Core Viewpoint - Kodiak AI is a leading provider of AI-powered autonomous vehicle technology, focusing on addressing supply chain challenges through driverless trucking solutions [2]. Group 1: Company Overview - Kodiak AI was founded in 2018 and aims to become the trusted world leader in autonomous ground transportation [2]. - The company has developed the Kodiak Driver, a virtual driver that integrates advanced AI software with modular, vehicle-agnostic hardware [2]. - Kodiak AI serves both commercial trucking and public sector customers, with a commitment to a safer and more efficient future through the commercialization of driverless trucking at scale [2]. Group 2: Recent Developments - Kodiak AI will present at the Stifel 2026 Transportation & Logistics Conference on February 10, 2026, at 7:40 am PT/10:40 am ET [1]. - In 2024, Kodiak AI achieved a milestone by deploying customer-owned and operated driverless trucks in commercial service [2]. - The Kodiak Driver is currently operational without a human driver, demonstrating the company's technological advancements [2].

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Table of Contents As filed with the Securities and Exchange Commission on November 13, 2025 Registration No. 333-290832 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT Under The Securities Act of 1933 KODIAK AI, INC. (Exact name of registrant as specified in its charter) (State or Other Jurisdiction of Incorporation or Organization) Delaware 7373 98-1592112 (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Ide ...

Core Insights - Kodiak AI, Inc. will release its Q3 2025 results on November 12, 2025, after market close [1] - A conference call to discuss the results will be held on the same day at 5:00 PM ET [1][2] Company Overview - Kodiak AI, founded in 2018, specializes in AI-powered autonomous vehicle technology aimed at addressing complex driving tasks [3] - The company’s driverless solution is designed to tackle supply chain challenges by safely transporting goods [3] - Kodiak aims to be a leader in autonomous ground transportation, focusing on the commercialization of driverless trucking [3] - The Kodiak Driver, a virtual driver, integrates advanced AI software with modular hardware to meet customer needs [3] - Kodiak achieved a significant milestone in 2024 by deploying customer-owned driverless trucks in commercial service [3] - The Kodiak Driver is also utilized in public sector applications, supporting national security and critical government initiatives [3]