Revenue Recognition (Tables)

3 Months Ended

Mar. 31, 2026

Revenue from Contract with Customer [Abstract]

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 March 31,
	2026		2025
Primary geographical markets:
Americas	$	7,861	$	2,088
APAC	5,329		1,536
EMEA	2,058		3,919
Total revenues	$	15,248	$	7,543

Contract with Customer

The following table presents balances of unbilled receivables, contract assets, and contract liabilities (in thousands):


	March 31, 2026		December 31, 2025
Unbilled receivables	$	1,293	$	1,741
Contract assets	$	441	$	492

Contract liabilities: deferred revenue	$	1,216	$	7,369

We recognized the following revenues (in thousands):


	Three Months Ended March 31,
Revenue recognized in the period for:	2026		2025
Amounts included in contract liabilities at the beginning of the period:
Performance obligations satisfied	$	6,367	$	250
Changes in the period:
Changes in the estimated transaction price allocated to performance obligations satisfied in prior periods	(219)		387

Performance obligations satisfied from new activities in the period - contract revenue	9,100		6,906
Total revenues	$	15,248	$	7,543

Performance Obligation, Expected Timing of Satisfaction

The following table includes estimated revenue expected to be recognized in the future related to performance obligations that are unsatisfied or partially unsatisfied at the end of the reporting periods. The estimated revenue does not include contracts with original durations of one year or less, amounts of variable consideration attributable to royalties, or contract renewals that are unexercised as of March 31, 2026.

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 March 31, 2026 (in thousands):


	Remainder of 2026		2027		2028		2029 and Thereafter		Total
Product revenue	$	422	$	40	$	40	$	270	$	772
Research and development revenue	444		—		—		—		444
Total revenues	$	866	$	40	$	40	$	270	$	1,216