v3.26.3
Revenue and Deferred Revenue
3 Months Ended
Jun. 30, 2026
Revenue from Contract with Customer [Abstract]  
Revenue and Deferred Revenue

Note 5 — Revenue and Deferred Revenue

 

The Company recognizes subscription revenue over time, ratably over each monthly service period (ASC 606). Five Operator-tier subscription agreements commenced during the quarter:

                  
Subscriber  Commenced  First-month
billing
  Revenue recognized (Q1)  Deferred at 6/30/26
Theodorus  June 16, 2026  $2,096   $1,048   $1,048 
Vsquared Ventures  June 17, 2026   1,111    518    593 
Wilbe  June 18, 2026   1,248    541    707 
Cambridge Innovation Capital PLC  June 26, 2026   1,499    250    1,249 
University2Ventures GmbH  June 26, 2026   1,499    250    1,249 
Total     $7,453   $2,607   $4,846 

 

Proration uses a 30-day service-month convention measured from each commencement date. The Cambridge Innovation Capital PLC and University2Ventures GmbH agreements originally provided for November 1, 2026 commencement; the parties mutually agreed in June 2026 to advance commencement to June 26, 2026 and to price each subscription at the standard Operator rate of $1,499 per month, as documented in Amendment No. 1 to each agreement, filed as Exhibits 10.5A and 10.6A hereto. Customer concentration: five customers constitute 100% of revenue.