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 $50.3M in contracts since September 2025.

• Serves thousands of school districts and major public transit authorities across North America.

• Strong customer retention, with 96% of the 2021 cohort repurchasing in 4 of the last 5 years.

• Average revenue per customer increased by 51% from 2020 to 2024.

Product and service offerings

• Provides end-to-end hardware, solutions, and hosted services for school buses and public transit vehicles.

• Solutions include interior/exterior cameras, stop-arm cameras, mobile data collectors, and AI-assisted video analytics.

• Hosted services feature cloud-based video monitoring, analysis, storage, automated enforcement, and fleet management.

• Mobile Data Collectors serve as vehicle “black boxes,” gathering video, audio, GPS, and other operational data.

• Platform-as-a-Service model enables per-bus, per-month video analysis and monitoring.

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.

• Regulatory acts in Canada and the U.S. require advanced video and perimeter visibility systems on school buses and passenger trains.

• Significant public investment and shift to cloud-hosted, AI-enabled video management platforms.