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Kodiak AI reports Q3 EPS ($3.89) vs. (33c) last year

Reports Q3 revenue $770,000, consensus $466,670. “Our first quarter as a public company marks an exciting milestone for Kodiak,” said Don Burnette, Founder and Chief Executive Officer of Kodiak. “We are incredibly proud of our accomplishments during the quarter as we delivered strong operational and financial results. We are generating revenue and scaling our business. By the end of the third quarter, we deployed the Kodiak Driver in 10 fully driverless trucks, representing a 100% increase from the second quarter. We remain on track to deploy our initial commitment of 100 driverless trucks to Atlas Energy Solutions. We are executing on our customer and product roadmap while developing critical operational expertise, fueling our customer pipeline. We have also made meaningful progress toward closing our long-haul safety case, and anticipate launching long-haul driverless operations in the second half of 2026.”

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