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Kodiak AI (KDK) Q1 2026 earnings results (first quarter 2026)
10-Q filed May 8, 2026
Kodiak AI (KDK) reported revenue of $1.8M for the first quarter 2026 (Q1 2026), +24% from a year earlier and +74% from the quarter before.
Kodiak AI, Q1 2026: revenue $1.8M (+24% year over year), net earnings $26.5M, operating cash flow −$29.5M. The chart follows the revenue to costs, profit and cash.
| Q1 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $1.8M | +74% | +24% |
| Operating profit | −$37.9M | — | — |
| Net earnings | $26.5M | — | +785% |
| Operating cash flow | −$29.5M | — | — |
What changed
Revenue was $1.8M in Q1 2026, up 24% year over year and up 74% from the previous quarter.
Operating costs exceeded revenue by $37.9M, an operating margin of -2068.4%. Total costs grew 98% against revenue growth of 24%. The fastest-growing cost line was General & admin (+142%). Net earnings were $26.5M. The effective tax rate was 0.0%. Non-operating items added $64.3M, 243% of pre-tax earnings, so the bottom line overstates operating performance.
Operating cash flow was −$29.5M. Non-cash charges added back $1.4M of depreciation and amortization and $6.0M of share-based compensation. Working capital and other items used $63.4M. Capital expenditures of $5.5M exceeded it, leaving free cash flow of −$35.0M.
Questions
What was Kodiak AI's revenue in the first quarter 2026?
Kodiak AI (KDK) reported revenue of $1.8M for the first quarter 2026 (Q1 2026), +24% from a year earlier and +74% from the quarter before.
Source: Kodiak AI 10-Q on SEC EDGAR.