US security technology company Knightscope has reported preliminary third-quarter revenue of approximately US$8.7 million, representing a 177% increase from the corresponding period in 2025, as the company expands its autonomous security services and artificial intelligence capabilities.
The NASDAQ-listed company (KSCP) announced on 20 October that its revenue for the nine months ended 30 September 2026 reached approximately US$23.7 million, an increase of 170% from US$8.8 million during the same period last year.
The result marks Knightscope’s third consecutive quarter of triple-digit year-on-year revenue growth, although the figures remain preliminary and unaudited.
The company attributed its expanding business activity to growing demand for integrated security services combining autonomous robotic systems, AI-driven software and licensed security personnel.
Knightscope formally introduced its Autonomous Security Force concept in September, positioning the offering as an integrated approach to physical security operations.
The model combines autonomous security robots, artificial intelligence and human security agents within a coordinated service designed to support surveillance, monitoring, incident detection and operational response.
The company said the announcement attracted interest from Fortune 500 companies and US federal agencies, although it did not disclose specific customers or contract values associated with that interest.
Knightscope also reported approximately US$27 million in combined contract renewals, bookings and client awards since May 2026, describing the figure as a corporate record.
However, the reported amount represents a combination of business commitments and awards rather than recognised revenue, and the company has not provided a detailed breakdown of the individual components.
William Santana Li, Knightscope’s founder, chairman and chief executive officer, said the third quarter marked an important transition in the company’s strategy.
“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,” Li said.
“We officially launched the Autonomous Security Force and reported a corporate record of approximately $27 million in renewals, bookings, and client awards.”
Li said the company was seeing demand for integrated autonomous systems and security services rather than standalone technologies.
“Clients are favoring autonomous machines, AI-driven software, and licensed security agents delivered as one accountable operation,” he said.
“The company said it is focused on execution, expanding its services with clients, and continuing to grow its recurring revenue contracts.”
The company’s strategy reflects a broader development in the physical security sector, where robotics, AI-assisted video analytics and remotely managed security operations are increasingly being evaluated alongside conventional guarding arrangements.
For security operators, the integration of autonomous mobile platforms with human personnel presents opportunities to extend surveillance coverage and automate repetitive monitoring activities.
However, the operational effectiveness of these systems depends on factors including reliability, communications infrastructure, environmental conditions, incident response procedures and integration with existing security management platforms.
Knightscope’s latest announcement provides evidence of increasing revenue and business activity but does not establish the profitability or operational performance of its integrated autonomous security model.
The company cautioned that its third-quarter figures remain subject to completion of financial closing procedures and have not been reviewed or audited by its independent accounting firm.
Knightscope has also not completed its assessment of other financial indicators, including gross margins, operating expenses, net losses and cash reserves.
These figures will be important in assessing whether the company’s revenue growth is translating into improved financial performance as it expands its autonomous security operations.
Knightscope expects to announce the date of its third-quarter earnings release and investor conference call before the end of October.
The forthcoming financial results should provide further insight into the company’s operating costs, recurring revenue performance and progress towards establishing a commercially sustainable autonomous security services business.
For the wider security industry, Knightscope’s expansion illustrates the continuing convergence of robotics, artificial intelligence and traditional physical security services, with integrated autonomous operations emerging as an alternative approach to conventional security delivery.
