Revenue Recognition (Tables)

6 Months Ended

Jun. 30, 2023

Revenue from Contract with Customer [Abstract]

Schedule of Contract with Customer, Asset and Liability

The following table provides information about accounts receivables, contract assets, customer deposits and deferred revenue from contracts with customers (in thousands):

	June 30,		December 31,
	2023		2022
Accounts receivable	$	351,021	$	250,995
Contract assets	35,182		46,727
Customer deposits	78,820		121,085
Deferred revenue	85,110		94,355

	Three Months Ended June 30,				Six Months Ended June 30,
	2023		2022		2023		2022
Beginning balance	$	47,778	$	13,533	$	46,727	$	25,201
Transferred to accounts receivable from contract assets recognized at the beginning of the period	(23,228)		(1,387)		(27,404)		(15,963)
Revenue recognized and not billed as of the end of the period	10,632		21,228		15,859		24,136
Ending balance	$	35,182	$	33,374	$	35,182	$	33,374

Deferred revenue activity, including deferred incentive revenue activity, during the three and six months ended June 30, 2023 and 2022 consisted of the following (in thousands):

	Three Months Ended June 30,				Six Months Ended June 30,
	2023		2022		2023		2022
Beginning balance	$	87,848	$	103,489	$	94,355	$	115,476
Additions	265,408		182,067		490,346		348,744
Revenue recognized	(268,146)		(189,179)		(499,591)		(367,843)
Ending balance	$	85,110	$	96,377	$	85,110	$	96,377

Schedule of Disaggregation of Revenue

We disaggregate revenue from contracts with customers into four revenue categories: product, installation, services and electricity (in thousands):

	Three Months Ended June 30,				Six Months Ended June 30,
	2023		2022		2023		2022
Revenue from contracts with customers:
Product revenue	$	214,706	$	173,625	$	408,451	$	307,172
Installation revenue	24,321		12,729		44,846		26,282
Services revenue	42,298		38,426		82,961		73,665
Electricity revenue	3,966		2,794		7,804		5,476
Total revenue from contract with customers	285,291		227,574		544,062		412,595
Revenue from contracts that contain leases:
Electricity revenue	15,804		15,662		32,224		31,680
Total revenue	$	301,095	$	243,236	$	576,286	$	444,275