Every material Form 8-K Kodiak AI, Inc. has filed with the SEC since July 02, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Kodiak AI reported third-quarter 2026 results for the period ended September 30, 2026. Revenue rose to $2.97 million from $770,000 a year earlier, but the operating loss widened to $50.4 million, and the company posted net income of $27.4 million only because of a $78.2 million non-cash gain on the fair value of common stock warrants.
Q3 revenue was $2.97 million versus $770,000 in Q3 2025; the CFO attributed growth to Driver-as-a-Service operations and a one-time Defense contribution.
Loss from operations was $50.4 million versus $30.0 million a year earlier; non-GAAP loss from operations was $41.6 million.
Net income of $27.4 million compared with a net loss of $269.9 million in Q3 2025, driven by the warrant fair value gain.
Free cash flow was negative $38.0 million, and cash and marketable securities totaled $113.6 million at quarter-end.
Kodiak AI reported second-quarter 2026 revenue of $3.5 million, up from $503 thousand a year earlier, and net income of $12.5 million, compared with a net loss of $113.7 million in the same quarter of 2025. The net income came mainly from a $58.3 million non-cash gain on the fair value of common stock warrants, while the operating loss widened to $43.7 million and free cash flow was negative $38.1 million.
Q2 2026 revenue was $3.5 million versus $503 thousand in Q2 2025.
Net income was $12.5 million, helped by a $58.3 million gain on the change in fair value of common stock warrants.
Loss from operations was $43.7 million, up from $25.3 million a year earlier.
Ended Q2 with $151.1 million in cash, cash equivalents and marketable securities; Q2 free cash flow was negative $38.1 million.
Following a review by its independent compensation consultant and Compensation Committee, Kodiak AI raised base salaries for CEO Don Burnette, CFO Surajit Datta and COO Michael Wiesinger, effective July 1, 2026, and approved time-based RSU grants for the three executives. The company also cancelled Datta's 2025 stock option by mutual agreement and replaced it with a smaller RSU grant; the filing does not quantify the resulting effect on share count or expense.
Burnette's base salary rose from $425,000 to $525,000, and his annual bonus opportunity rose to up to 100% of base salary from 80%.
Datta's and Wiesinger's base salaries each rose from $400,000 to $450,000, effective July 1, 2026.
Intended grant-date values of RSUs are $7,000,000 for Burnette and $2,500,000 each for Datta and Wiesinger, vesting quarterly over four years with a six-month cliff.
Datta's option for 2,035,915 shares at $8.88, granted August 27, 2025, was cancelled and replaced with 563,063 RSUs.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Kodiak AI, Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →