Kodiak AI Inc
kodiak.aiWhat Do They Do?
Sells driverless vehicle technology, including autonomous-driving software and hardware, to long-haul and industrial trucking fleets and defense customers.
10-K for FY2025, filed Mar 11, 2026Kodiak is a leading provider of physical AI, with a focus on AI-powered autonomous vehicle (“AV”) technology, that is designed to help…View ↗
We serve customers in the long-haul trucking, industrial trucking, and defense industries. In December 2024, we believe we achieved a…View ↗
We are focused on delivering a purpose-built, physical AI-powered ground autonomy solution that enables reliable and efficient driverless…View ↗
How Do They Make Money?
Customers pay recurring per-vehicle or per-mile fees for the autonomy system and support, generally billed monthly; freight customers pay per mile, generally upon delivery. Military contracts have fixed fees invoiced on agreed schedules for autonomy-system deliverables.
10-K for FY2025, filed Mar 11, 2026Under its DaaS model, the Company supplies self-driving technology consisting of a highly integrated bundle of goods and services that…View ↗
The Company’s freight delivery revenues are generated from providing freight transportation services to customers in the commercial sector…View ↗
The Company provides ground autonomy solutions to a single customer in defense. Services under these contracts relate to the demonstration…View ↗
$3.8M
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10-K for FY2025, filed Mar 11, 2026
$3.8M ↗
Who Are Their Customers?
Atlas operates Kodiak Driver-powered trucks that Atlas owns; other freight customers hire Kodiak to haul freight using Kodiak-owned trucks.
10-K for FY2025, filed Mar 11, 2026We serve customers in the long-haul trucking, industrial trucking, and defense industries. In December 2024, we believe we achieved a…View ↗
We expect to continue to grow our Driver-as-a-Service (“DaaS”) business model, which we launched in December 2024 in connection with our…View ↗
In our long-haul operations, we are currently operating revenue-generating commercial operations with Kodiak-owned autonomous trucks. Since…View ↗
Do Revenues Turn Into Profits?
No. It lost $585.5M in FY2025.
10-K for FY2025, filed Mar 11, 2026
−$112.6MView ↗
10-K for FY2025, filed Mar 11, 2026
−$585.5MView ↗
10-K for FY2025, filed Mar 11, 2026
−$116.5MView ↗
How Are They Changing?
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