Liquidity and going-concern risk
The company has accumulated losses and negative operating cash flow and may need additional financing.
- Scope
- Corporate funding and growth investment
- Materiality
- high
Knightscope, Inc.
Knightscope, Inc. designs and sells AI-driven public safety systems that combine autonomous security robots, emergency communication devices, and cloud-based monitoring software. The company’s products are used to provide 24/7 surveillance and incident response support for workplaces, schools, public areas, and other security-sensitive environments.
−276,4 %
−42,1 %
−298,3 %
+4,9 %
3.99
3.64
| % | |
|---|---|
| Autonomous Security Robots | 45% Mobile robotic security units used for autonomous patrol, monitoring, and deterrence. |
| Emergency Communication Devices | 30% Fixed communication hardware and related services used for emergency alerting and public safety. |
| Software and Monitoring | 15% Cloud-based KSOC software and AI analytics used to manage alerts and remote oversight. |
| Service and Maintenance | 10% Recurring support, maintenance, and field service contracts tied to deployed systems. |
Knightscope sells primarily to organizations that need visible, always-on security coverage but want to supplement or...
- Commercial and workplace security buyersprimary
Businesses and property operators buy ASRs and monitoring tools to improve site security and reduce guard dependence.
- Schools and educational institutionsprimary
Schools buy ECDs and monitoring solutions to improve emergency response and campus safety.
- Public sector and government buyerssecondary
Government-related customers buy public safety infrastructure and autonomous monitoring systems.
- Recurring service customerssecondary
Existing users buy maintenance, full-service plans, and monitoring subscriptions to keep systems operating.
Knightscope is a U.S.-based company and manufactures its ASRs and ECDs domestically, with engineering and production...
- •United States is the core market and manufacturing base
- •Sunnyvale, California is the main engineering and production hub
- •Domestic manufacturing is a strategic priority for ASRs and ECDs
- •Global component sourcing creates supply-chain and tariff exposure
- •Federal and public-sector outreach expands U.S. market reach
Knightscope is focused on scaling deployments while improving product performance, especially the K5 v5 robot and...
01
Product innovation in ASR and ECD platformsmedium-term
Improves differentiation and supports higher-value, recurring deployments.
02
Operational scaling and facility consolidationshort-term
A larger, more efficient footprint should improve production flow and support growth.
03
Commercial expansion through partnerships and government outreachmedium-term
Broader distribution and public-sector access can accelerate adoption and backlog conversion.
Knightscope remains exposed to supply-chain disruption, tariff pressure, and component availability issues that can...
Supply chain disruption and component shortages
The company relies on global sourcing for electronics and materials, which can delay production and deliveries.
- Scope
- ECD assemblies and ASR production
- Materiality
- high
Execution risk in scaling production and deployments
Growth depends on converting backlog, improving manufacturing efficiency, and sustaining customer demand.
- Scope
- ASR and ECD rollout
- Materiality
- high
Tariff and trade barrier cost inflation
Imported raw materials and components may become more expensive, pressuring gross margin and cash usage.
- Scope
- Manufacturing inputs
- Materiality
- medium
Revenue mix and timing
Affects reported revenue, gross margin, and comparability
Inventory valuation and write-offs
Reduces cost of revenue and gross margin
Fair value of warrant and derivative liabilities
Can materially affect net loss
Stock-based compensation and restructuring charges
Impacts operating loss and adjusted trend analysis
KBR, INC.
KBR · Heavy Construction Other Than Bldg Const - Contractors
NETSCOUT SYSTEMS INC
NTCT · Services-Computer Integrated Systems Design
NETSCOUT SYSTEMS INC builds network visibility and protection tools that help enterprises, service providers, and government agencies monitor application…
Netskope Inc
NTSK · Services-Prepackaged Software
Safe Pro Group Inc.
SPAI · Orthopedic, Prosthetic & Surgical Appliances & Supplies
Keysight Technologies, Inc.
KEYS · Industrial Instruments For Measurement, Display, and Control
Keysight Technologies designs and sells electronic design, test, simulation, and validation solutions used to develop and manufacture advanced communications and electronics products.
Odysight.ai Inc.
ODYS · Services-Computer Integrated Systems Design
: 28/04/2026