On the Record · Baidu
Baidu competitors, on the record
The companies Baidu names as competitors in its annual reports, 2023 to 2025, and the companies that name Baidu, each with the sentence and the filing.
Who Baidu names
| Company | Named in |
|---|---|
| Alibaba | 2025 |
| Alibaba Cloud | 2025 |
| Bilibili | 2025 |
| ByteDance | 2025 |
| 2025 | |
| 2025 | |
| Huawei | 2025 |
| Kingsoft cloud | 2025 |
| Mango TV | 2025 |
| Microsoft | 2025 |
| Tencent | 2025 |
| Tencent Video | 2025 |
| Volcano Engine | 2025 |
| Xiaomi | 2025 |
| Youku | 2025 |
In its own words
Alibaba, ByteDance, Tencent, Xiaomi
Word for word“Chinese internet companies, such as Alibaba, Tencent, ByteDance, and Xiaomi offer a broad range of online services, including search, feed, cloud services and smart devices, as well as foundation models and a diversified of AI native applications powered by foundation models.” 20-F for 2025
Alibaba Cloud, Huawei, Kingsoft cloud, Volcano Engine
Word for word“We compete with Alibaba Cloud, Volcano Engine, Huawei and Kingsoft cloud for our cloud offerings.” 20-F for 2025
Bilibili, Mango TV, Tencent Video, Youku
Word for word“iQIYI faces competition for content sourcing, user traffic and advertising customers from other providers of online entertainment video services in Chinese mainland, primarily including Tencent Video, Youku, Mango TV and Bilibili.” 20-F for 2025
Facebook, Google, Microsoft
Word for word“U.S.-based internet search providers and online marketing platforms, such as Microsoft, Google and Facebook, have a strong global presence, well established brand names, more users and customers and significantly greater financial resources than we do.” 20-F for 2025
Who names Baidu
Companies whose own annual reports name Baidu as a competitor.
Word for word“large cloud services companies with internal teams designing hardware and software that incorporate accelerated or AI computing functionality as part of their internal solutions or platforms, such as Alibaba Group, Alphabet Inc., Amazon, Inc., or Amazon, Baidu, Inc., Huawei, and Microsoft Corporation, or Microsoft;” 10-K for 2026
Word for word“There are also a number of companies developing and introducing AV technology and TaaS offerings that either are competing with us or may compete with us in the future, including Alphabet (Waymo), Amazon (Zoox), Baidu, Bolt, and Tesla as well as many other technology companies and automobile manufacturers and suppliers.” 10-K for 2025
Word for word“AMaaS competitors include Cruise, Tesla, Motional, Waymo, NVIDIA, Yandex, and Zoox in the United States and Europe and Auto X, Baidu, Deeproute.ai, Didi Chuxing, Momenta, Pony.ai and WeRide in China.” 10-K for 2025
Word for word“Major Chinese internet companies, including Tencent, Bytedance, Baidu and NetEase, compete directly with Weibo for user traffic and user engagement, content, talent and marketing resources.” 20-F for 2019
Word for word“We face intense competition in these areas for both users and advertisers primarily from Baidu, Toutiao of Bytedance, and ShenMa of Alibaba.” 20-F for 2020
Word for word“For example, there are various legal proceedings currently pending between Sogou and Baidu in which Sogou alleges that Baidu’s input method infringes certain of Sogou’s patents relating to Sogou Input Method and seeks monetary damages, while Baidu has asserted in counterclaims or in legal proceeding that Baidu has initiated against Sogou that Sogou Input Method infringes certain of Baidu’s patents, and seeks monetary damages.” 10-K for 2017
Word for word“We compete against online and mobile businesses that offer such services, mainly including Tencent, Bytedance, Kuaishou, Baidu, Xiaohongshu (also known as RedNote), Bilibili and iQiyi.” 20-F for 2025
Read from Baidu’s annual reports (20-F for 2025, 20-F for 2024, 20-F for 2023) and the financial data it files with the SEC, as of 2026-03-17. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.