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AI brief of an SEC Form 8-K · Blend Labs, Inc. (BLND)

Blend Labs Q3 revenue rises 1% to $32.9 million; GAAP operating loss narrows

Mixed Impact 3 of 5 earnings Written later

Blend Labs reported third quarter 2026 revenue of $32.9 million, up 1% from a year earlier, and a GAAP operating loss of $2.6 million versus $5.3 million in the same quarter of 2025. GAAP diluted loss per share was $0.03, compared with income of $0.02 a year earlier, which included a $16.6 million gain on an equity investment. The company guided fourth quarter 2026 revenue to $27.7 million to $29.7 million, below the third quarter level.

Key points

  • Q3 2026 revenue was $32.9 million, up 1% year over year; software platform revenue was $30.6 million.
  • GAAP operating loss was $2.6 million versus $5.3 million a year earlier; non-GAAP operating income was $4.9 million versus $4.3 million.
  • GAAP diluted net loss per share was $0.03, versus income of $0.02 in Q3 2025; non-GAAP diluted EPS was $0.00 in both periods.
  • Q4 2026 guidance: total revenue of $27.7 million to $29.7 million and non-GAAP operating income of $2.3 million to $3.3 million.

The filing

CompanyBlend Labs, Inc. (BLND)
Form8-K, current report
Filed with the SECNov 5, 2026, 4:07 PM ET
Accession number0001855747-26-000071

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 11:44 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 05, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.