5. Revenue

 

The Company’s revenue is primarily generated through the sale and subscription of the EksoNR, Ekso Indego Therapy, and Ekso Indego Personal devices, along with the sale of support and maintenance contracts. Revenue from device product sales is recognized at the point in time when control of the product transfers to the customer. Transfer of control generally occurs upon shipment from the Company’s facility for sales of these devices. Support and maintenance contracts extend coverage beyond the Company’s standard warranty agreements ranging from 12 to 48 months. Revenue is recognized evenly over the term of the contracts. Revenue from medical device subscriptions is recognized evenly over the contract term, typically over 24 months.

 

Deferred Revenue

 

Deferred revenue is comprised mainly of unearned revenue related to extended support and maintenance contracts, but also includes other offerings for which the Company has been paid in advance and earns revenue when the Company transfers control of the product or service.

 

Deferred revenue consisted of the following:

 

  

December 31, 2025

  

December 31, 2024

 

Deferred extended maintenance and support

 $2,907  $3,669 

Deferred device and advances

  234   207 

Total deferred revenues

  3,141   3,876 

Less current portion

  (1,727)  (1,956)

Deferred revenues, non-current

 $1,414  $1,920 

 

Deferred revenue activity consisted of the following for the years ended  December 31, 2025 and December 31, 2024:

 

  

Year Ended December 31, 2025

  

Year Ended December 31, 2024

 

Beginning balance

 $3,876  $4,162 

Deferral of revenue

  1,746   3,331 

Recognition of deferred revenue

  (2,481)  (3,617)

Ending balance

 $3,141  $3,876 

 

The Company expects to recognize approximately $1,727 of the deferred revenue during 2026, $833 in 2027, and $581 thereafter.

 

In addition to deferred revenue, the Company has a non-cancellable backlog of $554 expected to be recognized across 2026 and 2027, which includes customer orders received but not fulfilled and other ancillary products and services of $322, and contracts for subscription units of $232.

 

Disaggregation of Revenue

 

The following table disaggregates the Company’s revenue by major source for the year ended December 31, 2025:

 

  

Total

 

Device revenue

 $9,241 

Service and support

  2,918 

Subscriptions

  358 

Parts and other

  282 
  $12,799 

 

The following table disaggregates the Company’s revenue by major source for the year ended December 31, 2024:

 

  

Total

 

Device revenue

 $13,323 

Service and support

  3,121 

Subscriptions

  527 

Parts and other

  954 
  $17,925 

 

The Company operates in the following regions: (1) Americas, (2) Europe, the Middle East, and Africa region ("EMEA"), and (3) Asia Pacific region ("APAC"). Individual countries with revenue greater than 10% of total revenue for the year ended December 31, 2025 and 2024 are disclosed separately from the regional totals. Geographic information for revenue based on location of customers is as follows:

 

  

Years ended December 31,

 
  

2025

  

2024

 

United States

 $7,430  $9,712 

Other

  72   421 

Americas

  7,502   10,133 

France

  1,430   3,006 

Other

  2,362   2,936 

EMEA

  3,792   5,942 

APAC

  1,505   1,850 
  $12,799  $17,925 

 

About Revenue Disclosures

Revenue disclosures under ASC 606 explain how a company identifies performance obligations, allocates transaction prices, and determines when revenue is recognized. This section is essential for understanding whether reported revenue reflects genuine economic activity or aggressive accounting choices. Analysts examine the mix of point-in-time versus over-time recognition, which directly affects revenue timing and comparability.

Key signals: rising contract liabilities (deferred revenue) suggest strong future revenue visibility, while declining contract assets may indicate slowing project milestones. Watch for variable consideration estimates — rebates, returns, and performance bonuses that require management judgment. Significant changes in disaggregated revenue by geography or product line can reveal shifting business mix before it appears in headline numbers. Compare revenue growth against contract liability growth to assess sustainability, and scrutinize any changes in the timing of recognition that coincide with earnings pressure.