v3.25.2
Revenue Recognition (Tables)
 9 Months Ended
Jun. 30, 2025
Revenue from Contract with Customer [Abstract]  
Summary of Revenues Classified by Major Geographic Region
Revenues, classified by the major geographic region in which our customers are located, for the three and nine months ended June 30, 2025 and 2024 (dollars in thousands):
Three Months Ended June 30,Nine Months Ended June 30,
2025202420252024
Revenues:
United States$10,905 $12,729 $29,701 $128,216 
Other Americas245 314 892 450 
Germany21,470 17,518 60,577 72,075 
Other Europe, Middle East and Africa5,956 4,838 17,109 13,070 
Japan6,353 25,010 30,811 35,181 
Other Asia-Pacific17,307 10,130 52,052 27,707 
Total revenues$62,236 $70,539 $191,142 $276,699 
Summary of Significant Changes in Contract Assets and Deferred Revenue The table below shows significant changes in contract assets (dollars in thousands):
Contract assets
Balance as of September 30, 2024$22,219 
Revenues recognized but not billed21,494 
Amounts reclassified to Accounts receivable, net(27,490)
Effect of foreign currency translation66 
Balance as of June 30, 2025$16,289 
The table below shows significant changes in deferred revenue (dollars in thousands):
Deferred revenue
Balance as of September 30, 2024$167,176 
Amounts billed but not recognized74,008 
Revenue recognized(61,400)
Effect of foreign currency translation6,207 
Balance as of June 30, 2025$185,991 
Summary of Estimated Revenue Expected to be Recognized in Future Related to Performance Obligations Unsatisfied or Partially Unsatisfied
The following table includes estimated revenue expected to be recognized in the future related to performance obligations that are unsatisfied or partially unsatisfied at June 30, 2025 (dollars in thousands):
Within One
Year
Two to Five
Years
Greater
than
Five Years
Total
Total revenue$85,885 $82,851 $55,786 $224,522