Earnings per Share Attributable to Common Stockholders
The following table sets forth the computation of basic and diluted earnings per share attributable to common stockholders for the periods presented (in thousands, except per share and share amounts):
Fiscal Year Ended January 31
202620252024
Basic earnings per share
Numerator:
Net income (loss) attributable to common stockholders
$(42,066)$194,447 $76,966 
Denominator:
Weighted-average number of common stock outstanding used in computing earnings per share, basic56,647,66238,990,55637,297,221
Earnings per share attributable to common stockholders, basic$(0.74)$4.99 $2.06 
Diluted earnings per share
Numerator:
Net income (loss) attributable to common stockholders, basic
$(42,066)$194,447 $76,966 
Fair value adjustment for the convertible note, net of tax effect— (12,695)953 
Fair value adjustment for liability-classified Series G Warrant, net of tax effect(893)— — 
Fair value adjustment for liability-classified common stock warrant, net of tax effect(244)— — 
Net income (loss) attributable to common stockholders, dilutive
$(43,203)$181,752 $77,919 
Denominator:
Weighted-average number of common stock outstanding used in computing earnings per share, basic56,647,66238,990,55637,297,221
Conversion of the convertible note— 492,096 6,888,298 
Conversion of redeemable convertible preferred stock, all series— 69,914,359 69,914,359 
Dilutive effect of stock options— 27,962,907 28,567,993 
Dilutive effect of equity-classified common stock warrants— 1,300,400 1,210,425 
Dilutive effect of liability-classified Series G Warrant
164,242— — 
Dilutive effect of liability-classified common stock warrant
78,552— — 
Weighted-average number of common stock outstanding used in computing earnings per share, dilutive56,890,456 138,660,318 143,878,296 
Earnings (loss) per share attributable to common stockholders, diluted
$(0.76)$1.31 $0.54 
The following common stock equivalents were excluded from the computation of diluted earnings per share attributable to common stockholders because including them would have been antidilutive (outstanding):
Fiscal Year Ended January 31
20262025
Liability-classified common stock warrant— 60,000 
Series G Warrant— 251,750 
Dual-trigger RSUs15,676,155 31,308,443 
SAFEsVariousVarious
Options23,755,365 — 
Equity-classified common stock warrants1,641,713 — 
Upon the completion of the IPO, the Series G Warrant was automatically converted to being exercisable for common stock. Accordingly, it is included as a liability-classified common stock warrant for the fiscal year ended January 31, 2026.

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.