Rabu, 12 Agustus 2026

(NASDAQ: KSCP) Takes Over Our Watchlist Thursday As Q2 Revenue Pops 228% YoY

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(NASDAQ: KSCP) Takes Over Our Watchlist Thursday As Q2 Revenue Pops 228% YoY


Consider Starting Your Own Research On (KSCP)...


Company Website | Corporate Presentation


August 12th

Greetings Readers,


Occasionally, an industry reaches a tipping point. American security has reached one, and a Silicon Valley company has just posted the quarter that confirms it.


The problem is simple to state. Businesses pay $220,000 to $570,000 per year to cover a single guarded post around the clock. More than 90% of security alerts are useless without a human in the loop. The average corporate security chief juggles 8 to 12 vendors, and not one of them is accountable when something happens at 3:00AM.


The guard company can’t see the cameras. The camera vendor can’t dispatch the guards. Every vendor sends a separate invoice. Nobody owns the outcome.


IT security fixed this exact problem twenty years ago by consolidating to the managed-service model, and it minted a generation of category leaders. Physical security never had that moment.


One company is building it: Knightscope, Inc. (NASDAQ: KSCP), the Silicon Valley company constructing the nation’s first Autonomous Security Force.


And the numbers are in. Knightscope just reported second-quarter revenue of $9.0Mn, up 228% year over year from $2.7Mn, a new quarterly record, and the company's second consecutive record quarter. Gross margin was positive for the second straight quarter, at approximately 7% of revenue. Knightscope, Inc. (NASDAQ: KSCP) now serves 434 clients across 42 states.


"The second quarter of 2026 was Knightscope's best quarter ever," said William Santana Li, Founder, Chairman, and Chief Executive Officer. "Back in May, I stood before institutional in-vest-ors in New York and made a simple commitment: each quarter better than the last. We are delivering exactly what we said we would, and we believe we have laid the groundwork to sustain that momentum."


(NASDAQ: KSCP) has earned its spot at the top of our watchlist, August 13th, 2026.


(NASDAQ: KSCP) is a Silicon Valley managed service provider founded in 2013 with one mission: to make the United States of America the safest country in the world.


The company is building the nation’s first Autonomous Security Force: autonomous robots, AI-driven software, real-time monitoring, and licensed armed and unarmed security agents, all under one managed service accountable for the outcome. Not a camera company. Not a guarding company. Not a software platform. All of it, under one roof, fully managed.


The foundation is already in place: approximately 10,000 machines and agents in the network, 434 clients across 42 states, and more than 4.4 million autonomous hours logged since the first deployment in 2015.


Q1 2026: The Turning-Point Quarter

Quarterly revenue stepped up to $6.0Mn in Q1 2026, the strongest quarter in company history.

Source: Corporate Presentation, July 2026


Q1 2026 revenue hit $6.0Mn, up 106% from $2.9Mn a year earlier. Service revenue grew 98% to $4.2Mn. Product revenue climbed 128% to $1.8Mn. And gross margin turned positive at 8% of revenue, compared with a gross loss in the prior-year period. Even on a like-for-like pro forma basis, revenue grew 39%.


As Chairman and CEO William Santana Li said: "Q1 was a turning point for Knightscope. With the strategic acquisition of Event Risk, all four operational pillars of the Autonomous Security Force are now in place."


Q2 2026: Record Revenue Confirmed at $9.0Mn, Up 228% Year Over Year


Knightscope, Inc. (NASDAQ: KSCP) just reported financial results for the second quarter ended June 30, 2026: revenue of $9.0Mn, an increase of 228% compared with $2.7Mn in the second quarter of 2025 — a new quarterly record and the Company's second consecutive record quarter. Gross margin was $0.7Mn, or approximately 7% of revenue, compared with a gross loss of $0.9Mn in the prior-year period, driven by the immediately accretive Security Force acquisition and service cost reduction initiatives.


The company held $8.2Mn in cash and cash equivalents at quarter end.


The Acquisition That Completed the Force


In February, (KSCP) closed its acquisition of Event Risk, a nationwide provider of armed and unarmed guarding and executive protection with Fortune 1000 clients, consistent double-digit growth, and strong retention. The company quadrupled its workforce to over 400 people and began offering equity participation to frontline security agents, a structural differentiator in an industry known for extreme turnover.


The integration is proceeding as planned, with teams collaborating on the H1 wearable that will define the future Augmented Security Agent, and working to expand offerings across the current client base.

An Augmented Security Agent: licensed on-site response, powered by live data and centralized command.

Source: Corporate Presentation, July 2026


Why would a robotics company buy a guarding business? Because every security RFP in America is written for guards and cameras. Guards go in first. Trust gets earned. Then the technology layers in, replacing static posts one at a time. Guards are not the destination. They are the deployment catalyst for autonomy.


The K7: Passed Alpha Gate, Now in Beta. Deployments Targeted for Q4 2026

The all-new K7 Autonomous Security Robot: next-generation, large-area autonomous patrol.

Source: Corporate Presentation, July 2026


The all-new K7 Autonomous Security Robot is built for environments no camera or human post can match: miles of fence lines, logistics yards, solar farms, critical infrastructure, and defense installations. The K7 has passed its Alpha Prototype gate review and is now moving into the Beta Prototype phase, with initial deployments expected to begin in the fourth quarter of 2026.


Five graduate students from Carnegie Mellon’s Robotics Institute are already building an advanced AI feature for the K7 under a five-year collaboration. Knightscope will officially launch the Autonomous Security Force at GSX 2026, the security industry's largest gathering, September 14th to 16th in Atlanta, Booth 3905.


American-Owned, and It Publishes the Receipts


Here is a question most market watchers never think to ask. The three largest guarding companies in the US, which CEO William Santana Li estimates generate $20 to $30Bn in annual US revenue, are all foreign owned or controlled. They know your patrols, your exposure, and your risks. As Li put it in a July fireside chat: "You’re telling me that’s okay? I’m sorry, on my watch that’s not okay."


(KSCP) is the only American, publicly traded company in autonomous security. US-only operations. No foreign parent. In an era of rising scrutiny on foreign control of critical infrastructure, that is a procurement advantage, not a slogan.

The Signals digital twin: every patrol logged, every sensor check timestamped, every action auditable.

Source: Corporate Presentation, July 2026


The company's all-new Signals platform is designed to orchestrate its autonomous robots, stationary devices, sensors, augmented security agents, and Mission Intelligence remote monitoring, combining 3D digital twin technology with AI agents to eliminate blind spots and provide an industry-first, proof-of-work audit trail. The field results are striking. At one commercial site, incidents fell from 20 a month to one for the entire year. Another deployment logged zero vehicle break-ins in ten months, down from one to two every week. As (KSCP) puts it: "We don’t trade on logos. We trade on receipts."


Consider Starting Your Own Research On (KSCP)...


Company Website | Corporate Presentation


7 Reasons Why This Company (NASDAQ: KSCP) Earned Its Spot on Our Watchlist, August 12th, 2026


1. Three Wall Street Analysts. Targets From $8 to $23: Lake Street Capital Markets, H.C. Wainwright, and Ascendiant Capital all cover KSCP with price targets ranging from $8 to $23.


2. Q2 Revenue Confirmed at $9.0Mn, Up 228% Year Over Year: Second-quarter revenue of approximately $9Mn is up more than 200% from $2.7Mn a year ago, a new quarterly record. That follows Q1 2026 revenue of $6.0Mn, up 106%, with gross margin turning positive for the first time. The trend is not slowing. It is accelerating.


3. Roughly 70% Recurring Revenue Across 434 Clients in 42 States: $4.2Mn of the $6.0Mn in Q1 revenue was recurring service revenue. Managed services businesses are valued on recurring mix and retention, and the Company's clients renew year after year.


4. All Four Pillars of the Autonomous Security Force Are Now in Place: Autonomous machines, advanced software, real-time monitoring, and licensed security agents, unified by the closed Event Risk acquisition. The workforce has quadrupled to 400+, with equity going to frontline agents and hiring continuing into July.


5. The K7 Flagship Clears Alpha, Moves to Beta, Deployments Targeted for Q4 2026: The K7 has passed its Alpha Prototype gate review and is advancing to Beta Prototype, with initial deployments expected in the fourth quarter of 2026. Carnegie Mellon's robotics program continues work on autonomous patrol technology, and the Autonomous Security Force officially launches at GSX 2026 in Atlanta, September 14-16.


6. The Only Provider That Checks All Six Boxes, and the Only American One: Licensed guarding. 24/7 monitoring. Autonomous patrol. Integrated response. Quality and consistency. Outcome accountability. No other company delivers all six.


7. A ~$29Mn Market Cap Against a $230Bn Market: Across its top five Security Force clients alone, (KSCP) holds less than 2% of an estimated $850Mn-plus in annual security spend. Peers doing one piece of the job trade near $1Bn and beyond. And in June, the board tied executive performance awards to market cap milestones of $500Mn to $3Bn.


Consider Starting Your Own Research On (KSCP)...


Company Website | Corporate Presentation


Before you log off, one last pass through the setup shows why (KSCP) has moved front and center.


The second consecutive record quarter is now confirmed on the books: revenue up 228% to $9.0Mn, gross margin positive for a second straight quarter. The acquisition that completed the Autonomous Security Force is closed and operational, with integration proceeding as planned. The K7 flagship has cleared its Alpha gate and moves into Beta, with deployments targeted for Q4 2026. The Autonomous Security Force officially launches at GSX in September.


With a market cap around $29Mn (8/12/26) against a $230Bn market, three analysts targets between $8 to $23, and management compensation now tied to shareholder milestones, the gap between where this company is and where it could go is difficult to ignore.


(NASDAQ: KSCP) will be first on my screen Thursday AM.


As always, please remember to do your own research.


Sincerely,

Kai Parker

StockWireNews


(Always Remember The St-ock Prices Could Be Significantly Lower Now From The Dates I Provided.)

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