v3.26.1
REVENUE
 3 Months Ended
Mar. 31, 2026
Revenue from Contract with Customer [Abstract]  
REVENUE REVENUE
Disaggregation of Revenue
The Company disaggregates revenue from customers into categories that depict the type of revenue by customer base. All revenue is contracted via either fixed-price arrangements, cost plus margin arrangements or time and material arrangements. The following chart details the disaggregation:
For the three months ended
March 31, 2026March 31, 2025
United States$28,934$14,876
International20,8648,126
Total$49,798$23,002
Contract Assets and Contract Liabilities
Contract assets primarily consist of unbilled accounts receivable related to the Company’s right to consideration for performance obligations satisfied or partially satisfied but not yet billed to customers, including fixed-price contracts
recognized over time and amounts pending customer acceptance. The Company’s contract liabilities consist of deferred revenue, which represents customer payments received prior to the completion of performance. During the three months ended March 31, 2026, the Company recognized $1.5 million of revenue that was deferred as of December 31, 2025.
The table below presents the Company’s contract accounts receivable, contract assets, and contract liabilities as of March 31, 2026 and December 31, 2025.
As of
March 31,
2026		As of
December 31,
2025		As of
December 31,
2024
Contract accounts receivable$30,511 $13,833 $3,331 
Unbilled contract accounts receivable7,727 18,487 8,246 
Contract accounts receivable from related parties5 20,843 67 
Unbilled contract accounts receivable from related parties— 126 — 
Total contract accounts receivable $38,243 $53,289 $11,644 
Contract assets$7,770 $4,639 $54 
Contract assets from related parties4,590 4,748 4,701 
Total contract assets $12,360 $9,387 $4,755 
Contract liabilities $1,652 $3,262 $707 
Total contract liabilities$1,652 $3,262 $707 
Remaining Performance Obligations
The Company’s arrangements with its customers often have terms that span over multiple years. However, substantially all of the Company’s arrangements allow its customers to terminate contracts for convenience prior to the end of the stated term with less than twelve months’ notice. Remaining performance obligations do not include contracts which provide the customer with a right to terminate for convenience without incurring a substantive termination penalty, written orders where funding has not been appropriated and unexercised contract options. The Company has elected the optional exemption allowing the Company to not disclose remaining performance obligations for contracts with original terms of twelve months or less, and has also elected the right-to-invoice practical expedient for certain contracts in which the invoiced amount reflects the value provided to the customer; such contracts are excluded from the remaining performance obligation disclosure. Revenue recognized in the current period from performance obligations satisfied (or partially satisfied) in prior periods was not material for any of the periods presented.
As of March 31, 2026, the estimated revenue expected to be recognized in the future related to performance obligations that are unsatisfied (or partially unsatisfied) was approximately $106.4 million. The Company has entered into an agreement through 2032 under which a customer has contracted for dedicated access to the Company's data collection and analytics services, with revenue to be recognized ratably at $5.0 million per quarter from the second quarter of 2027 until contract completion in 2032. This agreement accounts for $100.0 million of the $106.4 million estimated revenue expected to be recognized related to performance obligations that are unsatisfied (or partially unsatisfied) as of March 31, 2026, and accounts for all of the 25-36 months and Thereafter balances in the table below. As of March 31, 2026 the estimated revenue expected to be recognized in the future related to remaining performance obligations is as follows:

March 31, 2026
12 months or less13-24 months25-36 monthsThereafter
Projected revenue to be recognized
$2,871$23,484$20,000$60,000