---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-016456"
form_type: "8-K"
ticker: "KDK"
cik: "0001853138"
company_name: "Kodiak AI, Inc."
filed_at: "2026-03-10T23:59:59+00:00"
generated_at: "2026-05-15T16:57:46.128101+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001628280-26-016456
- form_type: 8-K
- ticker: KDK
- cik: 0001853138
- company_name: Kodiak AI, Inc.
- filed_at: 2026-03-10T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1853138/000162828026016456/0001628280-26-016456-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1853138/000162828026016456/aur-20260310.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-016456
- JSON: https://secwatch.observer/filing/0001628280-26-016456.json
- Plain text: https://secwatch.observer/filing/0001628280-26-016456.txt

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