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Market Crux Puts (KSCP) Back At The Top Of Our Radar Starting Tomorrow Morning—Monday, December 29, 2025

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Consider Starting Your Own Research On (KSCP) Before Tomorrow Morning

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December 28, 2025

Monday’s Headliner | Here’s Why (KSCP) Is Back at the Top of Our Watchlist

Dear Reader,

A new arms race is quietly unfolding — and it won’t be won with traditional firepower.

It’ll be won with algorithms, autonomy, and real-world intelligence.

While most headlines stay locked on software-based AI, the people closest to national security are already focused on something bigger

AI that moves. AI that sees. AI that acts.

And that’s exactly why Knightscope, Inc. (NASDAQ: KSCP) is back at the top of our watchlist for tomorrow morning—Monday, December 29, 2025.

But keep in mind, (KSCP) has just over 11M shares listed as available in the public float, according to MarketWatch.

And when you look at where the world’s most powerful tech leaders are deploying capital and infrastructure, one truth becomes hard to ignore:

This isn’t theoretical.

It’s already underway.

The AI Defense Race Is Already Underway

The biggest names in modern technology are turning AI into real-world defense infrastructure — and the pattern is becoming obvious.

Jeff Bezos

Amazon isn’t just building commerce infrastructure anymore — it’s building surveillance infrastructure.

• Project Kuiper / LEO is expanding satellite-based capabilities.
• AWS continues securing Pentagon-level demand.

Elon Musk

SpaceX didn’t just build a satellite network — it turned that network into a strategic defense asset.

• Starlink has become a critical tool in defense and communications.
• SpaceX secured a $149M contract to build four customized satellites for the U.S. Department of Defense

Palantir (NYSE: PLTR)

Palantir converts raw battlefield data into tactical advantage.

• And it recently secured a $618.9M U.S. Army contract extension, underscoring how central its systems have become.

Anduril

• Anduril is landing border surveillance deals powered by fully autonomous platforms built for real-time monitoring and response.

But Here’s What Most People Are Missing…

Software AI may be the headline.

But the physical layer of AI, the infrastructure that actually patrols, monitors, detects, and responds, is where this story starts to get very real, very fast.

Because if autonomous systems are becoming the new standard in defense…

The same shift is spreading into public safety, critical infrastructure, transportation hubs, and private security.

And that’s where an under-the-radar company has started to pull into view.

Not a pre-revenue concept.

Not a futuristic prototype.

A real-world physical AI company already deployed across the country.

The Under-The-Radar Physical AI Profile Market Crux Is Watching: (KSCP)

That company is Knightscope, Inc. (NASDAQ: KSCP).

And what makes (KSCP) even more compelling is that this conversation isn’t confined to tech circles anymore — it’s already reached Capitol Hill.

In a recent talk recorded at Plug and Play during the TechEquity AI Summit, Knightscope CEO William Santana Liexplained that America’s public safety system is structurally broken and that autonomous security is one of the only scalable ways forward.

His point was simple: the technology is ready… adoption is the bottleneck… and federal leadership could be the catalyst.

And here’s why (KSCP) is now moving into the center of this conversation:

• It’s a publicly listed autonomous security robotics company
• Its systems are already deployed across government facilities, hospitals, airports, universities, and law enforcement environments
• It operates under a Machine-as-a-Service (MaaS) model, designed around recurring relationships, not one-off installations
• And it’s positioning itself to expand deeper into federal lanes, at a time when Washington is accelerating adoption of autonomous technologies

What (KSCP) Actually Does

Knightscope’s mission is straightforward:

Use robotics + AI to help build safer environments where people live, work, learn, and visit.

Its deployed solutions are designed to operate as autonomous security tools that can:

• patrol large public and private environments
• detect anomalies
• provide real-time awareness
• and strengthen security operations without requiring constant manual oversight

And because it’s offered through a MaaS model, the company is structured around ongoing service relationships, not one-time product sales.

In other words:

While the world is watching the AI defense arms race…

(KSCP) is building one of the few real-world, “boots on the ground” security AI footprints already active today.

Why (KSCP) Is Starting to Draw Heightened Attention

Knightscope, Inc. (NASDAQ: KSCP)’s momentum isn’t coming from hype.

It’s coming from tangible signals that matter in this category: traction, deployment, contracts, and credibility.

Here are a few that stand out:

1) Palantir Relationship

Knightscope, Inc. (NASDAQ: KSCP) has a two-year collaboration with Palantir Technologies, one of the most influential names in U.S. defense and intelligence infrastructure.

That matters because Palantir doesn’t align itself with companies that aren’t operational, data-rich, and capable of meeting enterprise-grade expectations.

For (KSCP), it signals positioning and potential pathways that many small companies never access.

2) K7 Platform Expansion

Knightscope, Inc. (NASDAQ: KSCP)’sunveiling of the K7 Autonomous Security Robot represents the company’s next generation of perimeter protection built specifically for large outdoor environments.

Designed to autonomously patrol vast areas, the K7 combines light-duty, off-road capability with Knightscope’s established suite of AI-powered detection, deterrence, and reporting technologies. This extends autonomous security coverage far beyond what traditional cameras or human guards can reach.

With the K7, Knightscope is:

• Targeting environments previously considered too large, remote, or complex for conventional security solutions
• Expanding its hardware platform to support perimeter scale deployments across logistics yards, industrial sites, transportation hubs, and critical infrastructure
• Reinforcing its long-term strategy to build a fully integrated autonomous security ecosystem combining hardware, software, and monitoring services

The K7 is being introduced through an Early Access Program, with priority access and initial deployments expected to begin in the second half of 2026. This disciplined rollout underscores Knightscope’s focus on reliability, client success, and real-world operational performance.

Taken together, the K7 launch signals a meaningful evolution in Knightscope’s product roadmap and highlights its ambition to redefine what autonomous physical security can cover.

3) Contract Momentum

(KSCP) has continued stacking new contracts and renewals through 2025 — including multiple consecutive announcements at the $1M+ level tied to new deployments and customer expansion.

These aren’t theoretical “pilot programs.”

They’re recurring relationships and long-term service commitments.

Here are a few of the key contract milestones that stand out:

• April 2025 – Secured over $1.2Mn in new contracts, including an order from a Fortune 25 corporation for K5 ASRs, major expansions at college campuses, and new ECD deployments for public-sector and commercial real-estate clients.
• July 2025 – Announced $1Mn+ in additional wi-ns across higher education, parks & recreation, heal-thcare, and local government, totaling 541 new ECD bookings.
• July 2025 – Closed $1.3Mn in combined new sales, renewals, and expansions, highlighted by 834 new ECDs for clients in aviation, ca-sinos & gaming, heal-thcare, and municipal facilities.
• September 2025 – Signed another $1Mn in contracts, including 90+ new ECD orders spanning airports, hospitals, national parks, and university campuses, alongside renewed multi-year ASR service agreements.
• October 2025 – Surpassed yet another $1Mn milestone in new and renewed contracts, reinforcing Knightscope’s momentum with long-term enterprise and government clients nationwide.
• November 2025 – Knightscopesecured another $1Mn in new sales and renewals, expanding recurring revenue through ECD growth and ASR service subscriptions.
• December 2025 – Knightscopesurpassed another $1Mn in new sales, renewals, and expansionsacross Emergency Communication Devices and Autonomous Security Robot MaaS, signaling strong momentum and growing adoption across public and private sectors.

4) Revenue Up 24%

(KSCP) reported 24% year-over-year revenue growth in 3Q 2025, generating $3.1M in revenue compared to $2.5M in the same quarter last year, helped largely by stronger product deliveries that had been delayed earlier due to material shortages.

Just as important, the company ended the quarter with a solid cash position of $20.4M, representing a $15.2M improvement versus the prior year, supported by cost controls and recent equity funding. Management emphasized that this stronger balance sheet gives Knightscope added flexibility to continue scaling operations and investing in next-generation development while maintaining momentum into Q4.

7 Reasons Why (KSCP) Will Be Topping Our Watchlist Tomorrow Morning—Monday, December 29, 2025

1. Small Float: With just over 11M sharesavailable in (KSCP)’s public float, volatility potential could be heightened at the drop of a hat.

2. K7 Launch Catalyst: Knightscope has officially launched its new K7 Autonomous Security Robot, a higher performance platform designed for larger outdoor environments, critical infrastructure, and enterprise scale deployments, marking a meaningful expansion of its physical AI footprint.

3. Palantir Link: A two-year collaboration with Palantir (PLTR) places (KSCP) inside a defense-adjacent ecosystem where credibility and operational readiness matter.

4. Expanding National Presence and Proven Field Experience: Knightscopehas logged more than 4 million autonomous operating hours nationwide, with nearly 10,000 machines in network across healthcare, manufacturing, hospitality, logistics, and education environments.

5. Contract Streak: Over $7.5M in new contracts, renewals, and expansions announced since April 2025 highlight accelerating adoption and growing customer commitment across Knightscope’s platforms.

6. Revenue Growth: A reported 24% YoY revenue increase in 3Q 2025 signals accelerating execution, and (KSCP) is pairing that with operational scaling efforts.

7. Cash Strength: Ending 3Q 2025 with $20.4M in cash gives (KSCP) added flexibility to keep expanding deployments and developing next-generation systems without relying on hype.

Consider Starting Your Own Research On (KSCP) Before Tomorrow Morning[Company Website] | [Corporate Presentation]

When tech leaders like Bezos, Musk, Palantir, and Luckey are all leaning into autonomous defense and surveillance infrastructure…

That’s not a coincidence.

It’s a sign that the “Physical AI era” is accelerating.

And Knightscope (KSCP) is one of the few names that appears positioned directly inside that physical layer that’s already active in the field, already deployed, and already building recurring relationships.

That’s exactly why (KSCP) will be at the very top of our radar tomorrow morning, Monday, December 29, 2025.

Consider starting your own research on (KSCP) before tomorrow morning.

Also, keep a lookout for my next update, it could be hitting bright and early.

Sincerely,

Gary Silver
Managing Editor,
Market Crux

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