Note 13 - Net Loss Per Share Attributable to Common Stockholders

The Company computes net loss per share utilizing the two-class method required for participating securities. Basic net loss per share is computed by dividing net loss attributable to common stockholders by the weighted-average shares of common stock outstanding during the period. Diluted net loss per share is computed by giving effect to all potential common stock, including stock options, convertible preferred stock, convertible notes, RSUs, stock warrants, and restricted shares, to the extent they are dilutive.

The rights, including the liquidation and dividend rights, of the holders of Class A and Class B common stock are identical, except with respect to voting, conversion, and transfer rights. As the liquidation and dividend rights are identical, the undistributed earnings are allocated on a proportionate basis to each class of common stock and the resulting basic and diluted net loss per share attributable to common stockholders are, therefore, the same for both Class A and Class B common stock on both individual and combined basis.

Basic and diluted net loss per share attributable to common stockholders was as follows (in thousands, except share and per share amount):

 

 

Year Ended January 31,

 

 

2026

 

 

2025

 

 

2024

 

Numerator:

 

 

 

 

 

 

 

 

 

   Net loss attributable to common stockholders

 

$

(679,388

)

 

$

(354,510

)

 

$

(344,852

)

Denominator:

 

 

 

 

 

 

 

 

 

   Weighted-average shares used in computing net loss per share
      attributable to common stockholders, basic and diluted

 

 

213,896,041

 

 

 

97,515,591

 

 

 

91,394,561

 

Net loss per share attributable to common stockholders, basic and diluted

 

$

(3.18

)

 

$

(3.64

)

 

$

(3.77

)

 

The following outstanding shares of potentially dilutive securities were excluded from the computation of diluted net loss per share because including them would have had an anti-dilutive effect:

 

 

January 31,

 

 

2026

 

 

2025

 

 

2024

 

Stock options

 

 

50,718,876

 

 

 

58,655,952

 

 

 

71,176,423

 

Convertible preferred stock

 

 

-

 

 

 

218,897,608

 

 

 

218,893,378

 

Convertible notes

 

 

22,136,005

 

 

 

20,879,521

 

 

 

17,598,191

 

Restricted stock units

 

 

48,622,268

 

 

 

40,904,473

 

 

 

26,408,539

 

Shares subject to repurchase

 

 

275,430

 

 

 

708,510

 

 

 

1,297,983

 

Conversion of stock warrants

 

 

-

 

 

 

199,500

 

 

 

204,314

 

     Total

 

 

121,752,579

 

 

 

340,245,564

 

 

 

335,578,828

 

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.