Mobilicom Stock Price, News & Analysis

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.

Mobilicom Limited (MOB) announces its participation in three major U.S. defense and autonomy technology events, showcasing its cybersecure drone and robotics solutions. The company will be featured at Modern Day Marine 2025 in Washington DC (April 29-May 1), SOF Week 2025 in Tampa (May 5-8), and XPONENTIAL 2025 in Houston (May 19-22).

CEO Oren Elkayam will deliver presentations at XPONENTIAL on securing autonomous vehicle networks and navigating electromagnetic warfare. The company highlights its recent addition to the U.S. Defense Innovation Unit's Blue UAS Framework, confirming compliance with Department of Defense standards. Their NDAA-compliant systems are gaining traction among Tier-1 defense contractors.

Mobilicom (MOB) has received its sixth commercial scale follow-on order for SkyHopper PRO datalinks from a major U.S. drone manufacturer. The customer, a Tier-1 manufacturer with over $5 billion in annual sales, integrates these datalinks into drones sold to U.S. Department of Defense programs.

The SkyHopper PRO, chosen over four competing products after intensive field testing, is a Secured Cognitive Software Defined Radio offering superior performance-to-SWaP-C ratio. The system is NDAA-compliant and certified by the U.S. Defense Innovation Unit's Blue UAS Framework.

Mobilicom reported a 45% year-over-year revenue increase in 2024, driven by growing initial and repeat production scale orders from global Tier-1 customers.

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.