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

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WEBVTT 00:00:00.031 -- 00:00:05.755 Good day and welcome to the Kodiak second quarter 2026 earnings conference call. 00:00:05.755 -- 00:00:08.277 All participants will be in a listen-only mode. 00:00:08.277 -- 00:00:11.879 Should you need assistance, please signal a conference specialist by pressing the star 00:00:11.879 -- 00:00:16.522 key followed by zero. After today's presentation, there will be an opportunity to ask 00:00:16.522 -- 00:00:21.966 questions. To ask a question, you may press star then one on your touchtone phone. 00:00:21.966 -- 00:00:25.529 And to withdraw your question, please press star then two. 00:00:25.529 -- 00:00:29.471 Please note this event is being recorded. I would now like to turn the conference over 00:00:29.471 -- 00:00:33.993 to Mr. Steve Philistine, Senior Manager, Investor Relations. 00:00:33.993 -- 00:00:36.434 Please go ahead. 00:00:36.655 -- 00:00:42.158 Good afternoon, and thank you for joining Kodiak's second quarter 2026 earnest call. 00:00:42.158 -- 00:00:46.140 I am Steve Philistine, Senior Manager, Investor Relations. 00:00:46.140 -- 00:00:50.943 Joining me today are Don Brunette, Founder and Chief Executive Officer, and Sir Roger 00:00:50.943 -- 00:00:56.387 Dada, Chief Financial Officer. Earlier today, we issued our earnings release and posted 00:00:56.387 -- 00:01:00.849 our earnings presentation, both of which are available on the Investor Relations section 00:01:00.849 -- 00:01:02.490 of our website. 00:01:02.490 -- 00:01:07.313 Before we begin, please note that today's discussion will contain four linking statements 00:01:07.313 -- 00:01:13.497 regarding our business, financial performance, outlook, and future operating plans. 00:01:13.497 -- 00:01:16.779 Actual results may differ materially from those discussed toda...