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Mobilicom Secures New Customer Design Win in APAC for ISR Drone Platforms

(Positive)
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Mobilicom (Nasdaq: MOB) secured an initial design win and order from a new customer in the Asia-Pacific (APAC) region for integration into an ISR drone platform on April 14, 2026.

The order covers Mobilicom’s 10” Ground Control System, SkyHopper PRO, and SkyHopper Multiband datalinks to provide secure, resilient ground-to-air connectivity for demanding ISR missions.

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Positive

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Negative

  • None.

News Market Reaction – MOBBW

-2.04%
-2.04% Session close to close

In the Apr 14 session, MOBBW declined 2.04%, reflecting a moderate negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement highlights a new APAC design win for an ISR drone platform using Mobilicom’s 10" G...
Analysis

This announcement highlights a new APAC design win for an ISR drone platform using Mobilicom’s 10" Ground Control System, SkyHopper PRO, and multiband datalinks, extending its geographic reach. It follows recent milestones such as Trusted Drone inclusion and 2025 results showing higher cash and revenue. Key factors to monitor include the scale and timing of follow-on orders from this customer, broader adoption by Tier-1 platform providers, and how these wins affect revenue and cash trends over coming periods.

Key Figures

Ground Control System size: 10"
1 metrics
Ground Control System size 10" Size of Ground Control System selected for APAC ISR drone platform

Historical Context

5 past events · Latest: Mar 24 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Mar 24 ATM facility terminated Positive -10.4% Ended ATM citing stronger cash and production ramp for Tier-1 customer.
Mar 23 Year-end earnings Positive -10.4% 2025 results showed revenue growth, higher cash, and lower cash burn.
Mar 19 Trusted drones designation Positive -10.0% Included in FCC’s first batch of Trusted Drones with multiple products exempted.
Mar 16 Earnings date set Neutral -2.7% Announced date and webcast details for full-year 2025 results.
Mar 4 Conference sponsorship Neutral +0.5% Gold sponsorship and presentations at Loitering Munition Systems Summit.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent positive operational and regulatory milestones have often been followed by negative price reactions, suggesting a pattern of selling into good news.

Recent Company History

Over the past months, Mobilicom reported full-year 2025 results with revenue of $3.4M, cash of $19.1M, and narrowed operating cash burn, yet the stock fell about 10%. Terminating its ATM facility, citing a strengthened financial position and production ramp-up for a U.S. Tier-1 drone customer, also coincided with a ~10% drop. Inclusion in the FCC’s first batch of Trusted Drones and defense-focused marketing activities showed strategic traction but drew muted to negative reactions. Today’s APAC ISR drone design win fits this trajectory of operational progress versus cautious trading.

Key Terms

isr, ground control system, datalinks
3 terms
isr technical
"integrated into an Intelligence, Surveillance and Reconnaissance (ISR) drone platform"
ISR stands for socially responsible investing (from the French phrase Investissement Socialement Responsable) and means choosing stocks, bonds or funds based on environmental, social and governance criteria in addition to financial return. Like picking a brand that matches your values, ISR matters to investors because it helps align portfolios with personal or institutional priorities, can reduce exposure to companies with regulatory or reputational risks, and can influence demand and valuation for firms deemed more sustainable.
ground control system technical
"The customer selected Mobilicom’s 10” Ground Control System (GCS)"
A ground control system is the suite of hardware, software and personnel on the ground that monitors, commands and manages aircraft, satellites or drones during normal operations and emergencies. Think of it as the control room and remote controls for a vehicle in the sky: it relays navigation data, receives telemetry, issues commands and handles safety procedures. Investors care because these systems are critical to mission success, regulatory approval, operational uptime and service revenue, and failures or upgrades can materially affect contracts, costs and reputation.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Driving Mobilicom’s expansion in the growing Asia-Pacific market for unmanned systems

Palo Alto, California, April 14, 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 it has secured an initial order from a new customer in the Asia-Pacific (APAC) region. The design win includes an order for Mobilicom’s end-to-end systems that will be integrated into an Intelligence, Surveillance and Reconnaissance (ISR) drone platform, expanding Mobilicom’s global footprint into a new and strategic market.

The customer selected Mobilicom’s 10” Ground Control System (GCS), SkyHopper PRO and SkyHopper Multiband datalinks, providing highly robust, secure, and resilient communications purpose-built for demanding ISR mission requirements. The combination of these technologies aims to deliver the advanced ground-to-air connectivity, multi-band flexibility, and operational reliability required for ISR drone deployments in complex and challenging environments.

“This new customer win in the APAC region is a significant example of our progress in diversifying our global presence,” said Oren Elkayam, CEO of Mobilicom. “As the demand for sophisticated ISR capabilities grows globally, Tier-1 platform providers are seeking the trusted, cybersecure, and field-proven technologies that Mobilicom provides, and we believe this initial integration will pave the way for follow-on opportunities as these platforms are deployed.”

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 belief that this initial order will lead to follow-on opportunities. 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


FAQ

What did Mobilicom (MOB) announce on April 14, 2026 about APAC design wins?

Mobilicom announced an initial order and design win in APAC for ISR drone integration. According to the company, the order includes its 10” Ground Control System, SkyHopper PRO, and SkyHopper Multiband datalinks aimed at secure, resilient connectivity for ISR missions.

Which Mobilicom products (MOB) were selected for the APAC ISR drone platform?

The customer selected Mobilicom’s 10” Ground Control System, SkyHopper PRO, and SkyHopper Multiband datalinks. According to the company, these components are intended to deliver multi-band flexibility and robust, cybersecure ground-to-air communications.

How does the Mobilicom (MOB) design win affect its APAC market presence?

The design win expands Mobilicom’s footprint into a strategic APAC market with a new ISR platform integration. According to the company, this initial integration may open follow-on opportunities as platforms are deployed regionally.

What mission capabilities do Mobilicom (MOB) systems provide for ISR drones?

Mobilicom’s systems provide robust, secure, and resilient communications for demanding ISR missions. According to the company, the combined products enable advanced ground-to-air connectivity, multi-band flexibility, and operational reliability in complex environments.

Who commented on the significance of Mobilicom’s (MOB) APAC customer win and what was said?

CEO Oren Elkayam emphasized the APAC win as progress in diversifying global presence. According to the company, he said Tier-1 platform providers seek Mobilicom’s trusted, cybersecure, field-proven technologies and that integration could lead to follow-on opportunities.