Kodiak AI Q3: driverless fleet doubles to 10 trucks, paid driverless hours up 166%

Kodiak AI, Inc.

Deployed 10 fully driverless trucks (up 100% QoQ); cumulative paid driverless hours topped 5,200 (+166%).
Ended Q3 with $146.2M cash; completed SPAC merger and began trading on Nasdaq as KDK in Sept 2025.
Kodiak Driver has driven over 3M autonomous miles and delivered over 10,000 loads for customers.
Introduced generative AI-based system to identify edge cases; expanded partnerships with NXP, ZF, Roush.
Anticipates launching long-haul driverless operations in H2 2026; manufacturing partner produced first driverless-ready truck.

item 2.02 item 9.01

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