Z.ai guidance lifted to US$2.4B ARRs for Dec 2026
Z.ai may still face intense competition, HSBC analysts said. The company raised its December 2026 annual recurring revenue guidance to US$2.4 billion, within the market consensus range of US$2.0 billion to US$2.5 billion.
Z.ai may still face intense competition, HSBC analysts say in a research note.
Z.ai increased its December 2026 annual recurring revenue guidance to US$2.4 billion, in line with market consensus range of between US$2 billion and US$2.5 billion, they say.
August annual recurring revenue was solid at…