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

What were the key takeaways from Kodiak’s earnings call?

What is the revenue and EPS growth rate for Kodiak year over year?

What is Kodiak's gross profit margin?

What is Kodiak's latest dividend and current dividend yield?

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What does Kodiak do and what are its main business segments?

What were the key takeaways from Kodiak's earnings call?

- **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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