Revenue from Contracts with Customers (Tables)
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6 Months Ended |
Mar. 31, 2026 |
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| Revenue from Contracts with Customers |
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| Schedule of Disaggregation of revenue |
| | | | | | | | | | | | | | | Three Months Ended March 31, | | Six Months Ended March 31, | In thousands | | 2026 | | 2025 | | 2026 | | 2025 | Revenue from energy storage products and solutions | | $ | 433,632 | | $ | 397,331 | | $ | 884,513 | | $ | 567,082 | Revenue from services | | | 29,365 | | | 32,888 | | | 51,854 | | | 48,555 | Revenue from digital applications and solutions | | | 1,894 | | | 1,399 | | | 3,758 | | | 2,769 | Total | | $ | 464,891 | | $ | 431,618 | | $ | 940,125 | | $ | 618,406 |
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| Schedule of Revenue by geographical regions |
| | | | | | | | | | | | | | | Three Months Ended March 31, | | Six Months Ended March 31, | In thousands | | 2026 | | 2025 | | 2026 | | 2025 | Americas (North, Central, and South America) | | $ | 234,754 | | $ | 226,296 | | $ | 568,536 | | $ | 323,636 | APAC (Asia Pacific) | | | 151,877 | | | 75,354 | | | 219,910 | | | 105,159 | EMEA (Europe, Middle-East, and Africa) | | | 78,260 | | | 129,968 | | | 151,679 | | | 189,611 | Total | | $ | 464,891 | | $ | 431,618 | | $ | 940,125 | | $ | 618,406 |
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| Schedule of Change in contract liability |
| | | | | | | | | Six Months Ended March 31, | In thousands | | 2026 | | 2025 | Deferred revenue, beginning of period | | $ | 640,457 | | $ | 274,499 | Additions | | | 441,764 | | | 616,304 | Revenue recognized related to amounts that were included in beginning balance of deferred revenue | | | (276,691) | | | (242,713) | Deferred revenue end of period | | $ | 805,530 | | $ | 648,090 |
| | | | | | | | | Six Months Ended March 31, | In thousands | | 2026 | | 2025 | Deferred revenue from related parties, beginning of period | | $ | 79,916 | | $ | 38,162 | Additions | | | 25,636 | | | 27,622 | Revenue recognized related to amounts that were included in beginning balance of deferred revenue | | | (39,173) | | | (31,010) | Deferred revenue from related parties, end of period | | $ | 66,379 | | $ | 34,774 |
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