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Mobilicom Secures $1.4 Million in Orders from a Leading U.S. Drone Manufacturer—Customer Shifting into Mass Production to Meet U.S. Department of Defense Demand

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Mobilicom (NASDAQ: MOB) has secured $1.4 million in orders from a leading U.S. drone manufacturer with over $5 billion in annual sales. The orders are for the company's SkyHopper PRO technology, which is integrated into drones sold to the U.S. Department of Defense (DoD).

The customer is shifting into mass production, with potential for larger recurring orders through DoD Programs of Record. Mobilicom's growth is supported by a recent Executive Order promoting drone adoption and its inclusion in the DoD's Blue UAS-certified vendors list. The SkyHopper PRO, a Secured Cognitive Software Defined Radio, offers superior performance-to-SWaP-C and complies with U.S. NDAA regulations.

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Positive

  • Secured $1.4 million in orders from a Tier-1 U.S. drone manufacturer
  • Customer has potential Programs of Record with DoD, suggesting future larger orders
  • Added to DoD's Blue UAS-certified vendors shortlist
  • SkyHopper PRO complies with NDAA and U.S. cyber regulations
  • Recent Executive Order expected to accelerate market demand

Negative

  • Current orders still relatively small compared to customer's $5B annual sales
  • Future orders dependent on DoD Programs of Record approval

News Market Reaction 15 Alerts

-13.27% News Effect
+4.4% Peak Tracked
-31.2% Trough Tracked
-$5M Valuation Impact
$34M Market Cap
3.7x Rel. Volume

On the day this news was published, MOB declined 13.27%, reflecting a significant negative market reaction. Argus tracked a peak move of +4.4% during that session. Argus tracked a trough of -31.2% from its starting point during tracking. Our momentum scanner triggered 15 alerts that day, indicating notable trading interest and price volatility. This price movement removed approximately $5M from the company's valuation, bringing the market cap to $34M at that time. Trading volume was very high at 3.7x the daily average, suggesting heavy selling pressure.

Data tracked by StockTitan Argus on the day of publication.

Accelerating order quantities from Tier-1 customer, with further mass production orders expected from potential Programs of Record with the U.S. Department of Defense (DoD)

Mobilicom’s growth momentum is further driven by recent Executive Order from President Trump and statements from the DoD that advance adoption of drones for military and civilian applications

Palo Alto, California, July 21, 2025 (GLOBE NEWSWIRE) -- Mobilicom Limited (Nasdaq: MOB, MOBBW), a provider of cybersecurity and robust solutions for drones and robotics, today announced it has received approximately $1.4 million in orders from a current customer, one of the largest manufacturers of small-sized drones in the U.S. The customer, a Tier-1 manufacturer with over $5 billion in annual sales, has integrated SkyHopper PRO as an essential component into drones sold to the U.S. Department of Defense (DoD).

“We believe that these latest $1.4 million in orders, from one of our biggest customers, mark the beginnings of an inflection point for our company as we successfully move toward substantially larger production scale shipments. This customer’s drones, which have integrated our SkyHopper PRO, are currently under consideration for several Programs of Record with the DoD. As these Programs of Record come through, we anticipate recurring orders of increasing magnitude,” stated Mobilicom CEO and Founder, Oren Elkayam.

“Earlier this year, we were added to the DoD’s prestigious shortlist of Blue UAS-certified vendors, and we have since had an uptick in interest from major U.S. defense contractors, which we believe will result in more design wins for our systems. Adding further momentum, the Executive Order, Unleashing American Drone Dominance, signed by President Trump last month is expected to significantly accelerate demand for drone technologies. We believe Mobilicom is very well positioned to capture a meaningful portion of the rapidly advancing U.S. market, as evidenced by our most recent orders from a Tier-1 defense contractor,” Elkayam added.   

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. In 2025, 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.

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 its belief that these latest orders mark the beginnings of an inflection point for the Company as it successfully moves toward substantially larger production scale shipments, its anticipation of recurring orders of increasing magnitude, its belief that being added to the DoD’s prestigious shortlist of Blue UAS-certified vendors will result in more design wins for its systems, the significant acceleration in demand for drone technologies and its belief that it is very well positioned to capture a meaningful portion of the rapidly advancing U.S. market. 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 value of Mobilicom's latest order from the U.S. drone manufacturer?

Mobilicom secured $1.4 million in orders from one of the largest U.S. manufacturers of small-sized drones.

Why is Mobilicom's inclusion in the DoD Blue UAS Framework significant?

Being on the DoD's Blue UAS-certified vendors list positions Mobilicom as an approved vendor with advanced capabilities, increasing opportunities with defense contractors.

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

SkyHopper PRO is a Secured Cognitive Software Defined Radio with combat-proven performance, offering the best performance-to-SWaP-C ratio and compliance with NDAA regulations.

How might the recent Executive Order affect Mobilicom (MOB)?

The Executive Order 'Unleashing American Drone Dominance' is expected to significantly accelerate demand for drone technologies, potentially increasing orders for Mobilicom's products.

What is the annual revenue of Mobilicom's new customer?

The customer is a Tier-1 manufacturer with over $5 billion in annual sales.
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