Kodiak AI

KDK

Market cap $1.71B

Don Burnette, CEO of Kodiak AI (KDK), returns to the Watch List to discuss the company's partnership with Bosch to scale its driverless truck fleet. While physical AI will take time to develop, Don expects this partnership to accelerate the process for autonomous driving.

Kodiak AI said on Monday it has partnered with Bosch to ramp up manufacturing of autonomous trucking hardware and sensors, as the self-driving truck company looks to move from pilot deployments toward large-scale commercial rollout.

Kodiak will collaborate with Bosch on a production-grade, redundant platform that integrates the hardware, firmware, and software interfaces required to bring Kodiak's AI-powered driver to autonomous trucks at scale

New, increased $30M debt facility reduces interest rate by 200 basis points, and extends debt maturity from 2026 to 2030 New financing further extends Kodiak's cash runway, enabling the Company to more effectively deliver on its strategic priorities Transaction strengthens Kodiak's liquidity position and provides enhanced financial flexibility MOUNTAIN VIEW, Calif., Dec. 31, 2025 (GLOBE NEWSWIRE) -- Kodiak AI, Inc. (“Kodiak” or the “Company”) (Nasdaq: KDK), a leading provider of AI-powered autonomous driving technology, today announced the completion of the establishment of a new debt facility with Horizon Technology Finance Corporation (the “Lender”) (Nasdaq: HRZN) as noted in a Form 8-K that was filed today with the SEC.

What you need to know: Kodiak AI offers 24/7 autonomous driver as a service capability using its AI-powered virtual driver in long-haul trucking, industrial trucking, and defense applications Verizon is providing 5G telematics and ThingSpace IoT management solutions to help enable Kodiak's operating model and manage massive amounts of data generated from its driverless trucks Watch the video to see how it works. Key capabilities include camera and sensor telemetry for Assisted Autonomy, centralized fleet and data management via ThingSpace, and custom 5G and LTE data plans for over-the-air software updates and wireless connectivity between trucks and command centers.

Kodiak AI, Inc. is rated a Buy, offering early-stage exposure to autonomous trucking with a $1B market cap and asset-light, scalable DaaS model. Kodiak is the leading force in the commercialization of autonomous freight, strategically pursuing the $4 trillion trucking TAM while expanding its footprint into industrial and defense sectors. While recent Q3 adjusted financial results were roughly inline, the company demonstrated strong momentum, doubling its customer-owned driverless trucks and tripling paid autonomous hours quarter-over-quarter.

Kodiak Copper Corp. (KDK:CA) Discusses Maiden Mineral Resource Estimate and Development Outlook for MPD Project Transcript

Kodiak AI, Inc. ( KDK ) Q3 2025 Earnings Call November 12, 2025 5:00 PM EST Company Participants Lauren Harper Don Burnette - Founder, CEO & Director Surajit Datta - Chief Financial Officer Conference Call Participants Michael Ward - Citigroup Inc., Research Division Andres Sheppard-Slinger - Cantor Fitzgerald & Co., Research Division James McIlree - Chardan Capital Markets, LLC, Research Division Mike Latimore - Northland Capital Markets, Research Division Nancy Hipp - Morgan Stanley, Research Division Itay Michaeli - TD Cowen, Research Division Presentation Operator Thank you for standing by, and welcome to Kodiak's Third Quarter 2025 Earnings Conference Call. [Operator Instructions].

Kodiak AI reported third quarter results that were roughly in-line with Wall Street estimates.

The Kodiak Driver is now deployed in 10 fully driverless trucks, representing a 100% increase over Q2 Kodiak Driver-powered trucks accumulated a total of over 5,200 Cumulative Hours of Paid Driverless Operations through Q3, representing a 166% increase from the end of Q2 Kodiak successfully closed its business combination with Ares Acquisition Corporation II and began trading on Nasdaq under the ticker symbol “KDK” in September 2025 MOUNTAIN VIEW, Calif., Nov. 12, 2025 (GLOBE NEWSWIRE) -- Kodiak AI, Inc. (“Kodiak” or the “Company”) (Nasdaq: KDK), a leading provider of artificial intelligence (“AI”)-powered autonomous vehicle technology, today announced results for the third quarter, which ended September 30, 2025.