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Kodiak AI (KDK) investor relations material
Kodiak AI Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary12 Nov, 2025
Executive summary
Achieved first quarter as a public company after a reverse recapitalization merger and Nasdaq listing, with $171.2M in gross proceeds to support growth.
Deployed 10 fully driverless trucks, doubling the fleet from Q2, and surpassed 5,200 paid driverless hours and 3 million autonomous miles.
Launched and scaled the Driver-as-a-Service (DaaS/DAS) model, with Atlas as the first customer and recurring revenue doubling quarter-over-quarter.
Achieved major technology and safety milestones, including top Nauto VERA safety scores and a 53%+ reduction in remote assistance needs.
Expanded partnerships, completed first Roush-built driverless truck delivery, and received regulatory waivers.
Financial highlights
Q3 2025 revenue was $0.8M, up 93% year-over-year and 53% quarter-over-quarter; nine-month revenue reached $2.74M.
Net loss for Q3 2025 was $(269.9)M, including significant non-cash and one-time charges from merger and financing activities.
GAAP operating loss for Q3 was $(30)M; non-GAAP operating loss was $(24.7)M.
Free cash flow for the nine months ended September 30, 2025, was $(82.1)M; Q3 free cash flow was $(40.0)M.
Ended Q3 with $146.2M in cash and equivalents, bolstered by SPAC and Series A preferred proceeds.
Outlook and guidance
On track to fulfill the 100-truck Atlas order by end of 2026, with meaningful quarter-over-quarter revenue growth expected.
Preparing for long-haul driverless operations launch in H2 2026 and scaling DaaS deployments.
Expects continued losses and increased expenses as business scales, with additional funding likely required within a year.
More detailed FY2026 guidance to be provided in the next earnings call.
Progress on 100 Atlas Energy trucks
How will recurring revenue drive profitability?
Long-haul driverless operations launch timeline
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