---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-032092"
form_type: "8-K"
ticker: "KDK"
cik: "0001853138"
company_name: "Kodiak AI, Inc."
filed_at: "2026-05-07T23:59:59+00:00"
generated_at: "2026-05-14T22:01:41.815642+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Kodiak AI reports Q1 revenue $1.8M (+74% QoQ), announces $100M PIPE financing

## Summary
- 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.

## SEC filing metadata
- accession: 0001628280-26-032092
- form_type: 8-K
- ticker: KDK
- cik: 0001853138
- company_name: Kodiak AI, Inc.
- filed_at: 2026-05-07T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- confidence: high
- sec_items: 1.01, 2.02, 3.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1853138/000162828026032092/0001628280-26-032092-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1853138/000162828026032092/aur-20260507.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-032092
- JSON: https://secwatch.observer/filing/0001628280-26-032092.json
- Plain text: https://secwatch.observer/filing/0001628280-26-032092.txt

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