Baidu’s next five years from the perspective of business, strategy and ability From The next positive cycle of the Internet

The following is the Baidu’s next five years from the perspective of business, strategy and ability From The next positive cycle of the Internet recommended by recordtrend.com. And this article belongs to the classification: Brokerage Report.

Mobile ecology and Internet: the leading position of search and information flow is relatively stable, and the traditional advertising marketing is neutral. It is estimated that CAGR will be 4%. The revenue will be 86 billion yuan in 2025. The revenue source will continue to expand under the “x + Y” strategy: the growth of the overall Internet advertising market mainly comes from the traffic effect of large platforms, and the future increase of Internet advertising traffic in China will come from entrances such as mobile terminals Sinking market and online digitization trend of the whole industry. The vertical applications of mobile apps are highly competitive, and it is expected that the market share of search advertising in the future Internet advertising will be partially replaced by information flow. Baidu’s information flow catch up from behind, and the information flow and search engine combination have strong competitive advantages and leading position. In terms of flow realization and closed-loop services, we believe that Baidu is expected to deeply cultivate vertical categories such as health, live broadcasting, e-commerce and education, and also deepen CRM, website construction and other enterprise services through Baidu e-commerce. From the perspective of browsing entrance, baidu app and other user entrances expand the user scale, and smart homes such as smart cockpit and Xiaodu are also expected to become new important entrances, thus contributing to the increment.

Smart cloud: it is estimated that CAGR will be 50% neutral, and the revenue will exceed 75 billion yuan in 2025. The focus is on the improvement of AI platform solution capability and solution replicability: we judge that Baidu cloud business will grow at a compound growth rate of 50% in the next five years, which will become the most important driver of revenue in the next three years. Industry structure: 1. Giant enterprises take the lead. Market share expansion requires a lot of capital expenditure and high net profit margin in the end. 2. Customers gradually extend from Internet enterprises to traditional government enterprises, and the importance of vertical industry solutions is further reflected. Baidu intelligent cloud has landed in finance, education, vehicle networking, industry and other industries, providing comprehensive solutions to different industries. We believe that the market space of vehicle road coordination alone is 80 billion yuan / year. Referring to the development history of AWS and azure, according to the vertical industry landing of Baidu cloud capital expenditure and intelligent cloud, it is assumed that Baidu cloud computing revenue will exceed 75 billion yuan in 2025.

Automatic driving business: the best representative of vehicle road coordination and platform route. It is assumed that the revenue will reach 10 billion yuan in 2025: we believe that Baidu’s role is not a simple supplier. We believe that under the fierce competition between the transformation path of automobile intelligence and new entrants, Baidu is expected to rely on its self driving and artificial intelligence with continuous research and leading technical qualifications to become the head platform of domestic automobile intelligent solutions, help automobile intellectualization, and realize commercialization through tob, tog and TOC multiple modes as an independent Maas intelligent travel and intelligent transportation service provider. We assume that 4200 robotaxis in Maas business will have a corresponding revenue of 1.4 billion yuan in 2025, 1.57 million Qianzhuang Zhixing and zhicabin Zhitu contributed a total revenue of 8.7 billion yuan.

Strategy and organizational structure: gradually change and form a positive cycle with new business. We believe that the rapid development of cloud computing and electric vehicles is not only an opportunity for Baidu to develop in the field of Intelligent Cloud and intelligent driving, but also a profound challenge to its strategy and execution. Historically, baidu is the largest search engine service provider in China, believes in the “simple and reliable” enterprise culture, and continues to invest in long-term R & D in the field of algorithms and broader AI, As an Internet giant, it has actively expanded to other fields for a long time. Since 2016, Baidu has gradually established a new strategy with AI technology as the core, reorganized the organizational structure, contracted local life, spun off finance, established a business group centered group, changed the assessment method from KPI to OKR, and launched the climber plan for large-scale equity incentive. In Maas and other businesses, we believe that Baidu has obvious advantages in algorithms, talents, user experience, qualification and market share in automatic driving, and will realize a positive cycle. In the cloud computing business, organizational structure changes and technology are expected to resonate with R & D capabilities to achieve long-term growth.

Executive ability: tobtog ability has evolved rapidly, and the ability to pay attention to supply chain management is gradually reflected. We believe that robotaxi, as a TOC, mainly realizes the positive cycle, while Baidu’s tobtog ability is gradually strengthened, mainly through: 1. Introducing talents; 2. Strategic investment in tob enterprise; 3. Organizational restructuring. Smart car solutions: pay attention to the gradual display of Baidu’s supply chain management ability and car enterprise service ability, which is very important for Baidu’s smart car solutions and joint venture car manufacturing business.

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