Mobilicom Ltd director and VP, Research and Development Yossi Segal was awarded 500,000 restricted share units on October 5, 2026; his reported direct holdings following the award were 740,000 shares. The units vest in 12 substantially equal installments over three years, subject to continued service.
Mobilicom Ltd (MOB) granted its CAO & Director of Finance, Liad Gelfer, 30,000 options to purchase ordinary shares on October 4, 2026. The options have an exercise price of 4.9900 per share and expire July 5, 2031. They vest in three 10,000-option installments on July 5, 2027, 2028 and 2029, each subject to continued service.
Mobilicom Ltd (MOB) announced SwarmiX, a family of secure mesh-communications solutions for drones, ground robots and military personnel. The product family includes an embedded module for drones and robotics and a ruggedized tactical unit for operators, vehicles and launch systems. Mobilicom says SwarmiX supports throughput up to 1 Gbps, mesh networking designed to connect hundreds of nodes, and multi-band spectrum agility up to 7 GHz in a single radio.
Mobilicom launched SwarmiX at AUSA 2026, October 12–14, in Washington, D.C. Management described the shift toward autonomous fleets as a potential growth opportunity and cited potential for more hardware deployments, broader cybersecurity software adoption and follow-on demand as platforms are replenished.
Mobilicom Limited (MOB) seeks to register up to $200,000,000 in aggregate public offering price of ordinary shares, subscription rights, warrants and units, for one or more offerings after the registration statement becomes effective. The securities may be offered separately or in combinations; the amounts, prices and terms will be described in prospectus supplements.
Except as a supplement provides otherwise, Mobilicom intends to use net proceeds for global sales and marketing expansion, research and development, working capital, general corporate purposes and possible future acquisitions. The company had 13,013,107 ordinary shares outstanding as of September 30, 2026.
Mobilicom Ltd’s Schedule 13G reports that Strider Capital LLC beneficially owns 663,791 ordinary shares, representing 5.3% of the class. Strider reports sole dispositive power over all 663,791 shares and no sole or shared voting power. The shares are held in separately managed advisory-client accounts; those clients have the right to receive dividends and sale proceeds, and Strider states that, to its knowledge, no single client has those rights with respect to more than 5% of the class.
Mobilicom Ltd (MOB) reports that it has received a follow-on production order for its Mobile Ground Control Stations from an Asia-based Tier-1 conglomerate that manufactures robotics platforms for military and industrial markets. The customer has now placed multiple orders spanning Mobilicom’s MCU Mesh Networking, SkyHopper Datalink and Mobile Ground Station product families, and this latest order supports continued deployment of Mobilicom’s solutions across the customer’s robotics platforms. Mobilicom describes its Mobile Ground Control Stations as providing secure, reliable command and control of unmanned systems in mission-critical environments and notes that its broader portfolio is deployed globally with over 50 customers, including major drone manufacturers.
Mobilicom Limited furnished an update describing how it aligns its strategy with newly announced U.S. tariffs on foreign-made unmanned aerial systems and components. A presidential proclamation on August 13, 2026 imposes tariffs of up to 100% on certain foreign drones and critical components, while offering incentives for U.S. manufacturing and delayed tariff effective dates for qualifying products on the FCC Trusted Drone Approval list. Mobilicom highlights its ongoing U.S. onshore production buildout, FCC Trusted Drone status, and U.S. defense compliance work, stating that its multi-year investments are intended to position it to address growing U.S. demand in both defense and commercial drone markets.
Mobilicom Limited reported first-half 2026 revenue of $1.73 million, up 19% from $1.45 million, driven mainly by monthly deliveries to a Tier‑1 customer under a U.S. Department of Defense program of record. Confirmed orders backlog was $951,894 as of June 30, 2026, supporting second‑half visibility.
Gross profit rose to $889,869, but gross margin slipped to 52% from 55% as cost of goods sold increased to support scaled production. Operating expenses more than tripled to $10.62 million, largely from higher sales, R&D and G&A spending and substantial share‑based compensation, as well as foreign exchange losses of $1.29 million.
Net loss widened sharply to $6.69 million versus $68,746, and Adjusted EBITDA loss increased to $2.91 million. Despite this, cash, cash equivalents and restricted cash totaled $15.2 million at June 30, 2026, with management estimating sufficient resources for at least 12 months. The company remains debt‑free aside from a declining warrant‑related financial liability and continues investing in new products, U.S. manufacturing build‑out and global defense and commercial drone programs.
Mobilicom Limited reports a design win and initial order from a Tier-1 Israel-based defense company, a global loitering munitions provider, for a next-generation, short-to-mid-range, soldier-portable loitering munition platform. The order includes its newly launched SkyHopper MultiBand and SkyHopper Tactical secure software-defined radio solutions with ICE electronic warfare resistance software.
The company explains that this repeat selection expands its technology footprint with the Tier-1 customer and broadens deployment of its hardware and software to a new platform intended to meet evolving defense needs. Mobilicom states that the design win creates an opportunity to support the platform as the customer advances the platform toward potential future mass production and global deployment.