Filing Flows › Kodiak AI (KDK) › Q3 2026 › vs Q2 2026
Kodiak AI (KDK) Q3 2026 vs Q2 2026 (quarter over quarter)
Kodiak AI's revenue fell $530K (-15%) from $3.5M in Q2 2026 to $3.0M in Q3 2026.
Kodiak AI, Q3 2026: revenue $3.0M (+286% year over year), net earnings $27.4M, operating cash flow −$35.2M. The chart draws each line against Q2 2026, the increases inside each band.
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| Revenue | $3.0M | $3.5M | −$530K | -15% |
| Other income, net | $77.8M | $56.2M | $21.6M | +38% |
| Income tax benefit | $1K | −$14K | $15K | — |
| Costs & expenses | $80.8M | $59.7M | $21.1M | +35% |
| Operating costs | $53.3M | $47.2M | $6.2M | +13% |
| Net earnings | $27.4M | $12.5M | $14.9M | +120% |
| Research & development | $25.4M | $22.7M | $2.7M | +12% |
| Sales & marketing | $1.9M | $1.4M | $500K | +36% |
| General & admin | $14.5M | $12.4M | $2.1M | +17% |
| Other operating costs | $11.5M | $10.6M | $858K | +8% |
| Operating cash sources | $73.4M | $54.6M | $18.8M | +34% |
| Depreciation & amortization | $1.9M | $1.6M | $300K | +19% |
| Share-based compensation | $8.8M | $6.4M | $2.4M | +38% |
| Cash used in operations | $35.2M | $34.1M | $1.1M | +3% |
| Working capital & other | $73.4M | $54.6M | $18.8M | +34% |
Questions
How much did Kodiak AI's revenue grow quarter over quarter in Q3 2026?
Kodiak AI's revenue fell $530K (-15%) from $3.5M in Q2 2026 to $3.0M in Q3 2026.