v3.26.1
Revenue Recognition
9 Months Ended
Mar. 28, 2026
Revenue Recognition and Deferred Revenue [Abstract]  
Revenue Recognition
Note 16. Revenue Recognition
Disaggregation of Revenue
We disaggregate revenue by type of products and by geography. We do not present other levels of disaggregation, such as by customer, markets, contracts, duration of contracts, timing of transfer of control and sales channels, as this information is not used by our CODM to manage the business.
The table below discloses our total net revenue by type of product (in millions, except percentage data):
 Three Months EndedNine Months Ended
 March 28, 2026March 29, 2025March 28, 2026March 29, 2025
Amount% of TotalAmount% of TotalAmount% of TotalAmount% of Total
Components533.3 66.0 %300.8 70.7 %1,356.2 67.5 %$795.9 68.4 %
Systems275.1 34.0 %124.4 29.3 %651.5 32.5 %368.4 31.6 %
Net revenue$808.4 100.0 %$425.2 100.0 %$2,007.7 100.0 %$1,164.3 100.0 %
Refer to “Note 15. Operating Segments and Geographic Information” for a presentation of disaggregated revenue by geography.
Contract Balances
We record accounts receivable when we have an unconditional right to consideration. Contract liabilities are recorded when cash payments are received or due in advance of performance. Contract liabilities consist of advance payments and deferred revenue, where we have unsatisfied performance obligations. Contract liabilities are classified as deferred revenue and customer deposits and are included in other current and non-current liabilities within our condensed consolidated balance sheets. Payment terms vary by customer. The time between invoicing and when payment is due is not significant.
The following table reflects the changes in contract balances for the periods presented (in millions, except percentages):
Contract balancesBalance sheet locationMarch 28, 2026June 28, 2025ChangePercentage Change
Accounts receivable, net Accounts receivable, net $441.6 $250.0 $191.6 76.6 %
Deferred revenue and customer deposits (1)
Other current liabilities
$7.3 $0.7 $6.6 942.9 %
Deferred revenue and customer deposits (1)
Other non-current liabilities
$2.2 $— $2.2 n/a
(1) We recorded the total $6.9 million of below-market contract liability related to our acquisition of a business in March 2026 in our consolidated balance sheets, wherein about $6.1 million was recorded as other current liabilities and about $0.8 million was recorded as other non-current liabilities, which will be amortized and recorded as revenue over the term of the supply agreement. During the three and nine months ended March 28, 2026, we have recognized approximately $0.4 million of this amount to revenue. Refer to “Note 4. Business Combinations” for details.