KS

Knightscope Inc. Class A Common Stock Earnings Recaps

KSCP Industrials 3 recaps
Next earnings: November 12, 2026 (estimated) · full calendar
Q2 2026 Aug 15, 2026

Shares gained 8.0% as the quarter's revenue growth and margin expansion outpaced concerns around operating losses and elevated expenses, reflecting investor optimism in the company’s accelerating scale and integration progress.

Key takeaways
  • Revenue surged 228% year-over-year to $9.0 million, setting a new quarterly record driven by the Security Force acquisition and core subscription growth.
  • Gross margin improved to 7%, up from a significant gross loss in the prior year, marking a second consecutive quarter of positive margins.
  • Operating expenses more than doubled to $13.8 million, fueled by increased R&D investment and expanded headcount during integration.
  • Net loss widened to $14.1 million ($0.79 per share), reflecting higher operating expenses and approximately $1 million in contingent consideration charges.
  • Progress on next-generation products continued with the K7 autonomous security robot entering beta and partnerships advancing AI and digital twin technologies, supporting market confidence.
Full recap
Q1 2026 May 19, 2026

Shares declined 5.8% following Q1 2026 results as investors reacted negatively to increased integration risks and cautious commentary around execution of the new managed service provider strategy, despite top-line growth. Concerns centered on margin pressure and the challenges associated with the Event Risk acquisition and technology rollout.

Key takeaways
  • Revenue increased 106% to $6 million for Q1 2026, reflecting initial traction post-acquisition.
  • Positive gross margins were reported, but no specific margin improvement targets or guidance were provided.
  • The company is transitioning to a managed service provider model combining hardware, software, and human security agents, which investors may view as execution risk.
  • Event Risk acquisition integration discussed as critical but poses operational uncertainties and need for additional capital flagged in risk disclosures.
  • The company highlighted ongoing development of advanced technology platforms such as orchestration software and new robot models, with expected internal release in Q4, adding to near-term complexity.
Full recap
Q3 2025 Nov 20, 2025

Knightscope reported strong revenue growth in Q3 2025, driven by significant product sales increase, despite ongoing challenges with margins and operational scaling. The company is positioning itself for future growth through innovation and improved manufacturing processes.

Key takeaways
  • Revenue reached $3.1 million, up 23.5% year-over-year, with product revenue soaring 82%.
  • Gross loss widened to $1.6 million due to inventory write-offs and increased material costs as production scaled up.
  • Operating expenses increased by 13% to $7.9 million, primarily from heightened R&D investments in the K7 robot, offset by savings in SG&A.
  • Cash balance improved to $20.4 million, significantly up from $5.3 million year-over-year, indicating strong financial management despite operational losses.
  • The K7 autonomous security robot is set to begin limited production in the second half of 2026, reflecting the company's commitment to innovation and market expansion.
Full recap

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