Alongside our growth sits a concentration fact worth naming: one customer was roughly 31% of our first‑quarter 2026 revenue. The top line is expanding fast off a small base—about 49% year‑over‑year growth and a record lidar‑shipment quarter—but a single customer at nearly a third of revenue means the base is real and still narrow. We don’t name the customer; diversification as the platform scales is the thing to watch, not a resolved fact.
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