Mobilicom Secures New Design Wins with Two U.S. Tier-1 Drone Manufacturers for Cybersecure Datalink Integration in ISR Platforms

Mobilicom (Nasdaq:MOB) announced new design wins with two U.S. Tier-1 defense drone manufacturers for small Intelligence, Surveillance and Reconnaissance (ISR) platforms.

Rhea-AI Summary

Mobilicom (Nasdaq:MOB) announced new design wins with two U.S. Tier-1 defense drone manufacturers for small Intelligence, Surveillance and Reconnaissance (ISR) platforms.

The platforms will integrate Mobilicom’s cybersecure SkyHopper datalink solutions and ICE electronic warfare resistance and cybersecurity suite, expanding its U.S. defense drone reach and supporting its 2026 Tier-1 platform expansion objective.

Positive

• New design wins with two U.S. Tier-1 defense drone manufacturers
• Integration of SkyHopper datalinks and ICE EW resistance suite in ISR platforms
• Supports 2026 objective to expand Tier-1 defense drone platform opportunities
• Expands reach within U.S. defense drone platforms
• Builds on Blue UAS, FCC Trusted Drone, and NDAA-vetted compliance

Negative

• None.

Argus May 20 session

+0.45% close to close Open Argus

Details

News Market Reaction – MOBBW

On May 20, the day this news came out, MOBBW closed 0.45% above the previous close.

Data tracked by StockTitan Argus for the May 20 session.

Market Context

This announcement centers on new design wins with two U.S. Tier-1 defense drone manufacturers, integ...

Analysis

This announcement centers on new design wins with two U.S. Tier-1 defense drone manufacturers, integrating Mobilicom’s cybersecure SkyHopper datalinks and ICE electronic warfare resistance suite into ISR platforms. It builds on prior U.S. defense traction, including a $249 million Program of Record and $2.2 million in related purchase orders. Investors may watch how these design wins translate into production volumes, as well as future updates from defense programs and autonomous operations customers.

Key Figures

Current price: $2.21 Daily move: 10.5% Today’s volume: 21,316 shares +5 more

Current price

$2.21

Pre-news trading level on 2026-05-20

Daily move

10.5%

Price change over prior 24 hours

Today’s volume

21,316 shares

Versus 20-day average volume of 6,748

52-week high

$5.80

Upper bound of 52-week trading range

52-week low

$0.20

Lower bound of 52-week trading range

New purchase orders

$2.2 million

Orders for U.S. DoW Program of Record (Apr 21, 2026 news)

Program of Record size

$249 million

U.S. Program of Record involving Mobilicom-powered platforms

Shares registered

500,000,000 ordinary shares

Additional shares under Employee Security Incentive Plan (Form S-8, 2025-08-21)

Historical Context

5 past events · Latest: May 14

5 events

1. May 14

   Industry conference outreach

   24h Move

   +4.8%

   Participation in SOF Week 2026 to meet defense and special operations stakeholders.

2. May 11

   Product launch

   24h Move

   -0.8%

   Launch of SkyHopper Tactical wearable SDR for multi-operator drone missions.

3. May 07

   Trade show participation

   24h Move

   -2.9%

   Showcasing cybersecure autonomous solutions and Program of Record involvement at U.S. events.

4. Apr 23

   Exhibition announcement

   24h Move

   +2.6%

   Planned exhibition at Modern Day Marine 2026 to highlight SkyHopper MultiBand and portfolio.

5. Apr 21

   Purchase orders

   24h Move

   +1.1%

   $2.2M in new purchase orders tied to a $249M U.S. Program of Record.

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

Key Terms

isr, electronic warfare, program-of-record, ndaa- vetted compliance, +1 more

5 terms

isr technical

"for small-sized Intelligence, Surveillance and Reconnaissance (“ISR”) drone platforms"

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.

electronic warfare technical

"ICE electronic warfare resistance & cybersecurity suite."

Electronic warfare involves using technology to disrupt, deceive, or disable an opponent’s electronic systems, such as communication networks, radar, or navigation signals. It is like jamming or scrambling a radio or GPS to prevent others from receiving clear information. For investors, it matters because advances in electronic warfare can impact military capabilities, influence global security, and affect the stability of markets and technological investments.

program-of-record technical

"demand for the Company’s Program-of-Record proven solutions, building upon"

A program-of-record is an officially approved, budgeted government purchase program that is managed as part of long-term plans and receives recurring funding. For investors, that designation signals a higher likelihood of steady, multi-year sales to the government—like a subscription contract versus a one-time order—so companies tied to a program-of-record often have more predictable revenue and lower contract risk.

ndaa- vetted compliance regulatory

"Trusted Drone designation, NDAA- vetted compliance, and trusted cybersecure"

NDAA-vetted compliance means a product, supplier or service has been reviewed and cleared as meeting rules set by the U.S. National Defense Authorization Act (NDAA), which prohibits certain technologies and foreign suppliers from use in government systems. For investors, this is a safety check similar to a background screen for a job candidate: NDAA clearance can open access to government contracts, reduce legal and supply-chain risk, and affect a company’s market opportunity and valuation.

ip-based technical

"The Company’s IP-based solutions support evolving defense and security mission"

IP-based means that a product, business or deal is built around intellectual property—such as patents, trademarks, copyrights or proprietary know‑how—rather than physical goods or commodity services. For investors, IP-based assets can drive long-term profits through exclusive rights, licensing fees or higher margins, but they also carry risks tied to legal protection, enforceability and the need for ongoing innovation—think of owning the recipe rather than the bakery.

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

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Supports Mobilicom’s 2026 Strategic Objective to Expand Tier-1 Defense Drone Platform Opportunities and Highlights Growing Adoption of its Program-of-Record Validated Cybersecure Solutions

Palo Alto, California, May 20, 2026 (GLOBE NEWSWIRE) -- Mobilicom Limited (Nasdaq: MOB, MOBBW) (“Mobilicom” or the “Company”), a provider of cybersecurity and robust communications solutions for drones and robotics, today announced it has secured new design wins with two leading U.S. Tier-1 defense drone manufacturers for small-sized Intelligence, Surveillance and Reconnaissance (“ISR”) drone platforms incorporating Mobilicom’s cybersecure SkyHopper datalink solutions and ICE electronic warfare resistance & cybersecurity suite.

The new Tier-1 design wins expand Mobilicom’s reach within the U.S. defense drone platforms and signal increasing demand for the Company’s Program-of-Record proven solutions, building upon the Company’s foundation established through its Blue UAS Framework selection, FCC Trusted Drone designation, NDAA- vetted compliance, and trusted cybersecure communications technologies.

“These new design wins represent another important milestone in growing Mobilicom’s engagement with prominent U.S. drone manufacturers and expanding our presence across next-generation defense drone programs,” said Oren Elkayam, Founder and CEO of Mobilicom. “Working closely with these customers through joint design and integration processes, we developed tailored SkyHopper datalink configurations designed to optimize their platform requirements and operational needs. These engagements support our 2026 objective of expanding Tier-1 platform opportunities while further demonstrating demand for trusted, cybersecure communications solutions supporting advanced ISR and autonomous operations.”

Mobilicom’s cybersecure SkyHopper product family, including its MultiBand and Tactical solutions, together with its ICE EW resistance & cybersecurity software, are designed to deliver secure, high-performance communications capabilities for drones and autonomous systems operating in mission-critical environments. The Company’s IP-based solutions support evolving defense and security mission requirements, including secure ISR operations, autonomous platform control, and resilient communications in electronically challenged environments.

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 the increasing demand for the Company’s Program-of-Record proven solutions. 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:

Chris Donovan
Mobilicom Ltd
ir@mobilicom.com

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What design wins did Mobilicom (Nasdaq:MOB) announce on May 20, 2026?

Mobilicom announced new design wins with two U.S. Tier-1 defense drone manufacturers for small ISR platforms. According to Mobilicom, these programs will integrate its SkyHopper cybersecure datalink solutions and ICE electronic warfare resistance and cybersecurity suite to support advanced ISR and autonomous operations.

How do Mobilicom SkyHopper datalinks benefit Tier-1 U.S. defense ISR drone platforms?

Mobilicom’s SkyHopper datalink solutions are designed to deliver secure, high-performance communications for ISR drone platforms. According to Mobilicom, tailored SkyHopper configurations optimize platform requirements, support secure ISR operations, autonomous control, and resilient communications in electronically challenged, mission-critical defense and security environments.

What is Mobilicom 2026 strategic objective for Tier-1 defense drone platforms (MOB)?

Mobilicom’s 2026 strategic objective is to expand Tier-1 defense drone platform opportunities. According to Mobilicom, the new design wins with two U.S. Tier-1 manufacturers directly support this goal by increasing engagement across next-generation defense drone programs and broadening its presence in U.S. defense platforms.

How does Mobilicom ICE EW resistance and cybersecurity suite enhance drone communications?

Mobilicom’s ICE electronic warfare resistance and cybersecurity suite is designed to protect drone communications in hostile environments. According to Mobilicom, ICE works with SkyHopper datalinks to provide secure, resilient, IP-based communications for ISR operations and autonomous systems in electronically challenged, mission-critical scenarios.

What trusted designations support Mobilicom (MOB) cybersecure drone solutions in the U.S.?

Mobilicom’s solutions are supported by Blue UAS Framework selection, FCC Trusted Drone designation, and NDAA-vetted compliance. According to Mobilicom, these credentials underpin growing adoption of its Program-of-Record validated cybersecure communications technologies across U.S. defense drone platforms and related ISR applications.

Which Mobilicom product families are being integrated into the new ISR drone platforms?

The new ISR platforms will integrate Mobilicom’s SkyHopper product family and ICE cybersecurity suite. According to Mobilicom, SkyHopper MultiBand and Tactical solutions, combined with ICE EW resistance software, are designed for secure, high-performance communications in advanced ISR missions and autonomous drone operations.