Kanzhun (BZ) Q1 FY26 earnings call

Kanzhun Limited reported a solid first quarter, driven by robust user acquisition and an expanding paid enterprise customer base, despite a compressed peak recruitment season due to the later Chinese New Year. The company is actively integrating AI into its operations, seeing significant efficiency gains and revenue growth from AI-powered services, while maintaining a commitment to shareholder returns through substantial share repurchases. Management anticipates stronger revenue growth in Q2 and for the full year.