Mobilicom Secures Approximately $600,000 in Follow-On Production Scale Order from One of the Largest U.S.-based Drone Manufacturers for its Cybersecure Drone Data Link System

Rhea-AI Summary

Mobilicom (MOB) has received a $600,000 follow-on production scale order for its SkyHopper PRO datalink system from one of the largest U.S. drone manufacturers. This marks the fifth production scale order from this Tier-1 customer, which generates over $5 billion in annual sales. The drones integrated with Mobilicom's technology are being sold to U.S. Department of Defense programs.

The SkyHopper PRO, selected over four competing products after intensive field testing, is a Secured Cognitive Software Defined Radio offering superior performance-to-SWaP-C (Size, Weight, Power and Cost). Delivery is expected in the upcoming months. The global drone data link system market is projected to grow at a 25% CAGR, reaching approximately $18 billion by 2030.

Positive

• Secured $600,000 follow-on order from major U.S. drone manufacturer
• Fifth production scale order demonstrates growing customer relationship
• End customer is U.S. Department of Defense, indicating strong market position
• Product chosen over 4 competitors after intensive testing
• Operating in market projected to reach $18B by 2030 with 25% CAGR

Negative

• None.

Insights

Defense Technology Analyst

The $600,000 follow-on order from a major U.S. drone manufacturer represents a strategic win in the defense sector. The SkyHopper PRO's selection over four competitors after rigorous testing validates its superior technical capabilities. The integration into drones destined for DOD programs indicates strong product-market fit in the high-stakes defense sector.

The market dynamics are particularly favorable - with the drone data link system market projected to grow at 25% CAGR to reach $18 billion by 2030. For a small-cap company like Mobilicom ($30M market cap), securing a tier-1 customer with $5 billion annual sales provides significant revenue potential through continued follow-on orders.

The SkyHopper PRO's combat-proven performance and optimal SWaP-C metrics address critical military requirements. This positions Mobilicom favorably as defense budgets increasingly prioritize autonomous systems and cybersecure communications.

Government Contracts Specialist

This contract carries outsized significance beyond its immediate $600,000 value. Being the 5th production order demonstrates growing program adoption within DOD channels - a notoriously difficult market to penetrate. The follow-on nature suggests the product has passed rigorous operational testing and earned program manager confidence.

The tier-1 customer's continued contract wins for "thousands of drones" indicates strong potential for recurring revenue expansion. Defense programs typically start conservatively before scaling, making early supplier position critical. Mobilicom's demonstrated ability to meet defense production timelines and quality requirements strengthens their competitive moat.

Marks a total of 5 production scale orders to date with this customer demonstrating continuous growth and expectation for ongoing orders

U.S. Tier-1 customer, which has over $5 billion in annual sales, has equipped its drones with Mobilcom’s SkyHopper PRO

Palo Alto, California, U.S., Jan. 07, 2025 (GLOBE NEWSWIRE) -- Mobilicom Limited (Nasdaq: MOB), a provider of cybersecurity and robust solutions for drones and robotics, today announced that it has received the latest in a series of commercial scale follow-on orders from one of the largest U.S. drone manufacturers of small-sized drones. These drones, which have integrated Mobilicom’s SkyHopper PRO datalinks as an essential component, are being sold to U.S. Department of Defense (DOD) programs.

“This latest follow-on order, valued at approximately $600,000, demonstrates the strong traction our customer’s drones have gained with top U.S. government and defense purchasers. Delivery is expected to be completed in the upcoming months to support this immediate expansion in DOD programs,” stated Mobilicom CEO and Founder Oren Elkayam. “We are proud that our critical communications components have been selected as an integral part of drones that are trusted to perform under the most challenging circumstances. As our Tier-1 customer continues to win contracts for thousands of its drones, we expect continued follow-on orders for our SkyHopper PRO.”

The global drone data link system market is projected to grow at a CAGR of 25% and reach approximately $18 billion by 2030. Mobilicom expects that its solutions have the potential to fill a growing demand as this customer and other Tier-1 manufacturers continue to sell uncrewed autonomous vehicles (UAVs).

Mobilicom’s SkyHopper PRO datalink was chosen over four other competing products following intensive field testing. 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. Other key factors considered include the Company’s excellent customer support, fast production and delivery times.

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 expectation that delivery of this order will be made in the upcoming months, the expansion in DOD programs, its expectation regarding continued follow-on orders for its SkyHopper PRO, the growth of the global drone data link system market and its expectation that its solutions have the potential to fill a growing demand as this customer and other Tier-1 manufacturers continue to sell uncrewed autonomous vehicles. 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 (MOB) latest drone system order in January 2025?

Mobilicom (MOB) received a follow-on production scale order valued at approximately $600,000 in January 2025.

How many production scale orders has Mobilicom (MOB) received from this U.S. drone manufacturer?

Mobilicom (MOB) has received a total of 5 production scale orders to date from this U.S.-based drone manufacturer.

What is the projected market size for drone data link systems by 2030?

The global drone data link system market is projected to reach approximately $18 billion by 2030, growing at a CAGR of 25%.

What is the annual sales revenue of Mobilicom's (MOB) U.S. Tier-1 customer?

The U.S. Tier-1 customer has over $5 billion in annual sales.

How many competing products did Mobilicom's SkyHopper PRO beat in field testing?

Mobilicom's SkyHopper PRO datalink was chosen over four other competing products following intensive field testing.