Revenue (Tables)

3 Months Ended

Mar. 31, 2021

Revenue

Schedule of disaggregation of revenue

The following table provides information about disaggregation of revenue (in thousands):

Major products/services lines
	Three months ended March 31,
	2021		2020
Sales of fuel cell systems	$	26,419	$	14,732
Sale of hydrogen installations and other infrastructure		20,353		5,736
Services performed on fuel cell systems and related infrastructure		6,045		6,521
Power Purchase Agreements		7,826		6,421
Fuel delivered to customers		11,127		7,333
Other		188		76
Net revenue	$	71,958	$	40,819

Schedule of receivables, contract assets and contract liabilities from contracts with customers

The following table provides information about receivables, contract assets and contract liabilities from contracts with customers (in thousands):

	March 31,		December 31,
	2021		2020
Accounts receivable	$	42,632	$	43,041
Contract assets		17,009		18,189
Contract liabilities		72,897		76,285

Schedule of changes in contract assets and the contract liabilities

Significant changes in the contract assets and the contract liabilities balances during the period are as follows (in thousands):

Contract assets	Three months ended
	March 31, 2021
Transferred to receivables from contract assets recognized at the beginning of the period	$	(2,625)
Revenue recognized and not billed as of the end of the period		1,445
Net change in contract assets		(1,180)

Contract liabilities	Three months ended
	March 31, 2021
Increases due to cash received, net of amounts recognized as revenue during the period	$	13,045
Revenue recognized that was included in the contract liability balance as of the beginning of the period		(16,433)
Net change in contract liabilities	$	(3,388)

Schedule of Estimated future revenue

The following table includes estimated revenue included in the backlog expected to be recognized in the future (sales of fuel cell systems and hydrogen installations are expected to be recognized as revenue within one year; sales of services and PPAs are expected to be recognized as revenue over five to seven years) related to performance obligations that are unsatisfied (or partially unsatisfied) at the end of the reporting period, including provision for common stock warrants (in thousands):

	March 31,
	2021
Sales of fuel cell systems	$	66,033
Sale of hydrogen installations and other infrastructure		69,678
Services performed on fuel cell systems and related infrastructure		105,852
Power Purchase Agreements		185,431
Fuel delivered to customers		64,555
Other rental income		2,894
Total estimated future revenue	$	494,443