PresentationGood day, and welcome to the iAccess Alpha Virtual Best Ideas Winter Investment Conference 2025. The next presenting company is Mobilicom Limited. [Operator Instructions] I would now like to turn the conference over to your -- to today's host, Oren Elkayam, CEO and Co-Founder at Mobilicom. Sir, the floor is yours.Oren ElkayamCo-Founder, MD, Chairman & CEO Thank you very much, and hello to everybody. Thank you for joining us here in the United States. As he mentioned, my name is Oren Elkayam. I'm ...

Ordinary shares will commence trading on Nasdaq on December 8, 2025 Benefits include facilitating eligibility for some core U.S. indices and ETFs that exclude ADRs, further broadening institutional and retail investor access Offers broader access and ease of trading for retail investors, brokers, and institutions while also reducing costs for shareholders and Mobilicom Palo Alto, California, Dec. 04, 2025 (GLOBE NEWSWIRE) -- Mobilicom Limited (Nasdaq: MOB, MOBBW) (“Mobilicom” or the “Company”), a provider ...

Palo Alto, California, Dec. 03, 2025 (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 its management will be participating in the iAccess Alpha Virtual Best Ideas Winter Investment Conference 2025 on December 9 and 10, 2025. Oren Elkayam, the Company’s Founder and CEO, will deliver a presentation at 3:00 PM ET on Tuesday, December 9, followed by one-on-one meetings with in ...

Core Insights - Mobilicom has secured an initial order from a new customer in the European Union, focusing on cybersecurity solutions for drones and robotics [1][3] - The order includes Mobilicom's MCU-30 Ground Controller, SkyHopper PRO datalinks, and ICE Cybersecurity Suite, enhancing secure communications and operational capabilities [2] - The CEO of Mobilicom emphasizes the evolving market for unmanned systems in the EU and anticipates follow-on orders following successful integration of their solutions [3] Company Overview - Mobilicom is a leading provider of cybersecure solutions for the defense and commercial drones and robotics market, with a portfolio that includes cybersecurity, software, hardware, and professional services [4] - The company has a global presence with over 50 customers, including major drone manufacturers, utilizing its end-to-end solutions for mission-critical functions [4]

Core Insights - Mobilicom reported a 63% quarter-over-quarter increase in revenues, reaching $987,000 for Q3 2025, with 84% of revenues derived from the U.S. market [1][5] - The company has a robust balance sheet with $16.4 million in cash and cash equivalents, no debt, and a low monthly cash burn rate of approximately $305,000, providing a strong runway to achieve positive cash flow [1][5] - Mobilicom is transitioning its American Depositary Shares (ADSs) to ordinary shares on Nasdaq, expected to be completed around December 1, 2025, aligning with its U.S.-based global rollout strategy [1][10] Financial Performance - Revenues for the nine months ended September 30, 2025, totaled $2.44 million, with approximately 65% from the U.S. market [5] - The confirmed order backlog as of September 30, 2025, stands at $882,000, with expectations for fulfillment by the end of 2025 [5] - The company raised over $11 million through warrant exercises and an at-the-market offering to support its Nasdaq listing transition and accelerate organic growth [5][10] Strategic Developments - The U.S. Department of War's new Cybersecurity Risk Management Construct (CSRMC) is expected to drive the adoption of Mobilicom's Secured Autonomy™ Framework, which is designed to meet stringent cybersecurity requirements for defense autonomous systems [2][4][6] - Mobilicom launched its Secured Autonomy™ Framework, combining its OS3 and ICE software suites to provide comprehensive cybersecurity for autonomous systems [10] - The company has secured significant orders from Tier-1 customers, including a recent $1.55 million order from a U.S.-based drone manufacturer for deployment acceleration [10] Market Positioning - Mobilicom is positioned as a leading provider of cybersecurity solutions for drones and robotics, with a portfolio that includes software, hardware, and professional services [8] - The company showcased its solutions at major industry conferences, enhancing its visibility and market presence [10] - Mobilicom's strategic partnerships, such as with Aitech and ARK Electronics, aim to enhance its product offerings and market reach in the defense and commercial sectors [10]

Core Insights - The U.S. Department of War's new Cybersecurity Risk Management Construct (CSRMC) emphasizes the need for real-time cyber defense, replacing the previous static Risk Management Framework with a continuous, automated approach [1][6] - Mobilicom's Secured Autonomy™ Framework, including OS3 and ICE platforms, is designed to meet the challenges posed by the CSRMC, positioning the company to capture significant market share as defense manufacturers adapt to new regulations [1][3][4] Industry Overview - The defense cybersecurity market is projected to reach $79 billion by 2033, indicating substantial growth opportunities for companies like Mobilicom [4] - The CSRMC introduces a shift from static compliance to continuous monitoring and real-time risk management, creating a demand for comprehensive cybersecurity solutions for autonomous systems [6] Company Positioning - Mobilicom is positioned as a leader in cybersecurity for small-sized drones and robotics, having launched innovative products such as a cybersecure supercomputer system and a joint integrated solution for defense and commercial applications [5][8] - The Secured Autonomy™ Framework integrates critical cybersecurity components, enabling operators to comply with CSRMC standards while enhancing operational resilience and reducing risks [7]

Core Insights - Mobilicom has received a follow-on production order from a Tier-1 Asian conglomerate, indicating strong demand for its cybersecurity and robust solutions in the robotics sector [1][2][3] Group 1: Production Orders - The new production order is twice the size of the initial order received in Q2 2025, encompassing the MCU Mesh Networking family, SkyHopper Datalink family, and Mobile Ground Stations [2] - Additional orders are anticipated as the customer increases production to meet rising demand [2] Group 2: Company Performance - The follow-on order is viewed as a significant endorsement of Mobilicom's end-to-end cybersecure solutions, highlighting their adoption and scalability among Tier-1 robotics OEMs [3] - The company expects meaningful near-term growth in the robotics sector and the Asia-Pacific region as production ramps up [3] Group 3: Company Overview - Mobilicom is a leading provider of cybersecure solutions for the defense and commercial drones and robotics market, with a diverse portfolio of technologies including cybersecurity, software, hardware, and professional services [4] - The company's solutions are utilized in mission-critical functions across over 50 global customers, including major drone manufacturers [4]

Core Viewpoint - Mobilicom Limited will release its financial and operational results for the three and nine months ended September 30, 2025, on November 13, 2025, before the Nasdaq Stock Market opens [1][2]. Company Overview - Mobilicom is a leading provider of cybersecure robust solutions for the defense and commercial drones and robotics market, offering a large portfolio of field-proven technologies including cybersecurity, software, hardware, and professional services [2]. - The company's solutions are utilized in mission-critical functions and have been deployed globally with over 50 customers, including major drone manufacturers [2]. Upcoming Events - A conference call is scheduled for November 13, 2025, at 8:30 a.m. EST, with dial-in options provided for U.S. investors [2]. - A live webcast will be available for those unable to join the call, and a recording will be accessible on the company's investor relations website [2].

Core Insights - Moberg Pharma AB has entered into an exclusive licensing agreement with Karo Healthcare AB for the commercialization of MOB-015 (Terclara®) in Europe, covering 19 European markets [1][2][11] - The partnership aims to leverage the established Lamisil® brand for a coordinated launch across key EU markets, enhancing market presence and distribution capabilities [3][4][9] Market Opportunity - The agreement encompasses a total population of approximately 500 million people, including major EU countries and the UK, providing significant market potential for MOB-015 [2] - Karo Healthcare will handle marketing, distribution, and sales, allowing Moberg Pharma to focus on other territories, particularly the U.S. [10] Product Details - MOB-015/Terclara® is a next-generation topical formulation of terbinafine, designed to treat nail fungus with a mycological cure rate of 76% in registration studies, comparable to oral treatments [6] - The product aims to address the risks associated with oral treatments, such as drug interactions and liver damage, by providing a safer topical alternative [6] Regulatory and Launch Strategy - The use of the Lamisil® brand for MOB-015 requires approval from national health authorities, which will influence the timing of the product launch [7] - Both companies plan to initiate the launch as soon as possible and will also work to expand marketing authorizations to additional countries [8] Strategic Partnership - Karo Healthcare, backed by KKR, has a strong commercial presence in Europe and established distribution channels, enhancing the product's market entry [9][10] - The collaboration is expected to accelerate Moberg Pharma's commercial expansion and establish MOB-015/Terclara® as a market leader in nail fungus treatment across Europe [11]

Core Insights - Mobilicom Limited (NASDAQ:MOB) is identified as a promising investment opportunity with significant upside potential, particularly due to its transition towards a more profitable business model centered around its OS3 cybersecurity platform for AI-powered drones [1][2] - ThinkEquity analyst Ashok Kumar has raised the price target for Mobilicom from $5 to $12 while maintaining a Buy rating, reflecting confidence in the company's growth prospects [1][2] Company Overview - Mobilicom Limited specializes in providing hardware products, software, and cybersecurity solutions for drones, small-sized unmanned aerial vehicles (SUAV), and robotics, operating in markets including Israel, the US, Canada, and internationally [2] Market Dynamics - The defense market is rapidly shifting towards unmanned systems, driven by geopolitical factors and policy changes, which is expected to result in a revenue inflection for Mobilicom [2]