Executive readout · one minute
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One customer — 17% of revenue (the three months ended March 31, 2026)
“The JV represented approximately 17% and 21% of our total net revenue during the three months ended March 31, 2026 and 2025 respectively”
One customer — 16% of revenue (the nine months ended March 31, 2026)
“and represented approximately 16% and 27% of our total net revenue during the nine months ended March 31, 2026 and 2025 respectively.”
One customer — 13% of receivables (As of March 31, 2026)
“As of March 31, 2026, and June 30, 2025, the JV represented approximately 13% and 33%, respectively, of our total accounts receivable balance.”
Earnings call · FY2025 Q3
Executive readout · one minute
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How the reported period landed and where the business moved.
SEC filing · Item 2.02
Filed Apr 30, 2025 · complete as-filed document
SEC periodic report
Filed May 2, 2025 · complete as-filed document