Knightscope Q3FY26 Results: Preliminary revenue up 177% YoY to $8.7 million

scanx
Reviewed by
Suketu GScanX News Team
Key Highlights
  • Knightscope reported preliminary Q3FY26 revenue of $8.7 million, up 177% YoY
  • Nine-month revenue reached $23.7 million, reflecting a 170% YoY increase
  • The company secured approximately $27 million in renewals and bookings since May 2026
powered bylight_fuzz_icon
54047263

*this image is generated using AI for illustrative purposes only.

Knightscope Inc. reported preliminary, unaudited consolidated revenue of approximately $8.7 million for the third quarter ended September 30, 2026. This figure represents a 177% increase from $3.1 million in the corresponding quarter of 2025.

The growth marks the company's third consecutive quarter of triple-digit year-over-year revenue expansion. For the first nine months of 2026, total revenue reached approximately $23.7 million, up 170% from $8.8 million in the same period of 2025.

Autonomous Security Force Debut

The company officially unveiled its Autonomous Security Force at GSX 2026, attracting interest from Fortune 500 enterprises and federal agencies. William Santana Li, Founder, Chairman and CEO, stated that clients are increasingly favoring autonomous machines, AI-driven software, and licensed security agents delivered as one accountable operation.

Since May 2026, Knightscope has secured a corporate record of approximately $27 million in renewals, bookings, and client awards. The company is focused on execution and expanding recurring revenue contracts.

Financial Data Summary

Metric Q3 2026 (Preliminary) Q3 2025 Change
Revenue $8.7 million $3.1 million +177%
9M Revenue $23.7 million $8.8 million +170%

Note: Figures are preliminary, unaudited, and subject to completion of quarter-end financial closing procedures.

What the Numbers Show

A divergence exists between top-line acceleration and profitability disclosure. While revenue grew 177% YoY, the release explicitly states that gross margin, operating expenses, net loss, and cash positions have not yet been reviewed or released. This indicates that while demand for the Autonomous Security Force is scaling rapidly, the cost structure associated with this expansion remains undisclosed until the full earnings report.

Upcoming Events

William Santana Li is scheduled to present at the LD Micro 20th Annual Main Event on October 21, 2026. The presentation will include the K7 Autonomous Security Robot. The company expects to announce the date of its third-quarter 2026 earnings release and conference call before the end of October 2026.

Disclaimer: This article is AI-generated using data from ViewTrade. ScanX is not liable for any inaccuracies.

How will Knightscope's undisclosed gross margins and operating expenses impact its path to profitability as it scales the Autonomous Security Force?

What specific metrics will indicate whether the $27 million in recent bookings are converting into sustainable recurring revenue rather than one-time hardware sales?

How might the integration of licensed security agents with autonomous machines affect Knightscope's competitive positioning against traditional security firms and pure-play robotics competitors?

Knightscope grants options for 789,444 shares to 107 new hires

scanx
Reviewed by
Shriram SScanX News Team
Key Highlights
  • Knightscope granted non-qualified stock options for 789,444 Class A common shares
  • Awards issued to 107 newly hired employees under the 2025 Inducement Plan
  • Options priced at the closing share price on September 30, 2026
  • Vesting occurs over four years with 25% cliff and monthly subsequent tranches
powered bylight_fuzz_icon
52433426

*this image is generated using AI for illustrative purposes only.

Knightscope, Inc. (NASDAQ: KSCP) announced that its Compensation Committee approved the grant of non-qualified stock options to purchase 789,444 shares of Class A common stock. The awards are directed at 107 newly hired employees as an inducement material to their entry into employment.

The grants were approved on September 30, 2026, under the Knightscope, Inc. 2025 Inducement Plan. This action complies with Nasdaq Listing Rule 5635(c)(4), which permits inducement awards to new employees without shareholder approval.

Vesting and pricing details

Each option carries an exercise price equal to the closing price of the Company's Class A common stock on the Nasdaq Capital Market on September 30, 2026, which serves as the grant date.

The vesting schedule spans four years, structured to align employee retention with long-term performance:

Component Percentage Timing
Initial vesting 25% First anniversary of grant date
Remaining vesting 75% Equal monthly installments over following 36 months

All options remain subject to the employee's continued employment through each respective vesting date. The awards are governed by the terms of the 2025 Inducement Plan and individual stock option award agreements.

About Knightscope

Knightscope is a security technology company developing the nation's first Autonomous Security Force. Operating as a managed service provider, the company integrates autonomous machines, AI-driven software, and licensed security agents into a single accountable operation under one contract. Its stated long-term mission is to enhance safety across the United States.

Disclaimer: This article is AI-generated using data from ViewTrade. ScanX is not liable for any inaccuracies.

How will the dilution from these 789,444 new options impact Knightscope's existing shareholder equity value in the upcoming quarters?

What specific technical or operational roles do the 107 new hires fill, and how does this align with Knightscope's current product roadmap?

Given the four-year vesting schedule, what retention metrics or performance benchmarks might investors monitor to gauge the effectiveness of this hiring strategy?

More News on Knightscope - Class A