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Mobilicom (MOB) secures $2.2M orders in $249M U.S. drone Program of Record

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
6-K

Rhea-AI Filing Summary

Mobilicom Limited reported new purchase orders worth $2.2 million from a U.S. Tier-1 manufacturer of small drones. The customer, which has over $5 billion in annual sales, uses Mobilicom’s SkyHopper PRO datalinks and ICE Electronic Warfare Resistance & Cybersecurity Suite in loitering munitions drones supplied under a $249 million U.S. Department of War Program of Record.

The new orders follow a prior $1.5 million order and a series of initial orders of about $200,000 each under the same program, highlighting growing adoption of Mobilicom’s systems. Deliveries for the latest orders have already started and are expected to be completed well within 2026.

Positive

  • Mobilicom secures $2.2 million in new purchase orders from a U.S. Tier-1 drone manufacturer under a $249 million Department of War Program of Record, reinforcing its position as an embedded technology supplier.
  • Order trajectory is rising under a single defense program, growing from initial ~$200,000 orders to a prior $1.5 million order and now $2.2 million, indicating accelerating adoption of Mobilicom’s SkyHopper PRO and ICE cybersecurity solutions.

Negative

  • None.

Insights

Mobilicom deepens a key U.S. defense drone relationship with growing order sizes.

Mobilicom secured new purchase orders totaling $2.2 million from a U.S. Tier-1 drone manufacturer supplying loitering munitions under a $249 million U.S. Department of War Program of Record. Its SkyHopper PRO and ICE cybersecurity suite are integrated as essential systems, tying Mobilicom’s revenue to this funded program.

The filing notes this follows a prior $1.5 million order and earlier orders of roughly $200,000 each, all under a single program. The pattern shows increasing order magnitude, suggesting the customer is ramping production and relying more heavily on Mobilicom’s technology.

Shipments for the latest orders have begun and are expected to conclude before the end of 2026. Future financial impact will depend on continued production volumes, additional orders under this and similar programs, and how effectively Mobilicom converts this incumbency into broader defense and allied contracts.

New purchase orders $2.2 million Latest orders from U.S. Tier-1 drone manufacturer
Program of Record value $249 million U.S. Department of War drone Program of Record
Prior large order $1.5 million Earlier order under the same Program of Record
Initial order size approximately $200,000 Series of early orders under the same program
Customer annual sales over $5 billion Annual sales of the U.S. Tier-1 defense manufacturer
Global customers over 50 customers Worldwide drone and robotics customers using Mobilicom solutions
Program of Record financial
"sold to the U.S. Department of War (DoW) under a Program of Record valued at $249 million"
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.
loitering munitions technical
"integrated Mobilicom’s SkyHopper PRO and ICE ... into its loitering munitions drones"
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 Resistance technical
"ICE Electronic Warfare Resistance & Cybersecurity Suite as essential systems"
Tier-1 customer financial
"The Program of Record win by our Tier-1 customer marks a major inflection point"
forward-looking statements regulatory
"This press release contains “forward-looking statements” that are subject to substantial risks and uncertainties."
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.

 

 

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 April 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 April 21, 2026, titled “Mobilicom Secures $2.2 Million in New Purchase Orders for U.S. DoW Program of Record with Tier-1 Drone Manufacturer.”

 

EXHIBIT INDEX

 

Exhibit No.    
99.1   Press release titled: “Mobilicom Secures $2.2 Million in New Purchase Orders for U.S. DoW Program of Record with Tier-1 Drone Manufacturer”

 

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: April 21, 2026 By: /s/ Oren Elkayam
    Name:  Oren Elkayam
    Title: Chairman

 

2

 

Exhibit 99.1

 

 

Mobilicom Secures $2.2 Million in New Purchase Orders for U.S. DoW Program
of Record with Tier-1 Drone Manufacturer

 

Ongoing production scale orders from U.S. Tier-1 customer accelerate as drones are delivered
under a $249 million Program of Record

 

Deliveries have already commenced and are expected to conclude well within 2026

 

Palo Alto, California, April 21, 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 that it has received new purchase orders valued at $2.2 million from a large manufacturer of small-sized drones in the U.S. This large defense manufacturer customer, with over $5 billion in annual sales, integrated Mobilicom’s SkyHopper PRO and ICE Electronic Warfare Resistance & Cybersecurity Suite as essential systems into its loitering munitions drones sold to the U.S. Department of War (DoW) under a Program of Record valued at $249 million. Shipments against the recent purchase orders have commenced and will continue into 2026 with full delivery expected before the end of the year.

 

This latest $2.2 million order marks a significant increase in the Company’s engagement with this customer, building on a prior $1.5 million order and a series of initial orders of approximately $200,000 each — all under a single program. The trajectory underscores the expanding adoption and growing operational reliance on Mobilicom’s solutions.

 

“The Program of Record win by our Tier-1 customer marks a major inflection point for Mobilicom as we receive increasingly larger sized orders at an accelerating pace,” stated the Founder and CEO of Mobilicom, Oren Elkayam. “As our embedded SkyHopper PRO datalinks and ICE Cybersecurity are the backbone powering these mission-critical drones, we are well positioned to benefit from further accelerating production and rising order volumes over the coming years. With secured, multi-year Program of Record funding and growing global demand for loitering munitions, this milestone strengthens our incumbency advantage and reinforces our role in supporting long-term U.S. and allied defense programs.”

 

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 that it is well positioned to benefit from further accelerating production and rising order volumes over the coming years. 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 in this Form 6-K?

Mobilicom announced new purchase orders worth $2.2 million from a U.S. Tier-1 small-drone manufacturer. These orders expand its role supplying datalink and cybersecurity systems for loitering munitions drones under a large U.S. Department of War Program of Record.

How large is the U.S. defense program involving Mobilicom’s technology?

Mobilicom’s systems are integrated into drones sold under a U.S. Department of War Program of Record valued at $249 million. This funded program provides a multi-year framework in which Mobilicom’s embedded solutions can generate recurring orders as production ramps.

How do the new $2.2 million orders compare with prior Mobilicom orders from this customer?

The latest $2.2 million orders build on a prior $1.5 million order and several earlier orders of about $200,000 each. All are under one program, showing a clear increase in order size and deeper engagement with this Tier-1 drone manufacturer.

When will Mobilicom complete deliveries for the new U.S. drone orders?

Deliveries for the new $2.2 million purchase orders have already started and are expected to conclude well within 2026. This provides near-term revenue visibility as drones are produced and shipped under the Department of War Program of Record.

What Mobilicom products are used in the U.S. Tier-1 customer’s drones?

The Tier-1 customer integrated Mobilicom’s SkyHopper PRO datalinks and ICE Electronic Warfare Resistance & Cybersecurity Suite into its loitering munitions drones. These systems provide secure communications and cyber protection for mission-critical defense drone operations.

How established is Mobilicom in the global drones and robotics market?

Mobilicom describes itself as a leading provider of cybersecure robust solutions for defense and commercial drones and robotics. It reports deployments with over 50 customers worldwide, including some of the world’s largest drone manufacturers using its end-to-end technologies.

Filing Exhibits & Attachments

1 document