Kodiak AI, Inc.

Snapshot

Kodiak AI is an early-stage autonomous trucking company whose FY2025 revenue fell 74.6% to $3.8M while it lost $585.5M, including $112.6M in operating losses.

What's Happening Right Now

• Wed 28th Oct '26 · Commercial deal: On Oct 28, 2026, Kodiak AI signed a binding agreement with DTL Transport to deploy 75 driverless trucks under a per-mile Driver-as-a-Service model on Sun Belt highway lanes, the first such definitive deal by an interstate carrier.
• Thu 22nd Oct '26 · Metallurgical testing: On Oct 22, 2026, Kodiak commenced an additional metallurgical testwork program covering all seven deposits at its 100%-owned MPD copper-gold porphyry project in British Columbia, focused on flowsheet development and optimization, with results expected in Q1 2027 to feed a planned resource update.
• Tue 20th Oct '26 · Operations milestone: On Oct 20, 2026, Kodiak's Permian Basin driverless truck ran a record 64 consecutive days unsupervised, with the broader Atlas Energy Solutions fleet surpassing 40,000 cumulative driverless hours.
• Thu 8th Oct '26 · New route: On Oct 8, 2026, Kodiak and Charger USA launched autonomous trucking between Dallas and Laredo, Kodiak's first route into the highest-volume U.S. commercial land port, still running with a safety driver.
• Tue 6th Oct '26 · Readiness update: On Oct 6, 2026, Kodiak said its long-haul Autonomy Readiness Measure reached 96%, reaffirming a planned year-end unsupervised driverless highway launch.
• Fri 7th Aug '26 · Earnings/filing: Kodiak's Q2 2026 10-Q disclosed substantial doubt about its ability to continue as a going concern, a widening $43.7M quarterly operating loss, and funding visible only into Q2 2027, even as revenue surged 596% YoY to $3.5M.
• Tue 9th Jun '26 · Registration: Registered 30.77M shares for sale on Form S-1.
• Fri 8th May '26 · Offering: Raised $100.00M in gross proceeds through a private placement (PIPE), with warrants over 15.38M shares.
• Fri 21st Nov '25 · Registration: Registered 184.79M shares for sale on Form S-1.