13. Net Loss Per Share

The following table summarizes the computation of basic and diluted net loss per share:

 

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

 

 

(in thousands, except per share amounts)

 

Numerator:

 

 

 

 

 

 

Net loss

 

$

(236,928

)

 

$

(243,787

)

Denominator:

 

 

 

 

 

 

Weighted-average common shares outstanding, basic and diluted

 

 

163,391

 

 

 

159,377

 

Net loss per share, basic and diluted

 

$

(1.45

)

 

$

(1.53

)

 

The following outstanding potentially dilutive common stock equivalents were excluded from the computation of diluted net loss per share for the periods presented because including them would have been antidilutive:

 

 

 

December 31,

 

 

 

2025

 

 

2024

 

 

 

(in thousands)

 

Common stock options and restricted stock units

 

 

24,551

 

 

 

15,814

 

Early exercised stock options subject to future vesting

 

 

5

 

 

 

33

 

Unvested restricted stock awards

 

 

71

 

 

 

371

 

Employee stock purchase plan

 

 

45

 

 

 

10

 

Term loan conversion election

 

 

7,941

 

 

 

 

Total

 

 

32,613

 

 

 

16,228

 

Historical Timeline

Fiscal YearFiled
2025Mar 30, 2026Showing above
2024Mar 3, 2025
2023Mar 7, 2024

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.