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

— Knightscope, Inc.
%
Autonomous Security Robots45% Mobile robotic security units used for autonomous patrol, monitoring, and deterrence.
Emergency Communication Devices30% Fixed communication hardware and related services used for emergency alerting and public safety.
Software and Monitoring15% Cloud-based KSOC software and AI analytics used to manage alerts and remote oversight.
Service and Maintenance10% 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...

critical

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
high

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
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
medium

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

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: 28.4.2026