Knightscope Preliminary Q3 Revenue Grows Triple Digits for Third Consecutive Quarter
Knightscope, Inc. (KSCP) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 October 20, 2026 6:35 AM PT Knightscope Preliminary Q3 Revenue Grows Triple Digits for Third Consecutive Quarter • Third consecutive quarter with triple-digit year-over-year revenue growth; nine-month revenue up 170% to approximately $23.7 million, cementing record f
How this was made
The 30-second read
Why it matters
The disclosed revenue surge could trigger a short‑term rally, but investors should watch for subsequent guidance and profitability metrics.
Market read
First‑time disclosure of strong revenue growth for a micro‑cap AI security firm; potential catalyst for price movement.
What to watch
Lack of gross margin and cash‑flow data leaves uncertainty about profitability and cash burn.
Knightscope Preliminary Q3 Revenue Grows Triple Digits for Third Consecutive Quarter
Preliminary third-quarter revenue was approximately $8.7 million, up 177% from $3.1 million in the third quarter of 2025, while first-nine-month revenue totaled approximately $23.7 million, up 170% from $8.8 million.
Key metrics
as reported| Metric | Value | q/q | y/y |
|---|---|---|---|
| Consolidated revenue, third quarter ended September 30, 2026other | approximately $8.7 million | – | 177% |
| Revenue, first nine months of 2026other | approximately $23.7 million | – | 170% |
What drove it
- Third consecutive quarter with triple-digit year-over-year revenue growth.
- The Company reported a corporate record of approximately $27 million in renewals, bookings, and client awards since May 2026.
- Knightscope officially unveiled its Autonomous Security Force at GSX 2026.
- Management stated that clients are favoring autonomous machines, AI-driven software, and licensed security agents delivered as one accountable operation.
Concerns
- The reported revenue figures are preliminary, unaudited, and subject to completion of quarter-end financial closing procedures.
- Management stated that actual results may differ from the preliminary revenue estimate.
- The Company has not completed its review of gross margin, operating expenses, net loss, and cash.
- The release does not provide profitability, cash flow, balance-sheet, or liquidity results.
What to watch
- Final third-quarter 2026 revenue when the Company completes its financial closing procedures.
- Third-quarter gross margin, operating expenses, net loss, and cash, which management said remain under review.
- The date of the third-quarter 2026 earnings release and conference call, which the Company expects to announce before the end of October 2026.
- Conversion of approximately $27 million in renewals, bookings, and client awards since May 2026 into reported revenue and recurring revenue contracts.
Analysis
Knightscope reported preliminary, unaudited consolidated revenue of approximately $8.7 million for the third quarter ended September 30, 2026, up 177% from $3.1 million in the third quarter of 2025. This was the Company’s third consecutive quarter of triple-digit year-over-year revenue growth. Revenue for the first nine months of 2026 totaled approximately $23.7 million, up 170% from $8.8 million in the same period of 2025.
The release frames demand around the launch of Knightscope’s Autonomous Security Force model, which combines autonomous machines, AI-driven software, and licensed security agents under one contract. Management said the offering was officially unveiled at GSX 2026 and attracted interest from Fortune 500 enterprises and federal agencies. The Company also cited a corporate record of approximately $27 million in renewals, bookings, and client awards since May 2026.
The reported growth figures point to substantial expansion in revenue through the first nine months of 2026. However, the filing supplies no segment revenue, product-level detail, recurring-revenue figure, customer concentration data, or measure of the mix between renewals, bookings, client awards, and recognized revenue. The approximately $27 million activity measure is not presented as revenue and cannot be assessed as a direct revenue conversion metric from this release.
Profitability and cash generation are not yet available. Management explicitly said it had not completed its review of gross margin, operating expenses, net loss, and cash, and the release does not address those results. Consequently, the filing establishes strong top-line momentum but does not provide information needed to evaluate margins, operating leverage, liquidity, cash burn, debt, or capital allocation.
No financial guidance was issued, and no prior outlook was provided for comparison. The central next catalyst is the full third-quarter earnings release and conference-call date, which the Company expects to announce before the end of October 2026. Investors should focus on whether final revenue remains consistent with the preliminary estimate and on the first disclosure of third-quarter margins, expenses, net loss, cash, and any details supporting the stated renewals, bookings, and client awards activity.
Management, verbatim
The third quarter is when the Autonomous Security Force moved from strategy to debut, and revenue more than doubled year over year while we did it.
William Santana Li, Chairman and CEO
We officially launched the Autonomous Security Force at GSX 2026 in front of the largest gathering of security leaders in the country, and reported a corporate record of approximately $27 million in renewals, bookings, and client awards.
William Santana Li, Chairman and CEO
The Company is focused on execution, expanding its services with clients, and continuing to grow its recurring revenue contracts.
William Santana Li, Chairman and CEO
Not in the filing
stated, not guessed- Gross margin for the third quarter ended September 30, 2026.
- Operating expenses for the third quarter ended September 30, 2026.
- Operating income or loss for the third quarter ended September 30, 2026.
- Net income or loss for the third quarter ended September 30, 2026.
- GAAP EPS for the third quarter ended September 30, 2026.
- Non-GAAP earnings metrics and non-GAAP EPS.
- Operating cash flow.
- Free cash flow.
- Cash balance.
- Debt balance.
- Capital expenditures.
- Share repurchases.
- Dividends.
- Segment revenue and segment growth.
- Revenue by product, service, or customer category.
- Prior-quarter revenue and sequential revenue growth.
- Revenue guidance.
- Gross-margin guidance.
- Operating-expense guidance.
- Tax-rate guidance.
- CFO commentary.
AlphAI analysis generated from the company’s SEC earnings filing (Form 8-K Item 2.02, or Form 6-K for a foreign private issuer). Every figure was cross-checked against the filing text; consensus estimates, price targets and share-price reactions are not shown because they are not in the filing. AI-generated research, not investment advice.
Background
Knightscope filed an 8‑K reporting preliminary, unaudited Q3 results, marking its third consecutive quarter of triple‑digit YoY revenue growth.
Ticker impact
Preliminary Q3 2026 revenue of $8.7M, up 177% YoY, and nine‑month revenue of $23.7M, up 170% YoY, disclosed for the first time in an 8‑K filing.
likely upward pressure as the market prices in the triple‑digit growth.
Revenue beats expectations and shows rapid expansion; investors may bid the stock higher on the news.
Market effects
Highlights growth potential in autonomous security and AI‑driven services, may boost sentiment for similar tech firms.
Limited to U.S. micro‑cap investors; no broad regional effect.
Minimal global impact beyond niche security‑tech niche.
Counterpoint
Revenue is unaudited and may be revised; high growth may be unsustainable, prompting caution.
Key entities
- companyKnightscope, Inc.
Autonomous security technology provider listed on NASDAQ (KSCP).
- executiveWilliam Santana Li
Chairman and CEO of Knightscope, quoted in the filing.
