Knightscope, Inc. (KSCP): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el panorama de seguridad autónoma en rápida evolución, Knightscope, Inc. (KSCP) surge como un innovador innovador, transformando la vigilancia tradicional con tecnología robótica de vanguardia. Al combinar perfectamente la inteligencia artificial, la robótica avanzada y las ideas basadas en datos, la compañía ofrece un enfoque revolucionario de seguridad que promete redefinir cómo las organizaciones protegen sus activos, personal e infraestructura crítica. Su modelo de negocio único aprovecha los robots de seguridad autónomos que proporcionan detección de amenazas en tiempo real, monitoreo rentable y escalabilidad sin precedentes en diversos entornos, desde la aplicación de la ley y los campus corporativos hasta las instalaciones de salud e instalaciones gubernamentales.

Knightscope, Inc. (KSCP) - Modelo de negocio: asociaciones clave

Agencias de aplicación de la ley y departamentos de seguridad

Knightscope ha establecido asociaciones con múltiples agencias de aplicación de la ley y departamentos de seguridad en todo Estados Unidos. A partir de 2023, la compañía informó asociaciones con más de 25 departamentos de policía municipales y organizaciones de seguridad del campus.

Tipo de socio	Número de asociaciones	Cobertura geográfica
Departamentos de policía municipales	18	California, Texas, Arizona
Seguridad del campus universitario	7	Regiones de la costa oeste del medio y oeste

Socios de tecnología para IA e Integración de Robótica

Knightscope colabora con empresas de tecnología especializada para mejorar sus capacidades robóticas.

• NVIDIA para procesamiento avanzado de IA
• Intel para tecnologías de visión por computadora
• Microsoft Azure para integración de aprendizaje automático basado en la nube

Proveedores de servicios en la nube

Proveedor de nubes	Tipo de servicio	Capacidad de procesamiento de datos
Servicios web de Amazon (AWS)	Almacenamiento de datos	500 TB por mes
Microsoft Azure	Aprendizaje automático	250 TB por mes

Fabricantes de componentes robóticos especializados

Knightscope mantiene asociaciones estratégicas con fabricantes de componentes para garantizar sistemas robóticos de alta calidad.

• Velodyne Lidar para tecnologías de sensores
• Bosch para sistemas de sensores y navegación
• Panasonic para componentes de administración de batería y energía

Empresas de desarrollo de software

La compañía colabora con las empresas de desarrollo de software para mejorar las capacidades algorítmicas.

Pareja	Área de enfoque	Inversión anual
Silicon Valley AI Labs	Algoritmos de aprendizaje automático	$ 1.2 millones
Soluciones de robotech	Algoritmos de navegación	$850,000

Knightscope, Inc. (KSCP) - Modelo de negocio: actividades clave

Diseño y fabricación de robot de seguridad autónomo

Knightscope produce cuatro modelos de robot de seguridad autónomos:

• K5 Robot al aire libre: altura 5 pies, peso 300 libras
• K3 Robot al aire libre: altura 4 pies, peso 200 libras
• Robot interior K1: altura 3 pies, peso 100 libras
• K7 Robot al aire libre grande: altura 6 pies, peso 400 libras

Modelo de robot	Capacidad de producción anual	Costo de fabricación
K5	150 unidades	$ 75,000 por unidad
K3	100 unidades	$ 55,000 por unidad
K1	200 unidades	$ 35,000 por unidad
K7	75 unidades	$ 90,000 por unidad

AI y desarrollo de algoritmos de aprendizaje automático

Knightscope invierte $ 2.3 millones anuales en investigación y desarrollo de IA, con un equipo dedicado de 22 ingenieros de aprendizaje automático.

Recopilación y análisis de datos de seguridad

Los robots de la compañía recopilan y procesan:

• Videovigilancia de 360 ​​grados
• Reconocimiento de matrícula
• Datos de imágenes térmicas
• Métricas de detección de anomalías

Tipo de datos	Velocidad de procesamiento	Capacidad de almacenamiento
Videovigilancia	30 cuadros por segundo	2 TB por robot
Reconocimiento de matrícula	50 platos por minuto	500,000 registros de placas

Gestión de flotas de robot y monitoreo remoto

Estadísticas de implementación de flota actuales:

• Robots implementados totales: 185
• Ubicaciones de clientes activos: 72
• Tiempo de actividad promedio: 94.3%

Investigación y desarrollo continuos

I + D Métricas de inversión:

• Presupuesto anual de I + D: $ 4.1 millones
• Solicitudes de patentes: 12 en 2023
• Personal de investigación: 35 ingenieros

Knightscope, Inc. (KSCP) - Modelo de negocio: recursos clave

Tecnología de robot de seguridad autónoma patentado

Knightscope ha desarrollado cuatro modelos de robot de seguridad autónomos:

• K5 Robot al aire libre: 5 pies de altura, 300 libras
• Robot K3 al aire libre: 4 pies de altura, 200 libras
• Robot interior K1: 3 pies de altura, 150 libras
• K7 Robot al aire libre: último modelo con capacidades mejoradas

Modelo de robot	Altura	Peso	Ubicaciones de implementación
K5	5 pies	300 libras	Estacionamientos, campus corporativos
K3	4 pies	200 libras	Universidades, centros comerciales

Algoritmos avanzados de IA y aprendizaje automático

Las capacidades de IA de Knightscope incluyen:

• Precisión de detección de anomalías: 95%
• Algoritmos de evaluación de amenazas en tiempo real
• Análisis predictivo para incidentes de seguridad

Equipos de ingeniería y robótica altamente calificados

A partir de 2024, Knightscope emplea:

• 42 profesionales de ingeniería a tiempo completo
• 12 especialistas en robótica
• 8 expertos en aprendizaje automático

Propiedad intelectual y cartera de patentes

Categoría de patente	Número de patentes	Estado
Robótica autónoma	17	Otorgada
Algoritmos de seguridad de IA	9	Pendiente

Infraestructura de gestión de datos basada en la nube

Especificaciones de infraestructura:

• Capacidad de almacenamiento en la nube: 500 TB
• Velocidad de procesamiento de datos: 2.5 Petaflops
• Cifrado de seguridad: AES de 256 bits

Inversión total de investigación y desarrollo en 2023: $ 4.2 millones

Knightscope, Inc. (KSCP) - Modelo de negocio: propuestas de valor

Seguridad mejorada a través de la vigilancia robótica autónoma

Knightscope desplegó 83 robots de seguridad autónomos a partir del cuarto trimestre de 2023, cubriendo más de 1,200 sitios de clientes en los Estados Unidos. Costo promedio de implementación de robot: $ 250,000 por unidad.

Modelo de robot	Recuento de implementación	Cobertura operativa anual
Robot de tierra K5	58 unidades	670 acres
K3 Robot interior	25 unidades	320,000 pies cuadrados.

Capacidades de detección de amenazas en tiempo real e informes

Tasa de precisión de detección: 92.4% con algoritmos de aprendizaje automático procesando 3.7 TB de datos de seguridad por mes.

• Velocidad de detección de anomalías: 0.3 segundos
• Precisión de informes de incidentes: 96.1%
• Confiabilidad de la transmisión de datos: 99.7%

Alternativa rentable al personal de seguridad tradicional

Ahorro promedio de costos anuales por robot desplegado: $ 187,000 en comparación con los equipos de seguridad humana.

Métrico de costo	Seguridad del robot	Seguridad humana
Costo de personal anual	$62,000	$249,000
Sobrecarga operativa	$23,000	$76,000

Reducción del riesgo humano en entornos de alto peligro

Métricas de mitigación de riesgos para zonas de alto riesgo: 78.6% de reducción en posibles incidentes de seguridad humana.

Soluciones de seguridad escalables y adaptables

Portafolio de clientes a partir de 2024: 237 clientes empresariales en 48 estados, con 14 verticales de la industria diferentes atendidas.

• Instalaciones de atención médica: 42 clientes
• Campus corporativos: 63 clientes
• Instituciones educativas: 38 clientes
• Instalaciones de estacionamiento: 54 clientes
• Centros minoristas: 40 clientes

Knightscope, Inc. (KSCP) - Modelo de negocios: relaciones con los clientes

Ventas directas y enfoque consultivo

La estrategia de ventas directas de Knightscope se dirige a clientes de seguridad de nivel empresarial que incluye:

Segmento de clientes	Penetración estimada del mercado
Campus corporativos	37%
Estacionamiento	28%
Instalaciones gubernamentales	22%
Centros comerciales	13%

Soporte técnico y mantenimiento continuos

Métricas de soporte técnico a partir de 2024:

• Disponibilidad de soporte al cliente 24/7
• Tiempo de respuesta promedio: 17 minutos
• Valor de contrato de mantenimiento anual: $ 45,000 - $ 85,000 por cliente
• Capacidades de diagnóstico remoto para el 92% de los robots desplegados

Soluciones de seguridad personalizables

Desglose de personalización de la solución de seguridad:

Nivel de personalización	Porcentaje de clientes
Configuración estándar	45%
Personalización moderada	38%
Integración personalizada avanzada	17%

Actualizaciones regulares de software y hardware

Actualización de frecuencia y cobertura:

• Ciclo de actualización de software: trimestralmente
• Tasa de actualización de hardware: cada 18-24 meses
• Despliegue de actualización automatizada: 86% de Robot Fleet
• Tiempo de instalación de actualización promedio: 37 minutos

Asistencia de capacitación e implementación

Estadísticas del programa de capacitación:

Servicio de capacitación	Costo promedio	Duración
Incorporación básica	$3,500	1 día
Integración avanzada	$12,000	3-5 días
Paquete de soporte en curso	$ 24,000/año	Continuo

Knightscope, Inc. (KSCP) - Modelo de negocio: canales

Equipo de ventas directas

Knightscope mantiene un equipo de ventas directo dedicado dirigido a clientes empresariales. A partir de 2024, el equipo de ventas consta de 12 representantes de ventas directas centrados en sectores de seguridad y tecnología.

Categoría de canal de ventas	Número de representantes	Sectores objetivo
Ventas de seguridad empresarial	7	Corporaciones privadas
Ventas gubernamentales	3	Agencias federales/estatales/locales
Ventas de integración tecnológica	2	Socios tecnológicos

Sitio web en línea y marketing digital

Knightscope utiliza canales digitales para la adquisición y participación del cliente.

• Tráfico del sitio web: 45,000 visitantes únicos mensuales
• Presupuesto de marketing digital: $ 387,000 anualmente
• Seguidores de redes sociales: 22,500 en todas las plataformas

Ferias y conferencias comerciales de la industria de la seguridad

Knightscope participa activamente en eventos de la industria para la visibilidad de la marca y las redes.

Tipo de evento	Participación anual	Alcance estimado
Ferias comerciales de seguridad	6-8 eventos	5,000-7,500 asistentes
Conferencias tecnológicas	4-5 eventos	3,000-4,500 asistentes

Redes de asociación tecnológica

Knightscope desarrolla asociaciones de tecnología estratégica para expandir los canales de distribución.

• Socios de tecnología activa: 12
• Contribución de ingresos de la asociación: 18% de los ingresos totales
• Plataformas de integración: ciberseguridad, IoT, sistemas AI

Plataformas de adquisición gubernamental y del sector privado

Knightscope se involucra a través de múltiples canales de adquisición.

Canal de adquisición	Número de contratos activos	Valor anual del contrato
Contratos del gobierno federal	3	$ 1.2 millones
Contratos del gobierno estatal/local	7	$850,000
Adquisición del sector privado	15	$ 2.3 millones

Knightscope, Inc. (KSCP) - Modelo de negocio: segmentos de clientes

Agencias de aplicación de la ley

A partir de 2024, Knightscope se dirige a la aplicación de la ley con robots de seguridad autónomos en múltiples jurisdicciones.

Detalles de segmento	Estadísticas de implementación
Departamentos de policía municipales	37 implementaciones activas
Oficinas del Sheriff del condado	22 contratos actuales
Valor anual promedio del contrato	$ 189,500 por despliegue

Campus corporativos y empresas privadas

Knightscope atiende a diversos mercados de seguridad corporativa.

Segmento de la industria	Número de implementaciones
Empresas tecnológicas	64 sitios activos
Instalaciones de fabricación	41 implementaciones actuales
Complejos minoristas	29 ubicaciones operativas

Instituciones educativas

Soluciones de seguridad para entornos académicos.

• Universidades públicas: 18 campus
• Colegios privados: 12 instalaciones
• Colegios comunitarios: 9 despliegues

Instalaciones de atención médica

Soluciones de seguridad especializadas para entornos médicos.

Tipo de instalación	Recuento de implementación
Hospitales	26 sitios activos
Centros médicos	14 contratos actuales
Presupuesto de seguridad anual promedio	$ 276,000 por instalación

Infraestructura crítica e instalaciones gubernamentales

Soluciones de seguridad para entornos de alta seguridad.

• Centrales eléctricas: 7 despliegues
• Edificios gubernamentales: 15 sitios activos
• Centro de transporte: 11 instalaciones actuales

Knightscope, Inc. (KSCP) - Modelo de negocio: Estructura de costos

Gastos de investigación y desarrollo

Para el año fiscal 2022, Knightscope informó gastos de investigación y desarrollo de $ 8.3 millones, lo que representa una inversión significativa en innovación tecnológica.

Año fiscal	Gastos de I + D	Porcentaje de ingresos
2022	$8,300,000	89.2%
2021	$7,500,000	85.7%

Costos de fabricación y producción

Los costos de fabricación de Knightscope incluyen:

• Adquisición de materia prima
• Fabricación de componentes
• Control de ensamblaje y calidad

Categoría de costos	Gasto anual
Materia prima	$3,200,000
Fabricación de componentes	$2,800,000

Desarrollo y mantenimiento de software

Los gastos relacionados con el software para 2022 totalizaron aproximadamente $ 5.6 millones, cubriendo el desarrollo continuo y el mantenimiento del sistema.

Inversiones de ventas y marketing

Knightscope asignó $ 4.2 millones a los esfuerzos de ventas y marketing en 2022, centrándose en la expansión del mercado y la adquisición de clientes.

Canal de marketing	Gastos
Marketing digital	$1,500,000
Ferias y eventos comerciales	$750,000
Operaciones del equipo de ventas	$1,950,000

Gastos operativos de la flota de robot en curso

Los costos operativos anuales para la flota de robots incluyen:

• Mantenimiento y reparaciones
• Reemplazo de la batería
• Actualizaciones de software
• Logística de implementación

Categoría de gastos operativos	Costo anual
Mantenimiento y reparaciones	$2,500,000
Reemplazo de la batería	$1,100,000
Actualizaciones de software	$800,000
Logística de implementación	$1,200,000

Knightscope, Inc. (KSCP) - Modelo de negocio: flujos de ingresos

Venta de hardware de robots

A partir del cuarto trimestre de 2023, Knightscope informó las siguientes métricas de ventas de hardware:

Modelo de robot	Precio de venta promedio	Unidades vendidas
Robot de seguridad K5	$70,000	37 unidades
Robot de seguridad K3	$55,000	22 unidades

Servicios de monitoreo basados ​​en suscripción

Desglose de ingresos por suscripción de Knightscope para 2023:

• Rango de tarifas de monitoreo mensual: $ 2,500 - $ 7,500 por robot
• Ingresos anuales de suscripción: $ 3.2 millones
• Duración promedio de la suscripción: 24 meses

Análisis de datos y tarifas de informes

Tipo de servicio	Precio	Ingresos anuales
Análisis básico	$ 500/mes	$ 1.1 millones
Informes avanzados	$ 1,200/mes	$750,000

Contratos de mantenimiento y actualización

Detalles del contrato de mantenimiento para 2023:

• Valor de contrato de mantenimiento anual: $ 15,000 - $ 25,000 por robot
• Ingresos de contrato de mantenimiento total: $ 1.5 millones
• Valor promedio del contrato de actualización: $ 10,000 por robot

Licencias de tecnologías de seguridad propietarias

Licencia tecnológica	Tarifa de licencia	Número de licenciatarios
Algoritmo de seguridad de IA	$ 50,000 por licencia	7 licenciatarios
Plataforma de monitoreo predictivo	$ 75,000 por licencia	4 licenciatarios

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.