Zhihu remains a "Buy," as sequential revenue growth and improved operating losses outweigh the top-line miss. Disciplined cost control led to R&D and S&M expense reductions, supporting a leaner financial profile and better-than-expected loss from operations in Q2. New growth drivers are emerging for Zhihu in the form of IP licensing and Expert Data Solutions.
Zhihu Inc. (ZH) Q2 2026 Earnings Call Transcript
Zhihu NYSE: ZH reported second-quarter 2026 revenue of CNY690.1 million, down 3.7% from a year earlier but up 5.9% sequentially, as growth in content and intellectual-property operations helped offset continued pressure in marketing services.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dodge & Cox Dodge & Cox Funds | 501,092 | $2.06M | $1.59M | -$476,517.57 | -23.08% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 15 | $46.41 | $49.5 | $3.09 | 6.66% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 15,762 | $44,764 | $51,541.74 | $6,777.74 | 15.14% |
| IT Services Industry | Information Technology Sector | Yuan Zhou CEO | NYSE Exchange | 98955N207 CUSIP |
| CN Country | 1,154 Employees | - Last Dividend | 10 May 2024 Last Split | 26 Mar 2021 IPO Date |
Zhihu Inc. is a prominent online content community platform based in the People's Republic of China. Established in 2010, the company has crafted a unique space where individuals can engage in seeking inspiration, finding solutions, making decisions, and enjoying entertainment. Headquartered in Beijing, this innovative platform has grown to serve a broad spectrum of user needs while contributing to the vibrant digital culture in China. Through its comprehensive services, Zhihu Inc. not only fosters a thriving online community but also supports technological advancement and business growth in the region.
Zhihu Inc. extends an array of services designed to aid in technological growth, business support, and professional consulting. These services cater to the needs of businesses looking for strategic advice, technological upgrades, and operational improvements, thereby facilitating their growth in a competitive landscape.
The company plays a significant role in the transmission of information and provision of software solutions, along with comprehensive information technology services. This ensures that businesses and individuals have access to crucial data, advanced software, and IT support necessary for navigating digital spaces effectively.
Zhihu Inc. offers a suite of information and marketing services, enabling businesses to reach out to their target audiences more effectively. Through these services, companies can enhance their market presence, engage with consumers directly, and drive their marketing campaigns with data-driven insights.
Understanding the need for continual learning and professional development in today's fast-paced world, Zhihu Inc. provides vocational training opportunities. These programs are aimed at equipping individuals with the skills and knowledge necessary to thrive in their respective careers.
At the core of Zhihu Inc.'s offerings are its internet services, which include but are not limited to, web hosting, online content provision, and digital communication platforms. These services ensure that users have seamless access to the internet for both personal and professional purposes.
Zhihu Inc. also holds an audio-visual permit, which allows it to legally create, produce, and distribute audio-visual content. This is indicative of the company's capabilities in engaging with its audience through multimedia content, enriching the user experience on its platform.