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+13.28%
Close of 9 Nov 2026, in USD
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About Kodiak AI
From its filings with the US Securities and Exchange Commission
Kodiak AI is based in Mountain View, California and is incorporated in Delaware. Its shares trade on Nasdaq under the ticker KDK. The SEC classifies its business as computer integrated systems design. In the fiscal year to 31 December 2025, it reported revenue of $3.8m and a net loss of $585.5m. At that date it held total assets of $159.4m and shareholders' equity of −$283.1m.
Kodiak is a leading provider of physical AI, with a focus on AI-powered autonomous vehicle (“AV”) technology, that is designed to help tackle some of the toughest driving jobs. Our driverless solution can help address the critical problem of safely transporting goods in the face of unprecedented supply chain challenges. We believe that driverless trucks can enhance road safety, improve truck utilization, reduce costs, expand margins for fleet owners, alleviate supply chain pressures and create better jobs for truck drivers.
Kodiak’s vision is to become the trusted world leader in physical AI. We are committed to a safer and more efficient future for all through the commercialization of driverless trucking at scale. To that end, we developed the Kodiak Driver, a virtual driver that combines advanced AI-powered software with modular and vehicle-agnostic hardware designed to help address our customers’ needs. The Kodiak Driver is a unified physical AI system powered by multiple parallel neural nets that continuously learns and adapts across domains for efficient, scalable autonomy.
The Kodiak Driver is not just an idea—it is operating without a human driver today. As of December 31, 2025, Kodiak Driver-powered vehicles have logged over 10,700 Cumulative Hours of Paid Driverless Operations.
Quoted from its 10-K, filed 11 Mar 2026. Read the filing on SEC.gov ↗
Company facts
- Sector
- N/A
- Industry
- N/A
- Listed since
- 21 Apr 2023
- Employees
- 341
- Head office
- 1049 TERRA BELLA AVENUE, MOUNTAIN VIEW, CA, 94043
- Incorporated in
- DE
- Classification
- Services-Computer Integrated Systems Design
- Filer status
- Accelerated filer<br>Emerging growth company
Leadership
Pay as last reported
- Mr. David KaplanCo-Chairman of the Board, Chief Executive Officer
- Mr. Michael AroughetiCo-Chairman of the Board
- Mr. Jarrod PhillipsChief Financial Officer
- Ms. Allyson SatinChief Operating Officer
- Mr. Peter OgilvieExecutive Vice President - Strategy
- Mr. Brad ColemanIndependent Director$150,000
- Mr. David HirzIndependent Director$150,000
- Ms. Felicia ThorntonIndependent Director$150,000
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 0
- Environment
- 0
- Social
- 0
- Governance
- 0
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Kodiak AI Inc has a strong presence in the US market with 341 employees.
- The company's IPO on April 21, 2023, provided significant capital for growth.
- Ares Acquisition Corp. II is a special purpose acquisition company focused on strategic mergers.
Weaknesses
- The company's headquarters in New York City may increase operational costs.
- Ares Acquisition Corp. II has no established business operations yet.
- The firm's reliance on a single IPO for funding poses financial risks.
Opportunities
- Expanding into the Information Technology sector offers growth potential.
- The US market provides a large customer base for AI solutions.
- Strategic partnerships with established firms can drive innovation.
Threats
- Competition from other special purpose acquisition companies in the US.
- Regulatory changes in the Financials sector could impact operations.
- Economic downturns may reduce investment in AI technology.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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