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Kodiak AI (KDK) guidance and outlook
Kodiak AI (KDK) gave its guidance on Nov 5, 2026: Revenue +286% for FY2026. Kodiak AI's 10-Q filed Nov 6, 2026 makes 34 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | FY2026 | +286% | new |
From the earnings release filed Nov 5, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 6, 2026
- We expect to continue to operate using a Driver-as-a-Service (“DaaS”) business model, which we launched in December 2024 in connection with our partnership with Atlas Energy Solutions (“Atlas”).
- By integrating the Kodiak Driver into customer-owned fleets, we expect to build an asset-light business that can scale with our customers’ growth.
- Our business model has evolved and will continue to evolve in parallel with the growth of our business.
- As we expand deployments under the DaaS model, we expect a shift in our cost structure to an asset-light business model.
- We expect to continue to own and operate a limited fleet of trucks to support the continued development of the Kodiak Driver and continued business development efforts.
- In the near term, we expect our costs will continue to reflect the use of Kodiak-owned trucks.
- Over time, we expect customer-owned vehicles will represent a larger share of the deployed fleet, supporting a leaner, more capital-efficient and increasingly asset-light operating model.
- We also anticipate a shift in capital allocation, moving from an initial focus on technology development toward scaling operations.
- As we grow, we expect to benefit from economies of scale driven by operational efficiencies and continued platform refinement.
- We anticipate scaling our deployment with Atlas over the course of 2026 and beyond.
- Delays in our deployment timelines could result in Kodiak failing to achieve revenue and profitability targets.
- As we scale our DaaS model, we aim to transition our customers away from delivering freight on Kodiak-owned and -operated trucks to customer-owned and -operated trucks.
Kodiak AI's latest quarter
Kodiak AI, Q3 2026: revenue $3.0M (+286% year over year), net earnings $27.4M, operating cash flow −$35.2M. The chart follows the revenue to costs, profit and cash.
Questions
Did Kodiak AI raise or lower its guidance?
Kodiak AI (KDK) gave its guidance on Nov 5, 2026: Revenue +286% for FY2026.
What does Kodiak AI expect?
We expect to continue to operate using a Driver-as-a-Service (“DaaS”) business model, which we launched in December 2024 in connection with our partnership with Atlas Energy Solutions (“Atlas”). By integrating the Kodiak Driver into customer-owned fleets, we expect to build an asset-light business that can scale with our customers’ growth. Our business model has evolved and will continue to evolve in parallel with the growth of our business.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.