Apollo Go

Baidu’s Apollo Go robotaxi service is rapidly expanding, achieving over 250,000 weekly driverless rides as of October 31st, rivaling Google’s Waymo. Operating primarily in China, Apollo Go also plans international deployments. The company has fulfilled 17 million ride orders and driven 240 million kilometers, including 140 million driverless kilometers. Baidu emphasizes safety, reporting a low airbag deployment rate. Investors await Q3 earnings to assess Apollo Go’s financial impact and long-term strategy, amid intense competition in China’s autonomous driving sector.

Baidu’s Apollo Go robotaxi unit will begin Swiss test drives in December through a strategic partnership with PostBus, aiming to launch a driverless taxi service, “AmiGo”, by 2027 using RT6 electric vehicles. Baidu also plans robotaxi deployments in the UK and Germany via partnerships with Lyft and Uber. This expansion reflects the intensifying competition in the European autonomous vehicle market, with Pony.ai, Waymo, and Uber also pursuing European deployments, highlighting the strategic importance of partnerships and regulatory compliance.

Baidu’s Apollo Go and Lyft are partnering to launch driverless taxi services in Europe, starting in Germany and the UK by 2026. The plan involves deploying thousands of Apollo Go’s autonomous vehicles, leveraging Lyft’s operational expertise. This collaboration follows a similar alliance with Uber and aims to expand Apollo Go’s global reach, building on its existing fleet of over 1,000 autonomous vehicles operating in 15 cities. The goal is to provide safer, greener, and more efficient transportation options to European riders.

Baidu’s Q1 2025 revenue rose 3% year-over-year to ¥32.45B ($4.47B), beating estimates, though non-GAAP net profit fell 8% to ¥6.47B amid increased AI R&D investments. CEO Robin Li emphasized prioritizing applied AI innovations over foundational models, announcing development of Ernie 5.0 and plans to open-source Ernie 4.5 by June 30. The company aims to commercialize digital human technology and scale its autonomous driving unit, Apollo Go, which operates 1,000 driverless vehicles in 15 cities. Ride-hailing orders surged 75% to 1.4M trips in Q1, totaling 11M cumulative journeys. Li projected profitability through cost reductions and operational scaling, positioning Apollo Go as a future growth engine.