Datawalk Spolka Akcyjna · GPW:DAT
Datawalk Spolka Akcyjna — DataWalk — Non-Deal Roadshow (February 2026)
14 slides from Datawalk Spolka Akcyjna's roadshow presentation, February 2026
Slide 1: DataWalk: The Infrastructure of European Digital Sovereignty
DataWalk: The Infrastructure of European Digital Sovereignty Capitalizing on the Geopolitical Inflection Point and the European Defense Awakening Presenters: Paweł Wieczyński & Łukasz Socha | February, 2026
Slide 2: Legal disclaimer
Legal disclaimer By reviewing this material, you agree to the following limitations: The information provided was prepared by DataWalk S.A. (the "Company" or the "Issuer") for informational purposes only and for the purposes of this presentation (the "Presentation"). This Presentation does not const
Slide 3: Graph: A Fundamental Technology Shift
Graph: A Fundamental Technology Shift Conventional Approach (e.g. SQL) Next Gen Graph Analytics Challenges • Data organized by source • Data organized around business • Analyze data in tables and bar objects • Vast amounts of data charts • Analyze data as people think • Increasing # of silo’d data s
Slide 4: The Fractured World: 2026 requires decoupling from non-EU dependencies
The Fractured World: 2026 requires decoupling from non-EU dependencies Our Mission: Enabling unprecedented transparency and agility for the good guys. Strategic Autonomy: European tech built in Europe, architecture-enabled sovereignty with world-leading capabilities and economically outstanding scal
Slide 5: The Fractured World: 2026 requires decoupling from non-EU dependencies
The Fractured World: 2026 requires decoupling from non-EU dependencies DataWalk is the only European-origin platform proven in US mission-critical environments.
Slide 6: DataWalk – vendor of high-tech analytics platform
DataWalk – vendor of high-tech analytics platform • New category of analytics - focus on de-siloing big data • Enterprise-class COTS Product, Hybrid-Graph Analytics Platform, Dual-Use • Fast analysis of vast amounts of data (structured + unstr.) from various sources • European alternative to Palanti
Slide 7: Major challenge + AI revolution = multi billion market
Major challenge + AI revolution = multi billion market Palantir – a ~$400B+ “De-silo company: Ontology driven” Only two platforms on the market combine enterprise-scale big data ingestion, native graph analytics, and operational investigation workflows: Palantir and DataWalk Gartner mentions DataWalk
Slide 8: Business Model Evolution: High-Margin Scalability
Business Model Evolution: High-Margin Scalability Defining the "Two-Horse Race" in Enterprise Intelligence The Incumbent Model The Challenger Model (DataWalk) Philosophy: Service-Heavy & Custom Engineering Philosophy: Product-Centric (COTS) & Sovereign Delivery: Requires "Vendor Army" to operate (Eng
Slide 9: Sales Funnel Growth & Strategic Focus
Sales Funnel Growth & Strategic Focus $80M 7x $50M Current Pipeline Funnel Growth TCV Attained Sales funnel expanded Total contract value Qualified sales funnel from $12M to +80M successfully converted value as of Q3.2025 (2020-Q3.2025) since 2020
Slide 10: Revenue Growth Driven by High-Margin Licenses
Revenue Growth Driven by High-Margin Licenses +70% 70% +80% YoY Revenue License in product Gross Margin Growth Mix High scalability driven by a software-centric model and recurring licensing revenue with 80% gross margin at total product mix (+90% for licncene) This aggressive, high-quality growth v
Slide 11: The Overwhelming Advantage is Proven by Premier Customers
The Overwhelming Advantage is Proven by Premier Customers Our technology delivers measured, overwhelming advantage at the highest level of financial and government security. Banking Case Study Strategic Hires Mid 8-figure savings annually on just Peter Sofarelli's appointment two types of fraud. The t
Slide 12: The European Defense Awakening
The European Defense Awakening Strategic Autonomy European Alternative Europe is rapidly scaling its own digital DataWalk is the primary European-made defense industry to ensure self-defense alternative to Palantir, already validated and long-term autonomy. by replacing global incumbents in high-sec
Slide 13: The European Palantir Alternative
The European Palantir Alternative Market Acceleration & Defense Seeding - go-to-market review Commercial Commitment Generational Opportunity We continue at full speed with The European "Defense Awakening" is a Fortune500 commercial expansion, major, generational opening to transition keeping the fina
Slide 14: Thank You
Thank You Questions & Answers Thank you for your time and continued support. We welcome your questions.