Knightscope makes autonomous security robots that patrol properties and stream live data to a web dashboard, like a robotic guard dog with a smartphone.
Revenue is tiny at USD 0.01B annually, and gross margins are negative, meaning it loses money on every sale. No recurring revenue is mentioned; income depends on one-off robot sales and monitoring fees.
No visible moat: competitors like Cobalt Robotics and SMP Robotics offer similar patrol robots, and the company's negative margins suggest no pricing power or cost advantage.
Key events, in time order
Unaudited preliminary results show revenue tripling, offering an early read ahead of formal Q2 filing
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Knightscope's quarterly results show improvement but remain poor, trading at 1x annualized sales. The valuation is questionable due to significant dilution.
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