| Disaggregation of Revenue |
The Company disaggregates revenue from customers into categories that depict the type of revenue by customer base. All revenue is contracted via either fixed-price arrangements, cost plus margin arrangements or time and material arrangements. The following chart details the disaggregation: | | | | | | | | | | | | | | | | | | | | | | | | | Three months ended June 30, | | Six months ended June 30, | | 2026 | | 2025 | | 2026 | | 2025 | | United States | $ | 28,784 | | $ | 17,645 | | $ | 57,718 | | $ | 32,521 | | International | 21,026 | | 8,981 | | 41,890 | | 17,107 | | Total | $ | 49,810 | | $ | 26,626 | | $ | 99,608 | | $ | 49,628 | | | | | | | | | | Point in time - fixed price | $ | 34,567 | | $ | 26,155 | | $ | 69,766 | | $ | 48,593 | | Over time - fixed price | 4,212 | | 471 | | 7,846 | | 1,035 | | Over time - cost-plus-margin | 9,201 | | | — | | | 18,512 | | | — | | | Over time - time-and-materials | 1,830 | | | — | | | 3,484 | | | — | | | Total | $ | 49,810 | | | $ | 26,626 | | | $ | 99,608 | | | $ | 49,628 | |
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| Contract with Customer, Contract Asset, Contract Liability, and Receivable |
The table below presents the Company’s contract accounts receivable, contract assets, and contract liabilities as of June 30, 2026, December 31, 2025 and December 31, 2024, respectively: | | | | | | | | | | | | | | | | | | | As of
June 30,
2026 | | As of
December 31,
2025 | | As of
December 31,
2024 | | Contract accounts receivable | $ | 19,610 | | | $ | 13,833 | | | $ | 3,331 | | | Unbilled contract accounts receivable | 26,258 | | | 18,487 | | | 8,246 | | | Contract accounts receivable from related parties | — | | | 20,843 | | | 67 | | | Unbilled contract accounts receivable from related parties | — | | | 126 | | | — | | | Total contract accounts receivable | $ | 45,868 | | | $ | 53,289 | | | $ | 11,644 | | | | | | | | | Contract assets | $ | 12,550 | | | $ | 4,639 | | | $ | 54 | | | Contract assets from related parties | — | | | 4,748 | | | 4,701 | | | Total contract assets | $ | 12,550 | | | $ | 9,387 | | | $ | 4,755 | | | | | | | | | Contract liabilities - current | $ | 14,639 | | | $ | 3,262 | | | $ | 707 | | | Contract liabilities - long-term | 18,985 | | | 19,892 | | | — | | | Total contract liabilities | $ | 33,624 | | | $ | 23,154 | | | $ | 707 | |
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| Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction |
As of June 30, 2026 the estimated revenue expected to be recognized in the future related to remaining performance obligations is as follows: | | | | | | | | | | | | | | | | | | | | | | | | | | | June 30, 2026 | | 12 months or less | | 13-24 months | | 25-36 months | | | | Thereafter | Projected revenue to be recognized | $8,291 | | $21,989 | | $20,000 | | | | $55,000 |
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