Kanzhun Demand Remains Solid Despite Macro Noise
Summary
- I reiterate my buy rating on Kanzhun, as 1Q25 results show strong revenue growth, profitability rebound, and early AI monetization signals.
- Platform engagement remains robust, with rising hiring activity and user growth, even as the company reduced marketing spend, highlighting strong network effects.
- Expansion into blue-collar and lower-tier city markets is accelerating, unlocking new growth avenues and validating BZ's strategic direction.
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