Knightscope Inc

knightscope.com

What Do They Do?

Sells emergency communication devices and provides autonomous robot and remote monitoring services to commercial, government and institutional clients.

How Do They Make Money?

Customers subscribe to autonomous robot leases with software access, billed annually in advance, quarterly, or monthly; ECD customers mainly buy devices as one-time sales, while some related services are provided over time.

revenue

Segment	Share	Revenue	How money arrives
Autonomous Security Robots Recurring	39%		Recurring
Emergency Communication Devices Sold outright	61%		Sold outright

Who Are Their Customers?

Serves commercial and government organizations, institutions such as healthcare, education and transportation operators, and residential markets.

Customers above 10% of revenue, FY2025

of revenue from one customer

FY2024: no customer at 10% or more of revenue

Do Revenues Turn Into Profits?

No. It lost $33.8M in FY2025.

Operating income, FY2025

−299% of revenue

▲ +14% (Loss) vs FY2024 (−$29.7M, −275%)

Net income, FY2025

−298% of revenue

▲ +7% (Loss) vs FY2024 (−$31.7M, −294%)

Free cash flow, FY2025

−273% of revenue

▲ +38% (Loss) vs FY2024 (−$22.5M, −208%)

How Are They Changing?

Since the FY2025 annual report

Latest quarter: Q2 FY2026, the three months to Jun 30, 2026

Revenue: ▲ +228%; vs $2.7M in Q2 FY2025
Net income: ▲ +123% (Loss); vs −$6.3M in Q2 FY2025

Emergency Communication Devices share of revenue vs 58.3% in Q2 FY2025

Growing. Revenue grew 3.3x in 4 years, from $3.4M in FY2021 to $11.3M in FY2025, about 35% a year.

Licensed security services The latest model adds licensed on-site guarding and remote human monitoring alongside autonomous hardware and software, broadening earlier robot, emergency-device, and support offerings into an integrated security service.

Revenue over time

Autonomous Security Robots Emergency Communication Devices

$20M$10M$0

FY2023 FY2024 FY2025

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