Net Income (Loss) per Share
Basic and diluted net income (loss) per share attributable to common stockholders was calculated as follows (in thousands, except share and per share amounts):
Year Ended December 31,
20252024
Numerator:  
Net income (loss)
$(143,750)$65,626 
Denominator:
Weighted‑average common shares outstanding, basic
41,371,48637,306,363
Effect of dilutive securities
1,696,806
Weighted‑average common shares outstanding, diluted
41,371,48639,003,169
Net income (loss), basic
$(3.47)$1.76 
Net income (loss), diluted
$(3.47)$1.68 
Common Stock Equivalents
The Company excluded the following potential common shares, presented based on amounts outstanding at each period end, from the computation of diluted net income (loss) per share attributable to common stockholders for the periods indicated because including them would have had an anti-dilutive effect:
Year Ended December 31,
20252024
Unvested restricted common stock2,284,277440,353
Unvested performance stock units
438,500438,500
Stock options to purchase common stock5,960,9892,452,396
8,683,7663,331,249

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.