Kodiak AI: Major Delay And Dilution

Kodiak AI faces a significant delay in its flagship 100-truck Atlas order, pushing the anticipated revenue growth ramp to 2027. Q1 revenue of $1.83 million beat estimates, but operating losses doubled year over year to nearly $38 million amid heavy cash burn. Equity dilution accelerated with a 15.38 million share sale at $6.50, lowering warrant and convertible exercise prices and expanding potential future share count.

Seeking Alpha • 12 hours ago

Kodiak AI Q1 Earnings Call Highlights

Kodiak AI NASDAQ: KDK executives used the company's first-quarter fiscal 2026 earnings call to highlight a $100 million capital raise, progress scaling paid driverless operations, and new partnerships spanning long-haul trucking, industrial applications, and defense.

MarketBeat • May 8, 2026

Kodiak AI raises $100M at a steep discount, sending its stock tumbling 37%

Kodiak AI's stock tumbled 37% in after-hours trading Thursday after the self-driving truck startup disclosed it had raised $100 million by selling shares at a steep discount — a sign that investors were willing to back the company but not at its current market price.

TechCrunch • May 7, 2026

Kodiak AI Reports First Quarter 2026 Results; Announces $100 Million PIPE Financing

Kodiak Driver deployed in eight additional fully-driverless trucks, for a total of 28 Customer-Owned Driverless Vehicles at the end of Q1 Kodiak Driver-powered trucks accumulated more than 23,500 hours of Cumulative Hours of Paid Driverless Operations, representing a 120% increase over the end of Q4 2025 MOUNTAIN VIEW, Calif., May 07, 2026 (GLOBE NEWSWIRE) -- Kodiak AI, Inc. (Nasdaq: KDK), a leading provider of Physical AI-powered autonomous vehicle technology, today announced results for the first quarter of the year, which ended March 31, 2026.

GlobeNewsWire • May 7, 2026

Kodiak AI Launches International Autonomous Trucking Operations and Enters Logging Industry

Kodiak Driver will haul timber from forest sites in Alberta, Canada later this year Kodiak Driver will haul timber from forest sites in Alberta, Canada later this year

GlobeNewsWire • May 7, 2026

Kodiak Begins Hauling Freight Autonomously With Roehl Transport

Kodiak and Roehl Transport launch autonomous freight service four times per week between Dallas and Houston Kodiak and Roehl Transport launch autonomous freight service four times per week between Dallas and Houston

GlobeNewsWire • May 7, 2026

Kodiak AI and General Dynamics Land Systems Form Strategic Collaboration For Autonomous Ground Vehicles

The companies are integrating Kodiak's AI-powered virtual driver into ruggedized platforms to create autonomous military vehicles at scale

GlobeNewsWire • May 7, 2026

Bosch and Kodiak AI Execute Toward Scaled Production of Autonomous Trucking Hardware

Companies have integrated sensors into Kodiak's SensorPods and are validating components for production-grade autonomous platform Kodiak SensorPods featuring Bosch sensors will be on display at the Bosch ACT Expo 2026 booth in Las Vegas LAS VEGAS and MOUNTAIN VIEW, Calif., April 30, 2026 (GLOBE NEWSWIRE) -- Kodiak AI, Inc. ("Kodiak”) (Nasdaq: KDK), a leading provider of Physical AI-powered autonomous vehicle technology, today announced that Bosch, a global leader in technology and services, has begun delivering critical hardware components to Kodiak as part of the companies' autonomous driving technology strategic collaboration.

GlobeNewsWire • Apr 30, 2026

Kodiak AI Names Tim Guin and Natalie Draisin To Industry Advisory Council

MOUNTAIN VIEW, Calif. , April 23, 2026 (GLOBE NEWSWIRE) -- Kodiak AI, Inc. ("Kodiak”) (Nasdaq: KDK), a leading provider of Physical AI-powered autonomous vehicle technology, today announced additions to its Industry Advisory Council, welcoming new members Tim Guin and Natalie Draisin.

GlobeNewsWire • Apr 23, 2026

Kodiak to Report First Quarter 2026 Results on May 7, 2026

MOUNTAIN VIEW, Calif., April 20, 2026 (GLOBE NEWSWIRE) -- Kodiak AI, Inc. (Nasdaq: KDK), a leading provider of Physical AI-powered autonomous vehicle technology, today announced that it will release its first quarter 2026 results after the market closes on Thursday, May 7, 2026.

GlobeNewsWire • Apr 20, 2026