Gatekeeper Systems (GSI) Investor presentation summary

Market position and growth

• Leading provider of 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.

• Achieved a 22% seven-year revenue CAGR (FY2018–FY2025) and announced $53.6M in contracts since September 2025.

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

• Strong customer retention, with 96% of the 2021 cohort repurchasing in four of the last five years.

• Average revenue per customer increased by 51% from 2020 to 2024.

Product and service offerings

• Provides end-to-end hardware, solutions, and hosted services for school buses and public transit vehicles.

• Solutions include interior/exterior cameras, mobile data collectors, AI-assisted video analytics, and cloud-based data centers.

• Hosted services offer video monitoring, analysis, storage, automated enforcement, and fleet management.

• Platform-as-a-service model enables per-bus, per-month video analysis and monitoring.

• Integrates with major OEMs and system providers for pre-installation and global distribution.

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 government infrastructure programs.

• Regulatory acts in Canada and the U.S. require advanced video and perimeter visibility systems on school buses and passenger trains.

• Significant public investment in transit modernization and smart mobility infrastructure.