“We just completed a joint field exercise with Palladyne AI” and observed SwarmOS operating in soldiers’ hands.” Great breadcrumb coming out of exercises.
Same day different time. What I’ll be listening for:
For PDYN (Morning)
Progress converting defense programs into production revenue.
Backlog conversion.
Gross margins.
New Air Force or Army opportunities.
Updates on SwarmOS, Palladyne IQ, and GuideTech.
For RCAT (AH)
Delivery progress on Department of Defense orders.
Demand for Black Widow and other platforms.
Any comments about autonomy software partners or system integration.
Updated revenue guidance and backlog.
The U.S. Army says NGC2 is moving from prototyping toward delivery, with 4th Infantry Division heading into PC-C6 at NTC for division-scale force-on-force validation in July. Given Palladyne’s publicly disclosed SwarmOS/Gremlin-X work with 4ID, this is a major ecosystem development to watch closely…
“Operational implementation leads are also responsible for partnering with units to meet commander priorities by tailoring specific applications, algorithms and hardware relevant to their operational missions and theaters, such as new app development, incorporation of edge compute devices, integration of private 5G and other communications solutions, and fusion of electromagnetic spectrum effectors.”