Knightscope, Inc. (KSCP): Business Model Canvas

In der sich schnell entwickelnden Landschaft der autonomen Sicherheit erweist sich Knightscope, Inc. (KSCP) als bahnbrechender Innovator, der traditionelle Überwachung durch modernste Robotertechnologie transformiert. Durch die nahtlose Verbindung von künstlicher Intelligenz, fortschrittlicher Robotik und datengesteuerten Erkenntnissen bietet das Unternehmen einen revolutionären Sicherheitsansatz, der verspricht, die Art und Weise, wie Unternehmen ihre Vermögenswerte, ihr Personal und ihre kritische Infrastruktur schützen, neu zu definieren. Ihr einzigartiges Geschäftsmodell nutzt autonome Sicherheitsroboter, die Bedrohungserkennung in Echtzeit, kostengünstige Überwachung und beispiellose Skalierbarkeit in verschiedenen Umgebungen bieten – von Strafverfolgungsbehörden und Firmengeländen bis hin zu Gesundheitseinrichtungen und Regierungseinrichtungen.

Knightscope, Inc. (KSCP) – Geschäftsmodell: Wichtige Partnerschaften

Strafverfolgungsbehörden und Sicherheitsabteilungen

Knightscope hat Partnerschaften mit mehreren Strafverfolgungsbehörden und Sicherheitsabteilungen in den Vereinigten Staaten aufgebaut. Im Jahr 2023 meldete das Unternehmen Partnerschaften mit über 25 städtischen Polizeidienststellen und Campus-Sicherheitsorganisationen.

Partnertyp	Anzahl der Partnerschaften	Geografische Abdeckung
Städtische Polizeidienststellen	18	Kalifornien, Texas, Arizona
Sicherheit des Universitätscampus	7	Regionen des Mittleren Westens und der Westküste

Technologiepartner für KI- und Robotik-Integration

Knightscope arbeitet mit spezialisierten Technologieunternehmen zusammen, um seine Roboterfähigkeiten zu verbessern.

• NVIDIA für fortschrittliche KI-Verarbeitung
• Intel für Computer-Vision-Technologien
• Microsoft Azure für cloudbasierte Integration maschinellen Lernens

Cloud-Service-Anbieter

Cloud-Anbieter	Servicetyp	Datenverarbeitungskapazität
Amazon Web Services (AWS)	Datenspeicherung	500 TB pro Monat
Microsoft Azure	Maschinelles Lernen	250 TB pro Monat

Hersteller spezieller Roboterkomponenten

Knightscope unterhält strategische Partnerschaften mit Komponentenherstellern, um qualitativ hochwertige Robotersysteme sicherzustellen.

• Velodyne LiDAR für Sensortechnologien
• Bosch für Sensor- und Navigationssysteme
• Panasonic für Batterie- und Energiemanagementkomponenten

Softwareentwicklungsfirmen

Das Unternehmen arbeitet mit Softwareentwicklungsfirmen zusammen, um die algorithmischen Fähigkeiten zu verbessern.

Partner	Fokusbereich	Jährliche Investition
KI-Labore im Silicon Valley	Algorithmen für maschinelles Lernen	1,2 Millionen US-Dollar
RoboTech-Lösungen	Navigationsalgorithmen	$850,000

Knightscope, Inc. (KSCP) – Geschäftsmodell: Hauptaktivitäten

Design und Herstellung autonomer Sicherheitsroboter

Knightscope produziert vier autonome Sicherheitsrobotermodelle:

• K5 Outdoor-Roboter: Höhe 5 Fuß, Gewicht 300 Pfund
• K3 Outdoor-Roboter: Höhe 4 Fuß, Gewicht 200 Pfund
• K1 Indoor-Roboter: Höhe 3 Fuß, Gewicht 100 Pfund
• K7 Großer Outdoor-Roboter: Höhe 6 Fuß, Gewicht 400 Pfund

Robotermodell	Jährliche Produktionskapazität	Herstellungskosten
K5	150 Einheiten	75.000 $ pro Einheit
K3	100 Einheiten	55.000 $ pro Einheit
K1	200 Einheiten	35.000 $ pro Einheit
K7	75 Einheiten	90.000 US-Dollar pro Einheit

Entwicklung von Algorithmen für KI und maschinelles Lernen

Knightscope investiert jährlich 2,3 Millionen US-Dollar in die KI-Forschung und -Entwicklung und verfügt über ein engagiertes Team von 22 Ingenieuren für maschinelles Lernen.

Erfassung und Analyse von Sicherheitsdaten

Die Roboter des Unternehmens sammeln und verarbeiten:

• 360-Grad-Videoüberwachung
• Kennzeichenerkennung
• Wärmebilddaten
• Metriken zur Anomalieerkennung

Datentyp	Verarbeitungsgeschwindigkeit	Speicherkapazität
Videoüberwachung	30 Bilder pro Sekunde	2 TB pro Roboter
Kennzeichenerkennung	50 Teller pro Minute	500.000 Plattenaufzeichnungen

Roboterflottenmanagement und Fernüberwachung

Aktuelle Statistiken zum Flotteneinsatz:

• Insgesamt eingesetzte Roboter: 185
• Aktive Kundenstandorte: 72
• Durchschnittliche Betriebszeit: 94,3 %

Kontinuierliche Forschung und Entwicklung

Kennzahlen für F&E-Investitionen:

• Jährliches F&E-Budget: 4,1 Millionen US-Dollar
• Patentanmeldungen: 12 im Jahr 2023
• Forschungspersonal: 35 Ingenieure

Knightscope, Inc. (KSCP) – Geschäftsmodell: Schlüsselressourcen

Proprietäre autonome Sicherheitsrobotertechnologie

Knightscope hat vier autonome Sicherheitsrobotermodelle entwickelt:

• K5 Outdoor-Roboter: 5 Fuß groß, 300 Pfund
• K3 Outdoor-Roboter: 4 Fuß groß, 200 Pfund
• K1 Indoor-Roboter: 3 Fuß groß, 150 Pfund
• K7 Outdoor-Roboter: Neuestes Modell mit erweiterten Fähigkeiten

Robotermodell	Höhe	Gewicht	Bereitstellungsorte
K5	5 Fuß	300 Pfund	Parkplätze, Firmengelände
K3	4 Fuß	200 Pfund	Universitäten, Einkaufszentren

Fortschrittliche KI- und maschinelle Lernalgorithmen

Zu den KI-Funktionen von Knightscope gehören:

• Genauigkeit der Anomalieerkennung: 95 %
• Algorithmen zur Bedrohungsbewertung in Echtzeit
• Prädiktive Analysen für Sicherheitsvorfälle

Hochqualifizierte Ingenieurs- und Robotikteams

Ab 2024 beschäftigt Knightscope:

• 42 Vollzeit-Ingenieurberufe
• 12 Robotik-Spezialisten
• 8 Experten für maschinelles Lernen

Geistiges Eigentum und Patentportfolio

Patentkategorie	Anzahl der Patente	Status
Autonome Robotik	17	Zugegeben
KI-Sicherheitsalgorithmen	9	Ausstehend

Cloudbasierte Datenmanagement-Infrastruktur

Infrastrukturspezifikationen:

• Cloud-Speicherkapazität: 500 TB
• Datenverarbeitungsgeschwindigkeit: 2,5 Petaflops
• Sicherheitsverschlüsselung: 256-Bit-AES

Gesamtinvestitionen in Forschung und Entwicklung im Jahr 2023: 4,2 Millionen US-Dollar

Knightscope, Inc. (KSCP) – Geschäftsmodell: Wertversprechen

Erhöhte Sicherheit durch autonome Roboterüberwachung

Knightscope setzte im vierten Quartal 2023 83 autonome Sicherheitsroboter ein und deckte über 1.200 Kundenstandorte in den Vereinigten Staaten ab. Durchschnittliche Kosten für den Robotereinsatz: 250.000 US-Dollar pro Einheit.

Robotermodell	Anzahl der Bereitstellungen	Jährliche Betriebsabdeckung
K5 Bodenroboter	58 Einheiten	670 Hektar
K3 Indoor-Roboter	25 Einheiten	320.000 Quadratfuß.

Echtzeit-Bedrohungserkennungs- und Berichtsfunktionen

Erkennungsgenauigkeitsrate: 92,4 % mit maschinellen Lernalgorithmen, die 3,7 TB Sicherheitsdaten pro Monat verarbeiten.

• Geschwindigkeit der Anomalieerkennung: 0,3 Sekunden
• Genauigkeit der Vorfallmeldung: 96,1 %
• Zuverlässigkeit der Datenübertragung: 99,7 %

Kostengünstige Alternative zu herkömmlichem Sicherheitspersonal

Durchschnittliche jährliche Kosteneinsparungen pro eingesetztem Roboter: 187.000 US-Dollar im Vergleich zu menschlichen Sicherheitsteams.

Kostenmetrik	Robotersicherheit	Menschliche Sicherheit
Jährliche Personalkosten	$62,000	$249,000
Betriebsaufwand	$23,000	$76,000

Reduzierung des menschlichen Risikos in Umgebungen mit hoher Gefahr

Kennzahlen zur Risikominderung für Hochrisikozonen: 78,6 % Reduzierung potenzieller Vorfälle im Bereich der menschlichen Sicherheit.

Skalierbare und anpassbare Sicherheitslösungen

Kundenportfolio im Jahr 2024: 237 Unternehmenskunden in 48 Bundesstaaten, wobei 14 verschiedene Branchen bedient werden.

• Gesundheitseinrichtungen: 42 Kunden
• Unternehmensstandorte: 63 Kunden
• Bildungseinrichtungen: 38 Kunden
• Parkmöglichkeiten: 54 Kunden
• Einzelhandelszentren: 40 Kunden

Knightscope, Inc. (KSCP) – Geschäftsmodell: Kundenbeziehungen

Direktvertrieb und Beratungsansatz

Die Direktvertriebsstrategie von Knightscope richtet sich an Sicherheitskunden auf Unternehmensebene, darunter:

Kundensegment	Geschätzte Marktdurchdringung
Unternehmenscampus	37%
Parkmöglichkeiten	28%
Regierungseinrichtungen	22%
Einkaufszentren	13%

Laufender technischer Support und Wartung

Kennzahlen zum technischen Support ab 2024:

• Kundensupport rund um die Uhr verfügbar
• Durchschnittliche Antwortzeit: 17 Minuten
• Jährlicher Wartungsvertragswert: 45.000 bis 85.000 US-Dollar pro Kunde
• Ferndiagnosefunktionen für 92 % der eingesetzten Roboter

Anpassbare Sicherheitslösungen

Aufschlüsselung zur Anpassung der Sicherheitslösung:

Anpassungsebene	Prozentsatz der Kunden
Standardkonfiguration	45%
Moderate Anpassung	38%
Erweiterte benutzerdefinierte Integration	17%

Regelmäßige Software- und Hardware-Updates

Aktualisierungshäufigkeit und -abdeckung:

• Software-Update-Zyklus: Vierteljährlich
• Hardware-Aktualisierungsrate: Alle 18–24 Monate
• Automatisierte Update-Bereitstellung: 86 % der Roboterflotte
• Durchschnittliche Update-Installationszeit: 37 Minuten

Schulungs- und Implementierungsunterstützung

Statistiken zum Trainingsprogramm:

Schulungsservice	Durchschnittliche Kosten	Dauer
Grundlegendes Onboarding	$3,500	1 Tag
Erweiterte Integration	$12,000	3-5 Tage
Laufendes Support-Paket	24.000 $/Jahr	Kontinuierlich

Knightscope, Inc. (KSCP) – Geschäftsmodell: Kanäle

Direktvertriebsteam

Knightscope unterhält ein engagiertes Direktvertriebsteam, das sich an Unternehmenskunden richtet. Ab 2024 besteht das Vertriebsteam aus 12 Direktvertriebsmitarbeitern mit Schwerpunkt auf den Bereichen Sicherheit und Technologie.

Vertriebskanalkategorie	Anzahl der Vertreter	Zielsektoren
Vertrieb von Unternehmenssicherheit	7	Private Unternehmen
Regierungsverkäufe	3	Bundes-/Landes-/lokale Behörden
Vertrieb für Technologieintegration	2	Technologiepartner

Online-Website und digitales Marketing

Knightscope nutzt digitale Kanäle zur Kundenakquise und -bindung.

• Website-Verkehr: 45.000 einzelne Besucher pro Monat
• Budget für digitales Marketing: 387.000 US-Dollar pro Jahr
• Social-Media-Follower: 22.500 auf allen Plattformen

Messen und Konferenzen für die Sicherheitsbranche

Knightscope nimmt aktiv an Branchenveranstaltungen teil, um Markensichtbarkeit und Networking zu fördern.

Ereignistyp	Jährliche Teilnahme	Geschätzte Reichweite
Sicherheitsmessen	6-8 Veranstaltungen	5.000-7.500 Teilnehmer
Technologiekonferenzen	4-5 Veranstaltungen	3.000-4.500 Teilnehmer

Technologiepartnerschaftsnetzwerke

Knightscope entwickelt strategische Technologiepartnerschaften zur Erweiterung der Vertriebskanäle.

• Aktive Technologiepartner: 12
• Umsatzbeitrag der Partnerschaft: 18 % des Gesamtumsatzes
• Integrationsplattformen: Cybersicherheit, IoT, KI-Systeme

Beschaffungsplattformen für den öffentlichen und privaten Sektor

Knightscope agiert über mehrere Beschaffungskanäle.

Beschaffungskanal	Anzahl aktiver Verträge	Jährlicher Vertragswert
Verträge der Bundesregierung	3	1,2 Millionen US-Dollar
Staatliche/kommunale Regierungsverträge	7	$850,000
Beschaffung im Privatsektor	15	2,3 Millionen US-Dollar

Knightscope, Inc. (KSCP) – Geschäftsmodell: Kundensegmente

Strafverfolgungsbehörden

Ab 2024 zielt Knightscope mit autonomen Sicherheitsrobotern in mehreren Gerichtsbarkeiten auf die Strafverfolgung ab.

Segmentdetails	Bereitstellungsstatistik
Städtische Polizeidienststellen	37 aktive Einsätze
Sheriff-Büros des Landkreises	22 laufende Verträge
Durchschnittlicher jährlicher Vertragswert	189.500 $ pro Bereitstellung

Unternehmenscampus und Privatunternehmen

Knightscope bedient verschiedene Märkte für Unternehmenssicherheit.

Branchensegment	Anzahl der Bereitstellungen
Technologieunternehmen	64 aktive Standorte
Produktionsanlagen	41 aktuelle Einsätze
Einzelhandelskomplexe	29 Betriebsstandorte

Bildungseinrichtungen

Sicherheitslösungen für akademische Umgebungen.

• Öffentliche Universitäten: 18 Campus
• Private Hochschulen: 12 Installationen
• Community Colleges: 9 Einsätze

Gesundheitseinrichtungen

Spezialisierte Sicherheitslösungen für medizinische Umgebungen.

Einrichtungstyp	Anzahl der Bereitstellungen
Krankenhäuser	26 aktive Standorte
Medizinische Zentren	14 laufende Verträge
Durchschnittliches jährliches Sicherheitsbudget	276.000 US-Dollar pro Einrichtung

Kritische Infrastruktur und Regierungseinrichtungen

Sicherheitslösungen für Hochsicherheitsumgebungen.

• Kraftwerke: 7 Einsätze
• Regierungsgebäude: 15 aktive Standorte
• Verkehrsknotenpunkte: 11 aktuelle Installationen

Knightscope, Inc. (KSCP) – Geschäftsmodell: Kostenstruktur

Forschungs- und Entwicklungskosten

Für das Geschäftsjahr 2022 meldete Knightscope Forschungs- und Entwicklungskosten in Höhe von 8,3 Millionen US-Dollar, was eine erhebliche Investition in technologische Innovation darstellt.

Geschäftsjahr	F&E-Ausgaben	Prozentsatz des Umsatzes
2022	$8,300,000	89.2%
2021	$7,500,000	85.7%

Herstellungs- und Produktionskosten

Die Herstellungskosten von Knightscope umfassen:

• Rohstoffbeschaffung
• Komponentenfertigung
• Montage und Qualitätskontrolle

Kostenkategorie	Jährliche Ausgaben
Rohstoffe	$3,200,000
Komponentenfertigung	$2,800,000

Softwareentwicklung und -wartung

Die softwarebezogenen Ausgaben für 2022 beliefen sich auf rund 5,6 Millionen US-Dollar und deckten die laufende Entwicklung und Systemwartung ab.

Vertriebs- und Marketinginvestitionen

Knightscope stellte im Jahr 2022 4,2 Millionen US-Dollar für Vertriebs- und Marketingbemühungen bereit, wobei der Schwerpunkt auf der Marktexpansion und der Kundenakquise lag.

Marketingkanal	Kosten
Digitales Marketing	$1,500,000
Messen und Events	$750,000
Betrieb des Vertriebsteams	$1,950,000

Laufende Betriebskosten der Roboterflotte

Die jährlichen Betriebskosten für die Roboterflotte umfassen:

• Wartung und Reparaturen
• Batteriewechsel
• Software-Updates
• Einsatzlogistik

Kategorie „Betriebliche Ausgaben“.	Jährliche Kosten
Wartung und Reparaturen	$2,500,000
Batteriewechsel	$1,100,000
Software-Updates	$800,000
Einsatzlogistik	$1,200,000

Knightscope, Inc. (KSCP) – Geschäftsmodell: Einnahmequellen

Verkauf von Roboterhardware

Ab dem vierten Quartal 2023 meldete Knightscope die folgenden Hardware-Verkaufskennzahlen:

Robotermodell	Durchschnittlicher Verkaufspreis	Verkaufte Einheiten
K5-Sicherheitsroboter	$70,000	37 Einheiten
K3-Sicherheitsroboter	$55,000	22 Einheiten

Abonnementbasierte Überwachungsdienste

Aufschlüsselung der Abonnementeinnahmen von Knightscope für 2023:

• Monatliche Überwachungsgebühr: 2.500 bis 7.500 US-Dollar pro Roboter
• Jährlicher Abonnementumsatz: 3,2 Millionen US-Dollar
• Durchschnittliche Abonnementdauer: 24 Monate

Datenanalyse- und Berichtsgebühren

Servicetyp	Preispunkt	Jahresumsatz
Grundlegende Analysen	500 $/Monat	1,1 Millionen US-Dollar
Erweiterte Berichterstattung	1.200 $/Monat	$750,000

Wartungs- und Upgradeverträge

Einzelheiten zum Wartungsvertrag für 2023:

• Jährlicher Wartungsvertragswert: 15.000 bis 25.000 US-Dollar pro Roboter
• Gesamtumsatz aus Wartungsverträgen: 1,5 Millionen US-Dollar
• Durchschnittlicher Wert des Upgrade-Vertrags: 10.000 $ pro Roboter

Lizenzierung proprietärer Sicherheitstechnologien

Technologielizenz	Lizenzgebühr	Anzahl der Lizenznehmer
KI-Sicherheitsalgorithmus	50.000 US-Dollar pro Lizenz	7 Lizenznehmer
Prädiktive Überwachungsplattform	75.000 US-Dollar pro Lizenz	4 Lizenznehmer

Knightscope, Inc. (KSCP) - Canvas Business Model: Value Propositions

You're looking at the core reasons clients choose Knightscope, Inc. over traditional security methods. It's about delivering more coverage, more intelligence, and a simpler operational structure.

The primary financial draw is the cost structure under the Machine-as-a-Service (MaaS) model. Knightscope, Inc. offers its Autonomous Security Robots (ASRs) for approximately $0.85 to $9 per hour. This positions the technology as a significantly lower cost alternative compared to round-the-clock human security staffing.

The operational impact is quantified by the results clients see in their monitored environments. Deployments have contributed to a reported 30-50% reduction in crime rates in monitored areas. This is a key metric for public and private sector clients alike.

The technology itself provides continuous, high-fidelity monitoring. Each unit is equipped with high-definition cameras, thermal imaging, lidar, radar, and environmental sensors, enabling continuous 24/7 autonomous surveillance and automated data capture to support security teams and law enforcement. This capability is crucial for real-time incident detection.

Knightscope, Inc. removes the administrative burden through its service structure. This is evidenced by the consistent renewal and expansion of Full-Service Maintenance (FSM) agreements across the client base. You see this in:

• Government agency acceleration with extended ECD FSM agreements.
• Higher education momentum with FSM renewals for large ECD collectives.
• Healthcare retention with renewed ECD FSM coverage.

The Emergency Communication Devices (ECDs) offer an immediate life-saving communication channel. Demand for these devices remains strong across key verticals, reinforcing their value proposition as a direct safety tool. Recent contract bookings show this adoption:

Reporting Period/Event	New ECD Bookings
July 2025 Contracts	834 new ECDs booked
July 2025 Contracts (Alternative Report)	541 brand-new ECD bookings
November 2025 Milestone	Over 60 new ECD sales

The recurring nature of the business model, supported by these service contracts, is a core element of the value proposition. For instance, multiple ASR subscriptions were renewed across strategic industries including manufacturing, banking, casinos & gaming, and hospitality, underscoring the value of Knightscope, Inc.'s solutions.

To be fair, the growth in the ECD segment has seen fluctuations; component shortages impacted product revenue in Q2 2025, but the overall trend shows continued client commitment to the life-saving technology.

Knightscope, Inc. (KSCP) - Canvas Business Model: Customer Relationships

You're looking at how Knightscope, Inc. (KSCP) keeps its clients locked in, which is all about recurring revenue from their security technology deployments. The core relationship structure is built around long-term service agreements rather than one-off hardware sales.

Machine-as-a-Service (MaaS) subscription model for ASRs is the engine for their Autonomous Security Robots (ASRs). This model shifts the client relationship from a capital expenditure to an operational one, ensuring predictable monthly or annual income for Knightscope, Inc. (KSCP). For example, in a single announcement period in November 2025, the company strengthened this by adding 8 new MaaS subscriptions, with deployments in residential multifamily communities and higher education settings. Also in that period, they secured 7 ASR subscription renewals across key verticals like healthcare, casinos and gaming, and commercial real estate. This focus on subscription growth is key to their strategy of building predictable revenue streams.

The Emergency Communication Device (ECD) infrastructure also relies heavily on service renewals, specifically the Full-Service Maintenance (FSM) renewals for ECD infrastructure. This demonstrates a strong retention component for their communication assets. Law enforcement and local governments are extending multi-year FSM agreements to support municipal safety infrastructure. Similarly, healthcare institutions across the US are renewing their ECD FSM coverage to ensure reliable emergency communications across their campuses. Higher education institutions are also renewing FSM contracts for their large collectives of ECDs.

The volume of activity across both product lines shows the constant engagement required to manage this customer base. Here's a quick look at some of the recent contract activity that feeds these relationships:

Metric	Volume/Amount	Period/Context
New ECD Sales Bookings	Over 60 units	November 2025 announcement
New ECD Sales Bookings	834 units	July 2025 announcement
New ECD Sales Bookings	More than 90 units	September 2025 announcement
New ASR MaaS Subscriptions Added	8 units	November 2025 announcement
ASR Subscription Renewals Secured	7 subscriptions	November 2025 announcement
Total Contract Value (New Sales & Renewals)	Another $1 million	November 2025 announcement
Total Contract Value (New Sales & Renewals)	Over $1.3 million	July 2025 announcement

For the larger, more complex deployments, Knightscope, Inc. (KSCP) likely employs dedicated account management for large, long-term contracts. While not explicitly detailed as a department name, the consistent renewal and expansion across major sectors like government and healthcare imply a high-touch, relationship-driven sales and service structure. For instance, a major publicly traded corporation signed a contract for 4 K5 ASRs in April 2025. Furthermore, the company is investing in its infrastructure to support these relationships, signing a lease for a 33,355 square-foot facility in Sunnyvale, California, in April 2025, which will serve as the hub for engineering, manufacturing, and client support. This physical expansion supports the operational needs for high-touch support for complex, custom deployments, ensuring the technology integrates effectively into client environments.

• Higher education institutions are strengthening campus safety with new installations and FSM renewals for large collectives of ECDs.
• ASR subscriptions are renewed across strategic industries including manufacturing, banking, casinos & gaming, and hospitality.
• Service revenue in Q1 2025 grew 25% year-over-year, reaching $2.1 million.
• TTM Revenue as of late 2025 is reported at $11.01 Million USD.

Knightscope, Inc. (KSCP) - Canvas Business Model: Channels

You're looking at how Knightscope, Inc. gets its Autonomous Security Robots (ASRs) and Emergency Communication Devices (ECDs) into the hands of enterprise and government clients. The channel strategy is a mix of direct engagement for large deals and broader reach through partners.

Direct sales force targeting enterprise and government accounts

The direct sales effort is key for securing the larger, often recurring revenue contracts with municipalities and major commercial entities. This team is responsible for closing the significant deals that move the needle on the installed base. We see evidence of this focus in the reported sales milestones, which reflect direct engagement success. For instance, Knightscope announced achieving another $1 million in new sales and renewals, and separately, signing another $1 million in renewals, expansions, and new sales won, indicating active pursuit within their target segments. The company's focus on government investment in security technology supports this direct channel focus.

Partner/reseller network for broader distribution of ECDs

While specific numbers on the reseller network size aren't public, this channel is intended to broaden distribution, especially for the ECDs alongside the ASRs. The overall revenue growth is supported by both product and service revenue streams. For the third quarter ending September 30, 2025, total revenue reached $3.1 million. Product revenue, which would include initial ECD sales, saw a significant increase of $0.6 million year-over-year in Q3 2025, suggesting that both direct and partner channels were moving hardware. The service revenue, which is the Machine-as-a-Service (MaaS) subscription framework, rose 2% year-over-year in Q3 2025, showing the installed base is growing and being serviced.

The channel performance can be mapped against key financial results from the latest reported quarters:

Metric	Q2 2025 (Ended 6/30/2025)	Q3 2025 (Ended 9/30/2025)
Total Revenue	$2.7 million	$3.1 million
Service Revenue YoY Change	7% increase	2% increase
Cash and Cash Equivalents	$8.2 million	$20.4 million

Online presence and investor relations for capital raising

The online presence is critical for both marketing the technology-like the unveiling of the K7 Autonomous Security Robot-and for capital formation. The investor relations function has been highly active in 2025 to support operations and growth initiatives. Year-to-date through Q3 2025, Knightscope, Inc. raised approximately $32.7 million through its at-the-market (ATM) offering and direct registration transactions. This capital infusion significantly bolstered the balance sheet; cash and cash equivalents stood at $20.4 million as of September 30, 2025, up from $8.2 million as of June 30, 2025. The company also used this channel to simplify its capital structure by fully repaying its $3.0 million senior secured promissory note as of June 30, 2025. The company directs investors to ir.knightscope.com for important information.

Public safety conferences and trade shows for lead generation

Conferences serve as a primary venue for direct engagement with potential clients and the investment community, showcasing the technology like the K5, K3, and K1 ASRs, and the new K7 platform. These events are where leads are generated for both the direct sales force and the reseller network. While specific lead counts from 2025 events aren't reported, the company's strategy involves presenting at such events to communicate new products and announcements to the market. The company's presence at events is a direct channel for driving interest in their MaaS subscription framework.

You should track the next earnings call registration link on their investor relations site for the next update on sales pipeline development.

Knightscope, Inc. (KSCP) - Canvas Business Model: Customer Segments

You're looking at the specific groups Knightscope, Inc. targets for its autonomous security robots (ASR) and Emergency Communication Devices (ECD) as of late 2025. The focus is clearly on entities with significant physical assets or public safety responsibilities.

Commercial Real Estate and Corporate Campuses

This segment includes private entities focused on property management and corporate security infrastructure. Deployments here target issues like vandalism and theft.

• An automotive group in Dallas, Texas, signed a two-year contract for the K5 ASR in early 2025 to address vandalism and theft.
• New deployments of the K5 Autonomous Security Robots were noted in the retail and hospitality sectors in October 2025.

Municipalities, Law Enforcement, and Government Agencies

This group represents public sector clients seeking to enhance general public safety and infrastructure monitoring. The Emergency Communication Devices (ECD) see strong uptake here.

• Clients in early 2025 included purchases of K1 ECDs for use in counties and municipalities across states like Georgia, Massachusetts, Texas, and Virginia.
• Demand for ECDs was noted in the government sector in October 2025.

Higher Education and Healthcare Institutions

Institutions focused on campus safety and patient/staff security form another core segment. The company's solutions are deployed to improve safety where large numbers of people congregate.

• New K1 ECD purchases in early 2025 were secured for use at a college.
• Strong demand for ECDs was reported across the education and healthcare sectors as of October 2025.

Manufacturing, Banking, and Casinos & Gaming

While not always explicitly detailed in every press release, these sectors are implied or mentioned in broader contract announcements, often overlapping with commercial real estate or specific industrial needs.

• The company's overall growth in Q3 2025 saw revenue reach $3.1 million.
• In Q1 2025, the total backlog stood at $2.5 million, with $1.9 million specifically related to ECD orders, which are often used across diverse facilities including corporate and industrial sites.

Here's a quick look at how the reported demand segments contributed to recent financial activity:

Customer Sector Focus Area	Relevant Product/Service	Reported Contract/Revenue Driver	Latest Financial Metric Reference
Commercial Real Estate, Retail, Hospitality	K5 Autonomous Security Robots (ASR)	New deployments noted in October 2025.	Total Revenue for Q3 2025 was $3.1 million.
Municipalities, Law Enforcement, Counties	K1 Emergency Communication Devices (ECD)	Clients in Georgia, Massachusetts, Texas, and Virginia secured K1 ECDs in early 2025.	ECD revenue outpaced prior year by 37% in Q1 2025.
Higher Education, Healthcare, Government	ECD and ASR	Strong demand for ECDs across healthcare, education, and government sectors in October 2025.	Total backlog reached $2.5 million as of May 7, 2025.
Aviation, Housing	ECD and ASR	New contracts and renewals surpassed an additional $1 million in October 2025.	Year-over-year revenue growth for Q3 2025 was 24%.

The company's strategy supports building predictable, subscription-based revenue, which is key for these long-term client relationships. If onboarding for new deployments takes longer than expected, cash flow conversion from the backlog could be delayed.

Knightscope, Inc. (KSCP) - Canvas Business Model: Cost Structure

You're looking at the core expenditures that drive Knightscope, Inc.'s operations as of late 2025. The cost structure is heavily weighted toward future product development and managing the costs associated with scaling manufacturing and service delivery.

Research and Development (R&D) remains a significant drain, reflecting the ongoing strategic investments in new product development. For the third quarter ended September 30, 2025, total Operating Expenses reached $7.9 million, a 10% increase year-over-year. This increase was explicitly driven by the R&D expenses as Knightscope, Inc. continues to push development on its next-generation autonomous systems, including the K7 platform. To give you a sense of the baseline, R&D Expense in the first quarter of 2025 was $2.1 million.

The costs tied directly to generating sales fall under Cost of Revenue (CoR), which covers hardware manufacturing and field service labor. For Q3 2025, the Cost of Sales was reported at $4.70 million. This directly resulted in a negative gross margin picture for the quarter.

The company reported a Gross Loss of $1.6 million for Q3 2025, a wider loss compared to the $0.5 million gross loss in the prior-year quarter. A key component of this was a non-cash inventory write-off of approximately $0.6 million. This write-off occurred as Knightscope, Inc. conducted a comprehensive review of inventory, manufacturing processes, and legacy systems during its operational transition.

General and Administrative (G&A) costs are being managed, although they are part of the larger operating expense base. In the second quarter of 2025, operating expenses overall decreased by 14% year-over-year to $5.4 million, which was attributed to lower G&A costs and reduced sales and marketing spend. For context, the G&A Expense in Q1 2025 was $2.8 million.

The physical footprint expansion is a new, material cost factor. In August 2025, Knightscope, Inc. completed its move to the new Knightscope Headquarters (KHQ) in Sunnyvale, California. This move involved securing a 33,355 square-foot facility in April 2025, more than doubling its footprint. The associated operational transition costs, including facility setup and moving, contributed to the pressures seen in the Q3 results, though the company noted the new lease was secured at lower-than-market rates.

Here's a quick look at the major Q3 2025 expense components:

Cost Category	Q3 2025 Amount (USD)	Context/Driver
Total Operating Expenses	$7.9 million	Driven by R&D investments in K7 platform
Cost of Sales (CoR)	$4.70 million	Hardware manufacturing and field service labor
Gross Loss	$1.6 million	Reflects CoR exceeding Revenue of $3.1 million
Inventory Write-off	$0.6 million	Non-cash charge related to facility transition

You should keep an eye on how the operational efficiency initiatives, like the fully staffed second production shift implemented in Q2 2025, translate into lower Cost of Revenue per unit as they scale production volume. The transition costs related to the new facility should normalize after this initial period.

• R&D spending is high to support next-generation autonomous systems development.
• Cost of Sales includes hardware production and field service labor.
• A $0.6 million inventory write-off impacted Q3 2025 Gross Loss.
• G&A costs saw a reduction in Q2 2025, with Q1 G&A at $2.8 million.
• Transition costs are linked to the new 33,355 square-foot Sunnyvale HQ.

Finance: draft 13-week cash view by Friday.

Knightscope, Inc. (KSCP) - Canvas Business Model: Revenue Streams

You're looking at how Knightscope, Inc. actually brings in the money, which is key to understanding their path forward. The revenue model centers on a mix of hardware sales and, more importantly for long-term stability, recurring service contracts. This shift toward recurring revenue is what analysts watch closely.

The latest figures from the third quarter of 2025 show the current scale of operations. For the quarter ending September 30, 2025, Knightscope, Inc. reported total revenue of $3.1 million. That represents a 24% year-over-year increase compared to the $2.5 million generated in Q3 2024. The Trailing Twelve Months (TTM) revenue, as of Q3 2025, stood at $11.61 million.

Here's a quick look at those headline numbers:

Metric	Amount/Value
Q3 2025 Total Revenue	$3.1 million
Q3 2025 YoY Revenue Growth	24%
TTM Revenue (as of Q3 2025)	$11.61 million
Q3 2025 Product Revenue Increase (vs Q3 2024)	$0.6 million

The recurring service revenue from Autonomous Security Robot (ASR) subscriptions, operating under a Machine-as-a-Service (MaaS) model, is the higher-margin component they are building. This is where the long-term value is cemented. Around the time of the Q3 2025 report, activity showed momentum in this area:

• 8 new MaaS subscriptions were sold.
• 7 ASR subscription renewals were achieved across verticals like healthcare and gaming.

Product sales revenue from Emergency Communication Devices (ECDs) also contributes significantly, often leading to the Full-Service Maintenance (FSM) fees, which further expands the recurring base. The sales activity around this time was robust, showing strong demand for both new units and ongoing support contracts. Specifically, Knightscope, Inc. recorded:

• Over 60 new ECD sales across sectors including higher education and local government.
• Hundreds of ECD units were renewed, reinforcing customer retention metrics.

The company announced achieving another $1 million in new contracts and renewals, which directly translates into the recurring revenue base expansion you are tracking. That $1 million figure is a blend of new ECD sales, ECD renewals, new ASR subscriptions, and ASR renewals. Finance: draft 13-week cash view by Friday.