People familiar with the matter said Baidu (09888.HK) AI office agent Dazi Enterprise edition posted ARR growth of nearly 10x MoM in July and August. The pace has driven multiple internal upward revisions to Dazi’s annual revenue target; the latest t

2026-09-18

People familiar with the matter said Baidu (09888.HK) AI office agent Dazi Enterprise edition posted ARR growth of nearly 10x MoM in July and August. The pace has driven multiple internal upward revisions to Dazi’s annual revenue target; the latest target is roughly 3–5x the goal set at the start of the year. Management has high-frequency engagement with the Dazi team and is prioritizing the agent’s Harness direction—aiming for competitive end-to-end task execution—over strict revenue or user-growth mandates.