Kodiak AI, Inc. (KDK) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good day and welcome to the Kodiak second quarter 2026 earnings conference call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then one on your touchtone phone. And to withdraw your question, please press star then two. Please note this event is being recorded. I would now like to turn the conference over to Mr. Steve Philistine, Senior Manager, Investor Relations. Please go ahead. Good afternoon, and thank you for joining Kodiak's second quarter 2026 earnest call. I am Steve Philistine, Senior Manager, Investor Relations. Joining me today are Don Brunette, Founder and Chief Executive Officer, and Sir Roger Dada, Chief Financial Officer. Earlier today, we issued our earnings release and posted our earnings presentation, both of which are available on the Investor Relations section of our website. Before we begin, please note that today's discussion will contain four linking statements regarding our business, financial performance, outlook, and future operating plans. Actual results may differ materially from those discussed today. Please refer to our earnings materials and SEC filings for a discussion of factors that could cause actual results to differ. Any forward-looking statements that we make on this call speak only as of the date of this call, and we disclaim any obligation to update any forward-looking statements except as required by law. We will also discuss certain non-GAAP financial measures. Information regarding our non-GAAP financial measures, including reconciliations to the most directly comparable GAAP measures, can be found in ou...