Mobilicom’s Drone and Robotics Solutions Included in FCC’s First Batch of Trusted Drones as Determined by U.S. Department of War
Rhea-AI Summary
Mobilicom (Nasdaq: MOB) was included in the FCC’s first batch of Trusted Drones as determined by the U.S. Department of War on March 19, 2026. Mobilicom is one of four companies granted an exemption from the DoW Covered List, with multiple products exempted.
The exemption covers Mobilicom’s SkyHopper family, Mobile Ground Control Stations, OS3 cybersecurity, ICE EW protection and related datalink solutions. Mobilicom plans to expand U.S. production and aims to manufacture domestically by end of 2026 to meet DoW Made-in-America requirements and support federal/defense OEM partnerships.
Positive
- Exemption from DoW Covered List for multiple products
- One of four companies in FCC’s first Trusted Drones batch
- Multiple product families covered: SkyHopper, OS3, ICE, GCS
- Targeting U.S. manufacturing by end of 2026 to meet demand
Negative
- U.S. manufacturing timeline target by end of 2026 creates execution risk
- Regulatory reliance on DoW/FCC frameworks for market access
News Market Reaction – MOBBW
In the Mar 19 session, MOBBW declined 10.00%, reflecting a significant negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Historical Context
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Mar 16 | Earnings timing update | Neutral | -2.7% | Announcement of date and time for full-year 2025 results release. |
| Mar 04 | Conference sponsorship | Positive | +0.5% | Gold sponsorship and showcasing cybersecure solutions at a U.S. defense summit. |
| Feb 24 | Trade fair participation | Positive | -1.0% | Participation at Enforce Tac 2026 to engage EU security and defense customers. |
| Feb 19 | Design win & order | Positive | +5.0% | Design win and initial order to integrate systems into new ISR drone platform. |
| Jan 05 | New design win | Positive | +0.6% | Design win and initial order from UAE-based arms manufacturer for controllers and datalinks. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Operational and contract wins have generally seen modest positive or mixed price reactions, with only one clear divergence where a positive trade fair update coincided with a small decline.
Over the past few months, Mobilicom has focused on expanding its defense and unmanned systems footprint. Design wins in India and the UAE (news IDs 1015260 and 952531) delivered initial orders for SkyHopper and ground control solutions, with mostly positive price reactions. Participation in key defense events and summits in Germany and the U.S. (news IDs 1017198 and 1022174) supported its positioning with Tier‑1 OEMs. The latest FCC/DoW “Trusted Drones” recognition builds on this trajectory of defense-focused validation.
Key Terms
covered list regulatory
trusted drones regulatory
electronic warfare technical
uas critical components regulatory
ndaa regulatory
oem financial
AI-generated analysis. How Rhea-AI works. Not financial advice.
Mobilicom is one of only four companies to be exempted from import restrictions under the Covered List and the only company to have multiple products exempted
Mobilicom is expanding its production capacity and expects to manufacture its cybersecure mission-critical systems in the U.S. by the end of 2026
Palo Alto, California, March 19, 2026 (GLOBE NEWSWIRE) -- Mobilicom Limited (Nasdaq: MOB, MOBBW) (“Mobilicom” or the “Company”), a provider of cybersecurity and robust solutions for drones and robotics, today announced that its cybersecurity, hardware, and software solutions have been included in the Federal Communications Commission’s (FCC) first batch of “Trusted Drones” as determined by the U.S. Department of War (DoW).
This designation is an exemption for Mobilicom’s product portfolio from the DoW’s Covered List restrictions, which prohibit the import and sale of certain foreign-made drones and critical components into the U.S. through the end of 2026. Mobilicom is one of only a limited number of companies—just four in this initial batch—granted such an exemption, underscoring the importance of its technologies to U.S. defense and national security programs.
The exemption applies across nearly all of Mobilicom’s full suite of offerings, including the SkyHopper product family, Mobile Ground Control Stations, OS3 Cybersecurity software and ICE electronic warfare protection & datalink cybersecurity software, and additional next-generation solutions. This broad recognition reflects Mobilicom’s position as a comprehensive, end-to-end provider of secure drone and robotics technologies.
Mobilicom believes that its selection reflects several key factors, including the prior inclusion of its SkyHopper product family solutions in the DoW’s Blue UAS Select Framework following rigorous testing, validation, TrustedCyber and NDAA compliance. The Company’s SkyHopper family is a core communications component embedded in drones manufactured by prominent U.S. drone manufacturers, including systems deployed in DoW Programs. In addition, the waiver is typically reserved for providers of “UAS critical components” highlighting the importance of Mobilicom’s integrated hardware, software, cybersecurity, and electronic warfare protection solutions to U.S. unmanned systems infrastructure.
“We are honored to be recognized by the FCC and the U.S. Department of War as a trusted provider of critical drone technologies,” said Oren Elkayam, Founder and CEO of Mobilicom. “Being selected as one of only a handful of companies to receive this exemption reinforces the strategic value of our technology and our role in supporting the operational readiness of next-generation unmanned systems. To meet growing demand, and the DoW’s Made-in-America requirement, we will be expanding production into the U.S. and aim to be manufacturing domestically by the end of 2026, positioning us well to deepen our OEM partnerships and capture additional opportunities across U.S. federal and defense markets.”
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 its goal to be manufacturing domestically by the end of 2026. 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.
For more information on Mobilicom, please contact:
Liad Gelfer
Mobilicom Ltd
liad.gelfer@mobilicom.com
