v3.26.1
Revenue (Tables)
 6 Months Ended
Jun. 30, 2026
Revenue from Contract with Customer [Abstract]  
Contract with Customer, Asset and Liability
Deferred revenue consisted of the following (in thousands):
As of June 30, 2026As of December 31, 2025
Deferred revenue:
Products$17,452 $2,783 
Services137,374 140,023 
Total deferred revenue154,826 142,806 
Less: current portion(93,230)(80,824)
Non-current portion$61,596 $61,982 
The following table reflects contract balances with customers (in thousands):
As of June 30, 2026As of December 31, 2025
Accounts receivable, net$72,242 $62,069 
Deferred revenue, current93,230 80,824 
Deferred revenue, non-current61,596 61,982 
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction
We expect to recognize revenue on the remaining performance obligations as follows (in thousands):
As of June 30, 2026
Within 1 year$93,230 
Next 2 to 3 years48,702 
Thereafter12,894 
Total$154,826 
Disaggregation of Revenue Revenue generated from enterprises and service providers was as follows (in thousands):
Three Months Ended June 30,Six Months Ended June 30,
2026202520262025
Enterprises$48,018 $27,776 $90,210 $54,916 
Service providers32,119 41,607 64,927 80,604 
Total$80,137 $69,383 $155,137 $135,520