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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 embodied artificial intelligence for commercial, industrial, and defense markets, including proprietary UAVs, missile systems, and precision components.
Operates manufacturing facilities and provides engineering services for both commercial and defense sectors.
Originated in the 1980s with Pentagon R&D, later acquired by Raytheon, and then bought out by current management in 2015.
Attracted major investors like Caterpillar, GE, Schlumberger, Delta Air Lines, and Microsoft post-buyout.
Went public via D-SPAC in 2021; CEO returned in late 2023 to refocus on AI platforms after hardware setbacks.
Product development and market entry
Launched two new AI products: SwarmOS for autonomous drone swarming and Palladyne IQ for smarter industrial robots.
SwarmOS enables real-time, autonomous collaboration among multiple drones without cloud reliance.
Palladyne IQ allows industrial robots to learn new tasks in minutes and handle multiple tasks, increasing flexibility and efficiency.
Both products are in early market trials, with strong interest from the U.S. Department of Defense.
Defense sector initiatives
AI software is deployed on Air Force base robots for labor-intensive tasks and integrated into various drone platforms.
Recent acquisitions have created a vertically integrated defense business, capable of design through scaled production of UAVs and missile systems.
SwarmStrike and Banshee are new, cost-effective weapon systems developed in-house, with rapid prototyping and first flights achieved in months.
Manufacturing facilities produce parts for major defense programs and prime contractors, supporting both internal and external demand.
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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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