Note 19. Segment information

 

The Company reports results in a single reportable segment, which reflects how our CODM allocates resources and evaluates the Company's financial results. Because the Company has a single reportable segment, all required financial segment information can be found directly in our combined financial statements.

 

The following table presents summarized information for revenue by geographic area:

 

 

 

Years Ended

 

 

 

December 31,

 

(in USD thousands)

 

2025

 

 

2024

 

 

2023

 

Revenue

 

 

 

 

 

 

 

 

 

United States

 

$

183,141

 

 

$

44,710

 

 

$

59,740

 

Canada

 

 

2,023

 

 

 

26,827

 

 

 

5,241

 

Total revenue

 

$

185,164

 

 

$

71,537

 

 

$

64,981

 

 

The following table presents summarized information for long-lived assets by geographic area:

 

 

 

 

 

December 31,

 

(in USD thousands)

 

 

 

2025

 

 

2024

 

United States

 

 

 

$

341,724

 

 

$

35,214

 

Canada

 

 

 

 

 

 

 

7,875

 

Total long-lived assets

 

 

 

$

341,724

 

 

$

43,089

 

About Segments Disclosures

Segment disclosures break a company into its reportable operating units, revealing revenue, profit, and asset allocation that consolidated financial statements obscure. Under ASC 280, segments must match how the chief operating decision maker views the business, providing a window into internal management structure and resource allocation priorities.

Key signals: compare segment margins to identify which units drive profitability and which destroy value. Watch for changes in the number of reportable segments — segment aggregation or disaggregation often coincides with strategic shifts or attempts to obscure declining performance. Intersegment elimination patterns reveal internal pricing practices. The reconciliation between segment totals and consolidated figures exposes corporate overhead allocation and unallocated items. Geographic revenue concentration highlights regulatory and currency exposure. Compare segment-level capital expenditure against segment revenue to assess where management is investing for future growth versus harvesting existing assets.