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KDK · Kodiak AI, Inc. · Earnings Call Transcripts & Audio

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$1.92 -0.21 (-9.86%) At close · Sep 30
Rebalance outlook locked
Going-concern doubt — flagged Aug 7, 2026

Substantial doubt about the company's ability to continue as a going concern.

“These factors in the aggregate raise substantial doubt regarding the Company's ability to continue as a going concern for at least one year after the filing date of these condensed consolidated financial statements, and management's plans do not alleviate this substantial doubt.”
View the 10-Q filed Aug 7, 2026
Market Cap
$487.50M
Shares
200.62M
Volume · Sep 30 15.6M Avg daily vol (3M) 1.89M

Kodiak AI, Inc. Earnings Call Transcripts

Quarterly earnings calls for Kodiak AI, Inc. (KDK), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲92.5% $770,000 −$269.94M '25 Q3 25-11-12 · $1.05M −$73.68M '25 Q4 26-03-10 ▲24.4% $1.83M $26.49M '26 Q1 26-05-07 LATEST ▲595.6% $3.50M $12.48M '26 Q2 26-08-06
Earnings call
FY26 · Q2
2026-08-06
Kodiak AI, Inc. (KDK) Q2 2026 Earnings Call Transcript
Confident tone Driverless fleet deployment and scale Long-haul driverless launch readiness Atlas customer partnership and Permian expansion
Revenue
$3.50M
▲ 595.6% YoY
Diluted EPS
$-0.50
Rev · 6q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Conference
Investor event
2026-05-27
Kodiak AI, Inc. (KDK) May 2026 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q1
2026-05-07
Kodiak AI, Inc. (KDK) Q1 2026 Earnings Call Transcript
Confident tone Industrial / Off-Road Expansion OEM Platform Diversification Driverless Truck Deployment & Scaling
Revenue
$1.83M
▲ 24.4% YoY
Diluted EPS
$0.10
Rev · 5q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-03-10
Kodiak AI, Inc. (KDK) Q4 2025 Earnings Call Transcript
Confident tone Geographic & Vertical Expansion Long-Haul Driverless Launch 2026 Physical AI Platform & Compute
Revenue
$1.05M*
Rev · 4q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-11-12
Kodiak AI, Inc. (KDK) Q3 2025 Earnings Call Transcript
Confident tone Driverless deployment & safety case Technology differentiation Verticals & customer roster
Revenue
$770,000
▲ 92.5% YoY
Diluted EPS
$-3.89
Rev · 4q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–5 of 5 earnings calls
Key facts CIK 1853138 CUSIP 500081104 13F (30d) 4 filings 4 filers Visit website Investor relations