What is Blend Labs's change in deferred revenue?

Blend Labs (BLND) reported change in deferred revenue of $14.64M in Q1 2026.

How has Blend Labs's change in deferred revenue changed year-over-year?

Blend Labs's change in deferred revenue increased by 13.4% year-over-year, from $12.91M to $14.64M.

What does change in deferred revenue mean?

Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.

Blend Labs BLND Change in Deferred Revenue

Change in Deferred Revenue at other companies

Intercontinental ExchangeICE

$435M+17.6%

nCino, Inc.NCNO

$14.9M+184%

Q2 HoldingsQTWO

$45.49M+26.0%

Zillow Group, Inc.ZG

$5M-37.5%

Other financials

Income statement

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Revenue$30.8M+14.9%

Gross profit$23.4M+23.0%

Operating income-$5.1M+36.6%

Net income-$8.0M+15.4%

EPS (diluted)-$0.05+16.7%

Balance sheet

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Cash & equivalents$39.4M-35.7%

Total debt$1.4M-20.8%

Total equity-$55.9M-226%

Total assets$161.3M-14.0%

Cash flow

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Operating cash flow$7.4M-63.5%

CapEx$1.1M-74.1%

Free cash flow$6.2M-60.5%

Valuation

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Market cap$392.23M-52.3%

Enterprise value$354.22M-53.5%

P/S3.1×-3.8×

Profitability

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Gross margin74.9%+2.3pp

Operating margin-14.7%-5.0pp

Net margin-4.2%-1.9pp

FCF margin-7.6%-8.9pp

Returns & leverage

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Return on equity-251.8%+881pp

Debt / equity36.8×+35.5×

Current ratio1.8×-0.6×

Where this comes from

Reported directly by Blend Labs in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

The official record: Blend Labs’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Blend Labs's change in deferred revenue?: Blend Labs (BLND) reported change in deferred revenue of $14.64M in Q1 2026.
How has Blend Labs's change in deferred revenue changed year-over-year?: Blend Labs's change in deferred revenue increased by 13.4% year-over-year, from $12.91M to $14.64M.
What does change in deferred revenue mean?: Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.