12. Net Income Per Share Attributable to Common Stockholders

Basic earnings per share is computed by dividing net income attributable to common stockholders by the weighted-average number of common shares outstanding during the period without consideration for common stock equivalents. Diluted net income per share attributable to common stockholders is computed by dividing net income by the weighted-average number of common shares outstanding during the period and potentially dilutive common stock equivalents. For periods of net loss, basic and diluted earnings per share are the same as the effect of potential common stock is anti-dilutive.

A reconciliation of the denominator used in the calculation of basic and diluted earnings per share is as follows (in thousands):

 

 

Year Ended December 31,

 

 

2025

 

 

2024

 

Basic net income per share:

 

 

 

 

 

 

Net income attributable to common stockholders
   (numerator)

 

$

71,151

 

 

$

48,832

 

Shares used in computation (denominator):

 

 

 

 

 

 

Weighted-average common shares outstanding

 

 

16,490

 

 

 

16,007

 

Basic net income per share

 

$

4.31

 

 

$

3.05

 

Diluted net income per share:

 

 

 

 

 

 

Net income attributable to common stockholders
   (numerator)

 

$

71,151

 

 

$

48,832

 

Shares used in computation (denominator):

 

 

 

 

 

 

Weighted-average common shares outstanding

 

 

16,490

 

 

 

16,007

 

Effect of dilutive securities:

 

 

 

 

 

 

Stock options

 

 

1,112

 

 

 

1,274

 

Redeemable convertible preferred Stock

 

 

37,296

 

 

 

37,296

 

Warrants

 

 

130

 

 

 

110

 

Restricted stock units

 

 

3,388

 

 

 

2,913

 

Weighted-average diluted shares

 

 

58,416

 

 

 

57,600

 

Diluted net income per share

 

$

1.22

 

 

$

0.85

 

 

 

The weighted-average impact of potentially dilutive securities that were not included in the diluted per share calculations because they would be anti-dilutive was as follows:

 

 

 

Year Ended December 31,

 

 

2025

 

 

2024

Restricted stock units

 

 

4,216

 

 

122

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.