9. Net income (loss) per share

Basic and diluted net income (loss) per share is computed by dividing net income (loss) by the weighted-average number of common shares outstanding.

The following table sets forth the computation of basic and diluted net income (loss) per share for common stockholders:

Year ended December 31, 

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Numerator:

Net income (loss), basic

$

682,644

  ​

$

(363,295)

  ​

$

(626,604)

  ​

Add: Interest expense, net of tax, on the Company's 2026 Convertible Notes

4,370

Net income (loss), diluted

$

687,014

$

(363,295)

$

(626,604)

Denominator:

  ​

Weighted-average number of shares outstanding, basic

 

79,534,290

  ​

 

76,845,055

  ​

 

74,838,392

  ​

Effect of dilutive securities:

Common stock issuable under the Company's equity incentive plans

3,303,089

Common stock issuable under the Company's 2026 Convertible Notes

5,474,115

Weighted-average common shares outstanding, diluted

88,311,494

76,845,055

74,838,392

Net income (loss) per common share, basic

$

8.58

$

(4.73)

*

$

(8.37)

*

Net income (loss) per common share, diluted

$

7.78

$

(4.73)

*

$

(8.37)

*

*

For the years ended December 31, 2024, and 2023, the Company experienced a net loss and therefore did not report any dilutive share impact.

The following table shows historical common shares outstanding, which are not included in the above historical calculation, as the effect of their inclusion is anti-dilutive during each period. The anti-dilutive shares are calculated as the unweighted outstanding shares as of the reporting period end date that are antidilutive using the treasury stock method.

For the years ended December 31, 2024 and 2023 all stock options and unvested restricted stock units were anti-dilutive because the Company experienced a net loss.

As of December 31, 

  ​ ​ ​

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Stock options

1,922,316

8,482,489

9,600,399

Unvested restricted stock units

 

52,725

 

3,527,575

 

2,866,270

Unvested performance based restricted stock units

144,809

Total

 

2,119,850

 

12,010,064

 

12,466,669

Historical Timeline

Fiscal YearFiled
2025Feb 19, 2026Showing above
2024Feb 27, 2025
2023Feb 29, 2024
2019Mar 2, 2020
2018Mar 1, 2019
2017Mar 6, 2018
2016Mar 16, 2017
2015Feb 29, 2016

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.