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Palladyne AI
Palladyne AI (PDYN) investor relations material
Palladyne AI Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary5 Mar, 2026
Executive summary
2025 marked a pivotal year, transitioning from validation of AI products to a structural transformation via acquisitions and vertical integration, including GuideTech, Warnke Precision Machining, and MKR Fabricators, launching Palladyne Defense and expanding into advanced avionics, engineering, and manufacturing.
The company now operates as a vertically integrated, embodied AI-centric industrial and defense platform, with expanded capabilities in AI, UAVs, manufacturing, defense, and the space domain via Air Force Research Laboratory and Portal Space Systems engagements.
Commercially released Palladyne IQ 2.0, signed first customer, and introduced IntelliSwarm for collaborative autonomy.
Strengthened IP portfolio with new patent issuance and four new applications related to AI software.
Financial highlights
Q4 2025 revenue rose 118% year-over-year to $1.7M, driven by post-acquisition contributions; full-year 2025 revenue fell 33% to $5.2M.
Q4 cost of revenue was $1.4M, R&D expense $3.8M, G&A $4.7M, and sales/marketing $1M, all up year-over-year due to acquisitions and growth.
Q4 operating loss was $9.3M, GAAP net loss $1.5M ($0.04/share), non-GAAP net loss $6.9M ($0.16/share), with a $46M non-cash gain from warrant revaluation and a $2.5M non-cash tax benefit.
Full-year 2025 GAAP net income was $10.0M (EPS: $0.24), compared to a $72.6M loss in 2024 (EPS: $(2.71)); non-GAAP net loss for 2025 was $25.2M (EPS: $(0.60)).
Cash, equivalents, and marketable securities totaled $47M at year-end; Q4 net cash burn was $10M, including $8.5M from operations; backlog was $13.5M.
Outlook and guidance
2026 revenue guidance remains $24M–$27M, reflecting both organic growth and full-year contribution from acquired businesses, implying 357%–415% year-over-year growth.
Backlog increased over 30% since year-end to nearly $18M by mid-February 2026.
Expected 2026 quarterly operating cash usage is $8M–$9M, up from 2025 due to investments in SwarmOS, IQ, and new headcount.
Guidance reflects contributions from acquisitions, backlog conversion, and monetization of new development programs.
No specific gross margin or profitability guidance provided, but focus remains on higher-margin opportunities, especially in AI and select hardware.
Backlog conversion timing for 2026 guidance
Scaling strategy for Palladyne IQ 2.0
Monetization plan for space domain initiatives
Backlog conversion strategy for 2026 guidance
SwarmOS vs automated swarming differentiation
Synergies across the three new business units
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Next Palladyne AI earnings date
Q1 20268 May, 2026
Palladyne AI
Next Palladyne AI earnings date
Q1 20268 May, 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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