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Mobilicom to Showcase its Cybersecure Autonomous Solutions at Leading U.S. Industry Events—Xponential and Loitering Munitions USA

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Rhea-AI Sentiment
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Mobilicom (Nasdaq: MOB) will exhibit and present at XPONENTIAL 2026 (May 11–14) and Loitering Munitions USA (May 13–14). CEO Oren Elkayam will speak on Preventing Cascade Failures in Autonomous Fleets on May 12, 2026. The company cites inclusion in a U.S. Program of Record valued at $249 million and will showcase multiband data links, the SkyHopper PRO, and the ICE EW Resistance & Cybersecurity Suite.

Mobilicom will highlight product upgrades, commercial and defense integrations, and sponsorship-level participation aimed at advancing secured autonomy and resilience against electronic warfare threats.

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AI-generated analysis. Not financial advice.

Positive

  • Included in a U.S. Program of Record valued at $249 million
  • CEO to present at XPONENTIAL on May 12, 2026
  • Gold Sponsor and exhibitor at Loitering Munitions USA May 13–14
  • Product integrations: SkyHopper PRO and ICE cybersecurity suite in advanced platforms

Negative

  • None.

News Market Reaction – MOBBW

-2.89%
1 alert
-2.89% News Effect

On the day this news was published, MOBBW declined 2.89%, reflecting a moderate negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Program of Record value: $249 million New purchase orders: $2.2 million 2025 revenue: $3.4M +5 more
8 metrics
Program of Record value $249 million U.S. Department of War Program of Record including Mobilicom solutions
New purchase orders $2.2 million U.S. Tier-1 small-drone manufacturer, Program of Record (Apr 2026)
2025 revenue $3.4M 2025 year-end financial results, 7% year-over-year increase
2025 year-end cash $19.1M Year-end 2025 balance sheet after warrant exercises and equity raises
Cash balance $19 million Cited when terminating ATM facility after fiscal year 2025
New S-8 shares 500,000,000 shares Additional ordinary shares for Employee Security Incentive Plan (Form S-8)
Prior S-8 options 272,645,379 shares Ordinary shares issuable upon exercise of outstanding options under plan
Prior S-8 reserved 120,000,000 shares Ordinary shares reserved for issuance under Employee Security Incentive Plan

Market Reality Check

Price: $3.57 Vol: Volume 1,020 is at 0.26x ...
low vol
$3.57 Last Close
Volume Volume 1,020 is at 0.26x its 20-day average of 3,955, indicating muted trading interest pre-event. low
Technical Trading above its 200-day MA at 2.28, despite a -2.62% move in the last 24 hours.

Peers on Argus

Momentum data flags only RDW in motion, down 8.31%, with no news, while MOBBW is...
1 Down

Momentum data flags only RDW in motion, down 8.31%, with no news, while MOBBW is down 2.62%. Limited peer confirmation suggests a stock-specific move rather than a broad sector shift.

Historical Context

5 past events · Latest: Apr 23 (Positive)
Pattern 5 events
Date Event Sentiment Move Catalyst
Apr 23 Defense expo participation Positive +2.6% Showcasing portfolio and DoW Program of Record momentum at Modern Day Marine.
Apr 21 Defense orders win Positive +1.1% $2.2M in new purchase orders tied to a $249M Program of Record.
Apr 14 APAC design win Positive -2.0% Initial design win and order for ISR drone platform in APAC region.
Mar 24 ATM facility terminated Neutral -10.4% Ended ATM facility citing $19M cash and low burn, focusing on organic growth.
Mar 23 Year-end earnings Neutral -10.4% 2025 results with modest revenue growth, higher cash, and negative EBITDA.
Pattern Detected

Recent history shows positive operational updates often met with mixed or negative price reactions, especially around earnings and financing-related developments.

Recent Company History

Over the past months, Mobilicom reported 2025 results with revenue of $3.4M and cash of $19.1M, plus a strengthened balance sheet that supported terminating its ATM facility. Operationally, it secured new APAC design wins and additional $2.2M in purchase orders tied to a $249M U.S. Department of War Program of Record, and highlighted growing U.S. defense exposure at Modern Day Marine. Today’s announcement continues that theme, emphasizing cybersecure autonomy and loitering munitions positioning rather than new contract awards.

Market Pulse Summary

This announcement underscores Mobilicom’s focus on cybersecure autonomy, highlighting its role in lo...
Analysis

This announcement underscores Mobilicom’s focus on cybersecure autonomy, highlighting its role in loitering munition platforms tied to a $249M U.S. Department of War Program of Record and prior $2.2M in related orders. It extends a string of defense-oriented updates following 2025 revenue of $3.4M and cash of $19.1M. Investors may watch for concrete follow-on contracts, production ramps, and how event exposure at XPONENTIAL and Loitering Munitions USA converts into measurable backlog and revenue growth.

Key Terms

loitering munitions, electronic warfare, program of record, data links
4 terms
loitering munitions technical
"Mobilicom to Highlight its Market-Leading Loitering Munitions Solutions and U.S. DoW Program..."
A loitering munition is a weapon that combines a small, guided aircraft and its explosive warhead into a single system that can fly over an area, wait while searching for a target, then dive in to destroy it — think of it as a drone with a built‑in bomb that can loiter like a hawk before striking. Investors care because demand, production, export rules, and ethical or regulatory restrictions can sharply affect defense company revenues, supply chains, and share prices.
electronic warfare technical
"ICE Electronic Warfare Resistance & Cybersecurity Suite have been integrated into advanced..."
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 regulatory
"These solutions are included in systems sold to the U.S. Department of War under a Program of Record..."
A program of record is a government-approved, funded acquisition project that has an official schedule, budget and oversight within the procurement system. For investors, it signals a formal, multi-year buying commitment—like an official shopping list and timetable the government has agreed to—which can reduce sales uncertainty, support production planning and make future revenue from that program more predictable.

AI-generated analysis. Not financial advice.

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CEO Oren Elkayam to Deliver Presentation on Preventing Cascade Failures in Autonomous Fleets at XPONENTIAL 2026

Mobilicom to Highlight its Market-Leading Loitering Munitions Solutions and U.S. DoW Program of Record Momentum

At Both Events, Mobilicom will Exhibit the Company’s Latest Technologies and Product Upgrades

Palo Alto, California, May 07, 2026 (GLOBE NEWSWIRE) -- Mobilicom Limited (Nasdaq: MOB, MOBBW), a provider of cybersecurity and robust solutions for drones and robotics, today its participation at two upcoming U.S. industry events: XPONENTIAL 2026 in Detroit, Michigan, and the Loitering Munitions USA in Arlington, Virginia, where the Company management and technical teams will showcase its industry-leading cybersecure drone and autonomous systems.

Mobilicom will present its latest solutions at XPONENTIAL, taking place May 11–14, a premier global event for autonomous technologies with a strong commercial focus. The Company will highlight its expanding portfolio, including new multiband solutions, and its strategic partnerships advancing secured autonomy deployments.

As part of the conference program, Mobilicom’s CEO, Oren Elkayam, will deliver a fireside session titled “Preventing Cascade Failures in Autonomous Fleets” on Tuesday, May 12, 2026, from 4:00 PM to 4:20 PM EDT. The presentation will address critical challenges in scaling autonomous operations and ensuring resilience and cybersecurity across interconnected drone fleets.

“XPONENTIAL provides an important platform to demonstrate how Mobilicom is enabling secure and reliable autonomous operations,” said Oren Elkayam. “Our participation underscores our commitment to solving the most pressing challenges in autonomous fleet deployment by continuing to innovate with new product offerings.”

Following XPONENTIAL, Mobilicom will participate as a Gold Sponsor and exhibitor at Loitering Munitions USA on May 13-14, 2026. This event brings together key stakeholders across the defense ecosystem, a key market for Mobilicom.

Mobilicom will emphasize its strong positioning in loitering munition platforms, where its SkyHopper PRO data links and ICE Electronic Warfare Resistance & Cybersecurity Suite have been integrated into advanced drone systems deployed globally. These solutions are included in systems sold to the U.S. Department of War under a Program of Record valued at $249 million, reinforcing Mobilicom’s role as a trusted supplier of mission-critical technologies to Tier-1 customers.

The Company’s success in this segment is driven by its differentiated “triangle” of capabilities: battle-proven performance, miniaturized form factor, and competitive pricing, making its solutions highly attractive to leading defense platform manufacturers worldwide.

At both events, Mobilicom will showcase its latest technologies and product upgrades designed to further enhance multi-domain operations, resilience against electronic warfare threats, and secure communications for autonomous platforms.

“Our continued momentum in the loitering munition market, combined with upcoming product innovations, positions Mobilicom at the forefront of the secured autonomy,” Elkayam added. “We are proud to support both commercial and defense customers with technologies that deliver operational superiority in contested 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 providing early visibility into next-generation products and technologies, designed to further enhance multi-domain operations, resilience against electronic warfare threats, and secure communications for autonomous platforms, and its position at the forefront of the secured autonomy. 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.
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
Investor Relations
Mobilicom Ltd
Chris.donovan@mobilicom.com


FAQ

What will Mobilicom (MOB) present at XPONENTIAL 2026 on May 12, 2026?

Mobilicom's CEO will present on preventing cascade failures in autonomous fleets on May 12, 2026. According to the company, the 20-minute fireside session will cover resilience, cybersecurity, and scaling challenges for interconnected drone fleets and related product approaches.

What does Mobilicom's $249 million Program of Record mean for MOB shareholders?

Mobilicom reports inclusion in a U.S. Program of Record valued at $249 million, signaling a material contract value. According to the company, this reflects adoption of its SkyHopper PRO and ICE suite by Tier-1 customers in loitering munition systems.

Which Mobilicom products will be showcased at Loitering Munitions USA May 13–14, 2026?

Mobilicom will showcase SkyHopper PRO data links and the ICE Electronic Warfare Resistance & Cybersecurity Suite. According to the company, these solutions are integrated into advanced drone platforms and designed to improve secure comms and EW resilience.

When and where will Mobilicom exhibit at these U.S. events?

Mobilicom will exhibit at XPONENTIAL 2026 in Detroit (May 11–14) and at Loitering Munitions USA in Arlington (May 13–14). According to the company, teams will demo product upgrades and engage with commercial and defense stakeholders at both events.

How does Mobilicom describe its competitive strengths for loitering munitions platforms?

Mobilicom cites a differentiated triangle of capabilities: battle-proven performance, miniaturized form factor, and competitive pricing. According to the company, these factors drive attractiveness to defense platform manufacturers globally and support broader secure autonomy deployments.