Mobilicom Ltd. (NASDAQ: MOB) Builds on $2.2 Million in Orders with Pipeline of Nine Tier-1 Design Wins Globally

• Late last year, the Pentagon launched a $1 billion drone dominance program, with U.S. Secretary of War Pete Hegseth pledging to deliver “tens of thousands of small drones to our force in 2026.”
• As military forces accelerate drone deployment, secure communications, electronic warfare resilience and cybersecurity are becoming increasingly important components of autonomous systems.
• Mobilicom provides an expanding portfolio of hardware and software solutions designed to secure drones, robotics and autonomous platforms, with growing commercial traction among tier-1 manufacturers.

Autonomous drones and other unmanned systems depend on several interconnected technologies to carry out their intended missions. Communications links connect platforms with operators, onboard systems execute mission instructions, and reliable data supports operational decision-making. As military organizations continue to rely on these technologies, protecting the systems and connections supporting autonomous operations is becoming an important consideration.

The threat is not theoretical. A report from the Royal United Services Institute estimated that Ukraine was losing roughly 10,000 aerial drones per month, largely to Russian electronic warfare and counter-drone systems. Russian forces reportedly placed an electronic warfare system about every 10 kilometers along parts of the front.

Demand for small drones is rising despite these challenges. Late last year, the Pentagon launched a $1 billion drone dominance program, with U.S. Secretary of War Pete Hegseth pledging to deliver “tens of thousands of small drones to our force in 2026.” The effort calls for roughly 340,000 small, unmanned aircraft over two years.

The Marine Corps has its own priority. Its Organic Precision Fires-Light program, known as OPF-L, gives infantry squads a backpackable loitering munition capable of striking targets beyond the line of sight. In 2024, the service selected AeroVironment, Anduril and Teledyne FLIR for a potential $249 million, eight-year contract, and in April 2026, it completed OPF-L’s early capability release.

As these programs advance, manufacturers must address several technical requirements involved in deploying autonomous systems. Communications links need to maintain reliable connections, onboard systems must be protected against unauthorized changes, and information transmitted between platforms and operators must remain secure. These considerations become particularly important in environments where electronic warfare and other cyber threats can interfere with mission operations.

That is where Mobilicom (NASDAQ: MOB) is positioning its technology. The company provides cybersecurity, software and hardware solutions for drones, robotics and autonomous platforms, primarily through original equipment manufacturer (“OEM”) relationships. Its portfolio spans secure datalinks, mesh networking, cybersecurity software and ground control systems, addressing several of the technical requirements involved in deploying autonomous platforms at scale.

Among its established offerings, Mobilicom’s SkyHopper datalinks provide bidirectional communications for video, data and control signals, while its ICE cybersecurity software is designed to protect datalinks against cyber threats and electronic warfare attacks, helping maintain secure and reliable communications in contested environments. The company’s broader portfolio also includes OS3, a foundational cybersecurity platform designed to protect autonomous systems from within through capabilities such as access control, configuration hardening, runtime policy enforcement and anomaly detection.

Mobilicom is also expanding its communications capabilities to address the growing complexity of multi-platform operations. Its SwarmiX family of mesh communication solutions is designed for data-heavy missions involving unmanned aerial systems, ground vehicles and other autonomous platforms. The technology features throughput of up to 1 Gbps, multiband frequency agility and electronic warfare resilience, with mesh networking designed to support hundreds of nodes. As military operations incorporate coordinated fleets and drone swarms, these capabilities address a different dimension of the connectivity challenge: keeping multiple autonomous assets communicating reliably across complex and contested radio-frequency environments.

Together, these offerings fit within Mobilicom’s broader Secured Autonomy(TM) framework, which encompasses three complementary areas: secured autonomous platforms, secured autonomous fleets, and secured communications and electronic warfare protection. Rather than addressing cybersecurity as an isolated feature, the framework reflects a wider approach to protecting the systems, networks and communications infrastructure supporting autonomous operations.

The company says its ICE technology can defend against more than 10 types of cyberattacks in real time. Mobilicom also cites its NDAA compliance, Blue UAS Framework selection and inclusion on the FCC’s Trusted Drone list. Those credentials strengthen Mobilicom’s positioning with defense-oriented manufacturers, complementing its growing portfolio of design wins and production orders. Earlier this year, Mobilicom announced $2.2 million in new purchase orders from a large U.S. manufacturer of small drones with more than $5 billion in annual sales. The customer integrates SkyHopper PRO and ICE into loitering munitions sold under OPF-L, a $249 million Department of War program of record. The new orders followed an earlier $1.5 million order and a series of initial orders of approximately $200,000 each. CEO Oren Elkayam described the Program of Record win as a major inflection point for Mobilicom, citing increasingly larger orders at an accelerating pace.

The bigger story may be how those orders are flowing. During its second-quarter earnings call in August, Mobilicom said the program had shifted to monthly deliveries. Most of the company’s first-half revenue came in the second quarter as a result.

That cadence changes how investors may read the business. Mobilicom’s Director of Finance Liad Gelfer said the backlog decline “reflected shipments rather than weakening demand.” He described the backlog as “throughput rather than a stock of waiting orders.”

Mobilicom wants to replicate that progress across additional programs. One tier-1 platform was on a monthly delivery cadence as of the earnings call, and the company’s 2026 goal is to reach two. That second platform could come from Mobilicom’s existing portfolio of design wins. The company reported nine Tier-1 design wins in the first half, already achieving its full-year target of eight to ten. According to the company, five are in development, three are in initial production and one is in production ramp-up.

Recent wins show the breadth of that pipeline. In May, Mobilicom announced design wins with two U.S. tier-1 drone manufacturers for small reconnaissance platforms using SkyHopper and ICE. A returning Israeli tier-1 customer also selected its technology for a soldier-portable loitering munition, and another partner is advancing through the U.S. Army’s LASSO program.

The company also has the balance sheet to support its expansion efforts. Mobilicom reported first-half 2026 revenue of $1.7 million, up 19% year over year, and $15.2 million in cash with no debt as of June 30. It is also finalizing a U.S. manufacturing partner, with a first U.S. production run planned for 2026.

Design wins are where defense technology suppliers start, but recurring deliveries are where they prove themselves. Mobilicom has crossed that line with one program of record, while its expanding product portfolio addresses the growing security and connectivity requirements of autonomous platforms. Its next test is advancing more of its nine Tier-1 design wins into scaled production and recurring deliveries.

For more information, visit the company’s website at Mobilicom.com.

NOTE TO INVESTORS: The latest news and updates relating to MOB are available in the company’s newsroom at https://ibn.fm/MOB

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