Blend第三季度营收3290万美元：新签扩容26单创三年多最佳销售季
位于加利福尼亚州 San Francisco 的数字银行平台公司 Blend Labs（纽约证券交易所：BLND）11月5日公布截至9月30日的2026年第三季度业绩：总营收3,290万美元，同比增长1%，落在公司此前指引区间的上半段，非GAAP营业利润则好于指引上限。
分项看，软件平台营收3,060万美元，同比增长1%；专业服务营收230万美元，与上年同期持平。第三季度GAAP毛利率为72%，上年同期为74%；GAAP营业亏损260万美元，较上年同期的530万美元收窄；非GAAP营业利润490万美元，上年同期为430万美元。GAAP口径持续经营业务每股净亏损0.03美元，上年同期为每股盈利0.02美元。
销售端是本季亮点：公司第三季度共达成26笔新签与扩容交易，其中包括一家美国前十大银行成为新客户，公司称这是三年多来最好的一个销售季度。其自动化产品 Autopilot 的客户数由8月初的6家增至10家。联合创始人兼公司负责人 Nima Ghamsari 表示，这是公司三年多来最好的销售季度，Autopilot 背后的客户管道已经大到可以量化；公司无法控制市场，但能控制的是把这条管道转化落地，这正是当前的着力点。
展望第四季度，公司预计总营收在2,770万至2,970万美元之间，非GAAP营业利润在230万至330万美元之间。Blend 为银行与信用合作社提供数字银行平台，覆盖抵押贷款等借贷与存款账户开立流程。（来源：Blend）
Blend Q3 Revenue $32.9 Million: 26 New Deals Mark Best Sales Quarter in Over Three Years
Blend Labs, Inc. (NYSE: BLND), the San Francisco, California-based digital banking platform, on November 5 announced financial results for the third quarter ended September 30, 2026. Total revenue was $32.9 million, up 1% from the third quarter of 2025, landing in the top half of the company's guidance, while non-GAAP operating income came in above the high end of guidance.
Software platform revenue was $30.6 million, up 1% year over year, and professional services revenue was $2.3 million, flat with a year earlier. GAAP gross profit margin was 72%, compared with 74% a year earlier, and non-GAAP gross margin was 77%. The GAAP operating loss narrowed to $2.6 million from $5.3 million a year earlier, while non-GAAP operating income rose to $4.9 million from $4.3 million. GAAP diluted net loss from continuing operations was $0.03 per share, compared with net income of $0.02 per share a year earlier.
Sales were the quarter's highlight: Blend closed 26 new deals and expansions, including a new top-10 U.S. bank logo, in what the company called its best sales quarter in more than three years. Customers for its Autopilot product rose to ten, up from six in early August. "We had our best sales quarter in more than three years," said Nima Ghamsari, co-founder and head of Blend. "We can't control the market, but what we can control is converting that pipeline, and that is where the company is focused."
For the fourth quarter of 2026, Blend guided total revenue to $27.7 million to $29.7 million and non-GAAP operating income to $2.3 million to $3.3 million. (Source: Blend)
来源：Blend
发布：GSM·美国（发布链接）
图片来源：图：San Francisco 市中心航拍，Blend 总部所在地。Spicypepper999 摄，CC0，经 Wikimedia Commons。 / Photo: Aerial view of downtown San Francisco, home of Blend's headquarters. By Spicypepper999, CC0, via Wikimedia Commons.
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