v3.26.1
Revenue Recognition (Tables)
 9 Months Ended
Jun. 30, 2026
Revenue from Contract with Customer [Abstract]  
Schedule of Revenues Classified by Major Geographic Region
Revenues, classified by the major geographic region in which our customers are located, for the three and nine months ended June 30, 2026 and 2025 (dollars in thousands):
Three Months Ended June 30,Nine Months Ended June 30,
2026202520262025
Revenues:
United States$9,403 $10,905 $27,213 $29,701 
Other Americas414 245 1,014 892 
Germany14,251 21,470 58,101 60,577 
Other Europe, Middle East and Africa7,328 5,956 22,553 17,109 
Japan18,957 6,353 37,434 30,811 
Other Asia-Pacific19,234 17,307 102,540 52,052 
Total revenues$69,587 $62,236 $248,855 $191,142 
Schedule of Significant Changes in Contract Assets and Deferred Revenue The table below shows significant changes in contract assets (dollars in thousands):
Contract assets
Balance as of September 30, 2025$13,978 
Revenues recognized but not billed24,376 
Amounts reclassified to Accounts receivable, net(28,099)
Effect of foreign currency translation(524)
Balance as of June 30, 2026$9,731 
The table below shows significant changes in deferred revenue (dollars in thousands):
Deferred revenue
Balance as of September 30, 2025$191,886 
Amounts billed but not recognized61,329 
Revenue recognized(50,976)
Effect of foreign currency translation(4,032)
Balance as of June 30, 2026$198,207 
Schedule of Estimated Revenue Expected to be Recognized in Future Related to Performance Obligations Unsatisfied or Partially Unsatisfied
The following table includes estimated revenue expected to be recognized in the future related to performance obligations that are unsatisfied or partially unsatisfied at June 30, 2026 (dollars in thousands):
Within One
Year
Two to Five
Years
Greater
than
Five Years
Total
Total revenue$86,338 $117,410 $30,533 $234,281