Paid enterprise customers reached 7.2 million over the trailing 12 months, up 11% YoY, with ARPPU rising 7% YoY on enhanced AI features.

Monthly active users surpassed 70 million in Q2 2026, marking a quarterly milestone.

R&D expense rose to RMB 431 million, up 3% YoY, with adjusted R&D excluding SBC up 7% as the company invests in AI infrastructure.

Kanzhun Limited reported Q2 2026 revenue of RMB 2.4 billion, up 14% year over year, driven by user growth and stronger monetization from higher-value services.

Cash and equivalents stood at RMB 18.8 billion, while operating cash flow was RMB 945 million, down 10% YoY due to higher advertising and tax payments.

Kanzhun completed USD 300 million in share repurchases in 2026 and approved a USD 230 million annual dividend as part of its shareholder return strategy.

Gross margin expanded to 87% in Q2 2026, up 1.6 percentage points YoY, helped by server efficiency and lower app store costs.

Sales and marketing expenses jumped 38% YoY to RMB 581 million due to FIFA World Cup marketing, while G&A expenses declined 30% YoY to RMB 219 million.

AI-enabled closed-loop revenue grew rapidly quarter over quarter as the company shifts toward hiring-based monetization and higher-value services.

Investment income of RMB 1.5 billion from fair value changes after Z.AI Co., Ltd.’s January 2026 IPO contributed to net income of RMB 1.9 billion, up 173% YoY; adjusted net income rose 9% to RMB 1.03 billion excluding SBC and investment gains.

Adjusted operating margin rose to 43.8%, up 1.9 percentage points YoY, aided by operating leverage and AI-driven efficiency improvements.

For Q3 2026, revenue guidance is RMB 2.41 billion to RMB 2.5 billion, implying an 11.4% to 15.6% YoY growth range.