Knightscope (KSCP) investor relations material

Strategy and market

• Building a U.S.-focused managed physical-security service combining hardware, software, and people, with a stated ~$230 billion total addressable market and recurring-revenue model.

• Strategy centers on integrating fragmented security vendors into one accountable service with a consolidated invoice and audit trail.

• Cited data advantages as a potential moat: more operational data can improve service and support lower delivery costs as the client base grows.

Products and technology

• Unveiled the unmanned K7 perimeter robot, designed for 24/7 patrol at up to 10 mph; management said shipments would begin in Q4 2026 and scaling would start in 2027.

• K7 is expected to generate ~90 terabytes of data annually; the first units are in production setup, with initial clients and a large wait list cited.

• Signals, a live digital-twin and orchestration platform, was deployed at the facility that week; it combines robot, camera, LiDAR, fixed-device, and human inputs for remote monitoring.

• Demonstrated autonomous incident handling, including sensor fusion, alert verification, talk-downs, and escalation from AI to remote analysts, field agents, and ultimately law enforcement.

• Platform generates replayable 3D incident records and exportable, millisecond-level timelines with asset, location, timestamp, and AI decision logs.

Operations and security model

• Reported 435 clients in 42 states and ~500 employees; security agents are primarily unarmed W-2 employees with health benefits and stock options.

• Cited employee turnover of 6% versus 100%-400% across the security industry, attributing retention to careful hiring, training, benefits, and employee ownership.

• Said the service has operated autonomously in the field for 4 million hours since May 4, 2015; cited client renewals spanning five to nine consecutive years.

• Federal-grade cybersecurity is in process, with DoD Impact Level 5 and FedRAMP High named; the proposed escalation model limits law-enforcement access to reviewed cases.