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.
Tilikausi 2025 · muutos edellisvuodesta
Kehitys 2020–2025
Liiketoiminta
Osuus liikevaihdostaMobile robotic security units used for autonomous patrol, monitoring, and deterrence.
Fixed communication hardware and related services used for emergency alerting and public safety.
Cloud-based KSOC software and AI analytics used to manage alerts and remote oversight.
Recurring support, maintenance, and field service contracts tied to deployed systems.
Tuotteet
Raportoitu · osuus liikevaihdosta- Emergency Communication Devices61,2 %
- Autonomous Security Robots38,8 %
Lähde: 10-K FY2025, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.
Asiakkaat
Knightscope sells primarily to organizations that need visible, always-on security coverage but want to supplement or reduce reliance on human guards. Its customer base includes commercial facilities, schools, public venues, and government-related buyers that value deterrence, emergency communications, and remote monitoring. The company also appears to be building federal government engagement and channel partnerships to broaden adoption.
Businesses and property operators buy ASRs and monitoring tools to improve site security and reduce guard dependence.
Schools buy ECDs and monitoring solutions to improve emergency response and campus safety.
Government-related customers buy public safety infrastructure and autonomous monitoring systems.
Existing users buy maintenance, full-service plans, and monitoring subscriptions to keep systems operating.
Strategia
Knightscope is focused on scaling deployments while improving product performance, especially the K5 v5 robot and next-generation ECD offerings. Management is also emphasizing operational efficiency, backlog conversion, and tighter cost control as it expands manufacturing capacity and invests in AI, autonomy, and software.
Improves differentiation and supports higher-value, recurring deployments.
A larger, more efficient footprint should improve production flow and support growth.
Broader distribution and public-sector access can accelerate adoption and backlog conversion.
Maantiede
Knightscope is a U.S.-based company and manufactures its ASRs and ECDs domestically, with engineering and production centered in California. Its reported operating footprint is primarily domestic, and the company is investing in a larger Sunnyvale facility to support manufacturing, deployment, and client support. The business is exposed to global supply chain and tariff conditions because some components and materials are sourced internationally.
Riskit
Knightscope remains exposed to supply-chain disruption, tariff pressure, and component availability issues that can delay production and reduce product revenue. The company also faces financing risk because it has a history of operating losses, negative cash flow, and ongoing capital needs, while customer adoption and backlog conversion remain critical to execution.
The company has accumulated losses and negative operating cash flow and may need additional financing.
Kohdistuu: Corporate funding and growth investment
The company relies on global sourcing for electronics and materials, which can delay production and deliveries.
Kohdistuu: ECD assemblies and ASR production
Growth depends on converting backlog, improving manufacturing efficiency, and sustaining customer demand.
Kohdistuu: ASR and ECD rollout
Imported raw materials and components may become more expensive, pressuring gross margin and cash usage.
Kohdistuu: Manufacturing inputs
Kirjanpito
Harkinnanvaraiset erätHardware shipments and service contracts are recognized differently, creating quarter-to-quarter volatility.
Vaikutus: Affects reported revenue, gross margin, and comparability
Obsolete, slow-moving, or excess inventory can require non-cash charges.
Vaikutus: Reduces cost of revenue and gross margin
Non-cash remeasurement can create earnings volatility unrelated to operations.
Vaikutus: Can materially affect net loss
These items affect operating expenses and can obscure underlying cash operating performance.
Vaikutus: Impacts operating loss and adjusted trend analysis
Samankaltaisia listattuja yhtiöitä
Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.
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
Robo.ai Inc
AIIOW · Motor Vehicles & Passenger Car Bodies
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.
Päivitetty: 24.9.2026