Knightscope, Inc. (KSCP) Earnings Call Transcripts

Knightscope, Inc.'s Latest Earnings Call - March 31, 2026

Knightscope, Inc. reported its Q4 and full-year 2025 financial results, highlighting a challenging quarter with a 9.8% year-over-year revenue decline due to supply chain constraints. The full-year revenue grew by 4.9% to $11.3 million, driven by services revenue expansion. The company reported a Q4 net loss of $11 million and a full-year loss of $33.8 million, reflecting ongoing gross margin pressure and increased R&D investments. Management did not provide specific forward guidance but emphasized a focus on execution and growth following the strategic acquisition of Event Risk.

Reported metrics

Guidance from management

Management did not provide specific forward guidance but emphasized a focus on execution and growth following the strategic acquisition of Event Risk.

What management said

So with that, we got a bunch of questions in from a variety of folks, including our research analysts. So Apoorv, if you want to read off the first easy question, we can get on it.

The first one was basically, can you provide visibility on timing of supply chain issues clearing up? And basically, are any supply chain disruptions anticipated due to all the global conflicts happening across the Middle East and Europe?

What analysts pressed on

Analysts expressed concerns about the timing of supply chain issue resolutions and the integration of the Event Risk acquisition. Questions focused on visibility into supply chain improvements and the impact of global conflicts on operations.

Main topics on the call

• Revenue Decline — Q4 revenues declined approximately 9.8% year-over-year due to supply chain constraints impacting product shipments. The services business remained materially unchanged.
• Full-Year Revenue Growth — 2025 full-year revenue grew approximately 4.9% to $11.3 million, driven by services revenue expansion in Machine-as-a-Service ASR offerings and maintenance plans.
• Supply Chain Challenges — Management acknowledged ongoing supply chain volatility, citing geopolitical instability and component shortages. They are taking steps to mitigate these issues.
• Event Risk Acquisition — The acquisition of Event Risk is seen as a transformative move to enhance Knightscope's market position as a managed service provider. Management expects this to accelerate growth.

Read the full Knightscope, Inc. transcript (March 31, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 13 Knightscope, Inc. earnings call transcripts on record, spanning June 23, 2022 to May 18, 2026. Based on this history, Knightscope, Inc. reports semi-annually. The most recent call on file is dated May 18, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

KSCP

Exchange

NasdaqCM

Country

US

Sector

Industrials

Industry

Commercial Services and Supplies

Calls on record

13

First call

June 23, 2022

Most recent

May 18, 2026

Reporting cadence

semi-annually