Kodiak AI Q2FY26 Results: Revenue up 91% QoQ to $3.5 million

Kodiak AI reported second-quarter fiscal year 2026 revenue of $3.5 million, representing a 91% quarter-over-quarter increase.

Metric Q2FY26 Prior Quarter Change Revenue $3.5 million $1.8 million* +91% Driverless Trucks 35 28 +7 Free Cash Flow -$38 million N/A Beat Guidance Cash & Equivalents $151 million N/A Stable *Note: Prior quarter revenue derived from 91% QoQ growth statement.

What the Numbers Show Revenue growth of 91% QoQ is significantly outpaced by the 25% increase in driverless truck count (from 28 to 35).

Guidance Outlook For the third quarter of fiscal year 2026, Kodiak AI expects driverless truck deployments to reach the high 30s.

Don Burnette, founder and CEO of Kodiak AI, described the collaboration as a milestone for launching long-haul driverless operations.