(NASDAQ: KSCP) Tops Our Watchlist With Strong Q2 Preliminary Financial Results In The Spotlight

Over the course of several decades, an industry comes to a breaking point.

Any content you receive is for information purposes only. Always conduct your own research. *Sponsored (NASDAQ: KSCP) Tops Our Watchlist With Strong Q2 Preliminary Financial Results In The Spotlight Consider Starting Your Own Research On (KSCP)... Company Website | Corporate Presentation *Click Here To Get Our Alerts Faster Via SMS* July 21st Dear Reader, Over the course of several decades, an industry comes to a breaking point. American security just hit one, and one Silicon Valley company just reported the quarter that proves it. The problem is simple to state. Businesses pay $220,000 to $570,000 per year to cover a single guarded post around the clock. More than 90% of security alerts are useless without a human in the loop. The average corporate security chief juggles 8 to 12 vendors, and not one of them is accountable when something happens at 3:00AM. The guard company can’t see the cameras. The camera vendor can’t dispatch the guards. Every vendor sends a separate invoice. Nobody owns the outcome. IT security fixed this exact problem twenty years ago by consolidating to the managed-service model, and it minted a generation of category leaders. Physical security never had that moment. One company is building it: Knightscope, Inc. (NASDAQ: KSCP), the Silicon Valley company constructing the nation’s first Autonomous Security Force. And the first quarter of 2026 is when the plan clicked into place. (KSCP) just reported Q1 revenue of $6.0Mn, up 106% year over year, with gross margin positive for the first time and roughly 70% of revenue now recurring. Weeks later, the company announced approximately $3.8Mn in new and recurring contracts across eight verticals, led by critical infrastructure: a major California county, the federal government, a US national laboratory, and Fortune 500 heal-thcare names. And on Monday, the story just got bigger. Knightscope announced preliminary second-quarter results: approximately $9Mn in revenue, more than triple the $2.7Mn reported in the same quarter last year, and a new quarterly record for the company.  Knightscope, Inc. (NASDAQ: KSCP) has earned its spot at the top of our watchlist, July 21st, 2026. Keep reading to learn more about Knightscope, Inc. (NASDAQ: KSCP). Knightscope, Inc. (NASDAQ: KSCP) is a Silicon Valley managed service provider founded in 2013 with one mission: to make the United States of America the safest country in the world. The company is building the nation’s first Autonomous Security Force: autonomous robots, AI-driven software, real-time monitoring, and licensed armed and unarmed security agents, all under one managed service accountable for the outcome. Not a camera company. Not a guarding company. Not a software platform. All of it, under one roof, fully managed. The foundation is already in place: approximately 10,000 machines and agents in the network, 434 clients across 42 states, and more than 4.4 million autonomous hours logged since the first deployment in 2015. Q1 2026: The Turning-Point Quarter Quarterly revenue stepped up to $6.0Mn in Q1 2026, the strongest quarter in company history. Source: Knightscope, Inc. Corporate Presentation, July 2026 Q1 2026 revenue hit $6.0Mn, up 106% from $2.9Mn a year earlier. Service revenue grew 98% to $4.2Mn. Product revenue climbed 128% to $1.8Mn. And gross margin turned positive at 8% of revenue, compared with a gross loss in the prior-year period. Even on a like-for-like pro forma basis, revenue grew 39%. As Chairman and CEO William Santana Li said: "Q1 was a turning point for Knightscope. With the strategic acquisition of Event Risk, all four operational pillars of the Autonomous Security Force are now in place." And because the acquisition closed in late February, Q1 captured only about one month of Security Force operations. The second quarter will be the first to show a full quarter of the combined company. Preliminary Q2 2026: Revenue Triples to Approximately $9Mn Knightscope, Inc. (NASDAQ: KSCP) announced preliminary, unaudited second-quarter results on July 20th: approximately $9Mn in revenue for the quarter ended June 30th, up more than 200% from $2.7Mn in the same period last year. It is a new quarterly record for the company, which continues to serve 434 clients across 42 states. The figure is subject to the company's quarter-end closing procedures and has not been reviewed by its independent auditor. Full second-quarter results are expected in mid-August 2026. "Our preliminary, second-quarter results are a testament to our vision for developing and deploying hardware, software, and humans together as an integrated security force," said William Santana Li, Knightscope's Chairman and Chief Executive Officer. Alongside the preliminary numbers, Li released a video laying out the company's Autonomous Security Force strategy and the path to scale, now featured on Knightscope's newly redesigned website. The Acquisition That Completed the Force In February, (KSCP) closed its acquisition of Event Risk, a nationwide provider of armed and unarmed guarding and executive protection with Fortune 1000 clients, consistent double-digit growth, and strong retention. The company quadrupled its workforce to over 400 people and began offering equity participation to frontline security agents, a structural differentiator in an industry known for extreme turnover. An Augmented Security Agent: licensed on-site response, powered by live data and centralized command. Source: Knightscope, Inc. Corporate Presentation, July 2026 Why would a robotics company buy a guarding business? Because every security RFP in America is written for guards and cameras. Guards go in first. Trust gets earned. Then the technology layers in, replacing static posts one at a time. Guards are not the destination. They are the deployment catalyst for autonomy. The K7: The Flagship Debuts at GSX in September The all-new K7 Autonomous Security Robot: next-generation, large-area autonomous patrol. Source: Knightscope, Inc. Corporate Presentation, July 2026 Visit knightscope.com today and one machine dominates the screen. The all-new K7 Autonomous Security Robot is built for environments no camera or human post can match: miles of fence lines, logistics yards, solar farms, critical infrastructure, and defense installations. A public waitlist is open, with limited series production expected to begin deployment in the second half of 2026. Five graduate students from Carnegie Mellon’s Robotics Institute are already building an advanced AI feature for the K7 under a five-year collaboration. And the Autonomous Security Force, with the K7 front and center, debuts at GSX 2026 in Atlanta, September 14-16, Booth 3905. American-Owned, and It Publishes the Receipts Here is a question most market watchers never think to ask. The three largest guarding companies in the US, which CEO William Santana Li estimates generate $20 to $30Bn in annual US revenue, are all foreign owned or controlled. They know your patrols, your exposure, and your risks. As Li put it in a July fireside chat: "You’re telling me that’s okay? I’m sorry, on my watch that’s not okay." (KSCP) is the only American, publicly traded company in autonomous security. US-only operations. No foreign parent. In an era of rising scrutiny on foreign control of critical infrastructure, that is a procurement advantage, not a slogan. The Signals digital twin: every patrol logged, every sensor check timestamped, every action auditable. Source: Knightscope, Inc. Corporate Presentation, July 2026 And unlike an industry that has run on the honor system for thirty years, Knightscope’s Signals platform logs, timestamps, and exports everything. The field results are striking. At one commercial site, incidents fell from 20 a month to one for the entire year. Another deployment logged zero vehicle break-ins in ten months, down from one to two every week. As (KSCP) puts it: "We don’t trade on logos. We trade on receipts." Consider Starting Your Own Research On (KSCP)... Company Website | Corporate Presentation 7 Reasons Why Knightscope, Inc. (NASDAQ: KSCP) Earned Its Spot on Our Watchlist, July 21st, 2026 1. Three Wall Street Analysts. Targets From $8 to $25: Lake Street Capital Markets, H.C. Wainwright, and Ascendiant Capital all cover KSCP with price targets ranging from $8 to $25. 2. Preliminary Q2 Revenue Nearly Triples to $9Mn: Preliminary second-quarter revenue of approximately $9Mn is up more than 200% from $2.7Mn a year ago, a new quarterly record. That follows Q1 2026 revenue of $6.0Mn, up 106%, with gross margin turning positive for the first time. The trend is not slowing. It is accelerating.  3. Roughly 70% Recurring Revenue Across 434 Clients in 42 States: $4.2Mn of the $6.0Mn in Q1 revenue was recurring service revenue. Managed services businesses are valued on recurring mix and retention, and Knightscope clients renew year after year. 4. All Four Pillars of the Autonomous Security Force Are Now in Place: Autonomous machines, advanced software, real-time monitoring, and licensed security agents, unified by the closed Event Risk acquisition. The workforce has quadrupled to 400+, with equity going to frontline agents and hiring continuing into July. 5. The K7 Flagship Launches Into Markets the Current Fleet Cannot Reach: Waitlist open, beta deployments planned for the second half of 2026, Carnegie Mellon AI work feeding the platform, and a debut at GSX 2026 in September. Every market the K7 unlocks is a new layer of recurring revenue. 6. The Only Provider That Checks All Six Boxes, and the Only American One: Licensed guarding. 24/7 monitoring. Autonomous patrol. Integrated response. Quality and consistency. Outcome accountability. No other company delivers all six. And the three largest legacy guarding firms in the US are all foreign owned or controlled. (KSCP) is American end to end. 7. A ~$24Mn Market Cap Against a $230Bn Market: Across its top five Security Force clients alone, (KSCP) holds less than 2% of an estimated $850Mn-plus in annual security spend. Peers doing one piece of the job trade near $1Bn and beyond. And in June, the board tied executive performance awards to market cap milestones of $500Mn to $3Bn. Consider Starting Your Own Research On (KSCP)... Company Website | Corporate Presentation Before you log off, one last pass through the setup shows why (KSCP) has moved front and center. The turning-point quarter is on the books: revenue up 106%, gross margin positive for the first time, roughly 70% recurring. The acquisition that completed the Autonomous Security Force is closed and operational. $3.8Mn in fresh bookings landed in May across eight verticals. And preliminary Q2 numbers show revenue nearly tripling year over year to approximately $9Mn, a new company record, with full audited results due in mid-August. The K7 flagship debuts at GSX in September with beta deployments to follow. And the second quarter, the first full quarter of the combined company, reports next. With a market cap around $24Mn (7/20/26) against a $230Bn market, three analysts targets between $8 to $25, and management compensation now tied to shareholder milestones, the gap between where this company is and where it could go is difficult to ignore. KnightScope, Inc. (NASDAQ: KSCP) will hold our focus and our radar Tuesday. As always, please remember to do your own research. Sincerely, FierceAnalyst | Jaks Swift Editorial Writer (Always Remember The St-ock Prices Could Be Significantly Lower Now From The Dates I Provided.) *FierceInvestor (FierceInvestor . com) is owned by SWN Media LLC, a limited liability company. Data is provided from third-party sources and FierceInvestor ("FI") is not responsible for its accuracy. Make sure to always do your own research and due diligence on any day and swing profile I bring to your attention. We do not provide personalized fin-ancial advice, are not finan-cial advisors, and our opinions are not suitable for all in-vest-ors. Pursuant to an agreement between SWN Media LLC and TD Media LLC, SWN Media LLC has been hired for a period beginning on 07/20/2026 and ending on 07/21/2026 to publicly disseminate information about (KSCP:US) via digital communications. Under this agreement, TD Media LLC has paid SWN Media LLC seventeen thousand five hundred USD ("Funds"). To date, including under the previously described agreement, SWN Media LLC has been paid one hundred ninety four thousand five hundred USD ("Funds"). These Funds were part of the seventeen thousand five hundred USD funds that TD Media LLC received from a third party named LFG Equities Corp. who did not receive the Funds directly or indirectly from the Issuer and does not own st-ock in the Issuer but the reader should assume that the clients of the third party own shares in the Issuer, which they will liquidate at or near the time you receive this communication and has the potential to hurt share prices. Neither SWN Media LLC, TD Media LLC and their member own shares of (KSCP:US). Please see important disclosure information here: https://fierceinvestor.com/disclosure/kscp-zgdh0/#details

Fierce Investor | 4808 NW 2nd Ave Unit #388 | Boca Raton, FL 33431 US Unsubscribe | Update Profile | Constant Contact Data Notice