REVENUE RECOGNITION (Tables)

3 Months Ended

Mar. 31, 2026

Revenue from Contract with Customer [Abstract]

For the three months ended March 31, 2026 and 2025, revenue under each performance obligation was as follows (in thousands):


	Three Months Ended March 31,
	2026		2025
Hosted services	$	32,009	$	21,954
Licensing	7,683		3,813
Professional services	4,420		3,253
Monetization	83		109
Total	$	44,195	$	29,129

For the three months ended March 31, 2026 and 2025, the disaggregated revenue by geographic location* was as follows (in thousands):


	Three Months Ended March 31,
	2026		2025
United States	$	32,495	$	18,618
Japan	4,582		285
Other	7,118		10,226
Total	$	44,195	$	29,129

*Revenue by geographic region is allocated to individual countries based on the billing location of the customer. The end customer location may be different than the customer's billing location. The ‘Other’ category is composed of geographic regions with sales less than 10% of the consolidated revenue.

For the three months ended March 31, 2026 and 2025, the disaggregated revenue by recognition pattern was as follows (in thousands):


	Three Months Ended March 31,
	2026		2025
Over time revenue	$	37,035	$	25,705
Point-in-time	7,160		3,424
Total	$	44,195	$	29,129

For the three months ended March 31, 2026 and 2025, the disaggregated revenue by service type was as follows (in thousands):


	Three Months Ended March 31,
	2026		2025
Service subscriptions	$	35,762	$	24,573
Product royalties	8,350		4,447
Monetization	83		109
Total	$	44,195	$	29,129

Schedule of Contract with Customer, Contract Asset, Contract Liability, and Receivable

The contract asset and unbilled accounts receivable, net as of March 31, 2026 and December 31, 2025 consists of the following (in thousands):


	Balance Sheet Presentation	March 31, 2026		December 31, 2025
Unbilled account receivables - current	Contract assets and unbilled receivables, net	$	15,691	$	17,728
Contract assets - current	Contract assets and unbilled receivables, net	17,061		20,461
Unbilled account receivables - non-current	Contract assets and unbilled receivables, non-current, net	17,664		12,988
Contract assets - non-current	Contract assets and unbilled receivables, non-current, net	16,403		16,918