BOSS Zhipin’s MAU surpassed 70 million for the first time in the second quarter, with AI services extending to the entire recruitment process.

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On August 25, BOSS Zhipin released its 2026 Q2 results. The company achieved revenue of 2.399 billion yuan, a year-on-year increase of 14.1%, with the growth rate accelerating compared to the first quarter; of this, enterprise customer recruitment revenue was 2.384 billion yuan, up 14.7% year-on-year.

User scale remains the most direct driver of growth this quarter.

In the second quarter, BOSS Zhipin’s average monthly active users (MAU) reached 70.2 million, up 10.4% year-on-year, breaking the 70 million mark for the first time; in the twelve months to the end of June, paying enterprise customers reached 7.2 million, up 10.8% year-on-year.

Currently, BOSS Zhipin has begun to adopt two different growth strategies for markets at different maturity levels.

In blue-collar, small and medium-sized enterprises, and lower-tier cities, BOSS Zhipin is still in the stage of increasing penetration. In the second quarter, blue-collar positions in manufacturing, supply chain logistics, and other areas continued to grow faster than the market as a whole.

Taking Kashgar as an example, the average monthly online job postings and active job seekers both grew by more than 40% year-on-year in the first half; cross-border e-commerce in Xuchang, as well as e-commerce and cultural tourism industries in Yongzhou, also drove new recruitment demand.

In the past, these markets relied more on offline recruiting, referrals or local agencies, with relatively low levels of digitalization. Therefore, new users themselves can still expand the platform’s network.

In contrast, in first- and second-tier cities, as well as among white-collar workers and large enterprises where penetration is already high, the growth model is changing.

Management stated on the conference call that third-, fourth- and fifth-tier cities will continue to focus on user growth and increasing penetration; in first- and second-tier markets, the plan is to maintain user growth while leveraging AI to improve recruitment effectiveness and gradually enhance commercialization.

At present, BOSS Zhipin has extended its AI capabilities from job recommendations to include communication, screening, and interviewing after recruitment.

The company disclosed that in the first half of the year, AI products targeting high-end white-collar, gold-collar, and bulk blue-collar recruitment customers experienced rapid growth in enterprise customer volume, delivery of targeted candidates, and per-customer service price.

This means that the next stage of BOSS Zhipin’s growth will not be determined just by the number of new users, but also by whether deeper services can be provided to existing users and recruitment demands.

This change has already begun to be reflected in the profit and loss statement.

In the second quarter, the company’s operating profit reached 863 million yuan, up 32.6% year-on-year, with the operating profit margin increasing by 5 percentage points year-on-year.

During the same period, the company also incurred one-off marketing expenses related to the World Cup, with sales and marketing expenses rising from 420 million yuan in the same period last year to 581 million yuan.

The cash reserve has also allowed BOSS Zhipin to increase shareholder returns.

The company this time announced an annual dividend distribution of about 230 million US dollars. Together with more than 300 million US dollars in share buybacks during the year, the total dividend and buyback amount has already exceeded 100% of last year’s adjusted net profit.

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