Knightscope Q3 2026 revenue rises 177% to $8.7M
Sentiment and the balance of points
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Rhea-AI Filing Summary
Knightscope, Inc. (KSCP) reported third-quarter 2026 revenue of $8.7 million, up 177% year over year and marking its third consecutive quarter of triple-digit year-over-year revenue growth. Gross margin improved by $2.0 million year over year to positive $0.4 million.
CEO William Santana Li said the company’s priorities are to convert approximately $27 million in renewals, bookings and client awards secured since May 2026 into revenue, expand with existing clients, and drive margins higher.
How this balance works
Rhea-AI gives every point it takes from this document a weight. Minor counts 1, Moderate 3 and Major 9, so one Major point outweighs several Minor ones. The bar adds up the weights on each side, and when neither side holds more than 65% of the total the balance reads Mixed.
It reads the document as published, with the same rules for every company, and it does not look at what the market expected or at how the stock traded, so a point can be objectively good on a day the stock falls.
Rhea-AI Sentiment measures something else, the tone of the wording.
Positive
- Moderate pointThird-quarter revenue was $8.7 million, up 177% year over year.
- Moderate pointGross margin improved $2.0 million year over year to positive $0.4 million.
Negative
- None.
8-K Event Classification
Key Figures
Key Terms
gross margin financial
operating leverage financial
at-the-market offering program financial
Autonomous Security Force technical
Earnings Snapshot
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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
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Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
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Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.
Item 2.02 Results of Operations and Financial Condition.
On November 12, 2026, Knightscope, Inc. (the "Company") issued a press release announcing its financial results for the third quarter ended September 30, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and incorporated herein by reference.
The information in this Item 2.02 and Exhibit 99.1 is being furnished and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, and shall not be deemed incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.
Item 9.01 Financial Statements and Exhibits
(d) Exhibits.
Exhibit No. | Description |
99.1 | Press Release of Knightscope, Inc. dated November 12, 2026 |
104 | Cover Page Interactive Data File (embedded within the Inline XBRL document) |
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
KNIGHTSCOPE, INC. | ||
Date: November 12, 2026 | By: | /s/ William Santana Li |
Name: | William Santana Li | |
Title: | Chairman, Chief Executive Officer and President | |
Exhibit 99.1
Knightscope News Release
November 12, 2026 1:05 PM PT
Knightscope Reports Third Quarter Revenue Up 177% Year Over Year to $8.7 Million
Third consecutive quarter of triple-digit year-over-year revenue growth
Gross margin improved $2.0 million year over year to a positive $0.4 million
Sunnyvale, Calif. — November 12, 2026 — Knightscope, Inc. (NASDAQ: KSCP) (the "Company" or "Knightscope"), the security technology company building the nation's first Autonomous Security Force, today announced financial results for the third quarter ended September 30, 2026. Revenue was $8.7 million, up 177% year over year, marking the Company's third consecutive quarter of triple-digit year-over-year revenue growth.
"We delivered our third consecutive quarter of triple-digit revenue growth, and positive gross margin in our services business," said William Santana Li, Founder, Chairman and CEO of Knightscope. "This year we redefined our go-to-market strategy around delivering security outcomes - autonomous machines, AI-driven software, and licensed security agents operating as one accountable operation under one contract. Our priorities are clear: convert the approximately $27 million in renewals, bookings, and client awards secured since May 2026 into revenue, expand with the clients we already serve, and drive margins higher.”
Third Quarter 2026 Financial Highlights
| • | Revenue: $8.7 million, up 177% from $3.1 million in the third quarter of 2025. Service revenue was $8.6 million, up 349%, including $6.6 million from Knightscope Security Force ("KSF"). Product revenue was $0.1 million, compared with $1.2 million in the prior-year period. |
| • | Gross margin: $0.4 million, or 5% of revenue, compared with a gross loss of $1.6 million in the third quarter of 2025. Service gross margin was $0.7 million, or 8% of service revenue, compared with a service gross loss of $1.6 million, in the third quarter of 2025. |
| • | Operating expenses: $12.0 million, or 138% of revenue, compared with $7.9 million, or 254% of revenue, in the prior-year period. Research and development expense declined 5% to $3.6 million as the Company continued moving engineering in-house to improve development speed and control, while reducing development costs. Sales, general and administrative expense was $8.4 million, including $0.9 million of events and sponsorship costs, primarily for the Autonomous Security Force unveiling at GSX 2026, and $0.6 million of higher intangible asset amortization related to the KSF acquisition. |
| • | Net loss: $11.8 million, or $0.50 per share, based on 23.6 million weighted average shares, compared with $9.5 million, or $0.98 per share, based on 9.8 million weighted average shares, in the third quarter of 2025. |
| • | Balance Sheet: Cash and cash equivalents of $6.8 million at quarter end. |
Business and Operational Highlights
| • | Unveiled the Autonomous Security Force at GSX 2026, presenting autonomous machines, AI-driven software, and licensed security agents as one managed service under one contract. |
| • | Secured approximately $27 million in renewals, bookings, and client awards since May 2026, a Company record. |
| • | K7 manufacturing commenced at Knightscope Headquarters ("KHQ") to accelerate deployment during the fourth quarter 2026. |
| • | Signals, the Company’s orchestration software and operational digital twin, is alive in its initial release at KHQ and demonstrated live to the public last week. |
Conference Call Information
Knightscope will host a conference call today, Thursday, November 12, 2026, at 1:30 p.m. PT (4:30 p.m. ET) to discuss its third quarter 2026 results, followed by a live question-and-answer session. Participants may register for the call here, or through the Investor Relations section of the Company's website at ir.knightscope.com.
About Knightscope
Knightscope is a security technology company building the nation's first Autonomous Security Force. As a managed service provider, the Company delivers autonomous machines, AI-driven software, and licensed security agents as one accountable operation, under one contract, to help protect people, property, and critical infrastructure. Knightscope's long-term mission is to make the United States of America the safest country in the world. Learn more at www.knightscope.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the Company's goals, growth, prospects, product roadmap, and outlook, including expectations regarding margin improvement and operating leverage, the K7 Beta Program and K7 deployments, the Signals platform and its capabilities, the H1 Augmented Security Agent wearable currently in development, the Autonomous Security Force, the integration of Knightscope Security Force, the conversion of renewals, bookings, and client awards into revenue, the at-the-market offering program, the Company's liquidity and need for additional financing, and future financial performance. Actual results may differ materially due to a number of factors, including the Company's ability to raise additional capital on acceptable terms and to continue as a going concern, risks related to the development, deployment, and performance of new technologies, risks related to the integration of acquired businesses, the risk that clients order fewer services than the Company estimates or that client awards do not result in definitive agreements, the Company's dependence on a limited number of significant clients, and the risks and uncertainties described under "Risk Factors" in the Company's most recent Annual Report on Form 10-K, as updated by its Quarterly Report on Form 10-Q for the quarter ended September 30, 2026, and its other filings with the Securities and Exchange Commission. Pro forma information is unaudited, is not necessarily indicative of the results that would have been achieved had the acquisition occurred on January 1, 2025, and is not indicative of future results. Forward-looking statements speak only as of the date of this release, and the Company undertakes no obligation to update them except as required by law.
Contacts
Public Relations: pr@knightscope.com
Knightscope, Inc.: (650) 924-1025 ext. 6