18. Earnings (Loss) per Share (EPS)

The computation of basic and diluted EPS attributable to the Class A common stockholders was as follows:

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

Numerator:

 

 

 

 

 

 

 

 

 

Net income

 

$

37,032

 

 

$

861

 

 

$

4,945

 

Accretion of Convertible Preferred Stock to redemption value

 

 

(540

)

 

 

(412

)

 

 

 

Cumulative dividend on Convertible Preferred Stock

 

 

(10,830

)

 

 

(1,386

)

 

 

 

Undistributed earnings (loss)

 

 

25,662

 

 

 

(937

)

 

 

4,945

 

Undistributed earnings allocated to participating redeemable convertible preferred stock

 

 

(5,640

)

 

 

 

 

 

 

Net income (loss) attributable to common stockholders

 

$

20,022

 

 

$

(937

)

 

$

4,945

 

Denominator:

 

 

 

 

 

 

 

 

 

Weighted average common shares outstanding —basic

 

 

126,738,136

 

 

 

131,673,278

 

 

 

131,231,317

 

Dilutive effect of RSUs

 

 

1,885,566

 

 

 

 

 

 

710,813

 

Dilutive effect of options

 

 

1,525,260

 

 

 

 

 

 

804,597

 

Dilutive effect of PSUs

 

 

99,450

 

 

 

 

 

 

 

Weighted-average common shares outstanding—diluted

 

 

130,248,412

 

 

 

131,673,278

 

 

 

132,746,727

 

Earnings (loss) per share—basic

 

$

0.16

 

 

$

(0.01

)

 

$

0.04

 

Earnings (loss) per share—diluted

 

$

0.15

 

 

$

(0.01

)

 

$

0.04

 

 

For the years ended December 31, 2025, 2024, and 2023, outstanding stock-based awards of 6,482,762, 15,092,510 and 3,147,503, respectively, were excluded from the diluted EPS calculation as they were anti-dilutive. For the years ended December 31, 2025 and 2024, 37,507,755 and 25,133,474, respectively, shares of common stock available upon conversion of Convertible Preferred Stock were excluded from the diluted EPS calculation as they were anti-dilutive.

Historical Timeline

Fiscal YearFiled
2025Feb 26, 2026Showing above
2024Feb 27, 2025
2023Feb 29, 2024
2022Mar 1, 2023
2021Mar 1, 2022

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.