Kanzhun (BZ) Q4 FY25 earnings call

Kanzhun delivered a strong Q4 FY25, marked by robust user growth and accelerating revenue, driven by recovery in the recruitment market and strategic penetration into lower-tier cities and SMEs. The company is actively leveraging AI to enhance matching efficiency and develop closed-loop services, which are showing significant commercial potential. Management also demonstrated a strengthened commitment to shareholder returns through an enhanced dividend and share repurchase policy, while navigating short-term seasonal impacts on Q1 revenue guidance.