US drone tariffs set; Mobilicom (NASDAQ: MOB) pushes onshore production
Rhea-AI Filing Summary
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.
Positive
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Negative
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Filing Explained
The filing adds strategy language to existing registration statements, while its U.S. demand claims remain forward-looking rather than completed results.
Form 6-K is a foreign private issuer’s interim report for material home-market information; here, Mobilicom furnished its
The disclosed structural action is incorporation of text into existing registration statements, rather than a reported issuance or sale in this filing. Although the headline says Mobilicom is positioned to capture growing U.S. demand, the release labels that positioning and anticipated demand as forward-looking and subject to risks; it therefore reports a strategy and expectation, not completed demand growth.
Key Figures
Key Terms
unmanned aerial systems technical
FCC Trusted Drone regulatory
NDAA regulatory
forward-looking statements regulatory
onshore production financial
FAQ
What is the main update in Mobilicom (MOB)'s August 2026 Form 6-K?
How do new U.S. tariffs potentially affect Mobilicom (MOB)?
What U.S. regulatory or policy frameworks does Mobilicom (MOB) reference?
What strategic initiatives has Mobilicom (MOB) undertaken in the U.S.?
Does the filing disclose new financial results for Mobilicom (MOB)?
What markets does Mobilicom (MOB) target according to this update?
AI-generated analysis. How Rhea-AI works. Not financial advice.
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13A-16 OR 15D-16
OF THE SECURITIES EXCHANGE ACT OF 1934
For the month of August 2026
MOBILICOM LIMITED
Commission File Number 001-41427
(Translation of registrant’s name into English)
1 Rakefet Street
Shoham, Israel 6083705
(Address of principal executive offices)
Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.
Form 20-F ☒ Form 40-F ☐
CONTENTS
Attached hereto and incorporated herein is the registrant’s press release issued on August 17, 2026, titled “Mobilicom Is Set for This Moment: Positioned to Capture Growing U.S. Market Demand Following New Federal Tariff Policy.”
The first three paragraphs of the press release attached hereto as Exhibit 99.1 are hereby incorporated by reference into the registrant’s Registration Statements on Form S-8 (File No. 333-284265 and 333-289762) and Form F-3 (File No. 333-274929), filed with the Securities and Exchange Commission, to be a part thereof from the date on which this report is submitted, to the extent not superseded by documents or reports subsequently filed or furnished.
EXHIBIT INDEX
| Exhibit No. | ||
| 99.1 | Press release titled: “Mobilicom Is Set for This Moment: Positioned to Capture Growing U.S. Market Demand Following New Federal Tariff Policy” |
1
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
| MOBILICOM LIMITED | |||
| Date: August 17, 2026 | By: | /s/ Oren Elkayam | |
| Name: | Oren Elkayam | ||
| Title: | Chairman | ||
2
Exhibit 99.1
Mobilicom Is Set for This Moment: Positioned to Capture Growing U.S. Market Demand Following New Federal Tariff Policy
Supported by: NDAA and U.S. Defense Compliance; FCC Trusted Drone Status; and U.S. Onshore Production Buildout Underway
Palo Alto, California, Aug. 17, 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 issued a corporate update regarding recently announced U.S. tariffs on foreign-made unmanned aerial systems (“UAS”) and certain UAS components.
On August 13, 2026, President Donald J. Trump signed a proclamation imposing tariffs of up to 100% on certain foreign drones and critical components to bolster domestic supply chains and reduce foreign cybersecurity risks. The framework offers incentives for U.S. manufacturing investments and provides delayed tariff effective dates for qualifying products on the U.S. Department of War’s FCC Trusted Drone Approval list.
Mobilicom has already advanced several strategic initiatives aligned with the new framework, including U.S. onshore production, FCC Trusted Drone status and extensive U.S. defense compliance validations.
| ● | U.S. Onshore Manufacturing Buildout: As outlined in the Company’s first-half 2026 earnings call, Mobilicom is advancing its U.S. onshore manufacturing initiatives and remains on track to support anticipated domestic customer demand. |
| ● | FCC Trusted Drone Status: Mobilicom’s solutions—including SkyHopper datalinks, ground control stations, ICE electronic warfare resistance, and OS3 cybersecurity software—were named to the FCC’s initial Trusted Drones list, backed by an approved U.S. onshoring roadmap. |
| ● | NDAA and U.S. Defense Compliance: Validated under NDAA standards, the Blue UAS Framework, AUVSI Trusted Cyber, and DD1494 qualifications, Mobilicom provides a fully compliant component ecosystem for manufacturers transitioning away from foreign technologies. |
“We welcome President Trump’s actions to secure America’s drone supply chains and accelerate domestic production,” said Oren Elkayam, Founder and CEO of Mobilicom. “Our multi-year strategy and targeted investments to establish Mobilicom as a validated U.S. defense technology supplier are now positioning us to capitalize on emerging opportunities in the U.S. market. Standing on the solid foundation we built and backed by this decisive regulatory shift, we believe that Mobilicom is well positioned to capitalize on this industry transformation and capture expanding market demand across both U.S. defense and commercial sectors.”
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 advancing its U.S. onshore manufacturing initiatives, how it remains on track to support anticipated domestic customer demands, how its multi-year strategy and targeted investments to establish Mobilicom as a validated U.S. defense technology supplier are now positioning it to capitalize on emerging opportunities in the U.S. market and its belief that it is well positioned to capitalize on this industry transformation and capture expanding market demand across both U.S. defense and commercial sectors. 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
Investor Relations
Mobilicom Ltd
Chris.donovan@mobilicom.com