Mobilicom Stock Price, News & Analysis

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.

Mobilicom Limited (NASDAQ: MOB), a cybersecurity and robust solutions provider for drones and robotics, has announced its participation in the 2025 Annual Gateway Conference in San Francisco. The company's management team will deliver a presentation on September 3rd at 2:30 PM PT at the Four Seasons Hotel.

The presentation will be available via live webcast with replay options. Additionally, Mobilicom's executives will be conducting one-on-one meetings during the conference.

Mobilicom (NASDAQ:MOB) announced that one of Israel's largest defense contractors has selected its Ground Control Stations (GCS) to support Remote Control Weapons Systems (RCWS). The selection involves Mobilicom's rugged 10" Maxi Controller Pro, which is currently in final stage field operational testing with the Israeli Ministry of Defense.

This design win represents a cross-sale and product expansion with an existing Tier-1 customer that has previously integrated Mobilicom's SkyHopper datalinks. The GCS system is expected to be deployed in Israel followed by international markets, with potential for large-scale production orders.

Mobilicom (NASDAQ: MOB), a cybersecurity provider for drones and robotics, reported its H1 2025 financial results with revenue of $1.5 million and an order backlog of $1.6 million. The company maintained a strong 55% gross margin and ended the period with $7 million in cash.

Key achievements include selection into the DoD's Blue UAS Framework, securing a $1.4 million order from a Tier-1 U.S. drone manufacturer, and strategic partnerships with Palladyne AI, ARK Electronics, and Aitech Systems. The company's monthly cash burn narrowed to $262,000, while EBITDA was $(1.9) million compared to $(1.5) million in H1 2024.

Mobilicom (NASDAQ: MOB) and ARK Electronics have launched their first joint integrated cybersecure solution for drones and robotics platforms. The product combines ARK's made-in-USA NDAA compliant Jetson PAB Carrier, powered by NVIDIA, with Mobilicom's BlueUAS listed SkyHopper PRO software-defined radio and OS3 cybersecurity platform.

This strategic partnership, formed in May 2025, targets the mini and small-sized drones market, which is valued at $6 billion in 2025 and projected to reach $11 billion by 2030, growing at a 12% CAGR. The integrated solution reduces development complexity, shortens integration time, and provides secure, high-throughput communications for autonomous applications in both defense and commercial markets.

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.

Mobilicom (NASDAQ:MOB) and Palladyne AI (NASDAQ:PDYN) have formed a strategic partnership to deliver an integrated cybersecure autonomy solution for drones and robotics. The collaboration combines Palladyne AI's intelligent software solutions - Pilot for UAVs and IQ for industrial robots - with Mobilicom's OS3 cybersecurity software.

The bundled solution enhances autonomous operations with advanced threat protection, featuring Palladyne's multi-modal sensor fusion capabilities and Mobilicom's multi-layered cybersecurity architecture with intrusion detection and prevention systems. Both companies have identified existing customers interested in implementing the combined solution for tactical and industrial applications.