Q4 2025 Kanzhun Ltd Earnings Call Transcript
Key Points
- Kanzhun Ltd (BZ) reported a 14% year-on-year increase in revenue for Q4 2025, reaching RMB2.08 billion.
- The company's adjusted operating profit for Q4 2025 rose by 37% year-on-year to RMB900 million.
- For the full year 2025, Kanzhun Ltd (BZ) achieved a total revenue of RMB8.27 billion, up 12.4% year-on-year.
- The platform's user base continues to grow, with nearly 46 million newly verified users acquired in 2025.
- Kanzhun Ltd (BZ) plans to allocate no less than 50% of the prior year's adjusted net income for dividends and share repurchases over the next three years, demonstrating a commitment to shareholder returns.
- The recruitment market in China faces seasonality challenges, with Q4 traditionally being a low season.
- Despite revenue growth, the company faces a potential decrease in the labor force in China over the next 20 years, which could impact long-term growth.
- There is a concern about the impact of AI on the recruitment market, potentially reducing demand for white-collar jobs.
- The company's operating costs and expenses decreased by 7% year-on-year, but this was partly due to reduced employee-related expenses, which may not be sustainable long-term.
- Kanzhun Ltd (BZ) faces challenges in expanding its AI capabilities, requiring significant investment in AI applications and infrastructure.
Ladies and gentlemen, thank you for standing by and welcome to Kaanjun Limited 4th quarter and fiscal year 2025 financial resources conference call.
At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a Q&A session.
Today's conference is being recorded. At this time, I would like to turn the conference over to Ms. Laura Chan, senior manager of Investor relations. Please go ahead, ma'am.
Thank you, operator. Good evening. Good morning, everyone. Welcome to our fourth quarter and fiscal year 2025 earnest conference call. Joining me today are our founder, Chairman and CEO Mr. Jonathan Peng Zhao, and now Deputy CFO, Ms. Wen Beei Wang. Before we start, we would like to remind you that today's discussion may contain forward-looking statements which are based on management's current. Ations and observations that involve known and unknown risks, uncertainties, and other factors not under the company's control, which may cause actual
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