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Kodiak AI Announces Fourth Quarter and Full Year 2025 Results
The Kodiak Driver is now deployed in 20 fully driverless trucks, a 100% increase over Q3.
Mar. 10, 2026 at 8:05pm
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Kodiak AI, Inc., a leading provider of physical artificial intelligence with a focus on AI-powered autonomous vehicle technology, today announced results for the fourth quarter and full year 2025. The company achieved key milestones, including deploying 10 additional Kodiak Driver-powered trucks to Atlas Energy Solutions, accumulating over 10,700 Cumulative Hours of Paid Driverless Operations, and making progress toward launching long-haul driverless operations by the end of 2026.
Why it matters
Kodiak's driverless solution can help address the critical problem of safely transporting goods in the face of unprecedented supply chain challenges. The company's vision is to become the trusted world leader in physical AI autonomous and commercialize driverless trucking at scale.
The details
Kodiak deployed 10 additional Kodiak Driver-powered trucks to Atlas Energy Solutions, which now has a fleet of 20 fully driverless trucks in operation. The company also made meaningful progress toward closing its safety case to launch long-haul driverless operations by the end of 2026, with the Kodiak Autonomy Readiness Measure at 84% as of February 2026. Additionally, Kodiak introduced advanced capabilities that allow the Kodiak Driver to pull three trailers with one tractor, a first in the autonomous vehicle industry.
- In just over a year, Kodiak has scaled its deployment from two trucks to 20.
- Kodiak aims to launch long-haul driverless operations by the end of 2026.
The players
Kodiak AI, Inc.
A leading provider of physical artificial intelligence with a focus on AI-powered autonomous vehicle technology.
Don Burnette
Founder and Chief Executive Officer of Kodiak.
Surajit Datta
Chief Financial Officer of Kodiak.
Atlas Energy Solutions
A customer of Kodiak that now has a fleet of 20 fully driverless trucks in operation.
Bosch
A strategic technology collaboration partner with Kodiak to develop a next-generation, redundant autonomous platform.
What they’re saying
“Our fourth quarter results exceeded our expectations across the board. 2025 was a transformational year for Kodiak as we executed on our operational milestones and technological roadmap.”
— Don Burnette, Founder and Chief Executive Officer (Kodiak AI)
“Our financial results for the fourth quarter underscore the strength of our business model, with strong execution across revenue, deployment, and cash discipline.”
— Surajit Datta, Chief Financial Officer (Kodiak AI)
What’s next
Kodiak aims to launch long-haul driverless operations by the end of 2026.
The takeaway
Kodiak's progress in scaling its driverless truck deployment and advancing its technological roadmap positions the company to become a leader in the commercialization of autonomous trucking, which could help address critical supply chain challenges.
