Kodiak AI to report positive cash flow by Q4 2026

Kodiak's Q1 2026 loss was $37.8M with revenue of $1.8M, indicating a cash burn rate of ~$151M annually. The $100M infusion extends its runway but does not address the core issue of profitability. A shift to positive cash flow would require scaling revenue or reducing operational losses, which is unlikely without further cost cuts or major contract wins.

Implied probability (Yes)

30%