Mobilicom’s Tier-1 U.S. Drone Manufacturer Customer Increases Recent Orders to $1.55 Million

Rhea-AI Summary

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.

Positive

• Secured $1.55 million in recent orders from a Tier-1 U.S. drone manufacturer
• SkyHopper PRO certified by DoD Blue UAS Framework after rigorous testing
• Potential for larger orders if DoD Programs of Record materialize
• Customer is a major defense manufacturer with $5B+ annual sales
• Recent Executive Order expected to accelerate demand

Negative

• None.

Insights

Defense Industry Analyst

Mobilicom's $1.55M in orders from a major defense customer signals growing momentum in the DoD drone market following Blue UAS certification.

Mobilicom's announcement reveals $1.55 million in recent orders from a major U.S. drone manufacturer with $5 billion in annual sales. The timing is significant as it follows the February certification of Mobilicom's SkyHopper PRO under the Department of Defense's Blue UAS Framework - a critical qualification that limits competition to a select group of approved vendors meeting stringent cybersecurity requirements.

The orders specifically support drones being evaluated for Programs of Record status with the DoD. This designation is particularly valuable as it transitions products from experimental or limited deployment to formalized, budgeted programs with sustained procurement cycles. The company is positioning itself at an inflection point - if any of these drone platforms receive Program of Record designation, order volumes would likely increase substantially.

The SkyHopper PRO's compliance with the National Defense Authorization Act (NDAA) is equally notable given intensifying restrictions on Chinese-made components in U.S. defense systems. This creates a protected competitive position for Mobilicom in the rapidly expanding U.S. military drone market.

The recent Executive Order on "Unleashing American Drone Dominance" provides additional market tailwinds. This federal policy aims to accelerate domestic drone development and deployment, potentially expanding Mobilicom's addressable market beyond current projections. The company's emphasis on the SkyHopper PRO's performance-to-SWaP-C ratio (Size, Weight, Power and Cost) addresses the critical engineering constraints for tactical drones where every gram and milliwatt matters.

Mass production for potential Programs of Record with the U.S. Department of Defense (DoD) drive demand for Mobilicom’s Blue UAS-listed SkyHopper Pro

Palo Alto, California, Sept. 09, 2025 (GLOBE NEWSWIRE) -- Mobilicom Limited (Nasdaq: MOB, MOBBW), a provider of cybersecurity and robust solutions for drones and robotics, today announced that the latest purchase order from one of the largest manufacturers of small-sized drones in the U.S. has increased the customer’s total recent orders to $1.55 million. The increase is driven by accelerating demand in the U.S. market for drone and associated technologies in general, and specifically for Mobilicom’s cybersecure solutions.

The large defense manufacturer customer, with over $5 billion in annual sales, integrated Mobilicom’s SkyHopper PRO as an essential component into drones sold to the U.S. Department of Defense (DoD).

Earlier this year, following rigorous testing by the DoD, the SkyHopper PRO was selected and certified by the DoD Blue UAS Framework which provides a short list of approved vendors with advanced capabilities to UAS manufacturers. SkyHopper PRO complies with the U.S. National Defense Authorization Act (NDAA) and trusted cyber U.S. regulations.

“We are seeing a steady rise in production scale orders from this customer for drones that are under consideration for several Programs of Record with the DoD. Should any one of the Programs of Record come through, we believe we will experience an accelerating pace of more substantial order sizes from this Tier-1 customer,” stated Mobilicom CEO and Founder, Oren Elkayam. “This customer is just one example demonstrating how an early design win leads to repeat orders of increasing magnitude.”

A recently signed Executive Order, Unleashing American Drone Dominance, is expected to further accelerate demand for drone technologies. Mobilicom has experienced increased interest from new customers for potential design integrations of its cybersecure solutions following its systems’ addition to the Blue UAS Framework in February and the Executive Order in June.

SkyHopper PRO is a Secured Cognitive Software Defined Radio (SDR) with enhanced combat-proven performance, including in harsh environments. It offers what the Company believes to be the best performance-to-SWaP-C (Size, Weight, Power and Cost) in the market based on an internal study of competitor product offerings.

About Mobilicom
Mobilicom is a leading provider of cybersecure robust solutions for the rapidly growing defense and commercial drones and robotics market. Mobilicom’s large portfolio of field-proven technologies includes cybersecurity, software, hardware, and professional services that power, connect, guide, and secure drones and robotics. Through deployments across the globe with over 50 customers, including the world’s largest drone manufacturers, Mobilicom’s end-to-end solutions are used in mission-critical functions.

For investors, please use https://ir.mobilicom.com/
For company, please use www.mobilicom.com

Forward Looking Statements
This press release contains “forward-looking statements” that are subject to substantial risks and uncertainties. For example, the Company is using forward looking statements when it discusses experiencing an accelerating pace of more substantial order sizes from this Tier-1 customer if any of the programs of record come through. All statements, other than statements of historical fact, contained in this press release are forward-looking statements. Forward-looking statements contained in this press release may be identified by the use of words such as “anticipate,” “believe,” “contemplate,” “could,” “estimate,” “expect,” “intend,” “seek,” “may,” “might,” “plan,” “potential,” “predict,” “project,” “target,” “aim,” “should,” “will” “would,” or the negative of these words or other similar expressions, although not all forward-looking statements contain these words. Forward-looking statements are based on Mobilicom Limited’s current expectations and are subject to inherent uncertainties, risks and assumptions that are difficult to predict. Further, certain forward-looking statements are based on assumptions as to future events that may not prove to be accurate. These and other risks and uncertainties are described more fully in the Company’s filings with the Securities and Exchange Commission.

Forward-looking statements contained in this announcement are made as of this date, and Mobilicom Limited undertakes no duty to update such information except as required under applicable law.

For more information on Mobilicom, please contact:

Liad Gelfer
Mobilicom Ltd
liad.gelfer@mobilicom.com

FAQ

What is the total value of recent orders received by Mobilicom (MOB) from the U.S. drone manufacturer?

Mobilicom has received orders totaling $1.55 million from one of the largest U.S. manufacturers of small-sized drones.

Why was Mobilicom's SkyHopper PRO selected by the U.S. Department of Defense?

The SkyHopper PRO was selected after rigorous testing and certified under the DoD Blue UAS Framework for its advanced capabilities, NDAA compliance, and trusted cyber U.S. regulations.

What is driving the increased orders for Mobilicom's drone technology?

The increase is driven by accelerating U.S. market demand for drone technologies, potential DoD Programs of Record, and the recent Executive Order on American Drone Dominance.

What are the key features of Mobilicom's SkyHopper PRO system?

SkyHopper PRO is a Secured Cognitive Software Defined Radio with combat-proven performance in harsh environments, offering the best performance-to-SWaP-C (Size, Weight, Power and Cost) in the market.

How could Mobilicom's orders increase in the future?

If any DoD Programs of Record are approved, Mobilicom expects to see an accelerating pace of more substantial order sizes from this Tier-1 customer.