13. Net Income Per Share Attributable to Common Stock

Basic net income per share attributable to common stock is computed by dividing the net income for the period attributable to common stockholders by the weighted-average number of common shares outstanding during the period.

Diluted net income per share attributable to common stock is computed by giving effect to all potentially dilutive common stock equivalents to the extent they are dilutive. The dilutive effect of outstanding options, RSUs and warrants is reflected in diluted net income per share attributable to common stock by application of the treasury stock method. The calculation of diluted net income per share attributable to common stock excludes all anti-dilutive common shares.

The rights of the holders of Class A and Class B common stock are identical, except with respect to voting and conversion. 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 income per share attributable to common stockholders are, therefore, the same for both Class A and Class B common stock on both an individual and combined basis.

The following table sets forth the computation of basic and diluted net income per share attributable to common stock (in thousands except share and per share data):

 

 

Year Ended December 31,

 

 

 

2025

 

2024

 

2023

 

Numerator:

 

 

 

 

 

 

 

Net income

 

$

66,937

 

$

44,169

 

$

22,322

 

Denominator:

 

 

 

 

 

 

 

Weighted-average shares of common stock — basic

 

 

125,246,892

 

 

124,372,031

 

 

123,511,608

 

Dilutive effect of stock options

 

 

2,549,332

 

 

2,323,355

 

 

1,262,918

 

Dilutive effect of RSUs

 

 

976,879

 

 

850,024

 

 

271,754

 

Dilutive effect of warrants

 

 

340,581

 

 

169,212

 

 

25,549

 

Weighted-average shares of common stock — diluted

 

 

129,113,684

 

 

127,714,622

 

 

125,071,829

 

Net income per share

 

 

 

 

 

 

 

Basic

 

$

0.53

 

$

0.36

 

$

0.18

 

Diluted

 

$

0.52

 

$

0.35

 

$

0.18

 

 

The following table summarizes weighted average securities that were excluded from the computation of diluted net income per share attributable to common stock as their inclusion would have been antidilutive for the respective year:

 

 

Year Ended December 31,

 

 

 

2025

 

2024

 

2023

 

RSUs

 

 

5,686

 

 

171,101

 

 

1,055,467

 

Warrants

 

 

 

 

 

 

417,132

 

Historical Timeline

Fiscal YearFiled
2025Feb 24, 2026Showing above
2024Mar 11, 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.