v3.26.1
Revenue from Contracts with Customers (Tables)
 9 Months Ended
Jun. 30, 2026
Revenue from Contract with Customer [Abstract]  
Schedule of Disaggregation of Revenue
Revenue is primarily derived from sales of our energy storage products and solutions. The following table presents the Company’s revenue disaggregated by product or service type:
In thousandsThree Months Ended June 30,Nine Months Ended June 30,
2026202520262025
Revenue from energy storage products and solutions$627,277 $583,812 $1,511,790 $1,150,893 
Revenue from services20,121 16,933 71,975 65,488 
Revenue from digital applications and solutions2,450 1,788 6,208 4,558 
Total$649,848 $602,533 $1,589,973 $1,220,939 
Schedule of Revenue by Geographical Regions
The following table presents the Company’s revenue disaggregated by geographical region. Revenues are attributed to regions based on location of customers:
In thousandsThree Months Ended June 30,Nine Months Ended June 30,
2026202520262025
Americas (North, Central, and South America)
$322,390 $275,328 $890,926 $598,965 
APAC (Asia Pacific)250,113 93,368 470,023 198,526 
EMEA (Europe, Middle East, and Africa)77,345 233,837 229,024 423,448 
Total$649,848 $602,533 $1,589,973 $1,220,939 
Schedule of Change in Contract Liability The following tables provide information about deferred revenue from contracts with customers:
In thousandsNine Months Ended June 30,
20262025
Deferred revenue, beginning of period$640,457 $274,499 
Additions740,192 487,626 
Revenue recognized related to amounts that were included in beginning balance of deferred revenue(424,158)(216,903)
Deferred revenue end of period$956,491 $545,222 
In thousandsNine Months Ended June 30,
20262025
Deferred revenue from related parties, beginning of period$79,916 $38,162 
Additions21,167 37,899 
Revenue recognized related to amounts that were included in beginning balance of deferred revenue(43,552)(28,271)
Deferred revenue from related parties, end of period$57,531 $47,790