)
Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
Kodiak AI (KDK) investor relations material
Kodiak AI IPO filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.IPO filing summary13 Nov, 2025
Company overview and business model
Develops AI-powered autonomous vehicle technology for long-haul trucking, industrial trucking, and defense sectors, with a focus on the Kodiak Driver platform combining advanced software and modular hardware.
Commercializes through a Driver-as-a-Service (DaaS) model, offering per-vehicle or per-mile license fees, aiming for predictable, recurring, asset-light revenue.
Achieved first customer-owned, driverless truck deployment in December 2024 and has partnerships with major fleets and defense contracts.
As of September 30, 2025, vehicles logged over 5,200 paid driverless hours and 3 million autonomous miles.
Financial performance and metrics
For the nine months ended September 30, 2025: revenue of $2.7M (up 124% YoY), net loss of $511.8M, and cash/cash equivalents of $146.2M.
For the year ended December 31, 2024: revenue of $14.9M, net loss of $69.5M.
Significant losses driven by R&D, scaling operations, and transaction-related expenses; going concern risk disclosed.
Major revenue sources: U.S. Army contracts (historically up to 89% of revenue), Atlas Energy Solutions, and freight delivery.
DaaS revenue commenced December 2024; Atlas contract expected to drive near-term growth.
Use of proceeds and capital allocation
Will not receive proceeds from selling securityholders; may receive up to $669.2M from warrant exercises if exercised for cash.
Proceeds from warrant exercises, if any, to be used for general corporate purposes.
Current cash and equivalents not expected to meet capital requirements for at least one year; plans to seek additional funding.
Kodiak's plan to secure capital given warrant prices?
DaaS model scaling beyond Atlas; on-highway timeline?
Mitigate market impact of lock-up expiry and sales?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Kodiak AI earnings date
Q4 202525 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage