Knightscope (KSCP) Investor presentation summary

Business overview and market opportunity

• Provides a managed service integrating robots, AI software, and human agents as an Autonomous Security Force targeting a $230B U.S. market.

• Operates across 434 clients in 42 states, with over 10,000 machines and agents in its network.

• Focuses on recurring revenue through long-term service contracts, with 96% of Q2 2026 revenue recurring.

• Addresses fragmented, expensive, and unaccountable traditional security models by consolidating services under one accountable provider.

• Positioned as the only American, publicly traded autonomous security provider, emphasizing U.S.-only operations and control.

Financial performance and growth

• Q2 2026 revenue reached $9.0M, up 228% year-over-year, with $8.6M from recurring services.

• Pro forma revenue growth was 45% year-over-year, reflecting like-for-like expansion.

• Cash and equivalents as of June 30, 2026, totaled $8.16M.

• Significant in-account expansion runway exists, with less than 2% penetration of $850M+ annual spend among top clients.

Product portfolio and technology

• Offers a suite of autonomous security products: K1 Hemisphere, K1 Capsule, K1 Super Tower, K5 and K7 Autonomous Security Robots, and Augmented Security Agents.

• Signals is the central intelligence layer, integrating hardware, software, and human oversight for unified operations.

• The ASF-7 escalation model governs incident response, escalating from autonomous detection to human verification and physical response.

• Proprietary technology platform enables near-zero marginal cost as autonomy density increases per site.