15. Net Income/(Loss) per Common Share

The following table presents the calculation of basic and diluted net income/(loss) per common share (amounts in thousands, except per share amounts):

 

 

Year Ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

Basic net income/(loss) per share

 

 

 

 

 

 

 

 

Numerator:

 

 

 

 

 

 

 

 

Net income/(loss)

$

22,388

 

 

$

(197,878

)

 

$

(528,628

)

Denominator:

 

 

 

 

 

 

 

 

Weighted-average number of common shares used in net income/(loss) per common share - basic

 

126,145

 

 

 

123,905

 

 

 

118,678

 

Net income/(loss) per common share - basic

$

0.18

 

 

$

(1.60

)

 

$

(4.45

)

 

 

 

 

 

 

 

 

 

Diluted net income/(loss) per share

 

 

 

 

 

 

 

 

Numerator:

 

 

 

 

 

 

 

 

Net income/(loss)

$

22,388

 

 

$

(197,878

)

 

$

(528,628

)

Adjustment - Interest expense on Convertible Notes

 

3,607

 

 

 

 

 

 

 

Adjusted net income/(loss)

$

25,995

 

 

$

(197,878

)

 

$

(528,628

)

Denominator:

 

 

 

 

 

 

 

 

Weighted-average number of common shares used in
net income/(loss) per common share - basic

 

126,145

 

 

 

123,905

 

 

 

118,678

 

Convertible notes

 

2,379

 

 

 

 

 

 

 

Stock options to purchase common stock

 

967

 

 

 

 

 

 

 

Unvested restricted stock units

 

346

 

 

 

 

 

 

 

Shares expected to be purchased under employee stock purchase plan

 

18

 

 

 

 

 

 

 

Weighted-average number of common shares used in net income/(loss) per common share - diluted

 

129,855

 

 

 

123,905

 

 

 

118,678

 

Net income/(loss) per common share - diluted

$

0.20

 

 

$

(1.60

)

 

$

(4.45

)

 

Shares outstanding presented below were excluded from the calculation of diluted net income/(loss) per share, prior to the use of the treasury stock method, as their effect is anti-dilutive (in thousands):

 

 

Year Ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

Convertible notes

 

 

 

 

2,379

 

 

 

2,379

 

Stock options to purchase common stock

 

6,506

 

 

 

8,048

 

 

 

8,664

 

Unvested restricted stock units

 

3,483

 

 

 

3,962

 

 

 

4,301

 

Total

 

9,989

 

 

 

14,389

 

 

 

15,344

 

About Earnings Per Share Disclosures

The earnings per share disclosure breaks down the calculation from net income to both basic and diluted EPS, revealing the full impact of a company's capital structure on per-share economics. The reconciliation between basic and diluted share counts exposes how many stock options, RSUs, convertible securities, and warrants are potentially dilutive to existing shareholders.

Key signals: a widening gap between basic and diluted shares indicates growing dilution from equity compensation or convertible instruments. Anti-dilutive securities excluded from the diluted calculation deserve attention — they represent latent dilution that will materialize if the stock price rises. Watch for the effect of share buybacks on per-share metrics: EPS growth driven primarily by repurchases rather than income growth signals weakening fundamentals. Compare year-over-year changes in the diluted share count against equity compensation expense to assess whether management is effectively managing dilution.