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Revenue Recognition
 9 Months Ended
Sep. 30, 2021
Revenue from Contract with Customer [Abstract]  
Revenue Recognition Revenue Recognition
Contract Balances
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,
 20212020
Accounts receivable$62,066 $96,186 
Contract assets27,745 3,327 
Customer deposits37,911 66,171 
Deferred revenue 111,870 135,578 
Contract assets relate to contracts for which revenue is recognized upon transfer of control of performance obligations, however billing milestones have not been reached. Customer deposits and deferred revenue are payments received from customers or invoiced amounts prior to transfer of controls of performance obligations. Customer deposits are refundable fees until certain milestones are met.
Contract Assets
During the three months ended September 30, 2021, contract assets increased from $18.6 million to $27.7 million. Contract assets of $20.9 million were recognized when the transfers of controls of performance obligations were satisfied but the related billing milestones had not been met. Contract assets of $11.8 million from the beginning of the period were transferred to accounts receivable. During the three months ended September 30, 2020, contract assets increased from $3.0 million to $11.4 million. Contract assets of $8.4 million were recognized when the transfers of controls of performance obligations were satisfied but the related billing milestones had not been met. Contract assets of $0.1 million from the beginning of the period were transferred to accounts receivable.
During the nine months ended September 30, 2021, contract assets increased from $3.3 million to $27.7 million. Contract assets of $24.4 million were recognized when the transfers of control of performance obligations were satisfied but the related billing milestones had not been met. During the nine months ended September 30, 2020, contract assets increased from $2.8 million to $11.4 million. Contract assets of $8.6 million were recognized when the transfers of control of performance obligations were satisfied but the related billing milestones had not been met. No contract asset balances from the beginning of the periods were transferred to accounts receivable.
Deferred Revenue
Deferred revenue activity, including deferred incentive revenue activity, during the three and nine months ended September 30, 2021 and 2020 consists of the following (in thousands):
Three Months Ended
September 30,		Nine Months Ended
September 30,
2021202020212020
 
Beginning balance$116,255 $169,253 $135,578 $175,455 
Additions175,423 166,504 541,519 464,135 
Revenue recognized(179,808)(178,713)(565,227)(482,546)
Ending balance$111,870 $157,044 $111,870 $157,044 
Disaggregated Revenue
We disaggregate revenue from contracts with customers into four revenue categories: (i) product, (ii) installation, (iii) services and (iv) electricity (in thousands):
Three Months Ended
September 30,		Nine Months Ended
September 30,
2021202020212020
Revenue from contracts with customers: 
Product revenue $128,550 $131,076 $413,347 $346,832 
Installation revenue 22,172 26,603 53,710 73,060 
Services revenue 39,251 26,141 111,375 77,496 
Electricity revenue 804 344 2,107 488 
Total revenue from contract with customers190,777 184,164 580,539 497,876 
Revenue from contracts accounted for as leases:
Electricity revenue16,451 16,141 49,166 46,984 
Total revenue$207,228 $200,305 $629,705 $544,860