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Mobilicom Ltd (MOB) SEC Filings, Mar-May 2026

MOB NASDAQ

Welcome to our dedicated page for Mobilicom SEC filings (Ticker: MOB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Mobilicom's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Mobilicom's regulatory disclosures and financial reporting.

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Mobilicom Limited filed a Form 6-K highlighting the launch of SkyHopper Tactical, a new wearable software-defined radio designed for tactical drone and autonomous system operations. The SDR extends Mobilicom’s SkyHopper portfolio, building on the March 2026 SkyHopper MultiBand introduction.

The platform is based on operational needs identified by the U.S. Department of War and strategic customers, targeting contested electronic warfare and complex terrain environments. It supports point-to-point, multipoint, mesh, and relay networking, enabling multi-controller drone handoff, range extension, and advanced fleet and swarm operations.

Mobilicom expects initial operational evaluation deliveries in the third quarter of 2026 and plans to showcase SkyHopper Tactical at XPONENTIAL 2026 and Loitering Munitions USA. The filing also reiterates forward-looking statements language regarding expected benefits and deployment of the new platform.

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Mobilicom Limited, a provider of cybersecure solutions for drones and robotics, reported that it will exhibit at the Modern Day Marine 2026 expo in Washington, D.C. from April 28–30, 2026, under the booth of its U.S. defense logistics partner Noble at Booth #618.

The company plans strategic meetings with U.S. Department of War and Marine Corps representatives, existing customers, and new customers integrating its technology. It highlights that its solutions are already deployed on Marine Corps drone platforms and that a Tier-1 customer’s recent U.S. Department of War Program of Record win could support high-volume, multi-year production of Mobilicom-powered platforms.

Mobilicom will showcase its full portfolio, led by its SkyHopper MultiBand SDR data link, designed for wideband, multi-band coverage and strong resistance to electronic warfare and jamming in contested environments, alongside its ICE Cybersecurity Software, OS3 Platform Software, data links, mesh networking, and mobile ground control stations.

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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.

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Wexford Capital LP and affiliated reporting persons state they beneficially own 666,376 Ordinary Shares of LIMITED, representing 5.27% of the class. The filing says this percentage is calculated using 12,633,371 Ordinary Shares outstanding as of March 22, 2026. The report attributes voting and dispositive authority to Wexford Capital, Wexford GP, Charles E. Davidson and Joseph M. Jacobs with shared voting and dispositive power; the Wexford Funds hold the securities and the Reporting Persons disclaim beneficial ownership except to the extent of pecuniary interests.

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Mobilicom Limited filed a Form 6-K highlighting a new customer design win in the Asia-Pacific region for Intelligence, Surveillance and Reconnaissance (ISR) drone platforms. The initial order covers Mobilicom’s end-to-end systems, extending its presence into a new strategic APAC market for unmanned systems.

The customer chose Mobilicom’s 10” Ground Control System, SkyHopper PRO and SkyHopper Multiband datalinks, which are designed to provide robust, secure and resilient communications for demanding ISR missions. Management views this first integration as a potential gateway to additional opportunities as these ISR platforms are deployed.

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Mobilicom Limited has terminated its at-the-market (ATM) share sales facility that was originally entered into in February 2025. The company cites a stronger financial position, including $19 million in cash and a low monthly burn rate, as key reasons for no longer needing this financing source.

Management says favorable results for the year ended December 31, 2025 and ramp-up of a U.S. Tier‑1 drone customer tied to a U.S. Department of Defense program, along with broader customer momentum, give it confidence to fund organic growth without relying on the ATM facility.

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Mobilicom Limited reported 2025 results showing modest revenue growth but a much larger loss alongside a stronger cash position. Revenue for the year ended December 31, 2025 rose slightly to $3.36M from $3.18M, while EBITDA was a loss of $3.98M compared with a $3.19M loss in 2024.

Net loss deepened to $23.72M from $8.01M, driven by higher operating expenses of $11.88M and net financial expenses of $13.71M. Management highlighted an estimated 41% reduction in monthly operating cash burn to about $159K.

Cash and cash equivalents increased to roughly $19.0M as of December 31, 2025, up from $8.59M, helped by about $12.6M from warrant exercises and equity raises. Total assets were $20.74M and equity stood at $8.82M. The company also emphasized new Tier-1 defense wins and its Secured Autonomy™ cybersecurity framework as strategic growth drivers.

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Mobilicom Limited files its annual Form 20-F reporting a net loss of $23,724,950 for the year ended December 31, 2025, compared with a $8,010,358 net loss in 2024.

The company effected a 1-for-275 reverse share split and a mandatory ADS-for-ordinary-share exchange, leaving 12,213,935 ordinary shares outstanding as of December 31, 2025. It also changed its presentation and functional currency from AUD to USD in 2024 and prepares financials under IFRS.

Mobilicom qualifies as an emerging growth company and highlights extensive risk factors, including ongoing losses, heavy R&D needs, dependence on Israeli IIA grants, currency and macro volatility, competition in drones and robotics cybersecurity, product liability and cybersecurity risks, and political and military instability affecting its Israeli operations.

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Mobilicom Limited filed a Form 6-K to furnish a press release announcing that its drone and robotics cybersecurity, hardware, and software solutions have been included in the FCC’s first batch of “Trusted Drones” as determined by the U.S. Department of War. This designation exempts Mobilicom’s product portfolio from Covered List restrictions that otherwise prohibit import and sale of certain foreign-made drones and critical components into the U.S. through the end of 2026.

Mobilicom is one of only four companies granted this initial exemption and the only one with multiple products covered, including its SkyHopper product family, Mobile Ground Control Stations, OS3 cybersecurity software, and ICE electronic warfare and datalink cybersecurity software. The company plans to expand production capacity and aims to manufacture its cybersecure mission-critical systems in the U.S. by the end of 2026 to align with Made-in-America requirements and support growing demand from U.S. defense and federal markets.

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Mobilicom Ltd VP of Research and Development Yossi Segal reported his initial ownership position. He holds 572,154 Ordinary Shares, 600,000 Restricted Share Units, and options over 33,144 Ordinary Shares at an exercise price of $1.4257 expiring on May 31, 2033.

According to the footnotes, the 600,000 restricted share units vest in five equal installments between April 1, 2026 and April 1, 2027, subject to continued service. Of the reported options, 16,572 are already vested and exercisable, with the remainder vesting on May 31, 2026, also conditioned on continued service.

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FAQ

How many Mobilicom (MOB) SEC filings are available on StockTitan?

StockTitan tracks 40 SEC filings for Mobilicom (MOB), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Mobilicom (MOB)?

The most recent SEC filing for Mobilicom (MOB) was filed on May 11, 2026.