Kodiak AI Q4 revenue $1.1M (+37% QoQ); driverless trucks doubled to 20

Kodiak AI, Inc.

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.

item 2.02 item 9.01

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