v3.26.1
Earnings Per Share
6 Months Ended
Jun. 30, 2026
Earnings Per Share [Abstract]  
Earnings Per Share Earnings Per Share
Basic earnings per share is determined by dividing net income by the weighted-average shares outstanding for the period. The Company analyzes the potential dilutive effect of stock options, RSUs, the employee stock purchase plan, and warrants to purchase common stock, during periods the Company generates net income, or when income is recognized related to changes in fair value of warrant liabilities.

Class A common stock and Class B common stock share proportionately, on a per share basis, in the Company’s net income and participate equally in the dividends on common stock, if declared. The Company allocates net income attributable to common stock between the common stock classes on a one-to-one basis when computing earnings per share. As a result, basic and diluted earnings per share of Class A common stock and Class B common stock are equivalent.

The following table sets forth the calculation of earnings per share (in millions, except per share amounts):

Three Months Ended June 30,Six Months Ended June 30,
2026202520262025
Numerator:
Net income, basic$154 $80 $280 $136 
Less: Gain on change in fair value of warrant liabilities(1)
— — — 
Net income, diluted$154 $80 $273 $136 
Denominator:
Weighted-average shares of common stock outstanding - basic578 580 583 577 
Effect of dilutive securities:
Warrants to purchase common stock(1)
— — — — 
Dilutive common share equivalents included in dilutive shares12 25 13 27 
Weighted-average shares of common stock outstanding - diluted590 605 596 604 
Earnings per share, basic
$0.27 $0.14 $0.48 $0.24 
Earnings per share, diluted
$0.26 $0.13 $0.46 $0.23 
(1) During the six months ended June 30, 2026, the Company recorded a remeasurement gain of $7 million of the Company’s warrant liability, which was excluded from the net income to adjust for the dilutive impact of the warrants. The Company adjusted the weighted-average shares outstanding for the incremental dilutive shares using the treasury stock method.

The following potential shares of common stock were excluded from the calculation of diluted earnings per share because their effect would have been anti-dilutive for the periods presented (in millions):

Three Months Ended June 30,Six Months Ended June 30,
2026202520262025
Options to purchase common stock
Unvested restricted stock units10 — 
Warrants to purchase common stock
— 
Total
16 12