Form 8-K

8-K — Knightscope, Inc.

Accession: 0001104659-26-109484

Filed: 2026-09-22

Period: 2026-09-22

CIK: 0001600983

SIC: 3669 (COMMUNICATIONS EQUIPMENT, NEC)

Item: Regulation FD Disclosure

Item: Financial Statements and Exhibits

Documents

8-K — kscp-20260922x8k.htm (Primary)

EX-99.1 (kscp-20260922xex99d1.htm)

GRAPHIC (kscp-20260922x8k001.jpg)

XML — IDEA: XBRL DOCUMENT (R1.htm)

8-K

8-K (Primary)

Filename: kscp-20260922x8k.htm · Sequence: 1

Knightscope, Inc._September 22, 2026

0001600983false00016009832026-09-222026-09-22

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): September 22, 2026

Knightscope, Inc.

(Exact name of registrant as specified in its charter)

Delaware

001-41248

46-2482575

(State or other jurisdiction

of incorporation)

(Commission

File Number)

(IRS Employer

Identification No.)

305 North Mathilda Avenue

Sunnyvale, California 94085

(Address of principal executive offices)(Zip Code)

Registrant’s telephone number, including area code: (650) 924-1025

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading symbol(s)

Name of each exchange on which registered

Class A Common Stock, par value $0.001 per share

KSCP

Nasdaq Capital Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☒

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01 Regulation FD Disclosure.

On September 22, 2026, Knightscope, Inc. (the "Company") issued a press release announcing approximately $27 million in estimated renewals, bookings and client awards for the period May 20, 2026 through September 18, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and incorporated herein by reference.

The information in this Item 7.01 and Exhibit 99.1 is being furnished and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, and shall not be deemed incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.

Item 9.01 Financial Statements and Exhibits

(d) Exhibits.

Exhibit No.

Description

99.1

Press Release of Knightscope, Inc. dated September 22, 2026

104

Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

KNIGHTSCOPE, INC.

Date: September 22, 2026

By:

/s/ William Santana Li

Name:

William Santana Li

Title:

Chairman, Chief Executive Officer and President

EX-99.1

Filename: kscp-20260922xex99d1.htm · Sequence: 2

Exhibit 99.1

September 22, 2026 5:00 AM PT

Knightscope Reports Approximately $27 Million in Estimated Renewals, Bookings and Client Awards Since May 2026

Update Follows the Company’s Launch of the Autonomous Security Force at GSX 2026; 109 Contracts and Awards Across Seven Vertical Markets

Sunnyvale, Calif., September 22, 2026 - Knightscope, Inc. (NASDAQ: KSCP) (the “Company” or “Knightscope”), the security technology company building the nation’s first Autonomous Security Force, today reported approximately $27 million 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. See “About Renewals, Bookings, and Client Awards” below for how the Company defines and calculates this figure.

The update comes on the heels of GSX 2026, the Global Security Exchange in Atlanta, where Knightscope officially launched the Autonomous Security Force (the “Force”). The Force combines autonomous machines, AI-driven software, and licensed security agents as one accountable operation with a single point of accountability for the client.

Renewals are estimated to account for approximately $19.6 million, or 72%, of the total, reflecting existing clients electing to continue with Knightscope, and new business is estimated to account for approximately $7.5 million, or 28%. The largest renewal in the period was a three-year master services agreement with a multinational industrial client, under which services are ordered periodically over the term. The Company estimates the value of services under that agreement at approximately $17 million over the initial term based on current service levels; the agreement does not obligate the client to purchase a minimum volume of services. The largest new engagement was a written client award from a national retailer with a stated award value of approximately $5.8 million.

By vertical market, Industrial, Energy and Security Services represented approximately $18.7 million across 43 contracts and awards, or 69% of the total; Retail and Consumer approximately $6.5 million across 11, or 24%; Higher Education approximately $1.0 million across 14; Critical Infrastructure approximately $0.5 million across 34; and Healthcare and Life Sciences, Technology, and Federal Healthcare represented the balance. New and renewed clients in the period include a U.S. federal law enforcement agency, public transit systems, a national presidential foundation, universities and community colleges, hospitals and life sciences companies, municipalities, and multiple Fortune 500 enterprises.

“When our largest clients renew for the long term, and household-name enterprises, federal agencies, and transit systems also choose Knightscope, that is the market telling us where security is headed,” said William Santana Li, Founder, Chairman and CEO of Knightscope.

About Renewals, Bookings and Client Awards

“Renewals, bookings and client awards” as used in this release is an operating metric based on the Company’s internal records as of September 18, 2026. It includes (i) the total contract value of new and renewal agreements entered into during the period, including the full term of multi-year agreements where applicable; (ii) the Company’s estimate of the value of services to be ordered under master services agreements over their initial terms based on current service levels, where the client orders services periodically and is not obligated to purchase a minimum volume; and (iii) written client awards for which definitive agreements or ordering documents had not yet been issued as of the measurement date. Approximately $17 million of the total is attributable to the estimate described in clause (ii) and approximately $5.8 million to the award described in clause (iii). The metric is not a measure of revenue, backlog, remaining performance obligations, or any other financial measure under generally accepted accounting principles, and it is not a substitute for any such

measure. The Company’s method of calculating this metric may differ from similarly titled metrics used by other companies.

Revenue from these agreements and awards, if any, is recognized only as services are ordered and delivered over the respective terms, in some cases over multiple years. Actual services ordered may be more or less than the Company’s estimates, and agreements and awards are subject to termination, non-renewal, changes in service levels, the client’s issuance of ordering documents, government funding and appropriation, and other conditions. Renewals, bookings and client awards in any period should not be viewed as indicative of the Company’s revenue, results of operations, or cash flows for that period or any future period. This release does not address the Company’s financial results or expected financial results for the third quarter of 2026 or any other period, and the Company is not providing, updating, or reaffirming any financial guidance. Figures are preliminary, unaudited, and subject to change.

About Knightscope

Knightscope is a security technology company building the nation’s first Autonomous Security Force. As a managed service provider, the Company delivers autonomous machines, AI-driven software, and licensed security agents as one accountable operation, under one contract, to help protect people, property, and critical infrastructure. Knightscope’s long-term mission is to make the United States of America the safest country in the world. Learn more at www.knightscope.com.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the Company’s goals, growth, prospects, product roadmap, and outlook, including the Company’s estimates of the value of services to be ordered under master services agreements, the conversion of client awards into definitive agreements, the recognition of revenue from renewals, bookings and client awards, the Autonomous Security Force, and future financial performance of the Company. Actual results may differ materially due to a number of factors, including the risk that clients order fewer services than the Company estimates, the risk that client awards do not result in definitive agreements or orders, the Company’s dependence on a limited number of significant clients, and the risks and uncertainties described under “Risk Factors” in the Company’s most recent Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q, as updated by its other filings with the Securities and Exchange Commission. Forward-looking statements speak only as of the date of this release, and the Company undertakes no obligation to update them except as required by law.

Public Relations

pr@knightscope.com

Knightscope, Inc.

(650) 924-1025 ext. 6

GRAPHIC

Filename: kscp-20260922x8k001.jpg · Sequence: 3

Binary file (5742 bytes)

Download kscp-20260922x8k001.jpg

XML — IDEA: XBRL DOCUMENT

XML

Filename: R1.htm · Sequence: 8

v3.26.3

Document and Entity Information

Sep. 22, 2026

Cover [Abstract]

Document Type

8-K

Document Period End Date

Sep. 22, 2026

Securities Act File Number

001-41248

Entity Registrant Name

Knightscope, Inc.

Entity Incorporation, State or Country Code

Entity Tax Identification Number

46-2482575

Entity Address, State or Province

Entity Address, Address Line One

305 North Mathilda Avenue

Entity Address, City or Town

Sunnyvale

Entity Address, Postal Zip Code

94085

City Area Code

650

Local Phone Number

924-1025

Written Communications

false

Soliciting Material

false

Pre-commencement Tender Offer

false

Pre-commencement Issuer Tender Offer

false

Title of 12(b) Security

Class A Common Stock, par value $0.001 per share

Trading Symbol

KSCP

Security Exchange Name

NASDAQ

Entity Emerging Growth Company

true

Entity Ex Transition Period

false

Entity Central Index Key

0001600983

Amendment Flag

false

- Definition

Boolean flag that is true when the XBRL content amends previously-filed or accepted submission.

+ References

No definition available.

+ Details

Name:

dei_AmendmentFlag

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Area code of city

+ References

No definition available.

+ Details

Name:

dei_CityAreaCode

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Cover page.

+ References

No definition available.

+ Details

Name:

dei_CoverAbstract

Namespace Prefix:

dei_

Data Type:

xbrli:stringItemType

Balance Type:

Period Type:

duration

- Definition

For the EDGAR submission types of Form 8-K: the date of the report, the date of the earliest event reported; for the EDGAR submission types of Form N-1A: the filing date; for all other submission types: the end of the reporting or transition period. The format of the date is YYYY-MM-DD.

+ References

No definition available.

+ Details

Name:

dei_DocumentPeriodEndDate

Namespace Prefix:

dei_

Data Type:

xbrli:dateItemType

Balance Type:

Period Type:

duration

- Definition

The type of document being provided (such as 10-K, 10-Q, 485BPOS, etc). The document type is limited to the same value as the supporting SEC submission type, or the word 'Other'.

+ References

No definition available.

+ Details

Name:

dei_DocumentType

Namespace Prefix:

dei_

Data Type:

dei:submissionTypeItemType

Balance Type:

Period Type:

duration

- Definition

Address Line 1 such as Attn, Building Name, Street Name

+ References

No definition available.

+ Details

Name:

dei_EntityAddressAddressLine1

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Name of the City or Town

+ References

No definition available.

+ Details

Name:

dei_EntityAddressCityOrTown

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Code for the postal or zip code

+ References

No definition available.

+ Details

Name:

dei_EntityAddressPostalZipCode

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Name of the state or province.

+ References

No definition available.

+ Details

Name:

dei_EntityAddressStateOrProvince

Namespace Prefix:

dei_

Data Type:

dei:stateOrProvinceItemType

Balance Type:

Period Type:

duration

- Definition

A unique 10-digit SEC-issued value to identify entities that have filed disclosures with the SEC. It is commonly abbreviated as CIK.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityCentralIndexKey

Namespace Prefix:

dei_

Data Type:

dei:centralIndexKeyItemType

Balance Type:

Period Type:

duration

- Definition

Indicate if registrant meets the emerging growth company criteria.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityEmergingGrowthCompany

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Indicate if an emerging growth company has elected not to use the extended transition period for complying with any new or revised financial accounting standards.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Securities Act

-Number 7A

-Section B

-Subsection 2

+ Details

Name:

dei_EntityExTransitionPeriod

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Commission file number. The field allows up to 17 characters. The prefix may contain 1-3 digits, the sequence number may contain 1-8 digits, the optional suffix may contain 1-4 characters, and the fields are separated with a hyphen.

+ References

No definition available.

+ Details

Name:

dei_EntityFileNumber

Namespace Prefix:

dei_

Data Type:

dei:fileNumberItemType

Balance Type:

Period Type:

duration

- Definition

Two-character EDGAR code representing the state or country of incorporation.

+ References

No definition available.

+ Details

Name:

dei_EntityIncorporationStateCountryCode

Namespace Prefix:

dei_

Data Type:

dei:edgarStateCountryItemType

Balance Type:

Period Type:

duration

- Definition

The exact name of the entity filing the report as specified in its charter, which is required by forms filed with the SEC.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityRegistrantName

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

The Tax Identification Number (TIN), also known as an Employer Identification Number (EIN), is a unique 9-digit value assigned by the IRS.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityTaxIdentificationNumber

Namespace Prefix:

dei_

Data Type:

dei:employerIdItemType

Balance Type:

Period Type:

duration

- Definition

Local phone number for entity.

+ References

No definition available.

+ Details

Name:

dei_LocalPhoneNumber

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 13e

-Subsection 4c

+ Details

Name:

dei_PreCommencementIssuerTenderOffer

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14d

-Subsection 2b

+ Details

Name:

dei_PreCommencementTenderOffer

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Title of a 12(b) registered security.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b

+ Details

Name:

dei_Security12bTitle

Namespace Prefix:

dei_

Data Type:

dei:securityTitleItemType

Balance Type:

Period Type:

duration

- Definition

Name of the Exchange on which a security is registered.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection d1-1

+ Details

Name:

dei_SecurityExchangeName

Namespace Prefix:

dei_

Data Type:

dei:edgarExchangeCodeItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as soliciting material pursuant to Rule 14a-12 under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14a

-Subsection 12

+ Details

Name:

dei_SolicitingMaterial

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Trading symbol of an instrument as listed on an exchange.

+ References

No definition available.

+ Details

Name:

dei_TradingSymbol

Namespace Prefix:

dei_

Data Type:

dei:tradingSymbolItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as written communications pursuant to Rule 425 under the Securities Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Securities Act

-Number 230

-Section 425

+ Details

Name:

dei_WrittenCommunications

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration