{"filings":[{"id":96252,"accession_number":"0001628280-26-032092","cik":1853138,"company_name":"Kodiak AI, Inc.","ticker":"KDK","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["1.01","2.02","3.02","9.01"],"status":"ready","headline":"Kodiak AI reports Q1 revenue $1.8M (+74% QoQ), announces $100M PIPE financing","event_type":"earnings","confidence":"high","bullets":["Q1 revenue of $1.8M, up 74% QoQ; net cash used in operations $29.5M.","Ended Q1 with $90.2M cash; $100M PIPE (15.4M shares at $6.50 + warrants at $6.00) not yet included.","Deployed 8 additional driverless trucks, total 28; cumulative driverless hours >23,500 (+120% from Q4 2025).","Free cash flow (Non-GAAP) negative $35.0M in Q1.","PIPE includes institutional investors and Ares affiliate; proceeds for working capital and general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":0.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":1830000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109980,"accession_number":"0001628280-26-016456","cik":1853138,"company_name":"Kodiak AI, Inc.","ticker":"KDK","form_type":"8-K","filed_at":"2026-03-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kodiak AI Q4 revenue $1.1M (+37% QoQ); driverless trucks doubled to 20","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $1.1M, up 37% sequentially; net cash used in ops $24.2M.","Free cash flow (non-GAAP) negative $34M, better than guidance of ($36-38M).","Cash & marketable securities $120.7M after $30M debt refinancing.","Deployed 20 fully driverless trucks (100% increase from Q3); cumulative paid driverless hours 10,700 (+106%).","Autonomy Readiness Measure at 84%; long-haul driverless launch targeted by end of 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126562,"accession_number":"0001853138-25-000022","cik":1853138,"company_name":"Kodiak AI, Inc.","ticker":"KDK","form_type":"8-K","filed_at":"2025-12-31T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"Kodiak AI enters $30M venture loan agreement with Horizon Technology Finance","event_type":"debt","confidence":"high","bullets":["Borrowed $30M on Dec 31, 2025; proceeds used to repay existing debt and for working capital/general corporate purposes.","Interest rate is prime plus 3.50% with a 6.50% floor; interest-only payments through July 2028.","Term loans mature Jan 1, 2030; secured by substantially all assets including intellectual property.","Prior 2022 venture loan with Horizon was terminated in connection with this new facility.","Commitment fee of $300K paid at closing; final payment of $1.2M due at maturity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126559,"accession_number":"0001193125-25-280453","cik":1853138,"company_name":"Kodiak AI, Inc.","ticker":"KDK","form_type":"8-K/A","filed_at":"2025-11-13T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Kodiak AI pro forma shows $210.8M loss from SPAC merger adjustments","event_type":"other_material","confidence":"high","bullets":["$170.6M loss recorded on Preferred Stock and PIPE Warrants with fair value $315.6M exceeding $145M consideration.","$37.0M loss on Non-Redemption Warrants and $3.2M loss on Non-Redemption Shares issued for no consideration.","Business combination closed Sep 24, 2025; Kodiak Robotics became wholly owned sub of Kodiak AI f/k/a AACT.","PIPE investors bought $60M common stock; Preferred investors bought $145M Preferred Stock and PIPE Warrants.","Up to 75M Earn Out Securities and SPAC Sponsor Earn Out Securities vest upon stock price triggers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126561,"accession_number":"0001853138-25-000015","cik":1853138,"company_name":"Kodiak AI, Inc.","ticker":"KDK","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kodiak AI Q3: driverless fleet doubles to 10 trucks, paid driverless hours up 166%","event_type":"other_material","confidence":"high","bullets":["Deployed 10 fully driverless trucks (up 100% QoQ); cumulative paid driverless hours topped 5,200 (+166%).","Ended Q3 with $146.2M cash; completed SPAC merger and began trading on Nasdaq as KDK in Sept 2025.","Kodiak Driver has driven over 3M autonomous miles and delivered over 10,000 loads for customers.","Introduced generative AI-based system to identify edge cases; expanded partnerships with NXP, ZF, Roush.","Anticipates launching long-haul driverless operations in H2 2026; manufacturing partner produced first driverless-ready truck."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126560,"accession_number":"0001193125-25-245200","cik":1853138,"company_name":"Kodiak AI, Inc.","ticker":"KDK","form_type":"8-K","filed_at":"2025-10-21T23:59:59+00:00","items":["3.03","9.01"],"status":"ready","headline":"Kodiak AI adjusts warrant exercise price to $9.28 and redemption trigger to $14.53","event_type":"other_material","confidence":"high","bullets":["Warrant exercise price reduced from $11.50 to $9.28 per share, effective Oct 20, 2025.","Redemption trigger price lowered from $18.00 to $14.53 per share.","Adjustments triggered by issuance of Series A convertible preferred stock and warrants at effective price below $9.20 in connection with Sep 24 business combination.","Market Value of common stock used for calculation was $8.07 per share.","Applies to 24,999,990 public warrants and 14,300,000 private placement warrants."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126558,"accession_number":"0001193125-25-237172","cik":1853138,"company_name":"Kodiak AI, Inc.","ticker":"KDK","form_type":"8-K/A","filed_at":"2025-10-10T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Kodiak AI updates pro forma; Preferred & PIPE Warrant fair value exceeds consideration by $170.5M","event_type":"other_material","confidence":"high","bullets":["Business combination with AACT closed Sept 24, 2025; Legacy Kodiak holders received ~$2.5B / ~$11.45 per share.","Preferred PIPE raised $145M for 142,155 preferred shares and warrants for 17.8M shares; initial conversion/exercise price $12.00.","Preliminary fair values: Preferred Stock ~$229.1M, PIPE Warrants ~$86.4M, total $315.5M vs $145M consideration.","Excess $170.5M recorded as deemed dividend, reducing retained earnings; accounting as reverse recapitalization.","Non-Redemption Agreements issued warrants for 7.6M shares and 368k shares of common stock."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143309,"accession_number":"0001193125-25-225299","cik":1853138,"company_name":"Kodiak AI, Inc.","ticker":"KDK","form_type":"8-K","filed_at":"2025-09-30T23:59:59+00:00","items":["1.01","2.01","5.02","3.02","9.01","4.01","3.01","3.03","5.01","5.03","5.05","5.06","7.01","8.01"],"status":"ready","headline":"Kodiak AI closes merger with Kodiak Robotics; $205M raised in PIPE and preferred","event_type":"m_and_a","confidence":"high","bullets":["On Sept 24, 2025, Kodiak AI (f/k/a Ares Acquisition II) completed business combination with Kodiak Robotics; common stock began trading on Nasdaq as KDK on Sept 25.","Legacy Kodiak securityholders received 161.8M common shares; up to 75M earnout shares/RSUs tied to stock price thresholds of $18, $23, and $28.","PIPE investors committed $60M at ~$11.45/share; Series A Preferred Investment closed at $145M for 142,155 preferred shares and warrants for 17.8M common shares.","$502.4M redeemed by SPAC shareholders (43.9M shares), leaving $62.9M in trust; combined company funded with $205M in new equity.","Post-closing capitalization: 181.2M common shares, 55.99M exchanged options at $1.88, 25M public warrants, 14.3M private warrants, and 19.2M earnout RSUs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.95,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143308,"accession_number":"0001193125-25-213630","cik":1853138,"company_name":"Kodiak AI, Inc.","ticker":"KDK","form_type":"8-K","filed_at":"2025-09-23T23:59:59+00:00","items":["5.07","8.01"],"status":"ready","headline":"AACT shareholders approve business combination with Kodiak Robotics; new entity to be Kodiak AI, Inc.","event_type":"m_and_a","confidence":"high","bullets":["Shareholders voted 36.4M for and 4.0M against the business combination proposal.","Domestication from Cayman Islands to Delaware approved; entity renamed Kodiak AI, Inc.","Post-combination company to list on Nasdaq under KDK (common) and KDKRW (warrants) on or about Sept 25, 2025.","All eight proposals passed; Adjournment Proposal not needed.","Closing expected promptly after satisfaction of remaining conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143307,"accession_number":"0001193125-25-212149","cik":1853138,"company_name":"Kodiak AI, Inc.","ticker":"KDK","form_type":"8-K","filed_at":"2025-09-23T23:59:59+00:00","items":["3.02","8.01","7.01","9.01"],"status":"ready","headline":"AACT raises over $275M for Kodiak merger; redemptions total $502M, trust assets ~$63M","event_type":"m_and_a","confidence":"high","bullets":["Total capital raised over $275M includes ~$212.5M from institutional investors and ~$62.9M in trust after redemptions.","Redemptions of 43,866,808 shares at ~$11.45/share total ~$502.4M; remaining public shares ~5.5M.","Non-redemption agreements: issued warrants for 7,606,666 shares and 368,028 shares to investors agreeing not to redeem.","Extraordinary General Meeting postponed to 2:00 p.m. ET on Sept 23, 2025, to allow additional shareholder engagement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143306,"accession_number":"0001193125-25-202878","cik":1853138,"company_name":"Kodiak AI, Inc.","ticker":"KDK","form_type":"8-K","filed_at":"2025-09-15T23:59:59+00:00","items":["1.01","3.02","7.01","8.01","9.01"],"status":"ready","headline":"AACT secures $145M Series A Preferred Investment for Kodiak business combination","event_type":"other_material","confidence":"high","bullets":["Preferred investors commit $145M for Series A Cumulative Convertible Preferred Stock with 9.99% dividend rate (PIK) or 7.99% cash.","Each preferred share ($1,200 stated value) convertible at $12.00 per share, subject to anti-dilution and price reset triggers at 6 and 9 months.","Investors receive PIPE Warrants for 125% of convertible shares; warrants exercisable at $12.00 per share for 6 years.","Shareholder meeting to approve the business combination scheduled for September 23, 2025.","Updated sources/uses tables show $155M from PIPE and preferred investment; $562M cash-in-trust under no-redemption scenario."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143305,"accession_number":"0001193125-25-187799","cik":1853138,"company_name":"Kodiak AI, Inc.","ticker":"KDK","form_type":"8-K","filed_at":"2025-08-25T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AACT/Kodiak investor presentation; no new financial details disclosed","event_type":"other_material","confidence":"low","bullets":["Investor presentation dated August 25, 2025 filed; references $100M PIPE investment but no updated projections.","Presentation contains forward-looking statements regarding Kodiak Driver and TAM; no transaction close date given.","Proposed business combination still subject to SEC review (S-4 filed May 14, 2025) and shareholder votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143304,"accession_number":"0001193125-25-165806","cik":1853138,"company_name":"Kodiak AI, Inc.","ticker":"KDK","form_type":"8-K","filed_at":"2025-07-28T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Ares Acquisition Corp II files investor presentation for Kodiak Robotics business combination","event_type":"m_and_a","confidence":"high","bullets":["AACT furnished an investor presentation dated July 28, 2025 as Exhibit 99.1 to an 8-K regarding its proposed business combination with Kodiak Robotics.","The proposed business combination includes a $100.0 million contemplated PIPE investment.","AACT and Kodiak previously filed a Form S-4 registration statement with the SEC on May 14, 2025 (File No. 333-287278).","The presentation covers Kodiak's operational roadmap, Kodiak Driver-as-a-Service Economics, and total addressable markets for commercial trucking and public sector applications.","AACT's units (AACT.U), Class A ordinary shares (AACT), and redeemable warrants (AACT WS) are listed on the New York Stock Exchange."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143303,"accession_number":"0001193125-25-157100","cik":1853138,"company_name":"Kodiak AI, Inc.","ticker":"KDK","form_type":"8-K","filed_at":"2025-07-09T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Investor presentation furnished for AACT-Kodiak deal; no specific new details in available text.","event_type":"other","confidence":"low","bullets":["Exhibit 99.1 contains only legal disclaimers and forward-looking statements, not the actual presentation content.","Presentation relates to the previously announced business combination between AACT and Kodiak Robotics.","No financial projections, deal terms, or operational updates are discernible from the furnished materials."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161446,"accession_number":"0001193125-25-145777","cik":1853138,"company_name":"Kodiak AI, Inc.","ticker":"KDK","form_type":"8-K","filed_at":"2025-06-24T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"AACT secures up to $2M working capital loan from sponsor for Kodiak Robotics merger costs","event_type":"debt","confidence":"high","bullets":["Working capital loan from Ares Acquisition Holdings II LP for up to $2,000,000.","Loan is unsecured, non-interest bearing, matures at business combination or mandatory liquidation.","Proceeds used to finance transaction costs for proposed business combination with Kodiak Robotics.","Sponsor may convert principal into post-combination warrants at $1.00 per warrant.","Repayment limited to funds outside trust; no recourse to trust account."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161445,"accession_number":"0001193125-25-134956","cik":1853138,"company_name":"Kodiak AI, Inc.","ticker":"KDK","form_type":"8-K","filed_at":"2025-06-04T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AACT and Kodiak release investor presentation for proposed business combination; no new financial specifics disclosed","event_type":"m_and_a","confidence":"low","bullets":["Investor presentation dated June 4, 2025 was furnished under Rule 425, but only a cover slide with disclaimer was appended.","The filing's forward-looking statements reference Kodiak Driver-as-a-Service cost assumptions and total addressable market estimates.","No updated transaction terms, financial projections, or closing timeline were provided in this 8-K.","Shareholders are directed to the proxy/prospectus filed May 14, 2025 (Form S-4) for detailed information."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161444,"accession_number":"0001193125-25-093527","cik":1853138,"company_name":"Kodiak AI, Inc.","ticker":"KDK","form_type":"8-K","filed_at":"2025-04-24T23:59:59+00:00","items":["3.02","5.03","5.07","8.01","9.01"],"status":"ready","headline":"Ares Acquisition Corp II extends deadline to Jan 2026; Sponsor converts shares, $7.1M redeemed","event_type":"other_material","confidence":"high","bullets":["Shareholders approved extension of business combination deadline from Apr 25, 2025 to Jan 26, 2026.","Sponsor converted 12.5M Class B shares into Class A shares, issued under Section 3(a)(9) exemption.","Holders of 640,288 Class A shares redeemed at ~$11.16 each, removing ~$7.1M from trust; trust now ~$551M.","Sponsor will make monthly deposits of $0.02 per outstanding Class A share (excl. converted shares) into trust starting Apr 25, 2025.","Vote: 50,520,332 for, 71,190 against, 794 abstentions on extension proposal."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161443,"accession_number":"0001193125-25-087820","cik":1853138,"company_name":"Kodiak AI, Inc.","ticker":"KDK","form_type":"8-K","filed_at":"2025-04-22T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AACT: ~1.3% of public shares redeemed for extension; $550M trust remains; sponsor converts 12.5M shares","event_type":"other_material","confidence":"high","bullets":["Holders of 640,288 Class A ordinary shares (approx. 1.3% of public shares) exercised redemption rights in connection with the extension vote.","Following redemptions, an estimated $550 million will remain in the trust account.","Sponsor Ares Acquisition Holdings II LP converted 12.5M Class B shares into Class A shares concurrently or prior to the meeting.","If extension approved, sponsor will make monthly deposits of $0.02 per outstanding public Class A share beginning April 25, 2025.","Proposed business combination with Kodiak Robotics is expected to close in H2 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161442,"accession_number":"0001193125-25-082209","cik":1853138,"company_name":"Kodiak AI, Inc.","ticker":"KDK","form_type":"8-K","filed_at":"2025-04-16T23:59:59+00:00","items":["1.01","2.03","3.02","7.01","9.01"],"status":"ready","headline":"AACT sponsor to fund monthly trust deposits for extension to Jan 26, 2026; shareholder vote April 22","event_type":"other_material","confidence":"high","bullets":["Sponsor to deposit $0.02 per outstanding Class A share into trust monthly from April 25, 2025 until deal close or Jan 26, 2026.","Company issues sponsor a non-interest bearing unsecured promissory note for total contributions, repayable at deal close or extension end.","Sponsor to convert 12.5M Class B shares into Class A shares prior to or concurrently with extension approval; conversion shares retain original restrictions.","Shareholder meeting on April 22, 2025 to vote on extension of business combination deadline from April 25, 2025 to January 26, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161441,"accession_number":"0001193125-25-079657","cik":1853138,"company_name":"Kodiak AI, Inc.","ticker":"KDK","form_type":"8-K","filed_at":"2025-04-14T23:59:59+00:00","items":["1.01","3.02","7.01","8.01","9.01"],"status":"ready","headline":"Ares Acquisition Corp II to combine with Kodiak Robotics at $2.5B equity value","event_type":"m_and_a","confidence":"high","bullets":["Implied equity value of $2.5B; Kodiak stockholders to receive shares of New Kodiak Common Stock.","Up to 75M earn-out shares tied to stock price milestones of $18, $23, and $28 per share.","Closing expected in second half 2025; requires AACT shareholder approval and HSR clearance.","Post-combination entity to be renamed 'Kodiak AI, Inc.' and list on NYSE under new ticker.","Sponsor agrees to vote in favor, waive anti-dilution, and subject 50% of its shares to earn-out vesting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}