Every 8-K that Kodiak AI, Inc. (KDK) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow KDK and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full KDK filings page.
Kodiak AI, Inc. reported Q2 2026 revenue of $3.5 million, representing 91% quarter-over-quarter growth, driven by expanded driverless deployments and its Driver-as-a-Service model. GAAP loss from operations was $43.7 million, while non-GAAP loss from operations was $37.3 million after excluding stock-based compensation.
GAAP net income was $12.5 million, largely reflecting a $58.3 million gain from the change in fair value of common stock warrants, but net loss attributable to common stockholders was $37.7 million due to cumulative and deemed dividends on Series A preferred stock. Net cash used in operating activities was $34.1 million, and free cash flow was negative $38.1 million. Kodiak ended Q2 with $151.1 million in cash, cash equivalents and marketable securities and a stockholders’ deficit of $188.9 million.
Operationally, Kodiak deployed seven additional driverless trucks, bringing customer-owned driverless vehicles to 35, surpassed 40,000 Cumulative Hours of Paid Driverless Operations (up 71% from Q1), and exceeded 20,000 cumulative loads delivered (about 32% sequential growth). The new Gen7 Kodiak Driver platform offers nearly 50% more compute power and about 50% longer SensorPod lifetimes, while its BreakPoint AI system can run over one million simulations per hour. Kodiak reports an Autonomy Readiness Measure of 91% as of July as it targets a long-haul driverless launch by year-end.
Kodiak AI, Inc. updated compensation for its top executives. Effective July 1, 2026, CEO Don Burnette’s base salary increases from $425,000 to $525,000, and his annual bonus opportunity rises from 80% to 100% of base salary. CFO Surajit Datta and COO Michael Wiesinger each see base salary increases from $400,000 to $450,000.
The Compensation Committee also approved time‑based restricted stock unit grants under the 2025 Equity Incentive Plan with intended grant-date values of $7,000,000 for Burnette and $2,500,000 each for Datta and Wiesinger, vesting quarterly over four years with a six‑month cliff and continued service requirements.
Separately, the company and Datta agreed to cancel a stock option for 2,035,915 shares at an exercise price of $8.88 per share granted in August 2025. In consideration, Datta receives 563,063 time‑based RSUs vesting quarterly over four years from the original option vesting start date, subject to a one‑year cliff and continued service.
Kodiak AI, Inc. reported results from its 2026 annual meeting of stockholders held on June 11, 2026. Stockholders elected two Class I directors, Don Burnette and Kristin Sverchek, to serve until the 2029 annual meeting, with strong majorities of votes cast in favor of each nominee.
Stockholders also ratified the appointment of Deloitte & Touche LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026, with a large margin of approval. No other substantive business matters or financial results were disclosed.
Kodiak AI, Inc. entered into subscription agreements for a $100 million private placement of 15,384,609 common shares at $6.50 each, with accompanying five-year warrants for 15,384,609 shares exercisable at $6.00. An affiliate of Ares Management is investing about $5 million. Kodiak plans to use the proceeds for working capital and general corporate purposes.
For the quarter ended March 31, 2026, Kodiak reported revenue of $1.8 million, up 74% quarter-over-quarter, and net income of $26.5 million driven largely by a $64.7 million non-cash gain on common stock warrants, despite a $37.9 million GAAP operating loss. Free cash flow was negative $35.0 million, and cash, cash equivalents and marketable securities totaled $90.2 million at quarter end, excluding the planned PIPE proceeds.
Operationally, Kodiak expanded its fleet to 28 customer-owned fully-driverless trucks and accumulated more than 23,500 cumulative hours of paid driverless operations, a 120% increase over the end of Q4 2025.
Kodiak AI, Inc. reported fourth quarter and full year 2025 results that combine rapid operational scaling with very heavy losses. Q4 revenue was $1.1 million, up 37% from the prior quarter, driven by expanding deployment of its Kodiak Driver autonomous trucking platform.
For 2025, revenue totaled $3.8 million versus $14.9 million in 2024, while net loss widened sharply to $585.5 million, largely reflecting non-cash fair value changes and equity-related charges. Cash used in operating activities was $94.4 million, and free cash flow was negative $116.5 million, underscoring significant cash burn.
Operationally, Kodiak scaled to 20 fully driverless trucks with Atlas Energy Solutions, logged over 10,700 cumulative hours of paid driverless operations, signed a collaboration with Bosch, won a U.S. Marine Corps contract, refinanced $30 million of debt, and ended the year with $120.7 million in cash, cash equivalents and marketable securities.
Kodiak AI, Inc. entered into a new senior secured venture loan and security agreement with Horizon Technology Finance Corporation, providing a term loan facility of up to $30.0 million. The company and its subsidiary Kodiak Robotics, Inc. borrowed $30.0 million on December 31, 2025, using part of the proceeds to repay existing indebtedness with the same lender and the remainder for working capital and general corporate purposes.
The loan bears interest at the prime rate plus 3.50%, with a prime floor of 6.50%. Kodiak will make interest-only payments from February 1, 2026 through July 1, 2028, then repay principal and interest in 18 equal monthly installments until the January 1, 2030 maturity date. The borrowers paid a $300,000 commitment fee and will owe a $1.2 million final payment at payoff, and may prepay subject to a 2.0% or 1.0% premium depending on timing.
The facility is secured by substantially all of the borrowers’ assets, including intellectual property, and includes customary covenants and events of default. In connection with this transaction, Kodiak terminated its prior venture loan and security agreement dated September 28, 2022 with the same lender.
Kodiak AI, Inc. filed Amendment No. 2 to its Form 8-K to provide updated unaudited pro forma condensed combined financial information following the consummation of the business combination between Ares Acquisition Corporation II and Kodiak Robotics, Inc.
The update incorporates the Company’s financial results for the quarter ended September 30, 2025 and presents pro forma information for the nine months ended September 30, 2025 and for the year ended December 31, 2024, as set forth in Exhibit 99.1. The company stated that, aside from these pro forma updates, no other information from the prior 8-K filings is amended.
Kodiak AI’s securities are listed on Nasdaq under common stock ticker KDK and redeemable warrants ticker KDKRW, with each warrant exercisable for one share at an exercise price of $9.28.
Kodiak AI, Inc. filed an 8‑K stating it furnished a press release announcing financial results for the period ended September 30, 2025. The release, dated November 12, 2025, is included as Exhibit 99.1 and incorporated by reference.
The company notes the information under Item 2.02, including Exhibit 99.1, is furnished and not deemed filed under Section 18 of the Exchange Act. Kodiak AI’s securities listed on Nasdaq include Class A common stock (symbol KDK) and redeemable warrants (symbol KDKRW) exercisable for one share at an exercise price of $9.28.
Kodiak AI, Inc. announced Warrant Adjustments to its outstanding warrants, effective after the close of trading on October 20, 2025. The Company notified holders on October 21, 2025, covering 24,999,990 publicly traded warrants and 14,300,000 private placement warrants, each exercisable for shares of common stock.
The adjustments were made under Section 4.3.2 of the Warrant Agreement following the business combination with Kodiak Robotics, Inc. and AAC II Merger Sub, Inc. The triggers included issuing equity at a Newly Issued Price of less than $9.20 per share, aggregate gross proceeds from such issuances representing more than 60% of total equity proceeds (net of redemptions), and a Market Value over a 20‑day period below $9.20 per share. The Market Value was determined to be $8.07 per share.
A Warrant Adjustment Notice dated October 21, 2025 was filed as Exhibit 99.1.