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Knightscope Q3 Revenue Doubles Year Over Year to $27 Million
The third quarter is when the Autonomous Security Force moved from strategy to debut, and revenue more than doubled year over year while we did it," said William Santana Li, Founder, Chairman and CEO of Knightscope. "We officially launched the Autonomous Security Force at GSX 2026 in front of the largest gathering of security leaders in the country, and reported a corporate record of approximately $27 million in renewals, bookings, and client awards. Clients are favoring autonomous machines, AI-driven software, and licensed security agents delivered as one accountable operation. The Company is focused on execution, expanding its services with clients, and continuing to grow its recurring revenue contracts."
Knightscope Launches Signals Software, Real-Time Digital Twin Goes Live
Knightscope announced that Signals, the Company's orchestration software and operational digital twin, is alive in its initial release at Knightscope Headquarters, where it maintains a real-time digital twin of the entire site around the clock. Unveiled last month at GSX 2026 in Atlanta as forthcoming technology, Signals has moved from reveal to reality, on schedule. Every security leader faces the same gap: cameras, sensors, and people each see a piece of the site, and no one sees it all at once. Blind spots are where incidents happen, and when something goes wrong, the question is who is accountable. Signals closes that gap. It is the operating system of the Autonomous Security Force, Knightscope's integrated service that combines autonomous machines, AI-driven software, and licensed human security agents into one accountable operation. At its core is a living digital twin: a real-time, three-dimensional model of an entire site with a 360-degree field of view, designed to eliminate blind spots. From a single screen, a Knightscope Mission Intelligence Analyst can position a virtual camera-in-the-sky anywhere above the site, automatically send the virtual camera to an alert location, or walk a virtual patrol through the facility at eye level, as if physically on site. The twin is alive because it is fed data continuously by Knightscope's arsenal of technologies. Knightscope is proving it on its own site first. At KHQ, the site's existing cameras and sensors stream into the model alongside the Company's newest machines now operating on the KHQ proving ground: the K7 Autonomous Security Robot, the K1 Capsule, and the K1 Super Towers. Beginning this week, Knightscope's Mission Intelligence team runs daily security operations on Signals v1.0. And the twin only gets more live data from here. Next, the H1 Augmented Security Agent wearable begins streaming live video and location from human agents into the same model. In development: connecting the twin directly to the autonomy stack and the proprietary perception data Knightscope's robots already generate to navigate and detect people, vehicles, and objects in real time, so every machine on patrol keeps the twin current with no additional sensor infrastructure required. Machines, devices, and humans operating as one Force, maintaining one living, three-dimensional picture of the site, accurate and up to date.
SoftBank Considers Acquisition of Allied Universal, Deal Value Near $30B
Masayoshi Son's SoftBank Group is considering an acquisition of Allied Universal, the largest security services company in the U.S., as the Japanese conglomerate explores ways to deploy AI-powered robots across industries, people familiar with the matter told Bloomberg's Carmen Arroyo, Min Jeong Lee, Manuel Baigorri and Paula Sambo. A potential transaction may give Allied an equity value of as much as $18B, but the security company also has about $12B of publicly traded debt, which could bring a total deal value close to $30B, the report said.
Knightscope Reports $27M in Renewals and Bookings
Knightscope reported approximately $27M in estimated renewals, bookings and client awards for the period from May 20, 2026 through September 18, 2026. The total reflects 109 contracts and awards across seven vertical markets and includes both estimated renewals from existing clients and estimated new client engagements.
Knightscope Reports Q2 Revenue of $9.0M
Reports Q2 revenue $9.0M, one estimate $7.0M. "The second quarter of 2026 was Knightscope's best quarter ever," said William Santana Li, Founder, Chairman, and Chief Executive Officer. "Back in May, I stood before institutional investors in New York and made a simple commitment: each quarter better than the last. We are delivering exactly what we said we would, and we believe we have laid the groundwork to sustain that momentum."
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