Gatekeeper Systems (GSI) Investor presentation summary

Market position and growth

• Leading provider of AI-powered video and data management systems for transit and school bus fleets, with over 200,000 devices deployed and a 25% U.S. school district market share.

• Achieved a 22% seven-year revenue CAGR (FY2018–FY2025) and announced $46.3M in contracts since September 2025.

• Serves thousands of school districts and major U.S. transit authorities, including MTA and SEPTA.

• 96% of the 2021 customer cohort repurchased in four of the last five years, with a 51% increase in average revenue per customer from 2020–2024.

• Revenue reached C$46.3M in FY25, with a strong track record of financial growth and recent financing of $13.5M.

Product and service offerings

• Provides end-to-end hardware, solutions, and hosted services for school buses and public transit vehicles, including interior/exterior cameras, mobile data collectors, and AI-assisted video analytics.

• Offers a platform-as-a-service model with cloud-based data centers, live fleet management, and per-bus, per-month video analysis and monitoring.

• Solutions enhance safety, enable automated enforcement, and support evidence collection and law enforcement.

• 65,000 mobile data collectors installed, serving as vehicle “black boxes” and supporting real-time incident management.

Market drivers and regulatory environment

• Mobile surveillance system market projected to grow from $6.8B in 2024 to $14.8B by 2033, driven by regulatory mandates, litigation risk, and government infrastructure programs.

• Major regulatory acts require perimeter visibility systems on new school buses by 2027 and image recording devices on all passenger trains.

• Gatekeeper’s technology validated in Transport Canada’s pilot and is compliant with U.S. Federal Railroad Administration mandates.