Mobilicom Stock Price, News & Analysis

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.

Mobilicom (Nasdaq: MOB), a cybersecurity and robust solutions provider for drones and robotics, announced its participation in the upcoming iAccess Alpha Virtual Best Ideas Summer Investment Conference 2025. CEO and Founder Oren Elkayam will present on June 24 at 3:00 PM ET and conduct one-on-one investor meetings on June 25. The conference, hosted by iAccess Alpha, features companies recommended by investors and includes webcast presentations followed by meetings with pre-qualified investors. Interested parties can access the live presentation through a webcast link, with a replay available on the company's website afterward.

Mobilicom (MOB) has appointed Guy Givoni to its Board of Directors, bringing over 20 years of experience in technology leadership across cybersecurity, drones, AI, and other sectors. Givoni previously served on Mobilicom's Advisory Board from 2017-2023 and has held CEO positions at SupPlant Ltd. and SecureStack. The appointment comes as Mobilicom focuses on expanding its cybersecurity software business, including OS3 and ICE platforms. The company simultaneously announced the departure of two long-serving board members, Campbell McComb and Jonathan Brett, who stepped down in early June 2025. CEO Oren Elkayam emphasized that Givoni's expertise in scaling software, AI, and cybersecurity revenues aligns with Mobilicom's strategic focus on developing cybersecurity solutions for drones and robotics.

Mobilicom (MOB) and ARK Electronics have announced a strategic partnership to develop mass-market cybersecure solutions for mini and small-sized drones and robotics platforms. The collaboration combines Mobilicom's OS3 cybersecurity software with ARK's made-in-USA, BLUE UAS listed, NDAA compliant, NVIDIA AI-driven hardware.

The partnership targets a market valued at $5.8 billion in 2023, projected to reach $10.4 billion by 2030 with an 8.6% CAGR. The first joint product is expected to launch in H2 2025. ARK, with 11 products on the DoD's Blue UAS Framework, will integrate Mobilicom's OS3 platform, which provides cybersecurity for AI-driven drones through continuous monitoring and threat prevention.

The companies are showcasing their upcoming products at XPONENTIAL 2025, where over 7,500 autonomous technology experts are gathering.

Mobilicom (MOB) reported its Q1 2025 financial results and operational highlights. The company achieved revenues of $844,000, with 40% from U.S. customers, and maintained a strong cash position of $8 million. A significant milestone was reached as three SkyHopper products were added to the DoD's Blue UAS Framework. The company received its 5th and 6th production orders totaling over $800,000 from a major U.S. drone manufacturer. The order backlog stands at $737,000, expected to be fulfilled in H1 2025. Operating net cash burn narrowed to $266,000 per month. Notable achievements include securing initial production orders from a Tier-1 Asian conglomerate, partnering with Aitech Systems for AI-driven UAS platforms, and being selected for a $390,000 innovation program for Enhanced Electronic Warfare communications systems.