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Analyses on Blender Tech (4)
- March 18, 2026March 18, 2026
- Follow-up
Inside Blender Pay: How Much Growth Room Is Left Before Funding And Capital Become The Bottleneck
Blender Pay has already proven it is Blender's growth engine, but the expansion room left is still dependent on a limited funding stack and on external capital, so the bottleneck is shifting from demand to funding and equity.
- Follow-up
Blender's Technology Story: What Has Become A Business And What Is Still Only Potential
Blender's technology story still sits at the level of strategic option value: there are distribution channels, a new service bureau, and a small first payment from development work that later stopped, but the reported 2025 technology revenue was only NIS 198k, so the technology…
- Follow-up
Blender After P2P: What Is Left Of The Security Fund And How Orderly The Runoff Can Be
Blender has stopped new P2P originations, but the legacy risk has not disappeared. The book is still being serviced until runoff, the security fund had no remaining balance by the report date, and from here the orderliness of the runoff depends mainly on collection speed, insura…
Blender Techno 2025: Profit Is Starting To Return, but the Real Story Is Life After P2P
Blender exited 2025 as a more focused Israeli credit company, with real improvement in BNPL and without Europe as the main drag, but the thesis still depends on proving that growth can continue without an active P2P engine and without leaning on a technology story that is still…
