---
schema_version: "secwatch.filing_event.v1"
accession: "0001853138-25-000015"
form_type: "8-K"
ticker: "KDK"
cik: "0001853138"
company_name: "Kodiak AI, Inc."
filed_at: "2025-11-12T23:59:59+00:00"
generated_at: "2026-05-16T21:33:15.588367+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001853138-25-000015
- form_type: 8-K
- ticker: KDK
- cik: 0001853138
- company_name: Kodiak AI, Inc.
- filed_at: 2025-11-12T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1853138/000185313825000015/0001853138-25-000015-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1853138/000185313825000015/aur-20251112.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001853138-25-000015
- JSON: https://secwatch.observer/filing/0001853138-25-000015.json
- Plain text: https://secwatch.observer/filing/0001853138-25-000015.txt

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