KnightScope, Inc. (KSCP): Modelo de negócios Canvas [Jan-2025 Atualizado]

Na paisagem em rápida evolução da segurança autônoma, a KnightScope, Inc. (KSCP) surge como inovador inovador, transformando a vigilância tradicional com a tecnologia robótica de ponta. Ao misturar perfeitamente inteligência artificial, robótica avançada e informações orientadas a dados, a empresa oferece uma abordagem revolucionária à segurança que promete redefinir como as organizações protegem seus ativos, pessoal e infraestrutura crítica. Seu modelo de negócios exclusivo aproveita os robôs de segurança autônomos que fornecem detecção de ameaças em tempo real, monitoramento econômico e escalabilidade sem precedentes em diversos ambientes-de aplicação da lei e campi corporativo a instalações de saúde e instalações do governo.

KnightScope, Inc. (KSCP) - Modelo de negócios: Parcerias -chave

Agências policiais e departamentos de segurança

A KnightScope estabeleceu parcerias com várias agências policiais e departamentos de segurança nos Estados Unidos. A partir de 2023, a empresa relatou parcerias com mais de 25 departamentos de polícia municipais e organizações de segurança do campus.

Tipo de parceiro	Número de parcerias	Cobertura geográfica
Departamentos de Polícia Municipal	18	Califórnia, Texas, Arizona
Segurança do campus da universidade	7	Regiões do meio -oeste e da costa oeste

Parceiros de tecnologia para integração de IA e robótica

A KnightScope colabora com empresas de tecnologia especializadas para aprimorar suas capacidades robóticas.

• NVIDIA para processamento avançado de IA
• Intel para tecnologias de visão computacional
• Microsoft Azure para integração de aprendizado de máquina baseado em nuvem

Provedores de serviços em nuvem

Provedor de nuvem	Tipo de serviço	Capacidade de processamento de dados
Amazon Web Services (AWS)	Armazenamento de dados	500 TB por mês
Microsoft Azure	Aprendizado de máquina	250 TB por mês

Fabricantes de componentes robóticos especializados

A KnightScope mantém parcerias estratégicas com fabricantes de componentes para garantir sistemas robóticos de alta qualidade.

• Velodyne lidar para tecnologias de sensores
• Bosch para sistemas de sensor e navegação
• Panasonic para componentes de gerenciamento de bateria e energia

Empresas de desenvolvimento de software

A empresa colabora com empresas de desenvolvimento de software para aprimorar os recursos algorítmicos.

Parceiro	Área de foco	Investimento anual
Silicon Valley AI Labs	Algoritmos de aprendizado de máquina	US $ 1,2 milhão
Robotech Solutions	Algoritmos de navegação	$850,000

KnightScope, Inc. (KSCP) - Modelo de negócios: Atividades -chave

Design e fabricação de robôs de segurança autônoma

KnightScope produz quatro modelos de robôs de segurança autônomos:

• K5 Robô ao ar livre: altura 5 pés, peso 300 libras
• Robô ao ar livre K3: altura 4 pés, peso 200 libras
• Robô interno K1: altura 3 pés, peso 100 libras
• K7 Robô ao ar livre grande: altura 6 pés, peso 400 libras

Modelo de robô	Capacidade de produção anual	Custo de fabricação
K5	150 unidades	US $ 75.000 por unidade
K3	100 unidades	US $ 55.000 por unidade
K1	200 unidades	US $ 35.000 por unidade
K7	75 unidades	US $ 90.000 por unidade

Desenvolvimento de algoritmo de IA e aprendizado de máquina

A KnightScope investe US $ 2,3 milhões anualmente em pesquisa e desenvolvimento de IA, com uma equipe dedicada de 22 engenheiros de aprendizado de máquina.

Coleta e análise de dados de segurança

Os robôs da empresa coletam e processam:

• Vigilância por vídeo em 360 graus
• Reconhecimento de placas
• Dados de imagem térmica
• Métricas de detecção de anomalia

Tipo de dados	Velocidade de processamento	Capacidade de armazenamento
Vigilância por vídeo	30 quadros por segundo	2 TB por robô
Reconhecimento de placas	50 placas por minuto	500.000 registros de placas

Gerenciamento de frotas de robô e monitoramento remoto

Estatísticas atuais de implantação da frota:

• Total de robôs implantados: 185
• Locais ativos dos clientes: 72
• Tempo de atividade média: 94,3%

Pesquisa e desenvolvimento contínuos

Métricas de investimento em P&D:

• Orçamento anual de P&D: US $ 4,1 milhões
• Aplicações de patentes: 12 em 2023
• Equipe de pesquisa: 35 engenheiros

KnightScope, Inc. (KSCP) - Modelo de negócios: Recursos -chave

Tecnologia de robô de segurança autônoma proprietária

KnightScope desenvolveu quatro modelos de robôs de segurança autônomos:

• K5 Robô ao ar livre: 5 pés de altura, 300 libras
• Robô ao ar livre K3: 4 pés de altura, 200 libras
• Robô interno K1: 3 pés de altura, 150 libras
• K7 Robô ao ar livre: modelo mais recente com recursos aprimorados

Modelo de robô	Altura	Peso	Locais de implantação
K5	5 pés	300 libras	Estacionamentos, campi corporativo
K3	4 pés	200 libras	Universidades, shopping centers

Algoritmos avançados de IA e aprendizado de máquina

Os recursos de IA da KnightScope incluem:

• Precisão de detecção de anomalia: 95%
• Algoritmos de avaliação de ameaças em tempo real
• Análise preditiva para incidentes de segurança

Equipes de engenharia e robótica altamente qualificadas

A partir de 2024, o KnightScope emprega:

• 42 profissionais de engenharia em tempo integral
• 12 especialistas em robótica
• 8 especialistas em aprendizado de máquina

Propriedade intelectual e portfólio de patentes

Categoria de patentes	Número de patentes	Status
Robótica autônoma	17	Garantido
Algoritmos de segurança da IA	9	Pendente

Infraestrutura de gerenciamento de dados baseada em nuvem

Especificações de infraestrutura:

• Capacidade de armazenamento em nuvem: 500 TB
• Velocidade de processamento de dados: 2.5 Petaflops
• Criptografia de segurança: AES de 256 bits

Pesquisa total e investimento em desenvolvimento em 2023: US $ 4,2 milhões

KnightScope, Inc. (KSCP) - Modelo de negócios: proposições de valor

Segurança aprimorada através de vigilância robótica autônoma

O KnightScope implantou 83 robôs de segurança autônoma a partir do quarto trimestre 2023, cobrindo mais de 1.200 sites clientes nos Estados Unidos. Custo médio de implantação do robô: US $ 250.000 por unidade.

Modelo de robô	Contagem de implantação	Cobertura operacional anual
K5 Robô de terra	58 unidades	670 acres
Robô interno K3	25 unidades	320.000 pés quadrados.

Recursos de detecção de ameaças e relatórios em tempo real

Taxa de precisão de detecção: 92,4% com algoritmos de aprendizado de máquina processando 3,7 TB de dados de segurança por mês.

• Velocidade de detecção de anomalia: 0,3 segundos
• Precisão de relatórios de incidentes: 96,1%
• Confiabilidade da transmissão de dados: 99,7%

Alternativa econômica ao pessoal de segurança tradicional

Economia média anual de custos por robô implantado: US $ 187.000 em comparação com as equipes de segurança humana.

Métrica de custo	Segurança do robô	Segurança humana
Custo anual do pessoal	$62,000	$249,000
Sobrecarga operacional	$23,000	$76,000

Redução do risco humano em ambientes de alto perigo

Métricas de mitigação de risco para zonas de alto risco: redução de 78,6% em possíveis incidentes de segurança humana.

Soluções de segurança escaláveis ​​e adaptáveis

Portfólio de clientes em 2024: 237 clientes corporativos em 48 estados, com 14 diferentes verticais do setor atendidos.

• Instalações de saúde: 42 clientes
• Campi corporativo: 63 clientes
• Instituições educacionais: 38 clientes
• Instalações de estacionamento: 54 clientes
• Centros de varejo: 40 clientes

KnightScope, Inc. (KSCP) - Modelo de Negócios: Relacionamentos do Cliente

Vendas diretas e abordagem consultiva

A estratégia de vendas direta da KnightScope tem como alvo clientes de segurança em nível corporativo, incluindo:

Segmento de clientes	Penetração estimada de mercado
Campi corporativo	37%
Instalações de estacionamento	28%
Instalações do governo	22%
Shopping centers	13%

Suporte técnico e manutenção em andamento

Métricas de suporte técnico em 2024:

• Disponibilidade de suporte ao cliente 24/7
• Tempo médio de resposta: 17 minutos
• Valor anual do contrato de manutenção: US $ 45.000 - US $ 85.000 por cliente
• Capacidades de diagnóstico remotas para 92% dos robôs implantados

Soluções de segurança personalizáveis

Remutação de personalização da solução de segurança:

Nível de personalização	Porcentagem de clientes
Configuração padrão	45%
Personalização moderada	38%
Integração personalizada avançada	17%

Atualizações regulares de software e hardware

Atualizar frequência e cobertura:

• Ciclo de atualização de software: trimestral
• Taxa de atualização de hardware: a cada 18-24 meses
• Implantação automatizada de atualização: 86% da frota de robôs
• Atualização média Tempo de instalação: 37 minutos

Assistência de treinamento e implementação

Estatísticas do programa de treinamento:

Serviço de treinamento	Custo médio	Duração
Integração básica	$3,500	1 dia
Integração avançada	$12,000	3-5 dias
Pacote de suporte em andamento	US $ 24.000/ano	Contínuo

KnightScope, Inc. (KSCP) - Modelo de negócios: canais

Equipe de vendas diretas

A KnightScope mantém uma equipe de vendas direta dedicada direcionando clientes corporativos. A partir de 2024, a equipe de vendas consiste em 12 representantes de vendas diretas focadas nos setores de segurança e tecnologia.

Categoria de canal de vendas	Número de representantes	Setores -alvo
Vendas de segurança corporativa	7	Corporações privadas
Vendas do governo	3	Agências federais/estaduais/locais
Vendas de integração de tecnologia	2	Parceiros de tecnologia

Site online e marketing digital

A KnightScope utiliza canais digitais para aquisição e engajamento de clientes.

• Tráfego do site: 45.000 visitantes únicos mensais
• Orçamento de marketing digital: US $ 387.000 anualmente
• Seguidores de mídia social: 22.500 entre plataformas

Feiras e conferências do setor de segurança

KnightScope participa ativamente de eventos do setor para visibilidade da marca e networking.

Tipo de evento	Participação anual	Alcance estimado
Feiras de segurança	6-8 eventos	5.000-7.500 participantes
Conferências de Tecnologia	4-5 eventos	3.000-4.500 participantes

Redes de parceria de tecnologia

A KnightScope desenvolve parcerias de tecnologia estratégica para expandir os canais de distribuição.

• Parceiros de tecnologia ativa: 12
• Contribuição da receita da parceria: 18% da receita total
• Plataformas de integração: segurança cibernética, IoT, sistemas de IA

Plataformas de compras do governo e do setor privado

KnightScope se envolve através de vários canais de compras.

Canal de compras	Número de contratos ativos	Valor anual do contrato
Contratos do governo federal	3	US $ 1,2 milhão
Contratos do governo estadual/local	7	$850,000
Compras do setor privado	15	US $ 2,3 milhões

KnightScope, Inc. (KSCP) - Modelo de negócios: segmentos de clientes

Agências de aplicação da lei

A partir de 2024, KnightScope tem como alvo a aplicação da lei com robôs de segurança autônomos em várias jurisdições.

Detalhes do segmento	Estatísticas de implantação
Departamentos de Polícia Municipal	37 implantações ativas
Escritórios do xerife do condado	22 contratos atuais
Valor médio anual do contrato	US $ 189.500 por implantação

Campi corporativo e empresas privadas

A KnightScope serve diversos mercados de segurança corporativa.

Segmento da indústria	Número de implantações
Empresas de tecnologia	64 sites ativos
Instalações de fabricação	41 implantações atuais
Complexos de varejo	29 Locais operacionais

Instituições educacionais

Soluções de segurança para ambientes acadêmicos.

• Universidades públicas: 18 campi
• Faculdades particulares: 12 instalações
• Faculdades Comunitárias: 9 implantações

Instalações de saúde

Soluções de segurança especializadas para ambientes médicos.

Tipo de instalação	Contagem de implantação
Hospitais	26 sites ativos
Centros médicos	14 contratos atuais
Orçamento médio de segurança anual	US $ 276.000 por instalação

Infraestrutura crítica e instalações governamentais

Soluções de segurança para ambientes de alta segurança.

• Usinas de energia: 7 implantações
• Edifícios governamentais: 15 sites ativos
• Centros de transporte: 11 instalações atuais

KnightScope, Inc. (KSCP) - Modelo de negócios: estrutura de custos

Despesas de pesquisa e desenvolvimento

Para o ano fiscal de 2022, a KnightScope relatou despesas de pesquisa e desenvolvimento de US $ 8,3 milhões, representando um investimento significativo em inovação tecnológica.

Ano fiscal	Despesas de P&D	Porcentagem de receita
2022	$8,300,000	89.2%
2021	$7,500,000	85.7%

Custos de fabricação e produção

Os custos de fabricação da KnightScope incluem:

• Aquisição de matéria -prima
• Fabricação de componentes
• Montagem e controle de qualidade

Categoria de custo	Despesa anual
Matérias-primas	$3,200,000
Fabricação de componentes	$2,800,000

Desenvolvimento e manutenção de software

As despesas relacionadas ao software para 2022 totalizaram aproximadamente US $ 5,6 milhões, cobrindo o desenvolvimento contínuo e a manutenção do sistema.

Investimentos de vendas e marketing

A KnightScope alocou US $ 4,2 milhões aos esforços de vendas e marketing em 2022, com foco na expansão do mercado e na aquisição de clientes.

Canal de marketing	Despesa
Marketing digital	$1,500,000
Feiras e eventos	$750,000
Operações da equipe de vendas	$1,950,000

Despesas operacionais de frota de robôs em andamento

Os custos operacionais anuais para a frota de robôs incluem:

• Manutenção e reparos
• Substituição da bateria
• Atualizações de software
• Logística de implantação

Categoria de despesa operacional	Custo anual
Manutenção e reparos	$2,500,000
Substituição da bateria	$1,100,000
Atualizações de software	$800,000
Logística de implantação	$1,200,000

KnightScope, Inc. (KSCP) - Modelo de negócios: fluxos de receita

Vendas de hardware de robô

A partir do quarto trimestre 2023, KnightScope relatou as seguintes métricas de vendas de hardware:

Modelo de robô	Preço médio de venda	Unidades vendidas
K5 Robô de segurança	$70,000	37 unidades
Robô de segurança K3	$55,000	22 unidades

Serviços de monitoramento baseados em assinatura

Receita de assinatura da KnightScope para 2023:

• Faixa de Taxas de Monitoramento Mensal: US $ 2.500 - US $ 7.500 por robô
• Receita anual de assinatura: US $ 3,2 milhões
• Duração média da assinatura: 24 meses

Análise de dados e taxas de relatório

Tipo de serviço	Preço	Receita anual
Análise básica	US $ 500/mês	US $ 1,1 milhão
Relatórios avançados	US $ 1.200/mês	$750,000

Contratos de manutenção e atualização

Detalhes do contrato de manutenção para 2023:

• Valor anual do contrato de manutenção: US $ 15.000 - US $ 25.000 por robô
• Receita total do contrato de manutenção: US $ 1,5 milhão
• Atualizar o valor médio do contrato: US $ 10.000 por robô

Licenciamento de tecnologias de segurança proprietárias

Licença de tecnologia	Taxa de licenciamento	Número de licenciados
Algoritmo de segurança da IA	US $ 50.000 por licença	7 licenciados
Plataforma de monitoramento preditiva	US $ 75.000 por licença	4 licenciados

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.