Revenues

6 Months Ended

Jun. 30, 2026

Revenue from Contract with Customer [Abstract]

Revenues

14. Revenues

The Company’s revenues are primarily derived from (i) providing Driver-as-a-Service (“DaaS”) to customers, (ii) delivering freight via Kodiak-owned autonomous trucks powered by the Kodiak Driver, and (iii) providing ground autonomy solutions to the U.S. military. The Company recognizes revenue when customers obtain control of promised services in an amount that reflects the consideration the Company expects to receive for those services.

Disaggregation of Revenues

The Company’s revenues were generated from customers located in the U.S. For the three and six months ended June 30, 2026, DaaS represented 56% and 65% of total revenues, ground autonomy solutions represented 34% and 23% of total revenues, and freight delivery represented 10% and 12% of total revenues, respectively. For the three and six months ended June 30, 2025, DaaS represented 49% and 21% of total revenues, ground autonomy solutions represented 0% and 51% of total revenues, and freight delivery represented 51% and 28% of total revenues, respectively.

The Company’s contracts with a duration of one year or more consisted entirely of a DaaS arrangement with a single customer as of June 30, 2026. The aggregate amount of the transaction price allocated to unsatisfied performance obligations was $26.2 million as of June 30, 2026, which is expected to be recognized ratably over the respective service periods of each underlying contract through June 2030.

Contract Balances

As of June 30, 2026 and December 31, 2025, the Company did not have any material amounts related to unbilled receivables or contract assets. The Company's contract liabilities were $1.9 million and $0.7 million as of June 30, 2026 and December 31, 2025, respectively. Contract liabilities were included in accrued expenses and other current liabilities and other liabilities on the condensed consolidated balance sheets.