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Revenue (Tables)
9 Months Ended
Sep. 30, 2025
Revenue from Contract with Customer [Abstract]  
Schedule of Disaggregation of Revenue Total revenue based on the disaggregation criteria described above, as well as revenue by segment, are as follows (in thousands):
Three Months Ended September 30,
20252024
Revenue% of RevenueRevenue% of Revenue
Revenue by primary geographical market:
North America$14,778 79%$14,022 91%
Asia Pacific119 1%202 1%
Europe and Middle East3,852 21%1,269 8%
Total$18,749 100%$15,493 100%
Revenue by timing of recognition:
Recognized at a point in time$13,689 73%$12,609 81%
Recognized over time5,060 27%2,884 19%
Total$18,749 100%$15,493 100%
Revenue by segment:
Autonomy Solutions$11,381 61%$9,766 63%
ATS7,368 39%5,727 37%
Total$18,749 100%$15,493 100%
Nine Months Ended September 30,
20252024
Revenue% of RevenueRevenue% of Revenue
Revenue by primary geographical market:
North America$43,383 82%$50,122 94%
Asia Pacific630 1%299 1%
Europe and Middle East9,256 17%2,490 5%
Total$53,269 100%$52,911 100%
Revenue by timing of recognition:
Recognized at a point in time$38,628 73%$43,721 83%
Recognized over time14,641 27%9,190 17%
Total$53,269 100%$52,911 100%
Revenue by segment:
Autonomy Solutions$35,444 67%$36,066 68%
ATS17,825 33%16,845 32%
Total$53,269 100%$52,911 100%
Schedule of Opening and Closing Balances of Contract Liabilities and Significant Changes in Contract Liabilities
The opening and closing balances of contract assets were as follows (in thousands):
 September 30, 2025December 31, 2024
Contract assets, current$2,542 $16,199 
Contract assets, non-current— — 
Ending balance$2,542 $16,199 

The significant changes in contract assets balances consisted of the following (in thousands): 
 September 30, 2025December 31, 2024
Beginning balance$16,199 $16,603 
Amounts billed that were included in the contract assets beginning balance(14,421)(3,737)
Contract assets from acquisition of EM4 (See Note 3)— 1,644 
Revenue recognized for performance obligations that have been satisfied but for which amounts have not been billed764 1,689 
Ending balance$2,542 $16,199 
The opening and closing balances of contract liabilities were as follows (in thousands):
 September 30, 2025December 31, 2024
Contract liabilities, current$3,739 $1,918 
Contract liabilities, non-current— — 
Ending balance$3,739 $1,918 
The significant changes in contract liabilities balances consisted of the following (in thousands): 
 September 30, 2025December 31, 2024
Beginning balance$1,918 $3,932 
Revenue recognized that was included in the contract liabilities beginning balance(1,696)(2,980)
Increase due to cash received and not recognized as revenue and billings in excess of revenue recognized during the period3,517 966 
Ending balance$3,739 $1,918