secwatch.observer — SEC 8-K summary
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Issuer:     Kodiak AI, Inc. (KDK)
CIK:        0001853138
Form:       8-K
Filed at:   2026-03-10T23:59:59+00:00
Accession:  0001628280-26-016456
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1853138/000162828026016456/0001628280-26-016456-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1853138/000162828026016456/aur-20260310.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-016456

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer