Knightscope Exceeds $1M in New Sales, Expands Client Base
Knightscope has exceeded yet another $1M milestone in new sales, client renewals and expansions. Knightscope recorded 39 new Emergency Communication Device sales across multiple verticals, including local government, higher education and healthcare in California, Washington, North Dakota, Florida and Virginia. In addition, more than 60 ECD units had their maintenance agreements renewed across higher education and local governments. Knightscope also reported progress within its Autonomous Security Robot segment, with eight new Machine-as-a-Service subscriptions sold and three new Risk & Threat human monitoring premium accounts added. New client agreements included deployments across several solar fuel cell manufacturing facilities, a large urban mixed-use property and several commercial real estate locations throughout California and Florida. Additionally, the Company achieved seven ASR subscription renewals across a range of industry verticals, including an enclosed mall, semiconductor testing facilities, and high-technology manufacturing, which supports the durability of Knightscope's subscription-based revenue model.
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- Educational Collaboration: Knightscope has signed an agreement with Carnegie Mellon University to fund five educational projects over five years, aimed at strengthening the U.S. robotics workforce and advancing next-generation autonomous systems for public safety.
- National Security Lab: Knightscope will provide its National Security Robotics Lab at its Silicon Valley headquarters for Carnegie Mellon University, fostering a connection between academic research and practical applications to accelerate innovation in autonomous security systems.
- Graduate Program Involvement: Currently, five graduate students from Carnegie Mellon are collaborating with Knightscope to develop advanced AI features for the new K7 Autonomous Security Robot (ASR), enhancing their practical skills in the robotics and automation field.
- Long-term Strategic Goals: The CEO of Knightscope stated that this collaboration not only strengthens America's leadership in autonomy and public safety but also provides crucial support for the training of future robotics technology talent.
- Five-Year Collaboration: Knightscope has entered into an agreement with Carnegie Mellon University to fund five educational projects over five years, aimed at enhancing the U.S. robotics workforce and advancing next-generation autonomous systems for public safety.
- National Security Robotics Lab: Knightscope will make its National Security Robotics Lab at its Silicon Valley headquarters available for Carnegie Mellon graduate students to engage in practical projects, fostering a connection between academia and real-world applications.
- AI Development: Currently, five graduate students from Carnegie Mellon are collaborating with Knightscope to develop advanced AI features for the upcoming K7 Autonomous Security Robot (ASR), enhancing the robot's capabilities in security applications.
- Strategic Implications: This partnership not only solidifies Knightscope's leadership in the autonomous security sector but also provides students with opportunities to tackle real-world security challenges, driving innovation and application in future robotics technology.
- 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.
- 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.
- 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.
- 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.








