---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-054331"
form_type: "8-K"
ticker: "KDK"
cik: "0001853138"
company_name: "Kodiak AI, Inc."
filed_at: "2026-08-06T20:14:19+00:00"
generated_at: "2026-08-06T20:18:42.629336+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Kodiak AI Q2 rev $3.5M (+91% QoQ), 35 driverless trucks, cash $151.1M, Gen7 platform

## Summary
- Q2 revenue $3.5M, up 91% QoQ; net cash used in ops $34.1M; FCF negative $38.1M; cash & equivalents $151.1M.
- Customer-owned driverless fleet grew to 35 vehicles; cumulative paid driverless hours surpassed 40,000 (+71% from Q1).
- Delivered >300,000 tons of freight in Q2; cumulative loads exceeded 20,000 (+32% from Q1).
- Introduced Gen7 autonomous platform with ~50% more compute and 50% longer operational lifetimes for SensorPods.
- Autonomy Readiness Measure reached 91% as of July; targeting long-haul driverless launch by year-end.

## SEC filing metadata
- accession: 0001628280-26-054331
- form_type: 8-K
- ticker: KDK
- cik: 0001853138
- company_name: Kodiak AI, Inc.
- filed_at: 2026-08-06T20:14:19+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1853138/000162828026054331/0001628280-26-054331-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1853138/000162828026054331/aur-20260806.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-054331
- JSON: https://secwatch.observer/filing/0001628280-26-054331.json
- Plain text: https://secwatch.observer/filing/0001628280-26-054331.txt

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