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What factors drove the changes in Kodiak's revenue and profit?

- **DaaS Growth**: 10 trucks deployed (100% QoQ), 5,200+ driverless hours (166% growth), targeting 100 trucks by 2026.
- **Tech Advancements**: 53% reduction in remote assistance via generative AI, perfect Nauto safety score.
- **Partnerships**: ZF steering systems, Roush manufacturing line for scale.
- **Long-haul Progress**: ARM at 78%, 2H2026 launch on track.
- **Financials**: Q3 revenue $0.8M, free cash flow -$40M, 2026 financing planned.

**【CEO Summary Section】**
- Launched 10 driverless trucks under the DaaS model, a 100% increase from Q2, with 5,200+ hours of driverless operations (166% YoY growth). 
- Announced a new software release reducing remote assistance by 53%, leveraging generative AI for edge case handling (e.g., flooded roads, car fires).
- Expanded partnership with ZF for redundant steering systems in 100 trucks, and Roush for dedicated manufacturing lines.
- Long-haul safety readiness metric (ARM) at 78%, targeting 100% for 2026 driverless deployment.
- Achieved perfect score in Nauto's VERA safety evaluation, validating system safety against 1,000+ fleets.

**【CFO Financial Commentary】**
- Q3 revenue: $0.8M (53% QoQ growth), driven by DaaS fees from 10 customer-owned trucks.
- GAAP operating loss: $30M; Non-GAAP loss: $24.7M (excluding stock comp).
- Free cash flow: -$40M (includes one-time public company costs).
- Q4 guidance: 15-17 trucks deployed, free cash flow -$36M to -$38M.
- 2026 target: 100 trucks deployed under Atlas contract, transitioning long-haul customers to DaaS.

**【Q&A Highlights】**
- **ZF Partnership**: Supplier of redundant steering systems for 100 trucks, critical for scaling safety.
- **Liquidity**: $146M cash post-SPAC; planning for additional financing to support 2026 growth.
- **Long-haul timeline**: ARM at 78%, expects steady progress toward 100% for 2H2026 launch.
- **Government opportunities**: $30M U.S. Army contract completed, exploring defense applications with modular tech.
- **Edge cases**: System handles adverse weather (dust storms) and complex maneuvers (doubles hauling in Permian).
- **Customer feedback**: Atlas expanding fleet, other carriers testing DaaS model for cost savings.

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