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Kodiak AI vs Fusemachines: KDK and FUSE compared
Kodiak AI is the larger company: $3.0M of revenue in its latest quarter (Q3 2026) against $1.8M for Fusemachines (Q3 2026). Kodiak AI is growing faster (+286% against +3% a year earlier).
Where the money goes: KDK and FUSE
Kodiak AI (KDK) · Q3 2026
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.
Fusemachines (FUSE) · Q3 2026
Fusemachines, Q3 2026: revenue $1.8M (+3% year over year), operating margin -125.4%, net loss $4.6M, operating cash flow −$1.3M. The chart follows the revenue to costs, profit and cash.
| Kodiak AI (KDK) | Fusemachines (FUSE) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $3.0M | $1.8M |
| Revenue growth, Y/Y | +286% | +3% |
| Operating margin | n/m | -125.4% |
| Net earnings | $27.4M | −$4.6M |
| Net margin | 923.3% | -250.6% |
| Operating cash flow | −$35.2M | −$1.3M |
Where the revenue comes from
Fusemachines
- AI Solutions: $1.8M (99%)
- AI Education Services: $20K (1%)
Questions
Which is bigger, Kodiak AI or Fusemachines?
Kodiak AI is the larger company: $3.0M of revenue in its latest quarter (Q3 2026) against $1.8M for Fusemachines (Q3 2026).
Is Kodiak AI or Fusemachines growing faster?
Kodiak AI is growing faster (+286% against +3% a year earlier).
More: Kodiak AI earnings · how Kodiak AI makes money · Fusemachines earnings · how Fusemachines makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 6, 2026; 10-Q filed Nov 3, 2026). Fiscal quarters can end on different dates. Not investment advice.