Welcome to our dedicated page for Kodiak AI news (Ticker: KDK), a resource for investors and traders seeking the latest updates and insights on Kodiak AI stock.
Kodiak AI, Inc. develops Physical AI-powered autonomous vehicle technology centered on the Kodiak Driver, a virtual driver that combines AI software with modular, vehicle-agnostic hardware. Company news commonly covers autonomous freight operations, customer deployments, industrial trucking use cases, hardware production work, and collaborations tied to long-haul trucking, resource-road hauling, defense ground vehicles, and aerospace applications.
Recurring updates also include financial results, financing activity, commercial partnerships, operational design-domain expansion, advisory and governance developments, and progress toward scaling driverless trucking across customer-owned and operated vehicles.
Kodiak AI (Nasdaq: KDK) announced Feb. 11, 2026 that the U.S. Marine Corps awarded a contract to integrate the Kodiak Driver into the ROGUE-Fires Remotely Operated Ground Unit for Expeditionary Fires carrier ground vehicle.
The integration aims to extend operational reach, improve tempo, and reduce risk to Marines by demonstrating Kodiak’s modular, dual-use autonomous driving system across unstructured and unmapped environments.
Kodiak (Nasdaq: KDK) will report fourth quarter and full year 2025 results after market close on March 10, 2026. Management will host a conference call the same day at 5:00 PM ET (2:00 PM PT) and provide a live audio webcast and replay on the company's Investor Relations site.
Kodiak AI (Nasdaq: KDK) will present at the Stifel 2026 Transportation & Logistics Conference on February 10, 2026 at 7:40 AM PT / 10:40 AM ET. According to the company, a live and archived webcast will be available on Kodiak’s investor relations website for viewers and investors.
Kodiak (Nasdaq: KDK) announced a strategic agreement with Bosch to collaborate on a production-grade, redundant autonomous trucking platform that integrates hardware, firmware, and software interfaces to scale the Kodiak Driver for factory-line and upfitter deployment.
Bosch will supply production-grade hardware components, including sensors and vehicle actuation elements such as steering technologies, and will support development and manufacturing scale-up. A Kodiak Driver-powered autonomous truck will be on display at CES 2026 (Jan 6–9) in Bosch booth 16203.
Kodiak AI (Nasdaq: KDK) completed a new $30.0 million senior secured term loan with Horizon Technology Finance, drawn at closing, that replaces its prior facility.
The facility lowers the interest spread by 200 basis points, sets interest at prime + 3.50% with a prime floor of 6.50% (implying a minimum rate of 10.00%), extends the maturity to Jan 1, 2030, and establishes an interest-only period Feb 1, 2026–Jul 1, 2028 followed by 18 monthly amortizing payments beginning Aug 1, 2028.
Prepayment premiums are 2.0% if prepaid within 24 months and 1.0% thereafter. The company said the transaction increases liquidity, reduces near-term cash outflows, and extends its cash runway to support strategic priorities.
Kodiak AI (NASDAQ: KDK) and Verizon Business announced a commercial agreement on Dec 18, 2025 to integrate Verizon 5G/LTE connectivity, IoT telematics and ThingSpace fleet management with Kodiak’s AI-powered Kodiak Driver.
Key capabilities include Assisted Autonomy (remote human assistance in defined low-speed scenarios), camera and sensor telemetry, centralized ThingSpace monitoring, and custom 5G/LTE data plans for over-the-air software updates and near‑real‑time vehicle-to-command communications to support up to 24/7 driverless operations.
Kodiak AI (Nasdaq: KDK) reported third quarter 2025 results on Nov 12, 2025, marking its first quarter as a public company after completing a business combination and beginning Nasdaq trading in September 2025.
Key operational metrics: 10 fully driverless trucks deployed (100% QoQ increase), over 5,200 cumulative paid driverless hours (+166% QoQ), > 3 million autonomous miles driven, and > 10,000 customer loads delivered. Kodiak ended Q3 with $146.2 million in cash and cash equivalents. Additional highlights include top safety score from Nauto, regulatory waiver for warning beacons, new generative AI features, manufacturing and supplier partnerships, and commencement of double-trailer hauling in industrial operations.
Kodiak AI (Nasdaq: KDK) expanded its partnership with ZF on Nov 4, 2025, to purchase 100 redundant steering systems for Kodiak Driver-equipped driverless trucks.
The order covers ZF technologies including the redundant ReAX adaptive electronic steering assist and next-generation Electric Power Steering, which Kodiak began integrating earlier in 2025. Kodiak’s sixth-generation truck (unveiled Jan 2024) already used ZF redundant steering actuators to switch to a secondary actuator on primary failure. ZF built dedicated production capacity and Kodiak’s manufacturing partner Roush upfits trucks with ReAX at its Livonia, Michigan plant.
Kodiak (Nasdaq: KDK) will release third quarter 2025 results after market close on Wednesday, November 12, 2025. Management will host a conference call the same day at 5:00 PM ET / 2:00 PM PT. Investors can join via a registration link or listen to a live audio webcast on the company's Investor Relations page at https://kodiak.ai/investors. An audio replay will be posted on the same site.
Kodiak (Nasdaq: KDK) achieved a VERA Score® of 98, tying for the top safety score among more than 1,000 commercial fleets evaluated by Nauto on October 16, 2025. The Kodiak Driver recorded sub-scores of Inattentive Driving 100, High-Risk Driving 100, Traffic Violations 100, and Aggressive Driving 95. By comparison, Nauto reports average VERA Scores of 78 for Nauto-equipped fleets and 63 for fleets without Nauto technology. Nauto cites a 21% average collision-rate reduction per 10-point VERA improvement.