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Palladyne AI
Palladyne AI (PDYN) investor relations material
Palladyne AI 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary14 Jan, 2026
Business overview and history
Focuses on artificial intelligence for commercial, industrial, and defense markets, with products including embedded AI for robots and drones, proprietary UAVs, and missile systems.
Operates manufacturing facilities producing precision components for defense systems and offers engineering services.
Originated in the 1980s with Pentagon R&D, was acquired by Raytheon in 2007, and underwent a management buyout in 2015, followed by investment from major corporations.
Went public via D-SPAC in 2021; after leadership changes, restructured in late 2023 to focus on AI platforms.
Product development and market entry
Launched two main AI products: SwarmOS for autonomous drone swarming and Palladyne IQ for rapid, multi-task industrial robot training.
SwarmOS enables real-time, collaborative drone missions without human intervention, demonstrated with military partners.
Palladyne IQ allows robots to learn new tasks in minutes and handle task variability, moving beyond single-threaded automation.
Defense applications include automating labor-intensive tasks and integrating AI into drones and weapon systems through partnerships and acquisitions.
Vertical integration and manufacturing
Recent acquisitions have created a vertically integrated defense business, capable of design through scale production of UAVs and missile systems.
SwarmOS enables drone swarms to share sensor data and operate autonomously, initially focused on ground targeting with future air-targeting potential.
Demonstrated rapid innovation with SwarmStrike and Banshee systems, achieving first test flights within months and targeting low-cost, attritable munitions.
Manufactures precision parts for major defense programs and contractors, with over 120,000 sq ft of manufacturing capacity.
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Next Palladyne AI earnings date
Q4 202520 Feb, 2026
Palladyne AI
Next Palladyne AI earnings date
Q4 202520 Feb, 2026
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Frequently asked questions
Palladyne AI Corp. is a software company that specializes in artificial intelligence (AI) and machine learning (ML) technologies designed to enhance the capabilities of robotic systems. The company's AI/ML platform enables robots to observe, learn, reason, and act in both structured and unstructured environments, allowing for real-time adaptation and decision-making. This technology reduces the need for extensive programming and training, making robots more efficient and autonomous. Palladyne AI's solutions are applicable across various industries, including industrial manufacturing, warehousing and logistics, defense, infrastructure maintenance, energy, aerospace, and aviation. The company is headquartered in Salt Lake City, Utah, and its shares are listed on the NASDAQ.
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