Knightscope announced the launch of its K7 Autonomous Security Robot on November 13, 2025, positioning the company to serve critical infrastructure, transportation hubs, logistics yards, industrial complexes, and defense installations with a next‑generation perimeter‑protection platform that can patrol miles of fence lines, warehouses, and open terrain 24/7. The K7 combines light‑duty, off‑road performance with the company’s AI‑powered detection, deterrence, and reporting technologies, allowing it to operate in large, remote, or hazardous environments that traditional cameras or human guards cannot cover effectively.
The company’s early‑access program and waitlist were opened simultaneously with the announcement, and limited‑series production is slated to begin deployment in the second half of 2026. Knightscope’s CEO William Santana Li described the robot as “the next frontier in autonomous physical security,” emphasizing a disciplined market‑introduction strategy focused on client success and scalable deployment.
On the same day, Knightscope reported its Q3 2025 earnings. Revenue rose 23.5% year‑over‑year to $3.13 million, driven by an 82% jump in product revenue as delayed deliveries from the previous quarter were accelerated, and a modest 2% increase in service revenue. The company’s EPS of –$0.98 missed consensus estimates of –$0.72 by $0.26, but represented a significant improvement from the prior‑year quarter’s –$3.58, reflecting tighter cost control and a more favorable product mix.
The earnings report highlighted a narrowed net loss of $9.5 million, down from $10.9 million in Q3 2024, and a gross loss of $1.6 million, up from $0.5 million year‑over‑year due to a $0.6 million non‑cash inventory write‑off and higher material costs. Operating expenses increased 10% to $7.9 million, largely driven by higher R&D spend for new product development. Cash and cash equivalents stood at $20.4 million, bolstered by $32.7 million raised through an at‑the‑market offering.
Management noted that the revenue beat was largely attributable to strong demand for the K7 and accelerated product deliveries, while the EPS miss was driven by the inventory write‑off and higher material costs that compressed margins. The company’s cash position and disciplined cost controls provide a runway for continued investment in the autonomous security platform and support the early‑access program’s growth.
The market reacted to the earnings with a mixed response: investors welcomed the revenue beat and improved cash position but were cautious about the EPS miss and the widening gross loss. Analysts highlighted the company’s strategic focus on high‑value markets and the potential upside from the K7 launch, while noting the ongoing financial pressures and negative gross margins that could impact near‑term profitability.
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