Mobilicom Stock Price, News & Analysis

Mobilicom (MOB) has secured initial production scale orders from a Tier-1 Asian robotics manufacturer that serves military and commercial markets. The customer will integrate products from three Mobilicom product families: MCU Mesh Networking, SkyHopper Datalinks, and Mobile Ground Stations.

This development represents significant geographic expansion into the Asia-Pacific region, extending beyond Mobilicom's traditional strong markets in the U.S., Europe, and Israel. The orders also mark Mobilicom's growing presence in the robotics sector, complementing its established position in the drone industry.

Mobilicom (MOB) reported strong financial results for 2024, with revenues increasing 45% year-over-year to $3.2 million. The company maintained robust gross margins of 58% while reducing operating expenses to $5.9 million.

Key highlights include a strong cash position of $8.6 million with a low monthly net burn rate of $267K, and a confirmed order backlog of $1.1 million expected to be fulfilled in H1 2025. The company's products were added to the U.S. Department of Defense's Blue UAS Framework, marking a significant milestone for potential defense contracts.

Notable achievements include multiple production orders from Tier-1 customers, including a $600,000 order for SkyHopper PRO and a $530,000 order for SkyHopper PRO Micro. The company also launched its OS3 cybersecurity software solution for AI-driven drones and robotics, partnering with Aitech Systems for deployment.

Mobilicom (MOB) has secured a $390,000 R&D innovation program to develop advanced anti-jamming technology for drones and robotics. The program focuses on creating Enhanced Electronic Warfare communications systems to protect UAVs against advanced wideband jamming, addressing a critical need highlighted in Middle East and Ukraine conflicts.

The company is collaborating with a leading research university to develop solutions for spectrum congestion and deliberate interference challenges. Once developed, this technology will enhance Mobilicom's ICE software suite embedded in its SkyHopper datalinks, which were recently added to the U.S. Department of Defense's Blue UAS Framework.

The innovation aims to ensure real-time mission continuity without requiring significant UAV modifications. The technology addresses both military and commercial applications, protecting against various jamming threats that can disrupt operations, enable data theft, or cause mission failures.

Mobilicom (MOB) and Aitech Systems have announced a strategic partnership to deliver secure AI-driven autonomous computing solutions for aerospace and defense uncrewed aircraft systems (UAS). The collaboration integrates Mobilicom's OS3 cybersecurity platform with Aitech's rugged NVIDIA-based computers.

This marks Mobilicom's first commercial partnership for OS3, targeting the $27 billion uncrewed systems market for defense, robotics, and industrial applications. OS3 provides multi-layered cybersecurity architecture with advanced intrusion detection and prevention systems for protecting autonomous UAS platforms from threats and unauthorized access.

The partnership combines Mobilicom's cybersecurity expertise with Aitech's field-proven rugged computing solutions, aimed at Tier-1 UAS platforms. Aitech's NVIDIA AI-driven autonomous computers are designed for harsh conditions and demanding applications including autonomous, surveillance, and advanced weapons systems.

Mobilicom (Nasdaq: MOB) announced that the U.S. Department of Defense's Defense Innovation Unit (DIU) has added its SkyHopper PRO Micro to the Blue UAS Framework. This marks the third Mobilicom datalink approved for the program, following the recent approval of SkyHopper PRO and SkyHopper PRO Lite.

The expansion is expected to strengthen Mobilicom's position as a trusted provider of end-to-end solutions for top-tier OEMs of uncrewed aerial systems (UASs) that sell to the DoD, U.S. military allies, and global commercial customers.

The SkyHopper PRO Micro is an ultra-compact cognitive software defined radio designed for high-volume production of loitering munitions, mini drones, and robotics. All three Blue UAS-certified SkyHopper models feature Mobilicom's ICE cybersecurity protection, which secures mission-critical communications against electronic warfare threats.

Mobilicom's NDAA-compliant solutions are currently integrated into drones and robotics deployed in defense and commercial applications worldwide.

Mobilicom (MOB) announced that its SkyHopper PRO and PRO Lite datalinks have been approved and added to the U.S. Department of Defense's Defense Innovation Unit (DIU) Blue UAS Framework. This achievement follows rigorous testing and evaluation, confirming compliance with National Defense Authorization Act (NDAA) requirements and cybersecurity standards.

The Blue UAS Framework, established by DIU, vets and scales commercial UAS technology for the DoD, maintaining a roster of NDAA-compliant, policy-approved components. The SkyHopper PRO is a high-performance cognitive software defined radio for aerial and ground platforms, while the PRO Lite is a compact version optimized for smaller drones. Both systems feature Mobilicom's ICE cybersecurity protection against electronic warfare threats.

This certification is expected to create new opportunities with DoD Programs of Record, military applications serving NATO member nations, and OEMs in industrial UAS applications.

Mobilicom (MOB) announced that a Tier-1 Israel-based defense company, one of the world's largest loitering munitions manufacturers with $4 billion in annual revenue, has selected Mobilicom's MCU-30 Lite and MCU-30 Ruggedized Mobile MESH products for its new perimeter protective drone fleets.

The customer, a prime vendor for Lockheed Martin and supplier to over 40 countries including EU and NATO members, will integrate Mobilicom's cybersecure networking solutions into their latest drone platform. The MCU-30 products will provide secure communications for drone fleets including fixed wing UAVs, connecting aerial units with each other and ground base stations.

This selection represents an expansion of Mobilicom's programs with this existing Tier-1 customer into a new platform, following previous design wins that led to production-scale orders.

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.

Mobilicom (MOB) announced that warrant holders have exercised warrants to purchase 761,290 ADRs, generating approximately $1.2 million in gross proceeds. The company expects these funds to extend its cash runway for at least 24 months. The warrant exercises were driven by a 150% increase in company valuation over the past month. First half 2024 financial results showed tripled revenues, improved gross margins, reduced net loss, and halved net cash used in operations compared to H1 2023. The company, which provides cybersecurity solutions for drones and robotics, anticipates strong performance in 2025 due to favorable military and civilian drone market dynamics.