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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.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.
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