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Kodiak AI (KDK)
NASDAQ:KDK
US Market
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Kodiak AI (KDK) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Nov 12, 2025
After Close (Confirmed)
Period Ending
Consensus EPS Forecast
Last Year’s EPS
Same Quarter Last Year
Based on 5 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 12, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
Kodiak demonstrated strong operational progress, doubling its fleet of driverless trucks and significantly increasing driverless operation hours. Strategic partnerships and safety recognitions further emphasize positive developments. However, financial challenges persist with negative free cash flow and operating losses, while the government shutdown introduces uncertainties for defense contracts.
Company Guidance
During Kodiak's Third Quarter 2025 Earnings Call, the company provided guidance for the fiscal fourth quarter and full fiscal year 2025, emphasizing several key metrics and strategic initiatives. Kodiak reported a 53% quarter-over-quarter revenue growth, reaching $0.8 million, primarily driven by the Driver-as-a-Service (DaaS) model, which contributed to a 100% increase in customer-owned driverless trucks. The company highlighted the achievement of 5,200 cumulative hours of paid driverless operations, representing a 166% increase from Q2, and over 3 million autonomous miles driven, delivering more than 10,000 loads, a 21% increase over the previous quarter. Kodiak's long-term goals include scaling their operations across long-haul, industrial, and defense verticals, with plans to launch driverless long-haul operations in the second half of 2026. The company expects to end 2025 with customer-owned and operated driverless trucks in the mid- to high teens and projects Q4 free cash flow to be in the range of negative $36 million to negative $38 million. They aim to fulfill an initial order of 100 Kodiak-equipped trucks, which is anticipated to drive a meaningful increase in quarterly revenue. Additionally, Kodiak reported a long-haul Autonomous Readiness Measure (ARM) of 78%, indicating progress toward their driverless safety case completion, with expectations for steady advancement in anticipation of their 2026 long-haul deployment.
Doubling of Driverless Trucks in Operation
During Q3, Kodiak deployed the Kodiak driver in an additional 5 trucks owned by Atlas Energy Solutions, reaching a total of 10 driverless trucks. This represents a 100% increase over Q2.
Significant Increase in Paid Driverless Operations
Kodiak completed over 5,200 cumulative hours of paid driverless operations, a 166% increase from the end of Q2.
Expansion of Partnerships
Expanded partnership with ZF for redundant steering components and integration of NXP’s ISO 26262-compliant processors into The Kodiak Driver's architecture.
Recognition of Safety Excellence
Kodiak received the highest VERA safety score among over 1,000 fleets in Nauto’s network.
Revenue Growth
Q3 revenue was $0.8 million, a 53% growth over the prior quarter, driven by the increase in Driver-as-a-Service revenue.

Kodiak AI (KDK) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

KDK Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Nov 12, 2025
2025 (Q3)
-0.28 / -3.89
0.111-3604.50% (-4.00)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

KDK Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 12, 2025
$8.00$6.52-18.50%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Kodiak AI (KDK) report earnings?
Kodiak AI (KDK) is schdueled to report earning on Nov 12, 2025, After Close (Confirmed).
    What is Kodiak AI (KDK) earnings time?
    Kodiak AI (KDK) earnings time is at Nov 12, 2025, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
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