Mobilicom Expands Tier-1 Defense Drone Platform Opportunities
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 29 minutes ago
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Should l Buy MOB?
Source: Newsfilter
- Design Wins: Mobilicom has secured new design partnerships with two leading U.S. Tier-1 defense drone manufacturers, utilizing its SkyHopper datalink solutions and ICE electronic warfare resistance and cybersecurity suite, further solidifying its market position in small-sized ISR drone platforms.
- Growing Market Demand: These new design wins signify an expansion of Mobilicom's influence within U.S. defense drone platforms, indicating a rising demand for its proven solutions, particularly in advanced ISR and autonomous operations.
- Support for Strategic Goals: CEO Oren Elkayam stated that these collaborations not only enhance engagement with prominent drone manufacturers but also support the company's 2026 strategic objective of expanding Tier-1 platform opportunities, showcasing the demand for trusted cybersecure communications solutions.
- Technological Edge: Mobilicom's SkyHopper product family and ICE software are designed to deliver secure, high-performance communication capabilities for drones and autonomous systems operating in mission-critical environments, addressing evolving defense and security mission requirements.
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Analyst Views on MOB
About MOB
Mobilicom Limited is an Australia-based provider of software and cybersecurity solutions and hardware products that it designs, develops and manufactures and that are embedded into small-sized drones or small-sized unmanned aerial vehicles (SUAVs), and into robotic systems, or robotics. Its products Include OS3 Platform Software, ICE Cybersecurity, CONTROLiT Cloud Management Software, SkyHopper Datalinks, Mobile Mesh Networking and Mobile Controller Systems. OS3 Platform is a comprehensive software solution designed to deliver Operational Security, Safety and Standards compliance for the commercial and defense uncrewed drones and robotics industry. CONTROLiT is its cloud-based network management software solution for operators of SUAVs. Its Mobile Controller Systems are responsible for controlling and transmitting video and data from the SUAV to the ground control system. It also provides integrated logistic support (ILS) services for SUAVs.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Mobilicom Expands Tier-1 Defense Drone Platform Opportunities
- Design Wins: Mobilicom has secured new design partnerships with two leading U.S. Tier-1 defense drone manufacturers, utilizing its SkyHopper datalink solutions and ICE electronic warfare resistance and cybersecurity suite, further solidifying its market position in small-sized ISR drone platforms.
- Growing Market Demand: These new design wins signify an expansion of Mobilicom's influence within U.S. defense drone platforms, indicating a rising demand for its proven solutions, particularly in advanced ISR and autonomous operations.
- Support for Strategic Goals: CEO Oren Elkayam stated that these collaborations not only enhance engagement with prominent drone manufacturers but also support the company's 2026 strategic objective of expanding Tier-1 platform opportunities, showcasing the demand for trusted cybersecure communications solutions.
- Technological Edge: Mobilicom's SkyHopper product family and ICE software are designed to deliver secure, high-performance communication capabilities for drones and autonomous systems operating in mission-critical environments, addressing evolving defense and security mission requirements.
See More
Mobilicom to Showcase New Technologies at XPONENTIAL 2026
- Industry-Leading Showcase: Mobilicom will present its latest cybersecurity drone and autonomous systems at XPONENTIAL 2026, emphasizing its leadership in the rapidly growing drone market, which is expected to attract significant attention from potential customers and partners.
- CEO Presentation Highlight: CEO Oren Elkayam will deliver a talk titled 'Preventing Cascade Failures in Autonomous Fleets' on May 12, addressing critical challenges in drone operations and enhancing the company's technical influence within the industry.
- Defense Market Opportunity: Mobilicom will participate as a Gold Sponsor at Loitering Munitions USA on May 13-14, showcasing its SkyHopper PRO data links and ICE Electronic Warfare Resistance & Cybersecurity Suite, further solidifying its market position in the defense sector.
- Strategic Partnerships and Innovation: The company demonstrates its trusted supplier status through a $249 million project with the U.S. Department of War, while ongoing product innovations enhance its competitive edge in multi-domain operations.
See More
Mobilicom to Showcase New Technologies at Modern Day Marine Expo
- Strategic Meetings: Mobilicom will hold strategic meetings with representatives from the U.S. Department of War and Marine Corps at the Modern Day Marine Expo, aiming to strengthen relationships with existing clients and attract new customers, thereby driving business growth in the defense sector.
- Product Showcase Highlight: The company will prominently feature the SkyHopper MultiBand, a new software-defined radio data link designed for complex environments, offering multi-band wideband coverage and strong resistance to interference, which is expected to enhance the company's competitive edge in the defense market.
- Customer Success Story: A recent Program of Record win by a Tier-1 customer with the U.S. Department of War not only unlocks the potential for high-volume production but also ensures multi-year delivery continuity, further solidifying Mobilicom's position in the drone platform market.
- Exhibition Scale and Impact: The Modern Day Marine Expo serves as the premier venue for the Marine Corps, attracting hundreds of exhibitors across over 84,000 square feet, providing Mobilicom with an excellent opportunity to engage directly with military procurement specialists and service leaders.
See More
Mobilicom Secures New Customer in Asia-Pacific Market Expansion
- New Customer Order: Mobilicom has secured an initial order from a new customer in the Asia-Pacific region, involving the integration of its end-to-end systems, which marks a significant expansion into the unmanned systems market and is expected to enhance its global market share.
- Technology Integration: The order includes Mobilicom's 10-inch Ground Control System, SkyHopper PRO, and SkyHopper multiband datalinks, providing secure and reliable communication solutions tailored for complex ISR mission requirements, thereby boosting the company's competitiveness in the high-end drone market.
- Growing Market Demand: As the global demand for sophisticated ISR capabilities increases, Tier-1 platform providers are seeking the trusted, cybersecure technologies that Mobilicom offers, and this order is anticipated to pave the way for follow-on opportunities, further solidifying the company's market position.
- Global Footprint Expansion: Mobilicom showcases its robust technology portfolio through collaborations with over 50 customers in the defense and commercial drone markets, and this new customer partnership is expected to drive further growth in the Asia-Pacific region.
See More
MOBILICOM ENDS ATM FACILITY DUE TO IMPROVED FINANCIAL STABILITY
- Facility Closure: MobileCom has announced the termination of its satellite manufacturing facility.
- Financial Position: The decision is attributed to a strengthened financial position, indicating a strategic shift in operations.
See More
Mobilicom Limited Reports FY 2025 Financial Results
- Financial Highlights: Mobilicom Limited reported a FY 2025 GAAP EPS of -$2.68, with revenue increasing by 5.7% year-over-year to $3.36 million, indicating efforts in revenue growth but still facing significant loss pressures.
- Cash Flow Improvement: Cash and cash equivalents surged by 120% to $19.1 million, primarily due to $12.6 million in warrant exercises and equity raises, enhancing the company's liquidity and financial stability.
- Cost Control Measures: Monthly operating cash burn was reduced by 41% to approximately $159,000, marking the lowest level in company history, which not only alleviates financial pressure but also lays the groundwork for future sustainable growth.
- EBITDA Performance: EBITDA for the twelve months ended December 31, 2025, was approximately -$4.0 million, worsening from -$3.2 million in the prior year, reflecting the need for further improvements in profitability.
See More
Mobilicom Expands Tier-1 Defense Drone Platform Opportunities
- Design Wins: Mobilicom has secured new design partnerships with two leading U.S. Tier-1 defense drone manufacturers, utilizing its SkyHopper datalink solutions and ICE electronic warfare resistance and cybersecurity suite, further solidifying its market position in small-sized ISR drone platforms.
- Growing Market Demand: These new design wins signify an expansion of Mobilicom's influence within U.S. defense drone platforms, indicating a rising demand for its proven solutions, particularly in advanced ISR and autonomous operations.
- Support for Strategic Goals: CEO Oren Elkayam stated that these collaborations not only enhance engagement with prominent drone manufacturers but also support the company's 2026 strategic objective of expanding Tier-1 platform opportunities, showcasing the demand for trusted cybersecure communications solutions.
- Technological Edge: Mobilicom's SkyHopper product family and ICE software are designed to deliver secure, high-performance communication capabilities for drones and autonomous systems operating in mission-critical environments, addressing evolving defense and security mission requirements.
See More
Mobilicom to Showcase New Technologies at XPONENTIAL 2026
- Industry-Leading Showcase: Mobilicom will present its latest cybersecurity drone and autonomous systems at XPONENTIAL 2026, emphasizing its leadership in the rapidly growing drone market, which is expected to attract significant attention from potential customers and partners.
- CEO Presentation Highlight: CEO Oren Elkayam will deliver a talk titled 'Preventing Cascade Failures in Autonomous Fleets' on May 12, addressing critical challenges in drone operations and enhancing the company's technical influence within the industry.
- Defense Market Opportunity: Mobilicom will participate as a Gold Sponsor at Loitering Munitions USA on May 13-14, showcasing its SkyHopper PRO data links and ICE Electronic Warfare Resistance & Cybersecurity Suite, further solidifying its market position in the defense sector.
- Strategic Partnerships and Innovation: The company demonstrates its trusted supplier status through a $249 million project with the U.S. Department of War, while ongoing product innovations enhance its competitive edge in multi-domain operations.
See More
Mobilicom to Showcase New Technologies at Modern Day Marine Expo
- Strategic Meetings: Mobilicom will hold strategic meetings with representatives from the U.S. Department of War and Marine Corps at the Modern Day Marine Expo, aiming to strengthen relationships with existing clients and attract new customers, thereby driving business growth in the defense sector.
- Product Showcase Highlight: The company will prominently feature the SkyHopper MultiBand, a new software-defined radio data link designed for complex environments, offering multi-band wideband coverage and strong resistance to interference, which is expected to enhance the company's competitive edge in the defense market.
- Customer Success Story: A recent Program of Record win by a Tier-1 customer with the U.S. Department of War not only unlocks the potential for high-volume production but also ensures multi-year delivery continuity, further solidifying Mobilicom's position in the drone platform market.
- Exhibition Scale and Impact: The Modern Day Marine Expo serves as the premier venue for the Marine Corps, attracting hundreds of exhibitors across over 84,000 square feet, providing Mobilicom with an excellent opportunity to engage directly with military procurement specialists and service leaders.
See More
Mobilicom Secures New Customer in Asia-Pacific Market Expansion
- New Customer Order: Mobilicom has secured an initial order from a new customer in the Asia-Pacific region, involving the integration of its end-to-end systems, which marks a significant expansion into the unmanned systems market and is expected to enhance its global market share.
- Technology Integration: The order includes Mobilicom's 10-inch Ground Control System, SkyHopper PRO, and SkyHopper multiband datalinks, providing secure and reliable communication solutions tailored for complex ISR mission requirements, thereby boosting the company's competitiveness in the high-end drone market.
- Growing Market Demand: As the global demand for sophisticated ISR capabilities increases, Tier-1 platform providers are seeking the trusted, cybersecure technologies that Mobilicom offers, and this order is anticipated to pave the way for follow-on opportunities, further solidifying the company's market position.
- Global Footprint Expansion: Mobilicom showcases its robust technology portfolio through collaborations with over 50 customers in the defense and commercial drone markets, and this new customer partnership is expected to drive further growth in the Asia-Pacific region.
See More
MOBILICOM ENDS ATM FACILITY DUE TO IMPROVED FINANCIAL STABILITY
- Facility Closure: MobileCom has announced the termination of its satellite manufacturing facility.
- Financial Position: The decision is attributed to a strengthened financial position, indicating a strategic shift in operations.
See More
Mobilicom Limited Reports FY 2025 Financial Results
- Financial Highlights: Mobilicom Limited reported a FY 2025 GAAP EPS of -$2.68, with revenue increasing by 5.7% year-over-year to $3.36 million, indicating efforts in revenue growth but still facing significant loss pressures.
- Cash Flow Improvement: Cash and cash equivalents surged by 120% to $19.1 million, primarily due to $12.6 million in warrant exercises and equity raises, enhancing the company's liquidity and financial stability.
- Cost Control Measures: Monthly operating cash burn was reduced by 41% to approximately $159,000, marking the lowest level in company history, which not only alleviates financial pressure but also lays the groundwork for future sustainable growth.
- EBITDA Performance: EBITDA for the twelve months ended December 31, 2025, was approximately -$4.0 million, worsening from -$3.2 million in the prior year, reflecting the need for further improvements in profitability.
See More
