v3.26.1
Note 3 - Net Income (Loss) Per Share
6 Months Ended
Jun. 30, 2026
Notes to Financial Statements  
Earnings Per Share [Text Block]

Note 3Net Income (Loss) Per Share 

 

Basic net income (loss) per share (“Basic EPS”) is computed by dividing net income (loss) by the weighted average number of common shares outstanding during the period. Diluted net loss per share (“Diluted EPS”) is computed by dividing net income (loss) by the weighted average number of common shares and potentially dilutive common shares outstanding during the period. Our potentially dilutive securities include common shares related to our stock options calculated using the treasury stock method and convertible senior notes calculated using the if-converted method. In periods where we have a net loss from continuing operations but overall net income, we do not compute Diluted EPS because the effect would be antidilutive. When there is a net loss, potentially dilutive securities, like stock options or convertible debt, are typically excluded from the diluted net loss per share calculation. Potentially dilutive securities excluded from Diluted EPS are calculated based on a weighted average of days in the quarter from when the respective transactions occurred and are shown as follows:

 

   

Three Months Ended

   

Six Months Ended

 
   

June 30,

   

June 30,

 
   

2026

   

2025

   

2026

   

2025

 

2029 Notes convertible to common stock (1)(2)

    11,084,027       5,915,742       11,267,933       2,974,213  

2026 Notes convertible to common stock (1)(3)

          3,280,240             4,281,266  

Outstanding options to purchase common stock

    6,410,110       981,651       6,588,423       2,790,290  

Share-settled liability (4)

          552,662             277,858  

Total potentially dilutive shares excluded from net income (loss) per share

    17,494,137       10,730,295       17,856,356       10,323,627  

 

 

(1)

On May 14, 2025, we completed the exchange of $70.8 million aggregate principal amount of 2026 Notes for 2029 Notes on a one-for-one basis in the Convertible Note Exchange (as defined below) and recorded a reduction of an additional $10.0 million aggregate principal amount of our 2026 Notes which were equitized in three tranches in 2025.

  (2)

On June 17, 2026, we entered into agreements for the repurchase of $16.0 million aggregate principal amount of 2029 Notes from certain noteholders. We completed the repurchase on July 6, 2026.

  (3)

The 2026 Notes were subject to a capped call arrangement that potentially reduced the dilutive effect of conversion. Any potential impact from the capped call arrangement is excluded from this table. The remaining outstanding 2026 Notes were fully repaid at maturity on February 15, 2026.

  (4)

On May 12, 2025, the Company entered into note conversion agreements to exchange $10.0 million aggregate principal of 2026 Notes for shares in our common stock reducing the effect of dilution on these notes. The note conversion agreements provided for delivery of the common stock in three tranches. The above calculation reflects the equitization of the three tranches in 2025.

 

For further discussion of these transactions see “Note 6 — Debt.”