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Note 3 - Revenue Recognition
 9 Months Ended
Sep. 30, 2023
Notes to Financial Statements  
Revenue from Contract with Customer [Text Block]

Note 3.  Revenue Recognition

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Disaggregation of Revenue

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Revenue is classified based on the location where the product is manufactured. For additional information on the disaggregated revenues by geographical region, see Note 17, "Geographic Information."

 

Revenue is also classified by major product category and is presented below (in thousands):

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Three months ended September 30,

  

​

          

% of

            

% of

  

​

  

2023

    

Revenue

    

2022

    

Revenue

  

CATV

   $ 10,268       16.4 %   $ 31,260       55.2 %

Data Center

     48,807       78.0 %     17,697       31.2 %

Telecom

     3,074       5.0 %     6,821       12.0 %

FTTH

     —       0.0 %     —       0.0 %

Other

     398       0.6 %     915       1.6 %

Total Revenue

   $ 62,547       100.0 %   $ 56,693       100.0 %

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Nine months ended September 30,

  

​

          

% of

            

% of

  

​

  

2023

    

Revenue

    

2022

    

Revenue

  

CATV

   $ 47,391       30.1 %   $ 79,953       49.6 %

Data Center

     96,731       61.5 %     60,608       37.5 %

Telecom

     11,013       7.0 %     18,362       11.4 %

FTTH

     57       0.1 %     124       0.1 %

Other

     2,001       1.3 %     2,186       1.4 %

Total Revenue

   $ 157,193       100.0 %   $ 161,233       100.0 %

 

Unearned Revenue

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We record unearned revenues when cash payments are received or due in advance of our performance, including amounts which are refundable. Unearned revenues solely relate to statement of work with Microsoft regarding contract prices allocated to the performance obligations that are unsatisfied, or partially unsatisfied, as of the balance sheet date. Unearned revenue balance as of September 30, 2023 and December 31, 2022 was $12.5 million and $3 million, respectively. For the three months ended September 30, 2023 and 2022, revenue recognized from the unearned revenue balance was $1.9 million and $0 million, respectively. For the nine months ended September 30, 2023 and 2022, revenue recognized from the unearned revenue balance was $3.1 million and $0 million, respectively.