| Segment | Q3 '23 | Q4 '23 | Q1 '25 | Q2 '25 | Q3 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| United States | $60.33M | $60.33M | $65.4M | $77.6M | $70.5M | $93.7M | $144.7M | $185.9M |
| Thailand | — | — | — | — | — | — | — | $176.8M |
| Hong Kong | $61.68M | $61.68M | $88.7M | $100.5M | $96.5M | $92.9M | $118.9M | $136M |
| Mexico | — | — | $33.9M | $37.4M | $38.8M | $73.6M | $102.6M | $103.4M |
| China | — | — | — | — | — | — | — | $70.2M |
| Other Asia-Pacific | — | — | $31.4M | $30.5M | $39.4M | $49.4M | $55.8M | $52.7M |
| EMEA | — | — | $30.6M | $40.8M | $42.3M | $36.2M | $40.1M | $52.6M |
| Japan | $44.88M | $44.88M | $16.9M | $18.4M | $20.8M | $21M | $23.8M | $29.2M |
| Other Americas | — | — | $2.9M | $4.2M | $6.4M | $8.6M | $2M | $1.6M |
| Americas: | — | — | $102.2M | $119.2M | $115.7M | $175.9M | $249.3M | — |
| Asia-Pacific: | — | — | $204.1M | $242.2M | $267.2M | $321.7M | $376.1M | — |
| Total | $383.4M | $370.8M | $336.9M | $402.2M | $425.2M | $533.8M | $665.5M | $808.4M |