secwatch.observer — SEC 8-K summary
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Issuer:     Kodiak AI, Inc. (KDK)
CIK:        0001853138
Form:       8-K
Filed at:   2026-08-06T20:14:19+00:00
Accession:  0001628280-26-054331
Event type: earnings
Sentiment:  positive
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1853138/000162828026054331/0001628280-26-054331-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1853138/000162828026054331/aur-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-054331

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