# EDGAR Filing Document

**Accession Number:** 0001826681
**File Stem:** 0001193125-26-012228
**Filing Date:** 2026-1
**Character Count:** 32370
**Document Hash:** bcc6295b6a0d4bce8aecfadb3fbb8513
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-26-012228.hdr.sgml**: 20260114

**ACCESSION NUMBER**: 0001193125-26-012228

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 37

**CONFORMED PERIOD OF REPORT**: 20260114

**ITEM INFORMATION**: Regulation FD Disclosure

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20260114

**DATE AS OF CHANGE**: 20260114

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Palladyne AI Corp.
- **CENTRAL INDEX KEY:** 0001826681
- **STANDARD INDUSTRIAL CLASSIFICATION:** SERVICES-PREPACKAGED SOFTWARE [7372]
- **ORGANIZATION NAME:** 06 Technology
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-39897
- **FILM NUMBER:** 26531412

**BUSINESS ADDRESS:**
- **STREET 1:** 650 SOUTH 500 WEST
- **CITY:** SALT LAKE CITY
- **STATE:** UT
- **ZIP:** 84101
- **BUSINESS PHONE:** 888-927-7296

**MAIL ADDRESS:**
- **STREET 1:** 650 SOUTH 500 WEST
- **CITY:** SALT LAKE CITY
- **STATE:** UT
- **ZIP:** 84101

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Sarcos Technology & Robotics Corp
- **DATE OF NAME CHANGE:** 20210924

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Sarcos Technology & Robotics Corporation.
- **DATE OF NAME CHANGE:** 20210924

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Rotor Acquisition Corp.
- **DATE OF NAME CHANGE:** 20200930

?xml version='1.0' encoding='ASCII'? 8-K

**UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549**

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## FORM 8-K

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**CURRENT REPORT**

**Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934**

**Date of Report (Date of earliest event reported):** January 14, 2026<br>

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Palladyne AI Corp.

**(Exact name of Registrant as Specified in Its Charter)**

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| | | |
|:---|:---|:---|
| Delaware | 001-39897 | 85-2838301 |
| **(State or Other Jurisdiction<br>of Incorporation)** | **(Commission File Number)** | **(IRS Employer<br>Identification No.)** |
| 650 South 500 West, Suite 150 |  |  |
| Salt Lake City**,** Utah |  | 84101 |
| **(Address of Principal Executive Offices)** |  | **(Zip Code)** |

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**Registrant's Telephone Number, Including Area Code:** (888) 927-7296<br>

**(Former Name or Former Address, if Changed Since Last Report)**

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Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

**Securities registered pursuant to Section 12(b) of the Act:**

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| | | |
|:---|:---|:---|
| **<br>Title of each class** | **Trading<br>Symbol(s)** | **<br>Name of each exchange on which registered** |
| Common Stock, par value $0.0001 per share | PDYN | The Nasdaq Stock Market LLC |
| Redeemable warrants, exercisable for shares of Common Stock at an exercise price of $69.00 per share | PDYNW | The Nasdaq Stock Market LLC |

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Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company ☒

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

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## Item 7.01 Regulation FD Disclosure.
On January 14, 2026, Palladyne AI Corp. (the "Company") posted on the investor relations page of its website at www.palladayneai.com an investor presentation furnished as Exhibit 99.1 to this Current Report on Form 8-K (the "Investor Deck") and incorporated herein by reference. This presentation is expected to be used by the Company in connection with certain future presentations to investors and others. The information contained in the Investor Deck is summary information and contains forward-looking statements that are subject to risks and uncertainties, including those set forth in the Company's filings with the Securities and Exchange Commission (the "SEC"). The information in the Investor Deck is as of January 14, 2026, except for information that is specifically identified as being as of an earlier date. The Company undertakes no obligation to publicly update or revise the information contained in the Investor Deck or this Item 7.01, except as required by law, although it may do so from time to time. Any such updating may be made through the filing of other reports or documents with the SEC, press releases, disclosure on the Company's website or other means of public disclosure.

The Company announces material information to the public through a variety of means, including filings with the Securities and Exchange Commission, public conference calls, the Company's website (https://www.palladyneai.com/), its investor relations website (https://investor.palladyneai.com/), and its news site (https://www.palladyneai.com/press/). The Company uses these channels, as well as its social media, including its X (@PalladyneAI) and LinkedIn accounts (https://www.linkedin.com/company/palladyneaicorp/), to communicate with investors and the public news and developments about the Company, its products and other matters. Therefore, the Company encourages investors, the media, and others interested in the Company to review the information it makes public in these locations, as such information could be deemed to be material information. The information that can be accessed through hyperlinks or website addresses included in this Current Report on Form 8-K and Exhibit 99.1 attached hereto is deemed not to be incorporated in or part of this Current Report on Form 8-K.

## Item 9.01 Financial Statements and Exhibits.
(d) Exhibits.

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| | |
|:---|:---|
| **Exhibit<br>Number** | **Description** |
| 99.1 | [<u>Investor Presentation</u>](pdyn-ex99_1.htm) |
| 104 | Cover Page Interactive Data File (formatted as Inline XBRL) |

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**SIGNATURES**

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

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| | | | |
|:---|:---|:---|:---|
|  |  |  | **Palladyne AI Corp.** |
| Dated: | January 14, 2026 | By:  | /s/ Stephen Sonne |
|  |  | Name:<br>Title: | Stephen Sonne<br>Chief Legal Officer & Secretary  |

---

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## Exhibit 99.1

![Slide 1](pdyn-ex99_1s1.jpg)

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

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![Slide 2](pdyn-ex99_1s2.jpg)

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. In some cases, you can identify forward-looking statements by terminology such as "may," "will," "should," "could," "expect," "plan," anticipate," "believe," "estimate," "predict," "intend," "potential," "would," "continue," "ongoing" or the negative of these terms or other comparable terminology. Such forward-looking statements involve risks, uncertainties and assumptions that may cause actual events, results, or performance to differ materially from those indicated by such statements. Certain of these risks and uncertainties are set forth in the section entitled "Risk Factors" and "Cautionary Note Regarding Forward-Looking Statements" in Palladyne AI's filings with the Securities and Exchange Commission (the "SEC") from time to time which are available, free of charge, at the SEC's website at www.sec.gov. In addition, statements that "we believe" and similar statements reflect Palladyne AI's beliefs and opinions on the relevant subject. These statements are based upon information available to Palladyne AI as of the date of this presentation, and although Palladyne AI believes such information forms a reasonable basis for such statements, such information may be limited or incomplete, and Palladyne AI's statements should not be read to indicate that Palladyne AI has conducted a thorough inquiry into, or review of, all potentially available relevant information. These statements are inherently uncertain and readers are cautioned not to unduly rely upon these statements. If any of these risks materialize or our assumptions prove incorrect, actual results could differ materially from the results implied by these forward-looking statements. In light of the significant uncertainties in these forward-looking statements, you should not regard these statements as a representation or warranty by Palladyne AI or any other person that Palladyne AI will achieve its objectives and plans in any specified time frame, or at all. Except as required by law, Palladyne AI assumes no obligation and does not intend to update any forward-looking statements or to conform these statements to actual results or changes in Palladyne AI's expectations. This presentation may also contain estimates and other statistical data made by independent parties and by Palladyne AI relating to market size and growth and other industry data. These data involve a number of assumptions and limitations and is subject to change. You are cautioned not to give undue weight to such estimates. Palladyne AI has not independently verified the statistical and other industry data generated by independent parties and contained in this presentation and, accordingly, cannot guarantee their accuracy or completeness. In addition, any projections, assumptions and estimates of Palladyne AI's future performance and the future performance of the markets in which it competes are necessarily subject to a high degree of uncertainty and risk due to a variety of factors. These and other factors could cause results or outcomes to differ materially from those expressed in the estimates made by the independent parties and by Palladyne AI. The products described in this presentation are subject to trade controls, including but not limited to the U.S. Export Administration Regulations ("EAR") and/or the International Traffic in Arms Regulations ("ITAR"). Information in this presentation is meant for background purposes only, and availability of the products and/or capabilities described herein is subject to U.S. Government authorization. This presentation does not contain any National Security Information, Restricted Data, or other sensitive information subject to disclosure controls under the National Industrial Security Program Operating Manual ("NISPOM," codified at 32 CFR Part 117). Any use of the term "confidential" in this document is meant to indicate the presence of information of a business-sensitive or proprietary nature; it is not meant to be construed consistent with the term's definition and associated safeguarding requirements set forth in the NISPOM. By attending or receiving this presentation you acknowledge that you will be solely responsible for your own assessment of the market and our market position and that you will conduct your own analysis and be solely responsible for forming your own view of the potential future performance of our business. Palladyne AI announces material information to the public through a variety of means, including filings with the SEC, public conference calls, Palladyne AI's website (www.palladyneai.com), its investor relations website (https://investor.palladyneai.com/), and its news site (https://www.palladyneai.com/press/). Palladyne AI uses these channels, as well as its social media, including its X (@PalladyneAI) and LinkedIn accounts (https://www.linkedin.com/company/palladyneaicorp/), to communicate with investors and the public news and developments about Palladyne AI, its products and other matters. Therefore, Palladyne AI encourages investors, the media, and others interested in the company to review the information it makes public in these locations, as such information could be deemed to be material information. The information that can be accessed through hyperlinks or website addresses included herein is deemed not to be incorporated in or part of this presentation. 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.

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![Slide 3](pdyn-ex99_1s3.jpg)

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

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![Slide 4](pdyn-ex99_1s4.jpg)

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)

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![Slide 5](pdyn-ex99_1s5.jpg)

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

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![Slide 6](pdyn-ex99_1s6.jpg)

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.

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![Slide 7](pdyn-ex99_1s7.jpg)

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.

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![Slide 8](pdyn-ex99_1s8.jpg)

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.

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![Slide 9](pdyn-ex99_1s9.jpg)

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

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![Slide 10](pdyn-ex99_1s10.jpg)

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

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![Slide 11](pdyn-ex99_1s11.jpg)

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

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![Slide 12](pdyn-ex99_1s12.jpg)

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

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![Slide 13](pdyn-ex99_1s13.jpg)

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

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![Slide 14](pdyn-ex99_1s14.jpg)

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.

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![Slide 15](pdyn-ex99_1s15.jpg)

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.

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![Slide 16](pdyn-ex99_1s16.jpg)

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

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![Slide 17](pdyn-ex99_1s17.jpg)

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.

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![Slide 18](pdyn-ex99_1s18.jpg)

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.

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![Slide 19](pdyn-ex99_1s19.jpg)

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

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![Slide 20](pdyn-ex99_1s20.jpg)

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.

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![Slide 21](pdyn-ex99_1s21.jpg)

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.

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![Slide 22](pdyn-ex99_1s22.jpg)

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

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![Slide 23](pdyn-ex99_1s23.jpg)

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

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![Slide 24](pdyn-ex99_1s24.jpg)

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

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![Slide 25](pdyn-ex99_1s25.jpg)

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.

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![Slide 26](pdyn-ex99_1s26.jpg)

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