KDK

Kodiak AI, Inc.

Kodiak AI, Inc. is classed by the SEC under Services-Computer Integrated Systems Design (industry code 7373), based in Mountain View, CA. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $4 million and a loss of $586 million (its filed statements).

Service-attach business Services-Computer Integrated Systems Design Mountain View, CA filings since 2021 6 of 9 filed, 3 estimated

Sector peers: CREXTLSSLPMRLN

3.0/10headline grade
vs its business-model standard

Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a service-attach business: prior from its industry code (SEC 7373, Services-Computer Integrated Systems Design); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.

The grade, in three tenses

Headline 3.0 out of ten, 6 of 9 metrics filed and 3 estimated: past 1.7 out of ten, present 2.7 out of ten, future 5.4 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.

The nine metrics

  • Surviving crises (past): 2.3 out of ten. 2 warning events since 2021; the latest 2025-09-30. 23rd percentile among 45 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Track record (past): 1.0 out of ten. -52.6% a year over 3 filed years; profitable in 0 of 3. 10th percentile among 38 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Shareholder treatment (past): 1.9 out of ten. CrossAssetData estimate 1.9/10, confidence 35 of 100 (one part). 19th percentile among 41 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
  • Financial health (present): 1.1 out of ten. Leverage 278%: owes 278¢ per asset dollar. 11th percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Industry position (present): 0.8 out of ten. bottom 8% of 40 in its family; net margin -15420.7%. 8th percentile among 40 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Leadership (present): 9.0 out of ten. CrossAssetData estimate 9.0/10, confidence 35 of 100 (one part). 90th percentile among 35 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
  • Room to expand (future): 5.4 out of ten. top 46% of 39 in its family for room to expand. 54th percentile among 39 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Growth drivers (future): 5.6 out of ten. top 44% of 38 in its family for growth drivers. 56th percentile among 38 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Expectations vs reality (future): 5.0 out of ten. CrossAssetData estimate 5.0/10, confidence 20 of 100 (family median). 50th percentile among 32 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.

The filing record

Newest annual report: Form 10-K filed 2026-03-11 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-07 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-06 (on EDGAR). Newest filing: Form 144, 2026-09-30. Filings on record since 2021. Read from EDGAR 2026-10-12.

Who runs it

Burnette, Donald L. (Chief Executive Officer); Datta, Surajit (Chief Financial Officer); Wiesinger, Michael (Chief Operating Officer); Satin, Allyson (Chief Operating Officer); Coleman, Jordan S. (Chief Legal and Policy Officer); Major, Zsuzsanna (Chief People Officer); Wendel, Andreas (Chief Technology Officer); Elshenawy, Mohamed (director); Goldman, Kenneth A (director); Reed, James D (director); and 2 more. 12 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.

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