EX-99.1 2 pdyn-ex99_1.htm EX-99.1

America’s Cross-Domain Force Multiplier™ NASDAQ: PDYN / January 2026 Exhibit 99.1

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, 2025, preliminary unaudited backlog and cash and cash equivalents as of December 31, 2025, estimated cash burn for 2026, anticipated growth and operating scale, potential milestones and the timing thereof; the capabilities or future capabilities of the Palladyne AI’s technology and related products, the markets for its products and services, future development and qualification plans, business strategy, projections of market opportunity, anticipated benefits of its technologies, plans and objectives for future operations and offerings, Palladyne AI’s product development, expected features, benefits and use cases of Palladyne AI’s foundational technology and products, expectations and timing related to commercial product launches, and the potential success of Palladyne AI’s strategy. 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Preliminary Results Disclaimer The preliminary financial results disclosed in this presentation are based on management’s initial analysis of operations for the year ended December 31, 2025. Palladyne AI’s consolidated financial statements for the year ended December 31, 2025 are not yet available and remain subject to completion of financial closing procedures and potential final adjustments. Palladyne AI’s independent registered public accounting firm has not audited, reviewed, compiled or performed agreed-upon procedures with respect to the preliminary financial information. These estimates should not be viewed as a substitute for financial statements prepared in accordance with U.S. generally accepted accounting principles and are not necessarily indicative of future results.

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-Domain Force Multiplier™ Intelligence at the edge, not just in the cloud. Built for defense, security, and industrial operations. Sense Think/Decide Act

Palladyne AI At-a-Glance NASDAQPDYN Experience30+ years of robotics engineering excellence. Technology team led by CTO with 25+ years of AI/ML expertise. >140 as of 12/31/25Team members, world-class robotics & AI/ML software engineers. Salt Lake City, UTInnovation and operations headquarters Robotics DNA30+ years in robotics and robotics software. Legacy leadership in dexterous mobile robot technology across aviation, construction, energy, and defense sectors. Purchase from Raytheon (2015) 2015 Sarcos Robotics Begins Trading Publicly (2021) 2021 2025 Raytheon Buys Sarcos (2007) 1983 2024 Sarcos becomes Palladyne AI (2024) 2007 Palladyne AI Sarcos Spins Out of the University of Utah (1983) Joins Russell 2000 and Russell 3000 (6/2025) Palladyne AI acquires GuideTech, MKR, and Warnke (11/2025)

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. Vertical Integration Dual Growth Engines Financial Strength Strategic Timing Proven autonomy architecture Full-stack capability from AI to design to hardware to manufacturing Positioned for the new rules of readiness Well-funded for a multi-year runway Defense and commercial synergy

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) (Closed-loop Autonomous Detection, Tracking, and Control1 for Mobile Machines) Control of sensors only; does not control UAV/UGV’s flight or navigational functionalities.

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, and affordable. Deliver affordable, intelligent systems built in America. Bridge between fast but small startups and massive primes. Provide DoW with an agile, vertically integrated partner.

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 missions. GuideTech: Proprietary UAVs and component offerings from aerospace design and avionics engineering group that moves concepts from digital model to flight prototype in less than 6 months. Warnke and MKR (formerly Crucis): Certified U.S. manufacturers supporting major defense programs including F-16, F-35, Tomahawk, Harpoon and Bradley.

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 Target 1: BMP-3, 99% Ground Moving Target 2: BMP-3, 99% Ground Moving Target 3: BMP-3, 99% Ground Moving Target 4: BMP-3, 99% Ground Moving Target 5: BMP-3, 99% 5 1 2 3 4 5 Multi-Sensor Drones Exchange Information, Not Data NOTIONAL UAS VENDOR COTS GUILow-Bandwidth Drone Messages Induce Relevant Display Updates Drones Use Game Theory to Determine Sensor–Target Assignments Drones Share Situation Awareness Information – Target Locations, Motions, & Characteristics Drones Control Sensors via Reinforcement Learning to Maintain Track Custody

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 defense customers: Supports both partner systems and proprietary programs. Design, Prototype, Test Design for Manufacture Low Cost, High Rate MFG Preliminary Design Detailed Design and Software Dev Hardware Integration and Ground Testing Flight Test Operations and Production Concept → Simulation → Prototype → Flight Test → Initial Production

Project SwarmStrike Test Videos https://vimeo.com/1152696253/b24d525bac

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 currently TRL9/production ready, others are TRL 6/7). BRAIN / SwarmOS integration completed in less than 3 weeks to form IntelliSwarm BRAIN Avionics: Lightweight, Mission-Grade Compute Project Banshee: Precision Loitering Munition Designed for tactical and strategic missions - not hobby/consumer UAVs. Comparable or better range and payload vs. incumbent systems, at lower cost. Designed to support SwarmOS / IntelliSwarm integration. Designed for mass production (currently at TRL 6/7) - superior cost-per-effect in contested airspace. Project SwarmStrike: Deep Reach at a New Price Point Cruise-class autonomous system with hundreds of miles of range at attritable cost. Designed for swarm-enabled, multi-domain operations. Represents the future of AI-enabled tactical saturation and deterrence. TRL 6/7 with successful flight demonstration Conventional Avionics: IMU+GPS+Autonomy Module+Realtime Module BRAIN: GPS+INS+Mag+Baro Warhead Size Range # Missions Cost/Target Effect 3 lbm 20 km 30+ <$1K 0.5 lbm 20 km 1 $58K Comparable existing platform Cost Weight Compute ~$6k 0.5 lbs 10 CPU + 1024GPU >$50k 5 lbs. 10 CPU + 1024GPU Warhead Size Range (Ground/Air) Cost 30 lbm 550/920 km $150k Variable Up to 1,000 km $1.5 – $3.5M Comparable existing cruise-class platforms ProjectBanshee ProjectSwarmStrike

Project Banshee Test Videos https://vimeo.com/1152696435/750b93342b

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 Defense and industrial markets Supplies major programs: Certified: AS9100 and ISO 9001: 2015 Expanding capacity enables near-term scale for Palladyne AI. Experienced team to oversee internal and contract manufacturing for GuideTech products.

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 efficiency Brings total manufacturing/assembly capacity to ~120,000 Sq. Ft.

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. Provides experienced manufacturing executives to oversee in-house and third-party manufacturing. + State of the art manufacturing tools and processes

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 SwarmOS™, GuideTech, and Palladyne Manufacturing into one business. This is where our vision becomes reality — intelligence that acts, capability that scales, and a company built for this era of readiness.

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 robots used in manufacturing, logistics, and infrastructure sectors. Hardware agnostic and enterprise-wide to integrate across robots and systems. Delivers a recurring software licensing and services model.

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) CompleteMVP (5/2024) Initial Customer Trials Begin(10/2024) Commercial Release(9/2024) CH STRATFIContract Awarded1(9/2023) CH STRATFI First Phase Complete (10/2024) CH STRATFI Additional Funding (4/2025) 2025

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, even in dynamic and unstructured environments Designed to work with most industrial robots being sold today. According to the Proficient Market Insights’ “Global Robot Operating System” report, ROS 1 robots comprised of 74% of the total ROS market in 2021, “Global Robot Operating System (ROS) Market 2022 Size Of $ (globenewswire.com). Full stack, closed-loop autonomy enables adaptability to dynamic changes in environment or defined task without human intervention or reprogramming Uses probabilistic machine learning (ML) techniques to learn the task, accounting for uncertainty and variability Dynamic model inference methods require much less training data; robots can learn to generalize with only a few demonstrations (1~ 5)4 Computational efficiencies gained through use of Palladyne AI’s domain-specific language models Complex task-learning capabilities are similar to humans; in some cases, we believe robots can be trained in significantly less time than it takes relying on current state-of-the-art approaches3 Enables edge computing; lower total cost of ownership (TCO) with no need to incur recurring cloud services costs Improves system implementation and startup times Fuses multi-sensor data inputs together to improve system flexibility & adaptability Flexible instructional input options for task model learning (i.e., LLMs, DSLs2, motion-capture-based teleoperation, etc.) Can provide language-to-motion instructions ideal for edge computing/robotics applications; doesn’t require cost/latency associated with use of LLMs requiring connectivity to the Cloud Domain specific languages. Robotics Transformer 1 & 2 deep learning-based approach, 2022 – 2023. Based on internal testing, actual figures will vary depending on complexity of the task.

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 development expense (over 12-18 months) to bring Project Banshee and Project SwarmStrike to commercial readiness. Acquired businesses targeted to be adjusted EBITDA1 positive in 2026 >$13 million 12-month backlog2 and growing (as of 12/31/25) Cash to support growth: ~$47 million (cash equivalents and marketable securities as of 12/31/25) Combined Revenue Guidance 1 Adjusted EBITDA is defined as earnings (loss) before interest, taxes, depreciation and amortization, stock compensation expense, transaction-related expenses, other non-recurring expenses and excludes $5M in planned product development investments over the next 12-18 months to bring acquired products to TRL 9 (proven operational).” 2Backlog” represents the total value of signed and fully funded or committed customer contracts and purchase orders. Backlog excludes unfunded options and reflects only amounts contractually confirmed as of the measurement date. The Company expects that the majority of its backlog will be recognized as revenue within the next 12 months.

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 revenue growth driven primarily by recent acquisitions w/incremental revenue from U.S. government and DoD development contracts Platform validation across autonomy, swarm and edge intelligence Potential Revenue & Growth Drivers Accelerating revenue growth driven by scaled deployments ARR starts to scale Improving margins and operating leverage Potential Revenue & Growth Drivers Additional customer wins across Palladyne IQ, SwarmOS and BRAIN Follow-on government development contracts and program expansions Expanded partnerships UAV commercialization Optionality​ New proprietary products​ Allied countries wins​ Opportunistic M&A​ Optionality​ Large customer deployments for Palladyne IQ, SwarmOS or BRAIN​ Opportunistic M&A Optionality​ Early customer wins for Palladyne IQ, SwarmOS or BRAIN​ Opportunistic M&A Potential Catalysts: Milestones Palladyne IQ: customer trials and live demonstrations SwarmOS / IntelliSwarm: customer and partner demos with Red Cat and Draganfly GuideTech: development milestones for Banshee, SwarmStrike and ALRRM BRAIN: Existing customer contract expansion New government and commercial development contracts Potential Catalysts: Product & Platform UAV contract wins Early recurring revenue OEM integrations Potential Catalysts: Broad enterprise and government deployments Repeat customers and multi-year contracts Platform standardization across customer systems 2026: Crawl Prove, integrate, and de-risk 2027: Walk Conversion from validation to contracts 2028+: Run Scale

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 mission systems Industrial autonomy

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. AI in mission systems: Autonomy deployed into real problems, not just analysis. Tailwinds from Multiple Structural Shifts Driving Demand Why Now? The World Has Changed. The New Rules of Readiness SwarmOS™ GuideTech (UAV & Components) Palladyne Manufacturing Palladyne™ IQSwarmOS GuideTech (UAV & Components) Palladyne Manufacturing Palladyne IQ Palladyne Manufacturing Palladyne AI Overall Palladyne AI Delivers

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 AI company that can think, design, and build. We are ready for what’s next. Our two businesses — Palladyne Defense and Palladyne Commercial — share a common AI foundation and serve distinct but synergistic markets. Together, they form a platform that merges autonomy, design, and manufacturing — the blueprint for America’s next generation of readiness. Backed by a strong balance sheet, expanding partnerships, and a clear path to commercialization, Palladyne AI is entering its growth phase from a position of strength. Palladyne Defense delivers intelligent systems for national security, speed, and mission adaptability. Palladyne Commercial extends the same proven technology into industrial automation, infrastructure, and operational intelligence.

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