| Revenues and Accounts Receivable From Our Largest Customers |
Revenues and accounts receivable from the Company's largest customers were as follows (in thousands):
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
% of Total Revenue for the
Three Months Ended September 30, |
|
% of Total Revenue for the
Nine Months Ended September 30, |
|
Accounts Receivable as of |
|
Customer |
|
2026 |
|
2025 |
|
2026 |
|
2025 |
|
September 30, 2026 |
|
A |
|
45% |
|
54% |
|
46% |
|
42% |
|
$ |
15,626 |
|
B |
|
23% |
|
25% |
|
23% |
|
21% |
|
|
38,674 |
|
C |
|
14% |
|
8% |
|
16% |
|
17% |
|
|
7,777 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Revenues by Geographic Area |
Revenues from outside of North America represented approximately 97% of consolidated revenue for both three months ended September 30, 2026 and 2025, respectively, and 97% and 96% for the nine months ended September 30, 2026 and 2025, respectively. Revenues by geographic area are as follows (in thousands):
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Three Months Ended September 30, |
|
|
Nine Months Ended September 30, |
|
Country |
|
2026 |
|
|
2025 |
|
|
2026 |
|
|
2025 |
|
South Korea |
|
$ |
101,263 |
|
|
$ |
103,069 |
|
|
$ |
281,843 |
|
|
$ |
276,924 |
|
China |
|
|
52,440 |
|
|
|
32,161 |
|
|
|
155,173 |
|
|
|
179,173 |
|
Japan |
|
|
1,828 |
|
|
|
383 |
|
|
|
2,410 |
|
|
|
2,497 |
|
Other non-U.S. locations |
|
|
371 |
|
|
|
223 |
|
|
|
1,025 |
|
|
|
1,211 |
|
Total non-U.S. locations |
|
|
155,902 |
|
|
|
135,836 |
|
|
|
440,451 |
|
|
|
459,805 |
|
United States |
|
|
4,530 |
|
|
|
3,777 |
|
|
|
14,349 |
|
|
|
17,879 |
|
Total revenue |
|
$ |
160,432 |
|
|
$ |
139,613 |
|
|
$ |
454,800 |
|
|
$ |
477,684 |
|
|
| Long-Lived Assets (Net) by Geographic Area |
Property and equipment, net by geographic area are as follows (in thousands):
|
|
|
|
|
|
|
|
|
|
|
September 30, 2026 |
|
|
December 31, 2025 |
|
United States |
|
$ |
115,167 |
|
|
$ |
120,835 |
|
Ireland |
|
|
69,830 |
|
|
|
73,838 |
|
Other |
|
|
21,952 |
|
|
|
20,274 |
|
Total property and equipment, net |
|
$ |
206,949 |
|
|
$ |
214,947 |
|
|