Kodiak AI, Inc. (KDK) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you for standing by and welcome to Kodiak's third quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question and answer session. To ask a question during the session, you will need to press star 1-1 on your telephone. To remove yourself from the queue, you may press star 1-1 again. I would now like to hand the call over to Lauren Harper, Kodiak's chief of staff. Please go ahead. Thank you and welcome everyone to Kodiak's third quarter 2025 earnings call. On the call today are Don Burnett, founder and chief executive officer of Kodiak, and Surajit Datta, chief financial officer of Kodiak. Our press release and an earnings presentation were issued earlier today and are posted on the investor relations section of our website. This call is being broadcast live via a webcast, and a replay will be available on our website after the call. Before we begin, I would like to remind you that during today's call, Kodiak will be making forward-looking statements within the meaning of the federal securities laws about financial performance and future events, including our guidance for fiscal fourth quarter and full fiscal year 2025, as well as our long-term goals. Such forward-looking statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Any statement made during this call that is not a statement of historical facts should be deemed to be a forward-looking statement. All forward-looking statements, including statements regarding our guidance for fiscal fourth quarter and full fiscal year 2025, our estimated total addressable markets, our operational and product roadmap, our relationships with partners and suppliers, our a...