Mobilicom Stock Price, News & Analysis

Mobilicom (Nasdaq: MOB) reported a strong Q3 2025 update with a 63% quarter-over-quarter revenue increase to $987,000 and 84% of Q3 revenues from the U.S. market. Nine-month revenues were $2.44M. The company holds $16.4M in cash, has no debt, and reported an operating net cash burn of about $305,000/month. Confirmed order backlog was $882,000 and a U.S. Tier-1 customer order totaled $1.55M.

Mobilicom launched its Secured Autonomy™ framework and is transitioning ADSs to directly listed ordinary shares on Nasdaq, anticipated on or about December 1, 2025. The company raised over $11M during and after Q3 to support the transition.

Mobilicom (Nasdaq: MOB) highlighted its Secured Autonomy™ Framework — including the OS3 and ICE platforms — as an early commercial solution aligned to the U.S. Department of War’s new Cybersecurity Risk Management Construct (CSRMC) announced Nov. 10, 2025. The CSRMC replaces a static Risk Management Framework with a continuous, automated, mission‑centric approach for military autonomous systems such as UAS and loitering munitions.

Mobilicom says its integrated OS3+ICE stack targets continuous posture management, onboard and fleet resilience, and secured communications. The company cited two recent product launches and points to a $79 billion defense cybersecurity market projection by 2033 as the commercial opportunity it aims to pursue.

Mobilicom (Nasdaq: MOB) announced a follow-on production order from a Tier-1 Asia-based robotics manufacturer on November 7, 2025, bringing cumulative orders to $315,000. The new production-scale order is reported as twice the size of that customer's initial production-scale order from Q2 2025 and includes the MCU Mesh Networking family, SkyHopper Datalink family, and Mobile Ground Stations.

The company said additional orders are expected as the customer ramps production, and framed the order as an endorsement of Mobilicom's cybersecure drone and robotics solutions and as visibility into near-term growth in robotics and the Asia-Pacific region.

Mobilicom (Nasdaq: MOB, MOBBW) said it will release financial and operational results for the three and nine months ended September 30, 2025 before Nasdaq opens on Thursday, November 13, 2025.

A conference call and webcast are scheduled for November 13, 2025 at 8:30 a.m. EST. Investors can submit questions in advance via ir@mobilicom.com. US dial-in numbers are provided and a live webcast plus a recorded replay will be available on the company website under the News & Media section.

Mobilicom (Nasdaq: MOB) launched its Secured Autonomy™ Framework on October 13, 2025, described as an industry-first comprehensive cybersecurity platform for autonomous drones, UGVs and robotic fleets.

The framework integrates Mobilicom’s OS3 and ICE software across three domains: onboard platforms, coordinated fleets, and communications (including electronic warfare defense). The company cites recent mandates (NDAA §848, FAA Remote ID, EU Cyber Resilience Act) that make cybersecurity mandatory and plans a detailed briefing and demonstrations at AUSA on October 14, 2025. Mobilicom highlighted a partnership with Aitech on the SA Compute PRO-AT mission computer and will distribute an early-release cybersecurity book at AUSA.

Mobilicom (Nasdaq: MOB) and Aitech launched the SA Compute PRO-AT on October 9, 2025, a secured autonomy compute system combining Mobilicom’s OS3 cybersecurity software with Aitech’s rugged NVIDIA-based AI supercomputers.

The product targets aerospace, defense and mission-critical UAS platforms (including U.S. DoD Group 2 and 3 categories), pairing high-performance AI-on-the-edge processing with embedded, real-time IDS/IPS cybersecurity, hardened reliability for harsh environments, and continuous mission monitoring and automated threat response.

Mobilicom (Nasdaq: MOB) will unveil a major new cybersecurity platform and demonstrate its end-to-end drone and robotics solutions at the Association of the U.S. Army (AUSA) 2025 Annual Meeting & Exposition in Washington, D.C., October 13–15, 2025.

The company will exhibit at Booth #8315 Halls DE alongside NOBLE and showcase its OS3 platform software, ICE cybersecurity software, MCU mesh networking, SkyHopper datalinks, and mobile ground control stations to U.S. Army procurement specialists and global defense contractors. The event expects over 44,000 attendees, 750+ exhibits, and representation from 92 countries.

Mobilicom (NASDAQ: MOB) announced its participation in the Taipei Aerospace & Defense Technology Exhibition (TADTE) through its Taiwanese distribution partner Alifecom. The event takes place in Taipei, Taiwan, from September 18-20, 2025.

Alifecom will showcase Mobilicom's cybersecure communications and UAV solutions at Booth #K0327, including the company's OS3 and ICE software cybersecurity suites and U.S. Department of Defense Blue UAS certified SkyHopper datalinks. The presentation aligns with TADTE's 2025 theme of Communication and Cyber Resilience.

Mobilicom (NASDAQ: MOB) announced increased purchase orders totaling $1.55 million from a major U.S. drone manufacturer. The orders are for Mobilicom's SkyHopper PRO system, which has been integrated into drones sold to the U.S. Department of Defense (DoD).

The customer, a defense manufacturer with over $5 billion in annual sales, is scaling up production for potential DoD Programs of Record. The SkyHopper PRO, certified under the DoD Blue UAS Framework, complies with U.S. National Defense Authorization Act (NDAA) requirements. The increased demand follows a recent Executive Order on American Drone Dominance and the system's addition to the Blue UAS Framework in February.