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Revenue Recognition (Tables)
9 Months Ended
Sep. 30, 2026
Revenue from Contract with Customer [Abstract]  
Disaggregation of Revenue
The following table provides information about disaggregated revenue from contracts with customers by geographic regions. The geographic regions that are tracked are the Americas (United States, Canada, and Latin America), EMEA (Europe, Middle East, and Africa), and APAC (Australia, New Zealand, Southeast Asia, and China).
Disaggregated information is as follows (in thousands):
Three Months Ended September 30,Nine Months Ended September 30,
2026202520262025
Primary geographical markets:
APAC$13,886 $6,062 $30,957 $14,178 
EMEA4,237 972 7,747 7,287 
Americas1,139 1,567 10,722 10,007 
Total revenues$19,262 $8,601 $49,426 $31,472 
Contract With Customer
The following table presents balances of unbilled receivables, contract assets, and contract liabilities (in thousands):
September 30, 2026December 31, 2025
Unbilled receivables$1,055 $1,741 
Contract assets$8,590 $492 
Contract liabilities: deferred revenue$735 $7,369 
We recognized the following revenues (in thousands):
Three Months Ended September 30,Nine Months Ended September 30,
Revenue recognized in the period for:2026202520262025
Amounts included in contract liabilities at the beginning of the period:
Performance obligations satisfied$686 $— $6,827 $250 
Changes in the period:
Changes in the estimated transaction price allocated to performance obligations satisfied in prior periods— — (218)(13)
Revenue recognized on performance obligations previously completed upon the customer achieving a milestone
2,750 — 2,750 4,700 
Performance obligations satisfied from new activities in the period - contract revenue15,826 8,601 40,067 26,535 
Total revenues$19,262 $8,601 $49,426 $31,472 
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction
The balances in the table below are partially based on judgments involved in estimating future orders from customers subject to the exercise of material rights pursuant to respective contracts as of September 30, 2026 (in thousands):
Remainder of 2026
20272028
2029 and Thereafter
Total
Product revenue$100 $— $— $— $100 
Research and development revenue468 167 — — 635 
Total revenues$568 $167 $— $— $735