v3.26.1
Revenue (Tables)
6 Months Ended
Jun. 30, 2026
Revenue from Contract with Customer [Abstract]  
Disaggregation of Revenue
The Company recognizes revenue classified in hardware at a point in time, and revenue classified in cloud and other services either at a point in time or over time. Revenue by point in time and over time was as follows (in thousands):
Three Months Ended June 30,Six Months Ended June 30,
2026202520262025
Hardware revenue recognized at a point in time
$54,119 $70,295 $164,712 $139,969 
Cloud and other services revenue recognized at a point in time
359 237 987 851 
Cloud and other services revenue recognized over time
125,632 32,790 207,817 62,014 
Total revenue
$180,110 $103,322 373,516 202,834 
Customers that each accounted for 10% or more of our total revenues were as follows:
Three Months Ended June 30,Six Months Ended June 30,
2026202520262025
Customer A(1)
34 %70 %49 %47 %
Customer B
32 %*20 %*
Customer C
10 %***
Customer D(1)
*18 %10 %41 %
_____________
(1)    Customer A and Customer D are considered related parties with respect to each other as defined by ASC 850, Related Party Disclosures.
*Percentage was less than 10%
Customers that each accounted for 10% or more of accounts receivable balances as of the periods presented are as follows:
June 30, 2026December 31, 2025
Customer A(1)
*78 %
Customer B
57 %*
Customer C**
Customer D(1)
19 %*
______________
(1)    Customer A and Customer D are considered related parties with respect to each other as defined by ASC 850, Related Party Disclosures.
*Percentage was less than 10%