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$1.49 -0.06 (-3.87%) At close · Aug 14
Market Cap
$352.40M
Shares
236.51M

Blend Labs, Inc. Earnings Call Transcripts

Every quarterly earnings call for Blend Labs, Inc. (BLND) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▼38.2% $55.35M −$126.13M '22 Q3 22-11-10 ▼47.2% $42.78M −$80.57M '22 Q4 23-03-16 ▼47.8% $37.34M −$65.42M '23 Q1 23-05-09 ▼34.7% $42.81M −$41.23M '23 Q2 23-08-09 ▼26.7% $40.59M −$41.76M '23 Q3 23-11-07 ▼126.2% $ −$30.29M '23 Q4 24-03-14 ▼36.1% $23.84M −$20.67M '24 Q1 24-05-08 ▼33% $28.70M −$19.41M '24 Q2 24-08-08 ▼18.4% $33.10M −$2.44M '24 Q3 24-11-06 · $30.12M −$825,000 '24 Q4 25-02-27 ▲12.6% $26.84M −$9.52M '25 Q1 25-05-08 ▲10.2% $31.63M −$6.85M '25 Q2 25-08-07 ▼1.2% $32.70M $12.10M '25 Q3 25-11-06 ▲5% $31.63M −$6.85M '25 Q4 26-03-10 ▲14.9% $30.84M −$8.05M '26 Q1 26-05-07 LATEST ▲7% $33.84M −$1.48M '26 Q2 26-08-06
Conference
Investor event
2026-08-12
Blend to Present at the Canaccord Genuity 46th Annual Growth Conference
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q2
2026-08-06
Blend Labs, Inc - Second Quarter 2026 Earnings Livestream
Confident tone Autopilot product traction Financial performance and guidance Blend 3.0 internal AI agents
Revenue
$33.84M
▲ 7% YoY
Diluted EPS
$-0.03
Gross margin
73.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-05-07
Blend Labs, Inc. Q1 FY2026 Earnings Call
Confident tone Autopilot AI product traction and adoption AI-driven revenue growth opportunity Internal AI agents for company efficiency
Revenue
$30.84M
▲ 14.9% YoY
Diluted EPS
$-0.05
Gross margin
75.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-03-10
Blend Labs, Inc. Q4 FY2025 Earnings Call
Confident tone Capital allocation and balance sheet Pipeline growth and composition Market share and mortgage cyclicality
Revenue
$31.63M
▲ 5% YoY
Gross margin
73.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-11-06
Blend Labs, Inc. Q3 FY2025 Earnings Call
Confident tone Mortgage Headwinds and Strategic Transitions 2026 Priorities and Long-Term Outlook Consumer Banking Suite Growth
Revenue
$32.70M
▼ 1.2% YoY
Diluted EPS
$0.02
Gross margin
74.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Conference
Investor event
2025-08-13
The Canaccord Genuity 45th Annual Growth Conference
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY25 · Q2
2025-08-07
Blend Labs, Inc. Q2 FY2025 Earnings Call
Confident tone EVPFL expansion and take rate Consumer banking diversification Customer wins and market share gains
Revenue
$31.63M
▲ 10.2% YoY
Diluted EPS
$-0.04
Gross margin
73.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-05-08
Blend Labs, Inc. Q1 FY2025 Earnings Call
Confident tone Q1 financial performance and profitability Rocket / Mr. Cooper deal as industry catalyst Consumer banking / new product expansion
Revenue
$26.84M
▲ 12.6% YoY
Diluted EPS
$-0.06
Gross margin
70.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-27
Blend Labs, Inc. Q4 FY2024 Earnings Call
Confident tone Platform simplification and partner ecosystem Mortgage business and IMB expansion Consumer banking growth
Revenue
$30.12M*
Gross margin
74.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-11-06
Blend Labs, Inc. Q3 FY2024 Earnings Call
Confident tone Platform Strategy and Partnerships (Blend Builder) Mortgage Industry Sentiment and Pipeline Consumer Banking Growth
Revenue
$33.10M
▼ 18.4% YoY
Diluted EPS
$-0.03
Gross margin
74.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-08-08
Blend Labs, Inc. Q2 FY2024 Earnings Call
Positive tone Customer wins and pipeline momentum Deposit account opening and funding Macro and rate environment
Revenue
$28.70M
▼ 33% YoY
Diluted EPS
$-0.09
Gross margin
70.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-05-08
Blend Labs, Inc. Q1 FY2024 Earnings Call
Confident tone Mortgage Customer Wins & Pipeline Credit Union Focus Consumer Banking Run Rate
Revenue
$23.84M
▼ 36.1% YoY
Diluted EPS
$-0.09
Gross margin
67.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-03-14
Blend Labs, Inc. Q4 FY2023 Earnings Call
Confident tone Consumer Banking Expansion Large Customer Relationships Mortgage Pipeline and Wins
Revenue
$*
▼ 126.2% YoY
Gross margin
-134.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-11-07
Blend Labs, Inc. Q3 FY2023 Earnings Call
Revenue
$40.59M
▼ 26.7% YoY
Diluted EPS
$-0.18
Gross margin
54.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-08-09
Blend Labs, Inc. Q2 FY2023 Earnings Call
Revenue
$42.81M
▼ 34.7% YoY
Diluted EPS
$-0.18
Gross margin
54.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-05-09
Blend Labs, Inc. Q1 FY2023 Earnings Call
Revenue
$37.34M
▼ 47.8% YoY
Diluted EPS
$-0.28
Gross margin
42.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-03-16
Blend Labs, Inc. Q4 FY2022 Earnings Call
Revenue
$42.78M*
▼ 47.2% YoY
Gross margin
33.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-11-10
Blend Labs, Inc. Q3 FY2022 Earnings Call
Revenue
$55.35M
▼ 38.2% YoY
Diluted EPS
$-0.57
Gross margin
38.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-08-15
Blend Labs, Inc. Q2 FY2022 Earnings Call
Revenue
$65.54M
▲ 104.4% YoY
Diluted EPS
$-2.06
Gross margin
38.5%
Rev · 7q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-05-12
Blend Labs, Inc. Q1 FY2022 Earnings Call
Revenue
$71.52M
▲ 124.4% YoY
Diluted EPS
$-0.32
Gross margin
40.4%
Rev · 6q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2022-03-31
Blend Labs, Inc. Q4 FY2021 Earnings Call
Revenue
$80.99M*
Gross margin
43.1%
Rev · 5q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-11-10
Blend Labs, Inc. Q3 FY2021 Earnings Call
Revenue
$89.57M
▲ 221.3% YoY
Diluted EPS
$-0.38
Gross margin
45.0%
Rev · 5q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-08-19
Blend Labs, Inc. Q2 FY2021 Earnings Call
Revenue
$32.06M
▲ 46.3% YoY
Diluted EPS
$0.00
Gross margin
61.4%
Rev · 4q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–23 of 23 earnings calls
Key facts CIK 1855747 CUSIP 09352U108 13F (30d) 182 filings 178 filers Visit website Investor relations

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