Quarterly report [Sections 13 or 15(d)]

Revenue (Tables)

v3.26.3
Revenue (Tables)
 9 Months Ended
Sep. 30, 2026
Revenue from Contract with Customer [Abstract]  
Schedules of Concentration of Risk

 

 

Total Revenue

 

Accounts Receivable, Net

 

Three Months Ended September 30,

 

Nine Months Ended September 30,

 

September 30,

 

December 31,

 

2026

 

2025

 

2026

 

2025

 

2026

 

2025

 

(as a percentage)

Customer 1

 

31.4%

 

<10%

 

11.7%

 

<10%

 

<10%

 

<10%

Customer 2

 

13.9%

 

<10%

 

<10%

 

<10%

 

<10%

 

<10%

Customer 3

 

13.0%

 

<10%

 

<10%

 

13.0%

 

<10%

 

<10%

Customer 4

 

<10%

 

29.8%

 

<10%

 

<10%

 

<10%

 

<10%

Customer 5

 

<10%

 

10.3%

 

<10%

 

<10%

 

<10%

 

<10%

Customer 6

 

<10%

 

<10%

 

<10%

 

12.4%

 

<10%

 

<10%

Customer 7

 

<10%

 

<10%

 

<10%

 

11.3%

 

27.0%

 

<10%

Customer 8

 

<10%

 

<10%

 

<10%

 

11.0%

 

<10%

 

<10%

Customer 9

 

<10%

 

<10%

 

<10%

 

<10%

 

14.6%

 

<10%

Customer 10

 

<10%

 

<10%

 

<10%

 

<10%

 

11.4%

 

16.2%

 

 

 

 

 

 

 

 

 

 

 

 

 
Revenue by Geographic Area

The Company currently sells its products in the geographic regions as follows:

 

 

Three Months Ended September 30,

 

 

Nine Months Ended September 30,

 

 

2026

 

 

2025

 

 

2026

 

 

2025

 

 

(In thousands)

 

Americas

 

$

20,120

 

 

$

11,905

 

 

$

53,334

 

 

$

30,924

 

Europe

 

 

180

 

 

 

465

 

 

 

1,150

 

 

 

4,149

 

Other

 

 

150

 

 

 

1,270

 

 

 

446

 

 

 

1,459

 

Total

 

$

20,450

 

 

$

13,640

 

 

$

54,930

 

 

$

36,532