Knightscope reports 177% preliminary Q3 revenue growth as it expands autonomous security services. US security technology company Knightscope has reported preliminary third-quarter revenue of approximately US$8.7 million, representing a 177% increase from the corresponding period in 2025, as the company expands its autonomous security services and artificial intelligence capabilities. The NASDAQ-listed company (KSCP) announced on 20 October that its revenue for the nine months ended 30 September 2026 reached approximately US$23.7 million, an increase of 170% from US$8.8 million during the same period last year. The result marks Knightscope's third consecutive quarter of triple-digit year-on-year revenue growth, although the figures remain preliminary and unaudited. The company attributed its expanding business activity to growing demand for integrated security services combining autonomous robotic systems, AI-driven software and licensed security personnel. Knightscope formally introduced its Autonomous Security Force concept in September, positioning the offering as an integrated approach to physical security operations. The model combines autonomous security robots, artificial intelligence and human security agents within a coordinated service designed to support surveillance, monitoring, incident detection and operational response. The company said the announcement attracted interest from Fortune 500 companies and US federal agencies, although it did not disclose specific customers or contract values associated with that interest. Knightscope also reported approximately US$27 million in combined contract renewals, bookings and client awards since May 2026, describing the figure as a corporate record. However, the reported amount represents a combination of business commitments and awards rather than recognised revenue, and the company has not provided a detailed breakdown of the individual components. William Santana Li, Knightscope's founder, chairman and chief executive officer, said the third quarter marked an important transition in the company's strategy. "The third quarter is when the Autonomous Security Force moved from strategy to debut, and revenue more than doubled year over year while we did it," Li said. "We officially launched the Autonomous Security Force and reported a corporate record of approximately $27 million in renewals, bookings, and client awards." Li said the company was seeing demand for integrated autonomous systems and security services rather than standalone technologies. "Clients are favoring autonomous machines, AI-driven software, and licensed security agents delivered as one accountable operation," he said. "The company said it is focused on execution, expanding its services with clients, and continuing to grow its recurring revenue contracts." The company's strategy reflects a broader development in the physical security sector, where robotics, AI-assisted video analytics and remotely managed security operations are increasingly being evaluated alongside conventional guarding arrangements. For security operators, the integration of autonomous mobile platforms with human personnel presents opportunities to extend surveillance coverage and automate repetitive monitoring activities. However, the operational effectiveness of these systems depends on factors including reliability, communications infrastructure, environmental conditions, incident response procedures and integration with existing security management platforms. Knightscope's latest announcement provides evidence of increasing revenue and business activity but does not establish the profitability or operational performance of its integrated autonomous security model. The company cautioned that its third-quarter figures remain subject to completion of financial closing procedures and have not been reviewed or audited by its independent accounting firm. Knightscope has also not completed its assessment of other financial indicators, including gross margins, operating expenses, net losses and cash reserves. These figures will be important in assessing whether the company's revenue growth is translating into improved financial performance as it expands its autonomous security operations. Knightscope expects to announce the date of its third-quarter earnings release and investor conference call before the end of October. The forthcoming financial results should provide further insight into the company's operating costs, recurring revenue performance and progress towards establishing a commercially sustainable autonomous security services business. For the wider security industry, Knightscope's expansion illustrates the continuing convergence of robotics, artificial intelligence and traditional physical security services, with integrated autonomous operations emerging as an alternative approach to conventional security delivery.

Knightscope unveils K7 robot, digital twin platform as it targets $1B ARR. Posted by Amy Steele on Oct 21st, 2026 Knightscope (NASDAQ:KSCP) is positioning itself as a managed service provider for physical security, combining autonomous robots, software, remote monitoring and human security personnel into what Founder, Chairman and CEO Bill Santana Li described as an "autonomous security force." Speaking at an investor conference, Li said the company's goal is to help make the United States safer through an integrated security model that can deter, detect and respond to incidents. He said the company has operated autonomous systems in the field for four million hours since May 2015 and currently serves 435 clients across 42 states with a workforce of roughly 500 employees. K7 robot and security technology. Li highlighted Knightscope's K7 autonomous security robot, a 2,500-pound unmanned vehicle designed to patrol large perimeters at speeds of up to 10 miles per hour. The vehicle, which was unveiled at the GSX security conference, is intended to provide a visible physical deterrent while collecting data for the company's software platform. According to Li, the K7 can generate approximately 90 terabytes of data annually. Knightscope expects to begin scaling production in 2027 after starting shipments in the fourth quarter of 2026. He said the company has received initial customer commitments and has a wait list for the product. The company also provides security agents with proprietary technology that includes forward- and rear-facing cameras, thermal scanning, facial recognition, license-plate recognition and mobile-device detection capabilities. Li said Knightscope does not plan to sell that equipment independently because it is intended to operate as part of the company's managed service. Knightscope's security agents are company employees rather than contractors, Li said. He attributed the company's approximately 6% employee turnover rate to recruiting, training, health benefits and stock options, contrasting it with what he characterized as turnover rates of 100% to 400% in the broader security-guarding industry. Digital twin platform. Li demonstrated the company's "Signals" software, which creates a live digital twin of a protected location using feeds from robots, stationary devices, cameras, LiDAR sensors and human personnel. The platform was deployed at Knightscope's Sunnyvale, California, facility during the week of the presentation, he said. The system is designed to give remote monitoring personnel a three-dimensional view of a site and to coordinate responses among hardware and human staff. Li said the company can integrate existing customer camera infrastructure alongside its own devices. During the demonstration, Li described a scenario in which a mobile-device signal near a perimeter triggered cameras and lighting before a robot was directed to the location to perform additional checks. A remote "talk-down" warning was then used to instruct the person to leave the property. In another scenario, the system identified a vehicle entering a parking lot at high speed, using a solar-powered tower to capture information including a license plate and facial-recognition data. The incident was then reviewed by remote personnel and escalated to an on-site augmented security agent rather than being automatically resolved. Li said Knightscope's model follows a tiered escalation process, with autonomous systems handling certain events first, remote human operators reviewing unresolved issues, on-site personnel responding when necessary, and law enforcement contacted as a last step. He cited an industry figure that 92% of security alerts are false and said only about 2% of the 100 million cameras in the U.S. are remotely monitored. Audit trails and business model. A key feature of the platform is its ability to record incident timelines, locations, asset activity and AI decision logs. Li said the company can recreate events in three dimensions and generate exportable records intended to provide customers with proof that security work was completed. Knightscope operates under a subscription-oriented model rather than selling customers individual components, Li said. Customers may pay a monthly subscription or a deployment fee followed by monitoring and support fees, depending on the arrangement. Li said security contracts typically run about one year. The company's approach is to establish an initial relationship with human security personnel and then add technology over time. He said a business focused primarily on personnel may generate gross margins of 10% to 20%, while a more technology-enabled deployment could potentially reach gross margins of 50% to 60%. The company announced triple-digit revenue growth for three consecutive quarters, according to Li, though he did not provide specific revenue figures during the presentation. He described the U.S. physical-security market opportunity as roughly $230 billion and said Knightscope is focused exclusively on the U.S. market. Capital and execution. Li acknowledged that Knightscope will need additional capital before reaching breakeven. He said the company primarily uses its at-the-market equity program to raise capital, which he characterized as a lower-cost and less dilutive alternative to certain financing structures involving warrants. "We are investing in building technologies and capabilities that no one in the industry has," Li said, rejecting the characterization that the company is simply burning cash. Li said Knightscope has "line of sight" to $1 billion in annual recurring revenue, while emphasizing that the company's primary task is execution. He also said the company is pursuing federal-grade cybersecurity standards, including Department of Defense Impact Level 5 and FedRAMP High, for its systems and data practices. About Knightscope (NASDAQ:KSCP). Knightscope, Inc develops autonomous security robots designed to support security, public safety, and facility-monitoring operations. Its robots use sensors, cameras, artificial intelligence, and autonomous navigation to patrol designated areas, identify activity, provide real-time alerts, and help organizations maintain situational awareness. The company's product portfolio has included the K5 outdoor autonomous security robot, the K3 indoor security robot, and the K1 stationary security robot, including tower and other configurations.