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Mobilicom to Showcase its Cybersecure Autonomous Solutions at Leading U.S. Industry Events—Xponential and Loitering Munitions USA

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Mobilicom (Nasdaq: MOB) will exhibit and present at XPONENTIAL 2026 (May 11–14) and Loitering Munitions USA (May 13–14). CEO Oren Elkayam will speak on Preventing Cascade Failures in Autonomous Fleets on May 12, 2026. The company cites inclusion in a U.S. Program of Record valued at $249 million and will showcase multiband data links, the SkyHopper PRO, and the ICE EW Resistance & Cybersecurity Suite.

Mobilicom will highlight product upgrades, commercial and defense integrations, and sponsorship-level participation aimed at advancing secured autonomy and resilience against electronic warfare threats.

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AI-generated analysis. Not financial advice.

Positive

  • Included in a U.S. Program of Record valued at $249 million
  • CEO to present at XPONENTIAL on May 12, 2026
  • Gold Sponsor and exhibitor at Loitering Munitions USA May 13–14
  • Product integrations: SkyHopper PRO and ICE cybersecurity suite in advanced platforms

Negative

  • None.

News Market Reaction – MOB

-2.50%
1 alert
-2.50% News Effect
-$2M Valuation Impact
$82.62M Market Cap
0.0x Rel. Volume

On the day this news was published, MOB declined 2.50%, reflecting a moderate negative market reaction. This price movement removed approximately $2M from the company's valuation, bringing the market cap to $82.62M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

XPONENTIAL 2026 dates: May 11–14, 2026 XPONENTIAL presentation time: 4:00–4:20 PM EDT Loitering Munitions USA dates: May 13–14, 2026 +1 more
4 metrics
XPONENTIAL 2026 dates May 11–14, 2026 XPONENTIAL autonomous technologies event in Detroit
XPONENTIAL presentation time 4:00–4:20 PM EDT CEO session on May 12, 2026
Loitering Munitions USA dates May 13–14, 2026 Defense-focused event in Arlington, Virginia
Program of Record value $249 million U.S. DoW Program of Record including Mobilicom solutions

Market Reality Check

Price: $5.92 Vol: Volume 124,183 vs 20-day ...
low vol
$5.92 Last Close
Volume Volume 124,183 vs 20-day average 315,760 (relative volume 0.39x) ahead of the event-focused news. low
Technical Price $6.41 is trading slightly above the 200-day MA at $6.40, despite today’s -4.19% move.

Peers on Argus

MOB is down 4.19% with subdued volume, while peers are mixed: HOVR up 21.65%, DP...
1 Up 1 Down

MOB is down 4.19% with subdued volume, while peers are mixed: HOVR up 21.65%, DPRO up 5.34%, SPAI up 3.71%, OPXS down 0.69%, CODA up 0.89%. Momentum scanner shows HOVR down 11.39% and SIF up 4.45%, reinforcing a stock-specific tone.

Historical Context

5 past events · Latest: Apr 23 (Positive)
Pattern 5 events
Date Event Sentiment Move Catalyst
Apr 23 Defense expo participation Positive -8.5% Showcasing cybersecure solutions at Modern Day Marine amid DoW deployments.
Apr 21 Program order win Positive +19.0% $2.2M in new purchase orders tied to $249M Program of Record.
Apr 14 APAC design win Positive +4.5% New ISR drone platform customer in APAC using secure datalinks and control.
Mar 24 ATM termination Positive -3.1% Ended ATM facility after reporting $19M cash and low burn rate.
Mar 23 Year-end earnings Positive -3.1% 2025 results with 7% revenue growth and 120% cash increase to $19.1M.
Pattern Detected

Recent news has often been positive operationally but met with mixed to negative next-day price reactions, including notable selloffs on exhibition and financial updates.

Recent Company History

Over the last few months, Mobilicom has reported several commercial and financial milestones. These include a $2.2M order tied to a $249M U.S. DoW Program of Record, new ISR drone design wins in APAC, termination of an ATM facility citing stronger finances, and 2025 year-end results with revenue and cash growth. Despite this generally positive flow, next-day moves ranged from -8.48% to +18.98%, showing inconsistent market responses to good news. Today’s event-focused announcement continues that theme of operational momentum.

Market Pulse Summary

This announcement highlights Mobilicom’s push to showcase its cybersecure autonomous and loitering m...
Analysis

This announcement highlights Mobilicom’s push to showcase its cybersecure autonomous and loitering munition solutions at major U.S. industry events, reinforcing its role in a $249M U.S. DoW Program of Record. In recent months, the company reported new design wins, additional Program-related orders, and stronger cash levels. Investors may watch for follow-on contracts, production ramp milestones, and evidence that event visibility converts into higher revenue and sustained defense demand.

Key Terms

program of record, electronic warfare, loitering munitions
3 terms
program of record regulatory
"These solutions are included in systems sold to the U.S. Department of War under a Program of Record valued at $249 million"
A program of record is a government-approved, funded acquisition project that has an official schedule, budget and oversight within the procurement system. For investors, it signals a formal, multi-year buying commitment—like an official shopping list and timetable the government has agreed to—which can reduce sales uncertainty, support production planning and make future revenue from that program more predictable.
electronic warfare medical
"ICE Electronic Warfare Resistance & Cybersecurity Suite have been integrated into advanced drone systems"
Electronic warfare involves using technology to disrupt, deceive, or disable an opponent’s electronic systems, such as communication networks, radar, or navigation signals. It is like jamming or scrambling a radio or GPS to prevent others from receiving clear information. For investors, it matters because advances in electronic warfare can impact military capabilities, influence global security, and affect the stability of markets and technological investments.
loitering munitions technical
"Mobilicom will emphasize its strong positioning in loitering munition platforms"
A loitering munition is a weapon that combines a small, guided aircraft and its explosive warhead into a single system that can fly over an area, wait while searching for a target, then dive in to destroy it — think of it as a drone with a built‑in bomb that can loiter like a hawk before striking. Investors care because demand, production, export rules, and ethical or regulatory restrictions can sharply affect defense company revenues, supply chains, and share prices.

AI-generated analysis. Not financial advice.

CEO Oren Elkayam to Deliver Presentation on Preventing Cascade Failures in Autonomous Fleets at XPONENTIAL 2026

Mobilicom to Highlight its Market-Leading Loitering Munitions Solutions and U.S. DoW Program of Record Momentum

At Both Events, Mobilicom will Exhibit the Company’s Latest Technologies and Product Upgrades

Palo Alto, California, May 07, 2026 (GLOBE NEWSWIRE) -- Mobilicom Limited (Nasdaq: MOB, MOBBW), a provider of cybersecurity and robust solutions for drones and robotics, today its participation at two upcoming U.S. industry events: XPONENTIAL 2026 in Detroit, Michigan, and the Loitering Munitions USA in Arlington, Virginia, where the Company management and technical teams will showcase its industry-leading cybersecure drone and autonomous systems.

Mobilicom will present its latest solutions at XPONENTIAL, taking place May 11–14, a premier global event for autonomous technologies with a strong commercial focus. The Company will highlight its expanding portfolio, including new multiband solutions, and its strategic partnerships advancing secured autonomy deployments.

As part of the conference program, Mobilicom’s CEO, Oren Elkayam, will deliver a fireside session titled “Preventing Cascade Failures in Autonomous Fleets” on Tuesday, May 12, 2026, from 4:00 PM to 4:20 PM EDT. The presentation will address critical challenges in scaling autonomous operations and ensuring resilience and cybersecurity across interconnected drone fleets.

“XPONENTIAL provides an important platform to demonstrate how Mobilicom is enabling secure and reliable autonomous operations,” said Oren Elkayam. “Our participation underscores our commitment to solving the most pressing challenges in autonomous fleet deployment by continuing to innovate with new product offerings.”

Following XPONENTIAL, Mobilicom will participate as a Gold Sponsor and exhibitor at Loitering Munitions USA on May 13-14, 2026. This event brings together key stakeholders across the defense ecosystem, a key market for Mobilicom.

Mobilicom will emphasize its strong positioning in loitering munition platforms, where its SkyHopper PRO data links and ICE Electronic Warfare Resistance & Cybersecurity Suite have been integrated into advanced drone systems deployed globally. These solutions are included in systems sold to the U.S. Department of War under a Program of Record valued at $249 million, reinforcing Mobilicom’s role as a trusted supplier of mission-critical technologies to Tier-1 customers.

The Company’s success in this segment is driven by its differentiated “triangle” of capabilities: battle-proven performance, miniaturized form factor, and competitive pricing, making its solutions highly attractive to leading defense platform manufacturers worldwide.

At both events, Mobilicom will showcase its latest technologies and product upgrades designed to further enhance multi-domain operations, resilience against electronic warfare threats, and secure communications for autonomous platforms.

“Our continued momentum in the loitering munition market, combined with upcoming product innovations, positions Mobilicom at the forefront of the secured autonomy,” Elkayam added. “We are proud to support both commercial and defense customers with technologies that deliver operational superiority in contested environments.”

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 providing early visibility into next-generation products and technologies, designed to further enhance multi-domain operations, resilience against electronic warfare threats, and secure communications for autonomous platforms, and its position at the forefront of the secured autonomy. 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.
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:

Chris Donovan
Investor Relations
Mobilicom Ltd
Chris.donovan@mobilicom.com


FAQ

What will Mobilicom (MOB) present at XPONENTIAL 2026 on May 12, 2026?

Mobilicom's CEO will present on preventing cascade failures in autonomous fleets on May 12, 2026. According to the company, the 20-minute fireside session will cover resilience, cybersecurity, and scaling challenges for interconnected drone fleets and related product approaches.

What does Mobilicom's $249 million Program of Record mean for MOB shareholders?

Mobilicom reports inclusion in a U.S. Program of Record valued at $249 million, signaling a material contract value. According to the company, this reflects adoption of its SkyHopper PRO and ICE suite by Tier-1 customers in loitering munition systems.

Which Mobilicom products will be showcased at Loitering Munitions USA May 13–14, 2026?

Mobilicom will showcase SkyHopper PRO data links and the ICE Electronic Warfare Resistance & Cybersecurity Suite. According to the company, these solutions are integrated into advanced drone platforms and designed to improve secure comms and EW resilience.

When and where will Mobilicom exhibit at these U.S. events?

Mobilicom will exhibit at XPONENTIAL 2026 in Detroit (May 11–14) and at Loitering Munitions USA in Arlington (May 13–14). According to the company, teams will demo product upgrades and engage with commercial and defense stakeholders at both events.

How does Mobilicom describe its competitive strengths for loitering munitions platforms?

Mobilicom cites a differentiated triangle of capabilities: battle-proven performance, miniaturized form factor, and competitive pricing. According to the company, these factors drive attractiveness to defense platform manufacturers globally and support broader secure autonomy deployments.