Kodiak AI, Inc. (KDK) Form 8-K — Aug 6, 2026
Kodiak AI reported second quarter 2026 revenue of $3.5 million, representing 91% growth quarter-over-quarter, versus $0.5 million in the year-ago quarter per its condensed consolidated statements of operations. The company deployed seven additional driverless trucks in Q2, bringing its customer-owned driverless fleet to 35 vehicles, and surpassed 40,000 cumulative hours of paid driverless operations, a 71% increase from the end of Q1, alongside more than 20,000 cumulative loads delivered and over 300,000 tons of freight hauled in the quarter.
Key figures
- Eps
- -$0.20 basic / -$0.50 diluted (net loss attributable to common stockholders)
- Revenue
- 3499000
- Net Income
- 12477000
- Revenue Yoy
- Q2 2026 revenue of $3.499M vs $0.503M in Q2 2025 (~6x YoY); press release cites +91% QoQ growth
- Total Assets
- 194384000
- Cash Position
- 151100000
- Revenue qoq growth
- 91%
- Cash and equivalents
- 46750000
- Marketable securities
- 104306000
- Freight delivered q2 tons
- 300,000+
- Cumulative loads delivered
- 20,000+
- Q2 warrant fair value gain
- 58280000
- Driverless hours qoq growth
- 71%
- Gen7 compute increase vs gen6
- ~50%
- Common stock warrant liability
- 97734000
- Autonomy readiness measure july
- 91%
- Cumulative paid driverless hours
- 40,000+
- Customer owned driverless vehicles
- 35
- Deemed dividend series a preferred
- 46100000
- H1 2026 private placement proceeds
- 100000000
Price after filing
Close on the filing date to close N calendar days later (from $4.52). Historical, not a forecast.
AI analysis
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