Knightscope Inc. (NASDAQ: KSCP) delivered its strongest financial performance to date in the second quarter of 2026, reporting record revenue of $9.0 million. This figure surpassed analyst estimates of $8.0 million, marking a 228% year-over-year increase from $2.7 million in the same period last year. The surge was primarily driven by the full-quarter contribution from its recently acquired Security Force business. However, profitability concerns persisted as the net loss per share of $0.79 missed the consensus estimate of $0.68.

The company also achieved a positive gross margin for the second straight quarter, recording $0.7 million or approximately 7% of revenue. This contrasts with a gross loss of $0.9 million in the prior-year period. Management attributed this turnaround to the accretive nature of the Security Force acquisition and ongoing service cost reduction initiatives.

Financial Performance Overview

Despite top-line growth, profitability remained under pressure due to significant operational investments. Operating expenses more than doubled to $13.8 million from $5.4 million in Q2 2025. This increase reflected heavy investment in research and development, expanded headcount, and costs associated with integrating the Security Force. Consequently, the net loss widened to $14.1 million ($0.79 per share) compared to a net loss of $6.3 million ($0.90 per share) in the prior-year period.

What the Numbers Show

The divergence between revenue growth and margin expansion highlights the transitional nature of Knightscope’s current strategy. While revenue tripled year-over-year and beat estimates, operating expenses grew at a faster absolute rate ($8.4 million increase) than revenue ($6.3 million increase). This indicates that the company is currently prioritizing scale and infrastructure build-out—specifically through R&D and headcount expansion—over immediate bottom-line efficiency. The positive gross margin suggests the core service model is becoming viable, but operating leverage has not yet materialized at the consolidated level.

Operational Updates and Outlook

Knightscope now serves 434 clients across 42 states. The integration of the Security Force is proceeding as planned, with teams collaborating on the H1 wearable device intended for future Augmented Security Agents (ASA).

On the product front, the K7 autonomous security robot passed its Alpha Prototype gate review and is moving into the Beta Prototype phase. Initial deployments are expected to begin in the fourth quarter of 2026. The company also highlighted progress on its Signals platform, an orchestration tool combining 3D digital twin technology with AI agents to manage autonomous robots and sensors.

Looking ahead, Knightscope outlined three priorities for the second half of 2026:

• Commencing initial K7 deployments in Q4 2026.
• Launching the Signals orchestration platform.
• Maintaining execution momentum consistent with the previous two record quarters.

William Santana Li, Founder, Chairman, and CEO, stated that the company is delivering on its commitment to institutional investors to produce progressively better quarterly results. The company will host a conference call and webcast on August 12, 2026, at 1:30 pm Pacific Time to discuss these results further.

Knightscope, Inc. (NASDAQ: KSCP), a security technology company developing the nation’s first Autonomous Security Force, will announce its financial results for the second quarter ended June 30, 2026, after the market close on Wednesday, August 12, 2026. The announcement provides investors with an update on the company’s progress in deploying autonomous machines and advanced software to protect people, property, and critical infrastructure.

Following the earnings release, the company will host a webcast with members of its executive management team to discuss the results in detail. The conference call is scheduled to begin at 4:30 p.m. ET (1:30 p.m. PT) on August 12, 2026. Participants interested in attending the live discussion must register through the provided link on the company’s investor relations platform.

Event Details

The Autonomous Security Force combines autonomous machines, advanced software, and human expertise to enhance security operations. Knightscope’s long-term mission remains focused on making the United States the safest country in the world through technological innovation in the security sector.

Disclosure Compliance

Knightscope, Inc. discloses material information to the public through multiple channels, including filings with the Securities and Exchange Commission, press releases, public conference calls, webcasts, and the investor relations section of its website at https://ir.knightscope.com . These measures ensure broad, non-exclusionary distribution of information to comply with disclosure obligations under Regulation FD.

Investors seeking further information or clarification regarding the earnings release may contact the Investor Relations team at ir@knightscope.com or by phone at (650) 924-1025 ext. 6.