Kodiak AI (KDK) Operating Expenses (2022 - 2026)
Kodiak AI's (KDK) quarterly Operating Expenses came in at $39.7 million in Q1 2026, up 97.71% year-on-year from $20.1 million in Q1 2025, and little changed quarter-over-quarter from $39.8 million in Q4 2025.
Kodiak AI (KDK) Operating Expenses (2022 - 2026) Analysis & Trends
Kodiak AI's Operating Expenses history runs 5 years deep, the most recent figure standing at $39.7 million for Q1 2026.
- On a quarterly basis, Operating Expenses rose 97.71% year-over-year to $39.7 million in Q1 2026; TTM through Mar 2026 was $115.7 million, a 85.94% increase from a year earlier, with the FY2025 full-year figure at $116.4 million, up 51.88% from the prior year.
- Operating Expenses held at $39.7 million in Q1 2026 per KDK's latest filing, from $39.8 million in the prior quarter.
- Across five years, Operating Expenses topped out at $39.8 million in Q4 2025 and bottomed at $300.0 in Q1 2023.
- The 5-year median for Operating Expenses is $3.0 million (2024), against an average of $12.8 million.
- Biggest YoY gain for Operating Expenses was 151737.33% in 2024; the steepest drop was 21.52% in 2024.
- Year by year, Operating Expenses stood at $1166.0 in 2022, then surged by 11859.43% to $139447.0 in 2023, then soared by 16512.76% to $23.2 million in 2024, then surged by 71.64% to $39.8 million in 2025, then retreated by 0.21% to $39.7 million in 2026.
- Per Business Quant, the three latest KDK Operating Expenses figures stand at $39.7 million (Q1 2026), $39.8 million (Q4 2025), and $30.7 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Opex (Qtr) |
|---|---|---|---|---|---|
| 1 | Microsoft | 2,842.90 Bn | 2,718.46 Bn | 56.06 Bn | 8.75 Bn |
| 2 | PagSeguro Digital | 2,572.26 Bn | 2,572.26 Bn | 358.92 Mn | -363.49 Mn |
| 3 | Oracle | 329.59 Bn | 297.69 Bn | - | 13.05 Bn |
| 4 | Repay Holdings | 314.63 Bn | 314.48 Bn | - | - |
| 5 | Palantir Technologies | 294.47 Bn | 286.44 Bn | 1.42 Bn | 662.79 Mn |
| 6 | Palo Alto Networks | 227.51 Bn | 222.98 Bn | 1.91 Bn | 1.51 Bn |
| 7 | CrowdStrike Holdings | 183.28 Bn | 180.18 Bn | 993.68 Mn | 979.89 Mn |
| 8 | Fortinet | 112.44 Bn | 109.14 Bn | 1.49 Bn | 905.10 Mn |
| 9 | Cloudflare | 92.78 Bn | 91.83 Bn | 455.60 Mn | 517.59 Mn |
| 10 | Kodiak AI | 735.38 Mn | 645.18 Mn | - | 39.68 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 39.68 Mn |
| Dec 31, 2025 | 39.76 Mn |
| Sep 30, 2025 | 30.74 Mn |
| Jun 30, 2025 | 5.51 Mn |
| Mar 31, 2025 | 20.07 Mn |
| Dec 31, 2024 | 23.17 Mn |
| Sep 30, 2024 | 18.61 Mn |
| Jun 30, 2024 | 373,422.00 |
| Mar 31, 2024 | 455,512.00 |
| Dec 31, 2023 | 139,447.00 |
| Sep 30, 2023 | 383,929.00 |
| Jun 30, 2023 | 307,287.00 |
| Mar 31, 2023 | 300.00 |
| Dec 31, 2022 | 1,166.00 |