The Company's condensed consolidated balance sheets included the following balances with related parties for the periods indicated:


In thousands	June 30, 2026		September 30, 2025
Accounts receivable	$	8,472	$	26,615
Unbilled receivables	100,450		174,133
Total receivables from related parties	$	108,922	$	200,748
Advances to suppliers	$	6,271	$	9,603
Accounts payable	2,680		4,985
Deferred revenue	57,531		79,916
Accruals and provisions	2,106		6,353
Other current liabilities	—		301

The following table presents the related party transactions that are included in the Company’s condensed consolidated statements of operations for the periods indicated:


In thousands	Three Months Ended June 30,				Nine Months Ended June 30,
	2026		2025		2026		2025
Revenue (a)	$	49,668	$	35,607	$	272,065	$	273,407
Cost of goods and services (b)	4,614		45,931		13,559		72,785
Research and development	76		—		84		5
Sales and marketing	13		—		92		—
General and administrative	465		131		2,402		1,243
Other income, net	—		(1,206)		—		(1,206)

(a) Revenue from AES and its affiliates was approximately $49.5 million and $35.6 million for the three months ended June 30, 2026 and 2025, respectively. Revenue from AES and its affiliates was approximately $271.5 million and $271.3 million for the nine months ended June 30, 2026 and 2025, respectively.

(b) Represent purchases from related parties that are included in cost of goods and services and are not associated with the revenue listed in the table above.