Q4 2025 Knightscope Inc Earnings Call Transcript
Key Points
- Knightscope Inc (KSCP) celebrated its 13-year anniversary, highlighting its resilience and growth in a competitive Silicon Valley environment.
- The company announced its first annual Autonomous Security Force Day, showcasing new technologies and engaging with stakeholders.
- Despite supply chain challenges, Knightscope Inc (KSCP) achieved a 4.9% revenue growth in 2025, driven by services revenue expansion.
- The acquisition of Event Risk is seen as a transformative move, positioning Knightscope Inc (KSCP) as a managed service provider with a comprehensive security solution.
- Knightscope Inc (KSCP) strengthened its liquidity position by raising $42.2 million through financing activities, improving its cash position by 83% year-over-year.
- Q4 2025 revenues declined by approximately 9.8% year-over-year due to supply chain constraints affecting product shipments.
- The company reported a gross loss of $1.6 million in Q4 2025, reflecting ongoing margin pressure from elevated material costs and under-absorption of fixed manufacturing overhead.
- Operating expenses increased by $3.8 million year-over-year in Q4 2025, driven by higher investments in R&D and SG&A functions.
- Knightscope Inc (KSCP) reported a net loss of $11 million in Q4 2025, widening from the previous year due to lower revenue and sustained operating investment.
- Supply chain volatility remains a concern, with ongoing challenges related to tariffs, geopolitical instability, and component shortages impacting production.
My name is William Santana Li, Chairman and CEO of Knightscope. I'm here with our Trustee, CFO, Apoorv Dwivedi. We're going to do a little bit of a different format today. First, an announcement regarding this Thursday, then Apoorv will go through the 2025 financial results that we filed on Form 10-K. And then we aggregated a bunch of questions that have come in, including from the three equity research analysts, and we'll try to put that in a much more efficient approach to answering questions.
So with that, I'll start it off with -- we're going to have our first annual Autonomous Security Force Day and also celebrate our 13-year anniversary in business. I often like to say we're here in Silicon Valley. There are 22,000 start-ups here. 95% of them failed despite having unbelievable ambition, financing and the like.
And for us to be able to start the company, get it funded, grow it, take it public, buy two companies and still be at it 13 years later is certainly a testament to the relentless
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