---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-165806"
form_type: "8-K"
ticker: "KDK"
cik: "0001853138"
company_name: "Kodiak AI, Inc."
filed_at: "2025-07-28T23:59:59+00:00"
generated_at: "2026-05-18T00:25:43.722011+00:00"
event_type: "m_and_a"
sentiment: "neutral"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Ares Acquisition Corp II files investor presentation for Kodiak Robotics business combination

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-25-165806
- form_type: 8-K
- ticker: KDK
- cik: 0001853138
- company_name: Kodiak AI, Inc.
- filed_at: 2025-07-28T23:59:59+00:00
- event_type: m_and_a
- sentiment: neutral
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1853138/000119312525165806/0001193125-25-165806-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1853138/000119312525165806/d84279d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-165806
- JSON: https://secwatch.observer/filing/0001193125-25-165806.json
- Plain text: https://secwatch.observer/filing/0001193125-25-165806.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.