Revenue Recognition (Tables)

9 Months Ended

Sep. 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):

	September 30,		December 31,
	2023		2022
Accounts receivable	$	334,495	$	250,995
Contract assets	143,875		46,727
Customer deposits	66,043		121,085
Deferred revenue	67,613		94,355

	Three Months Ended September 30,				Nine Months Ended September 30,
	2023		2022		2023		2022
Beginning balance	$	35,182	$	33,374	$	46,727	$	25,201
Transferred to accounts receivable from contract assets recognized at the beginning of the period	(8,284)		(21,677)		(31,968)		(21,304)
Revenue recognized and not billed as of the end of the period	116,977		14,071		129,116		21,871
Ending balance	$	143,875	$	25,768	$	143,875	$	25,768

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

	Three Months Ended September 30,				Nine Months Ended September 30,
	2023		2022		2023		2022
Beginning balance	$	85,110	$	96,377	$	94,355	$	115,476
Additions	243,545		248,574		733,891		597,318
Revenue recognized	(261,042)		(241,795)		(760,633)		(609,638)
Ending balance	$	67,613	$	103,156	$	67,613	$	103,156

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 September 30,				Nine Months Ended September 30,
	2023		2022		2023		2022
Revenue from contracts with customers:
Product revenue	$	304,976	$	213,243	$	713,427	$	520,415
Installation revenue	21,916		22,682		66,762		48,964
Services revenue	47,535		37,347		130,496		111,012
Electricity revenue	9,012		2,875		16,816		8,352
Total revenue from contract with customers	383,439		276,147		927,501		688,743
Revenue from contracts that contain leases:
Electricity revenue	16,829		16,127		49,053		47,806
Total revenue	$	400,268	$	292,274	$	976,554	$	736,549