Gatekeeper Systems (GSI) Investor presentation summary

Market position and growth drivers

• 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.

• Market growth driven by regulatory mandates, litigation risk, government infrastructure programs, and a shift to cloud-hosted, AI-enabled video platforms.

• Mobile surveillance system market projected to grow from $6.8B in 2024 to $14.8B by 2033 at a ~9% CAGR.

Product and service offerings

• Provides end-to-end hardware, solutions, and hosted services for school buses and public transit vehicles, including cameras, mobile data collectors, and cloud-based analytics.

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

• Platform-as-a-service model with per-bus, per-month video analysis and monitoring, leveraging a U.S. data center and 65,000 installed mobile data collectors.

Customer base and contracts

• Serves over 3,500 school districts and 60+ public transit authorities, including some of the largest in North America.

• Strong customer retention, with 96% of the 2021 cohort repurchasing in 4 of the last 5 years and a 51% increase in average revenue per customer from 2020–2024.

• Recent major contracts include a $27M Long Island Rail Road project, $7.5M Alstom OEM contract, and multiple transit video and subscription contracts.