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BCS

Current Report · Items 9.01 · 8-K/A

Kodiak AI, Inc.

KDKNASDAQEQUITYCurrent

Financial Statements and Exhibits

Item 9.01. Financial Statements and Exhibits. (b) Pro Forma Financial Information The unaudited pro forma condensed combined financial information of the Company as of and for the six months ended June 30, 2025 and for the year ended December 31, 2024 is set forth in Exhibit 99.1 hereto and is incorporated herein by reference. (d) Exhibits. Exhibit Description No.…

Filed Oct 10, 2025Accepted Oct 10, 2025, 4:52 PM EDTCIK 1853138Accession 0001193125-25-237172
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Company context

Kodiak is a leading provider of physical artificial intelligence (“AI”), with a focus on AI-powered autonomous vehicle (“AV”) technology, that is designed to help tackle some of the toughest driving jobs. Our driverless solution can help address the critical problem of safely transporting goods in the face of unprecedented supply chain challenges. We believe that driverless trucks can enhance road safety, improve truck utilization, reduce costs, expand margins for fleet owners, alleviate supply chain pressures and create better jobs for truck drivers.

Current securities

Historical securities (3)

Recent company filings

  1. SCHEDULE 13G - filed by LMR Partners LLP regarding Kodiak AI, Inc.Aug 14, 2026
  2. 424B3 filingAug 7, 2026
  3. 424B3 filingAug 7, 2026
  4. 10-Q filingAug 7, 2026
  5. Results of Operations and Financial ConditionAug 6, 2026

Disclosure sections

Items 9.01

Select an item to read the extracted section. The as-filed document remains the primary evidence.

Item 9.01Item 9.01 - Financial Statements and Exhibits
Item 9.01. Financial Statements and Exhibits. (b) Pro Forma Financial Information The unaudited pro forma condensed combined financial information of the Company as of and for the six months ended June 30, 2025 and for the year ended December 31, 2024 is set forth in Exhibit 99.1 hereto and is incorporated herein by reference. (d) Exhibits. Exhibit Description No. ─────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────── 99.1 Unaudited pro forma condensed combined financial information of the Company as of and for the six months ended June 30, 2025 and for the year ended December 31, 2024. 104 Cover Page Interactive Data File (embedded within the Inline XBRL document).
Filed exhibits (1)
EX-99.1 (by filename) d58954dex991.htm

EX-99.1 2 d58954dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 UNAUDITED PRO FORMA CONDENSED COMBINED FINANCIAL INFORMATION Defined terms included below and not otherwise defined in this Exhibit 99.1 have the same meaning as terms defined and included elsewhere in the Current Report on Form 8-K filed with the Securities and Exchange Commission (the “SEC”) on September 30, 2025, as amended by its Amendment No. 1 on Form 8-K/A filed with the SEC on October 10, 2025 (as amended, “Form 8-K”). Unless the context otherwise requires, the “Company” refers to Kodiak AI, Inc. (“Kodiak”) (f/k/a Ares Acquisition Corp II) and its subsidiaries after the Closing, and Ares Acquisition Corp II (“AACT”) prior to the Closing. The unaudited pro forma condensed combined financial information presents the combination of the historical financial statements of AACT and Legacy Kodiak, adjusted to implement the Business Combination and certain transactions contemplated in connection with the Business Combination. AACT was incorporated on March 15, 2021, as a Cayman Islands exempted company incorporated with limited liability. AACT was incorporated to effect a merger, share exchange, asset acquisition, sha…

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