Palladyne Ai Corp. · NASDAQ:PDYN
Palladyne Ai — Investor Presentation (January 2026)
26 slides from Palladyne Ai's investor presentation, Jan 14, 2026
Slide 1: America's Cross-Domain Force Multiplier
America’s Cross-Domain Force Multiplier™ NASDAQ: PDYN / January 2026 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 preliminary unaudited revenue for the year ended December 31,
Slide 3: Defining the Future of Embodied AI for Defense and Industrial Markets
Palladyne AI is defining the future of embodied AI for Defense and Industrial markets with: Embodied AI for Robots and Drones Proprietary UAVs and Missiles Electronics and Precision Components for UAVs Engineering Services for Robots and Drones Advanced Manufacturing and Assembly America’s Cross-Dom
Slide 4: Palladyne AI At-a-Glance
Palladyne AI At-a-Glance NASDAQ PDYN Experience 30+ years of robotics engineering excellence. Technology team led by CTO with 25+ years of AI/ML expertise. >140 as of 12/31/25 Team members, world-class robotics & AI/ML software engineers. Salt Lake City, UT Innovation and operations headquarters Rob
Slide 5: The Investment Thesis
The Investment Thesis Technology Leadership Palladyne AI is a disciplined, pioneer 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 strength.
Slide 6: Our Closed-Loop Autonomy Software Portfolio Sits at the Core
Our Closed-Loop Autonomy Software Portfolio Sits at the Core Enabling autonomous capabilities for stationary and mobile machines in dynamic and/or complex environments. Palladyne™ IQ (Commercial/Defense) (Closed-loop Autonomy for Stationary Machines) SwarmOS™ (Defense) Palladyne™ Pilot (Commercial)
Slide 7: Palladyne Defense: Redefining The Mid-Tier Prime
Ethical Embodied AI + Cost Effective Mission Effects + Precision Harm Mitigation Palladyne Defense: Redefining The Mid-Tier Prime Startups Fast But Small Primes Large But Slow The New Mid-Tier Prime The Pentagon’s Replicator initiative requires attritable, intelligent systems that are fast, flexible
Slide 8: SwarmOS: Three Inputs. One Exponential Advantage.
SwarmOS™ Three Inputs. One Exponential Advantage. The next step in our transformation: GuideTech, Warnke, and MKR acquisitions bring together three powerful capabilities: AI Core + UAVs and UAV components + U.S. Manufacturing SwarmOS: Embodied AI and autonomy core for defense and public safety missi
Slide 9: SwarmOS: Closed-Loop Autonomy for UAVs
SwarmOS: Closed-Loop Autonomy for UAVs Cooperative Autonomous Sensing for Enhanced Swarming Actions Enabling a network of collaborating drones and sensors that self-orchestrate to provide superior capabilities for defense and security applications including ISR. 1 4 2 3 1 2 3 4 5 Ground Moving Targe
Slide 10: GuideTech: A Full Design-to-Field Process
GuideTech: A Full Design-to-Field Process Accelerating Autonomous System Development Former prime engineers with deep missile/UAS design pedigree. Design and iterate new systems in less than 6 months: Shortens DoW evaluation and field cycles. Already supplying avionics and prototypes to multiple def
Slide 11: Project SwarmStrike Test Videos
Project SwarmStrike Test Videos https://vimeo.com/1152696253/b24d525bac
Slide 12: The GuideTech Roadmap
The GuideTech Roadmap High performance at a fraction of legacy cost. Compact modular flight controller @~1/10 the cost and weight of legacy avionics. Integrated CPU/GPU core enables onboard AI inference — autonomy without external compute. Multiple variants in various stages of development (one is c
Slide 13: Project Banshee Test Videos
Project Banshee Test Videos https://vimeo.com/1152696435/750b93342b
Slide 14: Palladyne Manufacturing: Precision Manufacturing for Priority Programs
Palladyne Manufacturing: Precision Manufacturing for Priority Programs Warnke and MKR provide Palladyne with U.S.-based production, supply-chain depth, and scalability. F-35, F-16, Tomahawk, Bradley, JDAM, M1A1, more Mining and construction Vertically integrated manufacturing: Machining, assembly De
Slide 15: Capacity to Scale
Capacity to Scale We don’t just build parts...we build 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 efficien
Slide 16: Why Palladyne Manufacturing Matters
Why Palladyne Manufacturing Matters Gives Palladyne AI certified, U.S.-based production tied to priority programs. Completes the loop by enabling domestic scale, reliability, and reshoring for next-generation defense systems. Anchors Palladyne AI in the DoW’s industrial-base modernization agenda. Pr
Slide 17: Where It All Comes Together: Design + AI + Manufacturing
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 integra
Slide 18: 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 19: Palladyne IQ Architecture
Palladyne IQ Architecture Designed to Maximize System Flexibility, Adaptability, Mobility & Learning. Cloud Connectivity Not Required for Autonomous Robot Operations. Optional hardware, future roadmap. 1 2019 2023 2024 Palladyne IQ Software Development Begins (2019) Complete MVP (5/2024) Initial Cus
Slide 20: Palladyne IQ v2.0 Software Platform
Palladyne IQ v2.0 Software Platform Secure, embodied AI Hardware agnostic1 Addresses robotic-specific challenges beyond integration Solves for system stability and pose estimation/end effector orientation Robots able to plan and execute complex combination of tasks over extended periods of time, eve
Slide 21: Financials Overview
Financials Overview $5.0 - $5.5M $24.0 – 27.0M 2025 (Prelim) 2026 (Est.) FY26 Revenue Guidance: Acquired revenue (Engineering services + components) + government/commercial AI development contracts FY26 Estimated Cash Burn ~$6-7M/quarter (roughly flat to FY25)2 Excludes planned $5 million developmen
Slide 22: From Validation to Scale: A Clear Path to Revenue Acceleration
From Validation to Scale: A Clear Path to Revenue Acceleration Growth driven by acquisitions and government development contracts in the near-term, followed by customer adoption and scaled deployments across autonomous defense and security platforms. Potential Revenue & Growth Drivers Meaningful rev
Slide 23: 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 SwarmOS AI-enabled missio
Slide 24: Why Now? The New Rules of Readiness
DoW cost-per-effect mandate Priorities shifting from “the biggest” to “the smartest, cheapest, fastest.” Recent executive orders Warning shot to defense contractors about manufacturing. Expanding military budget. Reshoring and sovereignty: Rebuilding domestic manufacturing for strategic independence
Slide 25: 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 Ameri
Slide 26: 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