Palladyne Ai Corp. · NASDAQ:PDYN
Palladyne Ai — Investor Presentation (November 2025)
32 slides from Palladyne Ai's investor presentation, Nov 17, 2025
Slide 1: America's Cross-Domain Force Multiplier
America’s Cross-Domain Force Multiplier™ NASDAQ: PDYN / November 2025 Exhibit 99.1
Slide 2: Disclaimer
Disclaimer This presentation and any related oral statements contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 including, but not limited to, statements regarding Palladyne AI’s business strategy, projections of market opportunity, anticipa
Slide 3: Where Intelligence Meets Action
Palladyne AI is defining the future of embodied AI - Intelligent systems that sense, think/decide, and act in the real world. Where Intelligence Meets Action Intelligence at the edge, not just in the cloud Built for defense, security, and industrial operations Sense Think/Decide Act
Slide 4: Palladyne AI At-A-Glance
Industrial Manufacturing Logistics Aerospace / Aviation Construction Infrastructure Maintenance and Repair Energy *The defense variant of Palladyne Pilot with advanced swarming and collaboration capabilities. DECADES OF EXPERIENCE Mainly world class robotics and AI/ML software engineers Employees In
Slide 5: Introducing Palladyne Defense: Redefining The Mid-Tier Prime
Ethical Embodied AI + Cost Effective Mission Effects + Precision Harm Mitigation Introducing Palladyne Defense: Redefining The Mid-Tier Prime
Slide 6: A Defining Transformation
From robotics to AI software innovator to fully integrated defense technology company. A Defining Transformation Strategic acquisitions of GuideTech and The Crucis Companies (“Crucis”) Launching Palladyne Defense as our new defense-focused business Together, these companies bring rapid design and U.
Slide 7: Why Now? Three Structural Shifts Driving Demand
Three Structural Shifts Driving Demand Why Now? The World Has Changed. The New Rules of Readiness DoW cost-per-effect mandate: Priorities shifting from “the biggest” to “the smartest, cheapest, fastest.” Reshoring and sovereignty: Rebuilding domestic manufacturing for strategic independence. AI in m
Slide 8: The New Mid-Tier Prime: The Strategic Imperative
Startups Fast But Small Primes Large But Slow The New Mid-Tier Prime The New Mid-Tier Prime for Embodied AI The Strategic Imperative: Why We Exist The Pentagon’s Replicator initiative requires attritable, intelligent systems that are fast, flexible, and affordable Deliver affordable, intelligent sys
Slide 9: Three Inputs. One Exponential Advantage.
Three Inputs. One Exponential Advantage. The next step in our transformation: Brings together three powerful capabilities: AI core, engineering nucleus, U.S. Manufacturing base SwarmOS™ SwarmOS: embodied AI and autonomy core for defense and public safety missions GuideTech: aerospace design and avio
Slide 10: Why GuideTech Matters
Why GuideTech Matters Design Speed for a World That Can’t Wait Former prime engineers with deep missile/UAS design pedigree Design and iterate new systems in less than 6 months Already supplying avionics and prototypes to multiple defense customers Design, Prototype, Test Design for Manufacture Low
Slide 11: From Design to Deployment
From Design to Deployment A Full Design-to-Field Process Preliminary Design Detailed Design and Software Dev Hardware Integration and Ground Testing Flight Test Operations and Production Concept → Simulation → Prototype → Flight Test → Initial Production Supports both partner systems and proprietary
Slide 12: BRAIN Avionics: Lightweight, Mission-Grade Compute
BRAIN Avionics: Lightweight, Mission-Grade Compute High Performance at a Fraction of Legacy Cost $17k IMU $12k Realtime Module $11k Autonomy Module >$10k GPS Replaces Conventional Avionics $6k, <0.5 lbs.,10 CPUs 1024 GPU Cores, GPS/INS/Mag/Baro BRAIN BRAIN represents the future of defense electronic
Slide 13: Project Banshee: Precision Loitering Munition
Project Banshee <$1K Cost Per Target Effect Warhead Size Range # Missions 3 lbm 20 km 30+ Warning: Not a toy drone Project Banshee: Precision Loitering Munition Intelligent, Attritable, Mission-Focused Designed for mass production (currently at TRL 6/7) — superior cost-per-effect in contested airspa
Slide 14: Project Banshee Test Video
https://vimeo.com/1136670016/911ffd645e Project Banshee Test Video
Slide 15: Project SwarmStrike: Deep Reach at a New Price Point
Project SwarmStrike: Deep Reach at a New Price Point Cruise-Missile-Like Reach, Dramatically Lower Cost Project SwarmStrike $150k (Compared to $3M/ea for current cruise class missiles) 30 lb. Warhead 550 km range (ground) 920 km range (air) Represents the future of AI-enabled tactical saturation and
Slide 16: Project SwarmStrike Test Video
https://vimeo.com/1136674486/8eca4792a5 Project SwarmStrike Test Video
Slide 17: GuideTech: Engineering Backbone for IntelliSwarm
GuideTech: Engineering Backbone for IntelliSwarm™ BRAIN Palladyne Pilot (Defense + Commercial) Product Evolution: From Palladyne™ Pilot to SwarmOS™ to IntelliSwarm™ Palladyne Pilot remains active in Palladyne Commercial portfolio IntelliSwarm will enable advanced mission capabilities, including mult
Slide 18: Crucis: Precision Manufacturing for Priority Programs
Crucis: Precision Manufacturing for Priority Programs Crucis anchors Palladyne Defense with U.S.-based production, supply-chain depth, and scalability F-35, F-16, Tomahawk, Bradley, JDAM, M1A1, more Vertically integrated aerospace and defense manufacturing: Machining, assembly Supplies major program
Slide 19: Capacity to Scale
Capacity to Scale Crucis doesn’t just build parts...it builds trust. It’s where our innovation becomes production. Active supplier to primes and Tier-1s; provides immediate channel access Ideal platform for DoW-driven reshoring and surge capacity Opportunity to implement Palladyne™ IQ for AI-driven
Slide 20: Why Crucis Matters to Palladyne AI
Why Crucis Matters to Palladyne AI Gives Palladyne AI certified, U.S.-based production tied to priority programs Crucis completes the loop enabling domestic scale, reliability, and reshoring for next-generation defense systems Anchors Palladyne AI in the DoW’s industrial-base modernization agenda We
Slide 21: Where It All Comes Together
Where It All Comes Together Design + AI + Manufacturing Partner and supplier to primes; opportunistic system provider where gaps exist Aligns with DoW priorities for cost-effective, rapidly fielded autonomous systems Autonomy, affordability, and American industrial power Palladyne Defense integrates
Slide 22: Transaction Overview and Financial Impact
Transaction Overview and Financial Impact $7.8 M Greater than 3X 2024 (Actual) 2026 (EST) Combined acquisitions expected to more than triple 2024 revenue by 2026 $20 million stock + $5 million cash $6 million assumed debt (equipment/real estate) Plus, a performance-based earnout over 5-years Acquire
Slide 23: The Business Engine
_—D GG. PALLADYNE AI The Business Engine Peat aDyNe Al ,
Slide 24: Executing the Vision
Executing the Vision Proven leadership, clear focus, and near-term catalysts across both defense and industrial markets Two Businesses Driving Growth Palladyne Defense Palladyne Commercial “Transformation means nothing without execution. Palladyne AI is now built to operate, to scale, and to lead.”
Slide 25: Corporate Structure: Unified, Focused, Scalable
Corporate Structure: Unified, Focused, Scalable Palladyne AI now operates as a unified enterprise with two synergistic businesses Our structure reflects our strategy. Each business stands on its own strengths while sharing a common AI framework. Palladyne AI Palladyne Defense (Parent) SwarmOS™ + Gui
Slide 26: Palladyne Commercial: Scaling the Palladyne IQ Platform
Palladyne Commercial: Scaling the Palladyne™ IQ Platform Palladyne IQ is our original AI platform – Palladyne™ Pilot was derived from IQ for UAV autonomy Palladyne IQ is the foundation of our AI ecosystem, delivering intelligence that powers industrial and operational efficiency Targets industrial r
Slide 27: Proof of Execution: Financial and Operational Highlights
Proof of Execution: Financial and Operational Highlights Disciplined balance sheet, growing validation and early DoW traction Financial Strength: Q3 Operating cash use of approximately $6.3 million, consistent with expectations and prior quarter performance Maintaining a multi-year operating runway
Slide 28: The Investment Thesis
The Investment Thesis Technology Leadership Palladyne AI is a disciplined, first-mover in embodied AI, bridging autonomy, design, and manufacturing Our advantage is structural...we own the software, the engineering, and the manufacturing. That’s how we move faster, build smarter, and lead from stren
Slide 29: Two Businesses, One Platform
Two Businesses, One Platform BRAIN Avionics, Project SwarmStrike, Project Banshee Palladyne Defense Palladyne Commercial Palladyne™ IQ, Palladyne™ Pilot Shared technology, shared intelligence one company leading autonomy for industry and defense. IntelliSwarm™ architecture AI-enabled mission systems
Slide 30: Closing Vision: Built for This Moment
Closing Vision: Built for This Moment Palladyne AI has evolved from an autonomy software pioneer into a vertically integrated, U.S.-based embodied AI company Palladyne AI is redefining readiness with intelligent systems designed, built, and scaled in America We’ve built something rare...an American
Slide 31: The Palladyne AI Vision
https://vimeo.com/1136223405 The Palladyne AI Vision
Slide 32: Thank You.
Thank You. Investor Contact: Brian Siegel, IRC, MBA Senior Managing Director, Investor Relations, Hayden IR www.palladyneai.com brian@haydenir.com (346) 396-8696 linkedin.com/company/palladyneaicorp