Baidu’s Sales Drop Amid Scrutiny Into Health Ads

Views Inside Baidu Inc. Headquarters
The Baidu Inc. logo is displayed in the reception are of the company's headquarters in Beijing, China, on Wednesday, Nov. 12, 2014. While Beijing-based Baidu, owner of China's most-used search-engine, is available around the world, more than 99 percent of its revenue comes from China. Photographer: Tomohiro Ohsumi/Bloomberg via Getty Images
Photograph by Tomohiro Ohsumi—Bloomberg—Getty Images

Baidu reported a second straight drop in quarterly revenue as regulatory scrutiny into healthcare and related advertisements continued to take a toll on the Chinese internet search giant.

The company’s revenue fell 2.6% to 18.21 billion yuan ($2.65 billion) in the fourth quarter ended Dec. 31 from 18.70 billion yuan a year earlier.

Analysts on average had expected revenue of 18.23 billion yuan, according to Thomson Reuters I/B/E/S.

The drop, however, was within the 17.84-18.38 billion yuan range the company had previously forecast.

The revenue slowdown comes as Baidu rides out a public and regulatory backlash triggered by the death of a 21-year-old student who underwent an experimental cancer treatment that he found using the company’s search engine.

Analysts estimate that healthcare accounts for about 20-30% of Baidu’s search revenue, which represents more than 80% of the company’s total sales.

Net income fell 83.3% to 4.13 billion yuan.

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However, Baidu’s U.S.-listed shares rose 2.4% after the bell on Thursday as the company’s adjusted profit came well above analysts’ estimate.

The company earned $6.49 per share, excluding items, while analysts were expecting $6.07.

“We look forward to 2017 as a time of recovery and growth,” chief financial officer Jennifer Li said in a statement.

The company’s online marketing revenue also fell 8.2% to 16.17 billion yuan.