Gatekeeper Systems (GSI) Investor presentation summary

Business overview

• Specializes in AI-powered video and data management systems for school bus and transit 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, with a strong repeat customer profile and increasing average revenue per customer.

Market opportunity and growth drivers

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

• Regulatory acts in Canada and the U.S. require advanced video and safety systems on school buses and trains, creating significant business opportunities.

• Increasing system complexity and demand for hosted solutions have tripled average system prices over the past decade.

Recent contracts and strategic wins

• Secured a $27M contract with MTA Long Island Rail Road for a comprehensive video monitoring upgrade, and a $7.5M OEM contract with Alstom for North American light rail projects.

• Won multiple transit contracts in 2025/26, including with SEPTA, TTC, and international clients, validating technology and expanding market reach.

• Launched pilot projects with Toronto Transit Commission and expanded integrations with major OEMs and global transit providers.