Knightscope Reports Q4 Revenue Decline Amid Supply Chain Issues
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 23 hours ago
0mins
Should l Buy KSCP?
Source: Yahoo Finance
- Revenue Decline: Knightscope experienced a year-over-year revenue decline of approximately 9.8% in Q4 2025, primarily due to supply chain constraints affecting product shipments, which has led to ongoing market pressures for the company.
- Gross Loss Expansion: The gross loss for Q4 reached $1.6 million, reflecting significant impacts on profitability due to rising material costs and under-absorption of fixed manufacturing overhead, indicating a challenging operational environment.
- Operating Expenses Increase: Operating expenses surged by $3.8 million year-over-year to $9.7 million in Q4, driven by increased investments in R&D and SG&A, which further exacerbates the company's financial burden amid declining revenues.
- Net Loss Widening: Knightscope reported a net loss of $11 million in Q4, widening from the previous year, highlighting the severe financial challenges the company faces due to lower revenues and sustained gross margin pressures.
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Analyst Views on KSCP
Wall Street analysts forecast KSCP stock price to rise
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 3.910
Low
8.00
Averages
15.00
High
25.00
Current: 3.910
Low
8.00
Averages
15.00
High
25.00
About KSCP
Knightscope, Inc. is developing autonomous security robots and artificial intelligence technologies. The Company designs, manufactures, and deploys its technologies to improve public safety and to protect the places people live, work, study and visit. It provides its capabilities, including remote monitoring capabilities, to both the private sector and to government clients including law enforcement. Its technologies include Autonomous Security Robots (ASRs), emergency communication devices (ECDs), Knightscope Security Operations Center (KSOC), Knightscope Emergency Management System (KEMS), Knightscope Network Operations Center (KNOC), and Knightscope's Risk & Threat Exposure (RTX). ASRs include K3 Indoor Autonomous Security Robot, K5 Outdoor Autonomous Security Robot and K1 Hemisphere. ECDs include K1 Blue Light Towers, K1 Blue Light E-Phone, and K1 Call Box. KSOC is a cloud-based platform for real-time security monitoring, data analysis, and event management driven by ASRs.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Knightscope Reports Q4 Revenue Decline Amid Supply Chain Issues
- Revenue Decline: Knightscope experienced a year-over-year revenue decline of approximately 9.8% in Q4 2025, primarily due to supply chain constraints affecting product shipments, which has led to ongoing market pressures for the company.
- Gross Loss Expansion: The gross loss for Q4 reached $1.6 million, reflecting significant impacts on profitability due to rising material costs and under-absorption of fixed manufacturing overhead, indicating a challenging operational environment.
- Operating Expenses Increase: Operating expenses surged by $3.8 million year-over-year to $9.7 million in Q4, driven by increased investments in R&D and SG&A, which further exacerbates the company's financial burden amid declining revenues.
- Net Loss Widening: Knightscope reported a net loss of $11 million in Q4, widening from the previous year, highlighting the severe financial challenges the company faces due to lower revenues and sustained gross margin pressures.
See More
Knightscope Reports FY 2025 Financial Results
- Net Loss Overview: Knightscope reported a net loss of $33.8 million for FY 2025, compared to a loss of $31.7 million in 2024, indicating ongoing challenges in profitability that may affect investor confidence.
- Revenue Growth: The company achieved revenue of $11.3 million in FY 2025, marking a 5% year-over-year increase, which, while modest, suggests potential for slight growth in the market and lays a foundation for future business expansion.
- Cash Flow Status: As of December 31, 2025, Knightscope's cash and cash equivalents rose to $20.6 million from $11.1 million in 2024, indicating improved liquidity that could facilitate future capital operations.
- Capital Acquisition Capability: The increase in year-end cash reserves reflects Knightscope's enhanced ability to secure capital, potentially providing stronger support for future investments and operations, thereby bolstering the company's competitive position in the market.
See More
Knightscope Reports Larger Than Expected Quarterly Loss
- Quarterly Loss Overview: Knightscope reported a loss of $0.92 per share, exceeding the market expectation of a $0.73 loss, indicating ongoing pressure on the company's profitability as compared to a loss of $0.78 per share a year ago.
- Revenue Shortfall: The company posted revenues of $2.54 million for the quarter, missing the consensus estimate of $2.85 million and down from $2.81 million a year ago, reflecting weakened market demand and intensified competition.
- Stock Performance Analysis: Although Knightscope's stock has risen approximately 49.1% year-to-date, contrasting with the S&P 500's decline of 5.4%, investors must monitor future earnings expectations to assess the sustainability of this price movement.
- Industry Outlook and Rating: Knightscope ranks in the top 14% of the Zacks industry rankings, indicating relative strength, yet holds a Zacks Rank of 3 (Hold), suggesting that the stock is expected to perform in line with the market in the near term, prompting investors to evaluate cautiously.
See More
Knightscope Surpasses $2 Million in New Sales and Renewals
- Sales Milestone: Knightscope announced surpassing $2 million in new sales and client renewals, reflecting strong market demand for its autonomous security technology and further solidifying its leadership in modernizing security infrastructure.
- Emergency Communication Device Growth: The company secured sales of 119 new Emergency Communication Devices across various sectors, including consumer goods, higher education, hospitality, local governments, and healthcare, showcasing confidence in its life-saving technology and enhancing nationwide emergency communications infrastructure.
- Autonomous Security Robot Momentum: Knightscope reported 20 new sales of Autonomous Security Robots and completed 21 renewals, with clients including megachurches and local governments, indicating rising customer satisfaction and market trust in its Machine-as-a-Service platform.
- Long-Term Client Partnerships: The company highlighted its 9th consecutive year renewal with one of the largest health systems in the US and an 8th year contract with a Fortune 500 entertainment company's industrial site, demonstrating sustained value in crime deterrence and prevention, further driving predictable revenue growth.
See More
Service Robotics Commercialization Accelerates
- Market Growth Potential: The global service robotics market is projected to exceed $107 billion by 2030, primarily driven by sectors such as hospitality, logistics, healthcare, and retail, indicating strong double-digit growth potential and reflecting urgent demand for automation solutions.
- Intellectual Property Consolidation: Nightfood Holdings enhances its market competitiveness by securing full ownership of its BIM-E robotics platform's intellectual property, a move that not only simplifies partnership opportunities but also lays the groundwork for future commercialization, highlighting the importance of IP in the robotics industry.
- Leadership Incentive Structures: Recent leadership restructuring at Nightfood ties compensation to financial performance, emphasizing the company's focus on execution as it transitions toward commercialization, a model that helps enhance accountability and market responsiveness.
- Technology Showcase Validation: Nightfood's successful demonstration at CES 2026, where the BIM-E system served over 5,000 drinks in a high-traffic environment, validates its operational capabilities, attracting media attention and potentially fostering future investment and partnership opportunities.
See More
Service Robotics Commercialization Accelerates
- Market Growth Expectations: The global service robotics market is projected to exceed $107 billion by 2030, primarily driven by sectors like hospitality, logistics, healthcare, and retail, indicating strong double-digit growth potential and reflecting urgent business needs for operational efficiency and automation.
- Intellectual Property Consolidation: Nightfood Holdings' acquisition of IP related to its BIM-E platform ensures complete control over patents and software, a move that not only simplifies partnership opportunities but also enhances market competitiveness, signaling the company's maturity in the commercialization process.
- Leadership Incentive Adjustments: Recent leadership restructuring at Nightfood ties compensation to financial performance, emphasizing the importance of execution in the transition to commercialization, which helps enhance team accountability and market adaptability.
- Technology Showcase Validation: Nightfood's successful demonstration at CES 2026, where the BIM-E system served over 5,000 drinks in a high-traffic environment, proves its operational capability, attracting investor interest and laying a foundation for future market expansion.
See More
Knightscope Reports Q4 Revenue Decline Amid Supply Chain Issues
- Revenue Decline: Knightscope experienced a year-over-year revenue decline of approximately 9.8% in Q4 2025, primarily due to supply chain constraints affecting product shipments, which has led to ongoing market pressures for the company.
- Gross Loss Expansion: The gross loss for Q4 reached $1.6 million, reflecting significant impacts on profitability due to rising material costs and under-absorption of fixed manufacturing overhead, indicating a challenging operational environment.
- Operating Expenses Increase: Operating expenses surged by $3.8 million year-over-year to $9.7 million in Q4, driven by increased investments in R&D and SG&A, which further exacerbates the company's financial burden amid declining revenues.
- Net Loss Widening: Knightscope reported a net loss of $11 million in Q4, widening from the previous year, highlighting the severe financial challenges the company faces due to lower revenues and sustained gross margin pressures.
See More
Knightscope Reports FY 2025 Financial Results
- Net Loss Overview: Knightscope reported a net loss of $33.8 million for FY 2025, compared to a loss of $31.7 million in 2024, indicating ongoing challenges in profitability that may affect investor confidence.
- Revenue Growth: The company achieved revenue of $11.3 million in FY 2025, marking a 5% year-over-year increase, which, while modest, suggests potential for slight growth in the market and lays a foundation for future business expansion.
- Cash Flow Status: As of December 31, 2025, Knightscope's cash and cash equivalents rose to $20.6 million from $11.1 million in 2024, indicating improved liquidity that could facilitate future capital operations.
- Capital Acquisition Capability: The increase in year-end cash reserves reflects Knightscope's enhanced ability to secure capital, potentially providing stronger support for future investments and operations, thereby bolstering the company's competitive position in the market.
See More
Knightscope Reports Larger Than Expected Quarterly Loss
- Quarterly Loss Overview: Knightscope reported a loss of $0.92 per share, exceeding the market expectation of a $0.73 loss, indicating ongoing pressure on the company's profitability as compared to a loss of $0.78 per share a year ago.
- Revenue Shortfall: The company posted revenues of $2.54 million for the quarter, missing the consensus estimate of $2.85 million and down from $2.81 million a year ago, reflecting weakened market demand and intensified competition.
- Stock Performance Analysis: Although Knightscope's stock has risen approximately 49.1% year-to-date, contrasting with the S&P 500's decline of 5.4%, investors must monitor future earnings expectations to assess the sustainability of this price movement.
- Industry Outlook and Rating: Knightscope ranks in the top 14% of the Zacks industry rankings, indicating relative strength, yet holds a Zacks Rank of 3 (Hold), suggesting that the stock is expected to perform in line with the market in the near term, prompting investors to evaluate cautiously.
See More
Knightscope Surpasses $2 Million in New Sales and Renewals
- Sales Milestone: Knightscope announced surpassing $2 million in new sales and client renewals, reflecting strong market demand for its autonomous security technology and further solidifying its leadership in modernizing security infrastructure.
- Emergency Communication Device Growth: The company secured sales of 119 new Emergency Communication Devices across various sectors, including consumer goods, higher education, hospitality, local governments, and healthcare, showcasing confidence in its life-saving technology and enhancing nationwide emergency communications infrastructure.
- Autonomous Security Robot Momentum: Knightscope reported 20 new sales of Autonomous Security Robots and completed 21 renewals, with clients including megachurches and local governments, indicating rising customer satisfaction and market trust in its Machine-as-a-Service platform.
- Long-Term Client Partnerships: The company highlighted its 9th consecutive year renewal with one of the largest health systems in the US and an 8th year contract with a Fortune 500 entertainment company's industrial site, demonstrating sustained value in crime deterrence and prevention, further driving predictable revenue growth.
See More
Service Robotics Commercialization Accelerates
- Market Growth Potential: The global service robotics market is projected to exceed $107 billion by 2030, primarily driven by sectors such as hospitality, logistics, healthcare, and retail, indicating strong double-digit growth potential and reflecting urgent demand for automation solutions.
- Intellectual Property Consolidation: Nightfood Holdings enhances its market competitiveness by securing full ownership of its BIM-E robotics platform's intellectual property, a move that not only simplifies partnership opportunities but also lays the groundwork for future commercialization, highlighting the importance of IP in the robotics industry.
- Leadership Incentive Structures: Recent leadership restructuring at Nightfood ties compensation to financial performance, emphasizing the company's focus on execution as it transitions toward commercialization, a model that helps enhance accountability and market responsiveness.
- Technology Showcase Validation: Nightfood's successful demonstration at CES 2026, where the BIM-E system served over 5,000 drinks in a high-traffic environment, validates its operational capabilities, attracting media attention and potentially fostering future investment and partnership opportunities.
See More
Service Robotics Commercialization Accelerates
- Market Growth Expectations: The global service robotics market is projected to exceed $107 billion by 2030, primarily driven by sectors like hospitality, logistics, healthcare, and retail, indicating strong double-digit growth potential and reflecting urgent business needs for operational efficiency and automation.
- Intellectual Property Consolidation: Nightfood Holdings' acquisition of IP related to its BIM-E platform ensures complete control over patents and software, a move that not only simplifies partnership opportunities but also enhances market competitiveness, signaling the company's maturity in the commercialization process.
- Leadership Incentive Adjustments: Recent leadership restructuring at Nightfood ties compensation to financial performance, emphasizing the importance of execution in the transition to commercialization, which helps enhance team accountability and market adaptability.
- Technology Showcase Validation: Nightfood's successful demonstration at CES 2026, where the BIM-E system served over 5,000 drinks in a high-traffic environment, proves its operational capability, attracting investor interest and laying a foundation for future market expansion.
See More
