v3.26.1
Revenue
6 Months Ended
Jun. 30, 2026
Revenue from Contract with Customer [Abstract]  
Revenue

15. REVENUE

Disaggregated Revenue

The Company’s revenue disaggregated by revenue source is as follows (in thousands):

 

 

Three Months Ended
June 30,

 

 

Six Months Ended
June 30,

 

 

2026

 

 

2025

 

 

2026

 

 

2025

 

Quantum hardware

 

$

46,467

 

 

$

14,066

 

 

$

82,176

 

 

$

17,130

 

Platform, consulting and support services

 

 

33,583

 

 

 

6,628

 

 

 

62,542

 

 

 

11,130

 

Total revenue

 

$

80,050

 

 

$

20,694

 

 

$

144,718

 

 

$

28,260

 

 

The Company’s revenue disaggregated by customer location is as follows (in thousands):

 

 

Three Months Ended
June 30,

 

 

Six Months Ended
June 30,

 

 

2026

 

 

2025

 

 

2026

 

 

2025

 

United States

 

$

38,239

 

 

$

15,990

 

 

$

78,966

 

 

$

21,279

 

Switzerland

 

 

8,836

 

 

 

2,037

 

 

 

21,442

 

 

 

3,775

 

Korea

 

 

17,774

 

 

 

556

 

 

 

18,060

 

 

 

744

 

Other international

 

 

15,201

 

 

 

2,111

 

 

 

26,250

 

 

 

2,462

 

Total revenue

 

$

80,050

 

 

$

20,694

 

 

$

144,718

 

 

$

28,260

 

Remaining Performance Obligations

As of June 30, 2026, approximately $485.0 million of revenue is expected to be recognized from remaining performance obligations that are unsatisfied (or partially unsatisfied), including both funded (firm orders for which funding has been both authorized and appropriated by the customer) and unfunded (firm orders for which funding has not been appropriated) orders. Unexercised contract options are not included in remaining performance obligations until the time the option is exercised. The Company expects approximately 50% of the remaining performance obligations to be recognized as revenue within the next twelve months.

Unearned Revenue

Contract liabilities consist of unearned revenue and represent cash payments received or contracted billings recorded for which the performance obligations were not satisfied as of the end of the period. The change in unearned revenue for the six months ended June 30, 2026, primarily relates to such cash payments received or contracted billings recorded, as well as the addition of unearned revenue through acquisitions, partially offset by revenue recognized. The Company recognized revenue of $38.0 million and $8.5 million, for the six months ended June 30, 2026 and 2025, respectively, that related to the unearned revenue balances as of the beginning of each year.