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Kodiak AI (KDK) investor relations material
Kodiak AI Registration Filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Registration Filing summary13 Nov, 2025
Company overview and business model
Develops AI-powered autonomous vehicle technology for long-haul trucking, industrial trucking, and defense sectors, with a focus on the Kodiak Driver platform combining advanced software and modular hardware.
Commercializes through a Driver-as-a-Service (DaaS) model, offering per-vehicle or per-mile license fees, aiming for predictable, recurring, asset-light revenue.
Achieved first customer-owned, driverless truck deployment in December 2024 and has partnerships with major fleets and defense clients.
As of September 30, 2025, vehicles logged over 5,200 paid driverless hours and 3 million autonomous miles.
Financial performance and metrics
For the nine months ended September 30, 2025: revenue was $2.7M (up 124% YoY), net loss was $511.8M, and cash and cash equivalents were $146.2M.
For the year ended December 31, 2024: revenue was $14.9M, net loss was $69.5M.
Operating expenses increased due to R&D, G&A, and scaling of DaaS operations; significant non-cash losses recorded from warrant and preferred stock issuances.
As of September 30, 2025, accumulated deficit was $780M; company expects to continue incurring losses and will require additional capital.
Substantial doubt exists about ability to continue as a going concern without further funding.
Use of proceeds and capital allocation
Will not receive proceeds from selling securityholders; may receive up to $669.2M if all warrants are exercised for cash, but actual proceeds depend on market price exceeding exercise prices.
Any net proceeds from warrant exercises will be used for general corporate purposes.
Cash burn is being managed through cost controls and seeking additional financing.
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Q4 202525 Feb, 2026
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