcare, travel, business services, and lifestyle. Assuming no significant new disruption We expect this recovery trend to continue and boost our online marketing revenue through increased ad demand and take advantage of pent-up consumption in China. We also anticipate resuming cloud project implementation as business operations return to normal, signing new contracts, and accelerating AI cloud revenue growth.

Feb 22, 2023 / receipt, needs a key / Robin Li, CEO | earnings call 2023-02-22 | transcript 1c8aa78e-5cf8-4e9b-a696-9fd47e4d8502 | chars 49002-49544 | segment 50

When we look into our ad verticals, we have seen substantial improvements in our largest verticals, including healthcare, travel, lifestyle, and franchises. These are all pretty much offline businesses.

Feb 22, 2023 / receipt, needs a key / Robin Li, CEO | earnings call 2023-02-22 | transcript 1c8aa78e-5cf8-4e9b-a696-9fd47e4d8502 | chars 20634-20836 | segment 21

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company_statement / Sep 11, 2026 / receipt

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company_statement / Sep 11, 2026 / receipt

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company_statement / Aug 6, 2026 / receipt

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company_statement / Aug 5, 2026 / receipt

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company_statement / Aug 5, 2026 / receipt

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company_statement / Jul 9, 2026 / receipt

GTM Strategy & Operations (AI Desktop & Mobile App)

company_statement / May 28, 2026 / receipt

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company_statement / May 28, 2026 / receipt

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company_statement / May 21, 2026 / receipt

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company_statement / May 21, 2026 / receipt

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company_statement / Apr 17, 2026 / receipt

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company_statement / Mar 30, 2026 / receipt