Monitor the conversion of the ~$5.8 million written client award and the ~$17 million master services agreement into actual ordering documents and service orders. The metric is non-GAAP and non-binding, so revenue recognition depends on client ordering behavior.
Price Chart
Executive Summary
Knightscope reported approximately $27 million in estimated renewals, bookings, and client awards for the period May 20, 2026 through September 18, 2026, comprising 109 contracts across seven vertical markets. Renewals accounted for ~$19.6 million (72%) and new business for ~$7.5 million (28%), with the largest renewal being a three-year master services agreement valued at ~$17 million and the largest new award at ~$5.8 million. The metric is non-GAAP, preliminary, and not indicative of revenue, and the company explicitly stated it is not providing or updating financial guidance.
Key Facts
- Approximately $27 million in estimated renewals, bookings, and client awards for May 20, 2026 through September 18, 2026
- 109 contracts and awards across seven vertical markets
- Renewals estimated at ~$19.6 million (72%), new business ~$7.5 million (28%)
- Largest renewal: three-year master services agreement with multinational industrial client, estimated ~$17 million over initial term
- Largest new engagement: written client award from national retailer, stated award value ~$5.8 million
- Industrial, Energy and Security Services vertical: ~$18.7 million across 43 contracts (69% of total)
- Retail and Consumer vertical: ~$6.5 million across 11 contracts (24%)
- Metric is not a measure of revenue, backlog, or any GAAP financial measure
- Company is not providing, updating, or reaffirming any financial guidance
Financial Impact
~$27 million in estimated renewals, bookings, and client awards; ~$19.6 million renewals; ~$7.5 million new business; ~$17 million largest renewal estimate; ~$5.8 million largest new award
Risk Factors
- Metric is preliminary, unaudited, and subject to change
- Master services agreement does not obligate client to purchase minimum volume; actual services ordered may be less than estimate
- Client awards may not result in definitive agreements or ordering documents
- Revenue recognized only as services ordered and delivered over respective terms
- Company is not providing or updating financial guidance
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001104659-26-109484 |
| Document: kscp-20260922xex99d1.htm | 0001104659-26-109484 |
| Document: 0001104659-26-109484-index-headers.html | 0001104659-26-109484 |
| Document: 0001104659-26-109484-index.html | 0001104659-26-109484 |
| Document: 0001104659-26-109484.txt | 0001104659-26-109484 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 7d ago | 8-K | $0.5560 | awaiting T+20 | — | $0.5050 (−9.17%) |
Sep 22, 2026 5w ago | 8-K | $1.10 $0.5560 | ▼ −49.22% | ▼ −48.66% | $0.5050 (−53.88%) |
Sep 21, 2026 5w ago | 8-K | $1.10 $0.5454 | ▲ +50.42% | ▲ +49.51% | $0.5050 (+54.09%) |
Sep 21, 2026 5w ago | 424B5 | $1.10 $0.5454 | ▲ +50.42% | ▲ +49.51% | $0.5050 (+54.09%) |
Sep 4, 2026 7w ago | 8-K | $1.43 $0.6943 | ▼ −51.45% | ▼ −53.16% | $0.5050 (−64.69%) |
Jul 20, 2026 14w ago | 8-K | $1.40 $1.43 | ▲ +2.14% | ▼ −1.98% | $0.5050 (−63.93%) |
Jun 8, 2026 20w ago | 8-K | $2.11 $1.80 | ▼ −14.69% | ▼ −16.14% | $0.5050 (−76.07%) |
Apr 15, 2026 27w ago | Press Release | $3.58 $2.90 | ▼ −18.99% | ▼ −24.81% | $0.5050 (−85.89%) |
US Market Status
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