Office of the Chairman and Chief Executive Officer
William Santana Li
December 9, 2025
Dear Fellow Shareholders,
The last two years have been rebuilding years for Knightscope – not in slogans, but in disciplined decisions, operational improvements, and significant effort by our entire team. 2025 put us on a stronger footing, and it sets the stage for more focused execution in 2026 and 2027.
We strengthened our balance sheet, improved operational discipline, upgraded our headquarters, continued building out our team, and advanced several major technology initiatives. At the same time, we unveiled major new products, advanced critical federal capabilities, increased deployments, and opened the early access program for the all-new K7 Autonomous Security Robot.
But most importantly, we refined our long-term strategic approach while keeping our mission fully intact.
THE MISSION and THE MOMENT
Our mission remains unchanged: to make the United States of America the safest country in the world.
That is not marketing – it is the foundation of our work.
Public safety is confronting enormous pressures. Aging infrastructure, disconnected systems, staffing shortages, and increasing complexity have created a landscape where traditional tools can no longer keep pace. At the same time, Physical A.I. is emerging as a transformational force operating in the real world, reshaping how environments can be monitored, protected, and understood.
We believe Knightscope is well positioned to play a meaningful and responsible role in that transformation.
THE NATION’S FIRST AUTONOMOUS SECURITY FORCE
Earlier this year, in discussions with federal officials, I shared an observation that frames the challenge clearly: the United States as a country has deployed more than 100 million cameras, it employs over 2.5 million officers and guards, and it operates roughly 300,000 patrol vehicles – yet the outcomes still fall short of what Americans expect from an advanced, safe and civilized society.
Crime continues to impose an estimated $2.6 trillion annual economic burden on our nation, affecting communities and businesses in every corner of the country. Our Founders never imagined daily American life would carry this level of threat – and it is not a reality we should accept as permanent.
At the same time, the systems that support public safety – and many of the organizations responsible for delivering it – are profoundly unprepared for the sweeping impact of Physical A.I. over the coming years.
So how do we move forward?
We build something completely new and groundbreaking!
The Knightscope Autonomous Security Force.
Knightscope plans to fully integrate human expertise, autonomous machines, perimeter detection, sensors, analytics, and 24/7 remote monitoring into a single, fully managed security operation.
One Provider. One Architecture. A Unified 360-Degree Approach to Physical Security.
Knightscope intends to take meaningful steps toward that vision by integrating:
- The newly announced K7 Autonomous Security Robot (ASR) and the K5 ASR
- Our next generation K1 line of stationary public safety technology
- Signals, an all-new user interface under development designed to uniquely unify alerts, sensors, and operational insights into a single crisp operating picture
- Expanding our RTX (Risk & Threat Exposure) remote monitoring capabilities
- Strategic acquisitions or partnerships where appropriate
Our goal is to help clients achieve significantly improved situational awareness, optimized resource allocation, and a modern approach to securing facilities.
The Knightscope Autonomous Security Force is a new category in public safety and a long-term model built around recurring revenue, multi-year agreements, and deeply integrated set of services powered by hardware + software + humans working together to deter, detect and report.
The total addressable market exceeds $230 billion annually, and nearly every segment – from critical infrastructure to retail, healthcare, education, transit, enterprise, and residential – faces the same challenges: outdated infrastructure, fragmented systems, staffing shortages, high turnover, soaring costs, and inconsistent or poor outcomes.
This market does not need another standalone solution.
It needs a cohesive, intelligent architecture — and Knightscope is building it. In the heart of Silicon Valley.
HOW IT WORKS
Assess
We walk the site, analyze crime patterns, identify blind spots, review budgets, assess protocols, and understand real operational needs.
Deploy
We design and install an integrated mix of personnel, autonomous machines, cameras, sensors, perimeter systems, and software – all operating as one unified force.
Protect
Our remote analysts and on-site teams monitor, direct, and coordinate the entire operation in real time. Every signal. Every feed. One picture.
This is how we intend to deliver to America a modern public safety infrastructure. A moonshot with an actual plan to deliver it.
This vision will take time to fully realize, but many foundational elements are already in place or under active development at the Company.
Since founding Knightscope on April 4, 2013, I have never been more excited about our future (literally). The pieces are coming together and there is clear alignment between our mission, our team, our technology roadmap, and the market opportunity in front of us. We believe we now have the financial posture, operational discipline, and strategic clarity to continue executing against our long-term objectives.
We are deeply grateful for the continued support of our clients, our shareholders, and most importantly – the absolutely relentless team at Knightscope. Onward!
Autonomously,
/s/
William Santana Li
Chairman and CEO
Knightscope, Inc. (NASDAQ: KSCP)
Forward-Looking Statements
This letter contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements can be identified by the use of words such as "should," "may," "intends," "anticipates," "believes," "estimates," "projects," "forecasts," "expects," "plans," "proposes" and similar expressions. Forward-looking statements contained in this letter and other communications include, but are not limited to, statements about the Company’s goals, profitability, growth, prospects, reduction of expenses, and outlook. Although Knightscope believes that the expectations reflected in these forward-looking statements are based on reasonable assumptions, there are a number of risks, uncertainties and other important factors that could cause actual results to differ materially from such forward-looking statements, including the factors discussed under the heading "Risk Factors" in Knightscope’s Annual Report on Form 10-K for the year ended December 31, 2024, as updated by its other filings with the Securities and Exchange Commission. Forward-looking statements speak only as of the date of the document in which they are contained, and Knightscope does not undertake any duty to update any forward-looking statements, except as may be required by law.