Gatekeeper Systems (GSI) Investor presentation summary

Business overview

• Provides AI-powered video and data management systems for transit and school bus fleets, with over 200,000 devices deployed and a 25% U.S. school district market share.

• Offers a comprehensive suite of hardware, software, and hosted services, including mobile data collectors, cloud-based analytics, and automated enforcement solutions.

• Serves thousands of school districts and major public transit authorities across North America.

• Revenue has grown at a 22% CAGR over seven years, with $77M in contracts announced for FY2026.

• Business model is SaaS and hardware-enabled, with recurring revenue from hosted services.

Market drivers and regulatory environment

• Mobile surveillance system market projected to grow from $6.8B in 2024 to $14.8B by 2033, driven by regulatory mandates, litigation risk, and infrastructure investment.

• Major regulatory acts require perimeter visibility systems on new school buses by 2027 and video recording devices on all passenger trains.

• Government programs and AI-driven analytics are expanding use cases and revenue opportunities.

Product and technology highlights

• Solutions include interior/exterior cameras, stop-arm cameras, mobile data collectors, and AI-assisted video analytics.

• Hosted services provide real-time monitoring, evidence management, and automated ticketing.

• 72,000 mobile data collectors installed, with 7,700 subscriptions to the data center, reflecting 93% year-over-year growth.

• System complexity and average contract size have increased 3-5x over the past decade.