Net Income Per Share
The following table shows the computation of basic and diluted net income per share (in thousands, except per share amounts):
Year Ended December 31,
20252024
2023
Numerator:
Net income
$15,427 $29,963 $13,953 
Net income — basic and diluted
$15,427 $29,963 $13,953 
Denominator:
Weighted-average common stock used in computing net income per share — basic
178,798 180,210 190,466 
Effect of potentially dilutive securities
Options to purchase common stock
53 754 1,380 
RSUs
5,808 1,893 2,558 
Employee stock purchase plan
31 11 
Weighted-average common stock used in computing net income per share — diluted
184,690 182,865 194,415 
Net income per share — basic
$0.09 $0.17 $0.07 
Net income per share — diluted
$0.08 $0.16 $0.07 
The following table presents the number of stock options, RSUs, and PSUs, excluded from the calculation of diluted net income per share because they are anti-dilutive (in thousands):
As of December 31,
202520242023
Options to purchase common stock
4,992 11,512 10,714 
RSUs(1)
17,347 13,932 7,426 
Employee stock purchase plan
33 64 43 
Total
22,372 25,508 18,183 
(1) For the year ended December 31, 2025, anti-dilutive RSUs include RSU awards with a market vesting condition granted in July 2024 and reflected at 200% of target and RSU awards with a market vesting condition granted in November 2024 and reflected at 275% of target. RSU awards with a market vesting condition granted in April 2025 that were previously reflected as anti-dilutive at 400% of target were forfeited as of September 30, 2025.

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.