Core Insights - Mobilicom Limited reported a 45% year-over-year revenue increase to $3.2 million for the twelve months ended December 31, 2024, driven by initial production orders from Tier-1 customers [6][17] - The company maintains a strong cash position of $8.6 million and a low average monthly net burn rate of $267,000, providing a long cash runway for growth [6][4] - Mobilicom's gross margin remained high at 58%, reflecting effective cost-reduction strategies and strong demand for its cybersecurity solutions [6][3] Financial Highlights - Revenues increased from $2.2 million in 2023 to $3.2 million in 2024, marking a 45% growth [6][17] - Confirmed order backlog as of December 31, 2024, was $1.1 million, expected to be fulfilled in the first half of 2025 [6] - Operating expenses decreased slightly to $5.9 million from $6.1 million in 2023, indicating efficient cost management [6][17] - EBITDA improved by 18% to $(3.2) million compared to $(3.9) million in 2023 [6][18] Operational Highlights - Mobilicom's OS3 cybersecurity software solution, launched in 2024, is positioned to leverage AI-driven platforms for drones and robotics [2] - The company was selected to join the U.S. Department of Defense's Blue UAS Framework, which is expected to drive demand for its products among military and commercial customers [10][3] - Recent orders include a $600,000 production scale order for SkyHopper PRO and a $530,000 order for SkyHopper PRO Micro, demonstrating strong customer interest [10] Strategic Partnerships and Market Position - Mobilicom has entered a strategic partnership with Aitech Systems to roll out OS3 cybersecurity software for autonomous computing solutions in aerospace and defense [10] - The company aims to build an infrastructure for success through strategic and commercial partnerships, positioning itself as a leader at the intersection of drones, robotics, AI, and cybersecurity [2][3] - Mobilicom's technologies are expected to see increased adoption not only within U.S. military programs but also among NATO countries, which are increasing their defense budgets [3]

Core Insights - Mobilicom Limited has been awarded a $390,000 R&D innovation program to develop Enhanced Electronic Warfare communications systems aimed at protecting uncrewed aerial vehicles (UAVs) from advanced wideband jamming [1][2] - The new technology will be integrated into Mobilicom's Immunity, Cybersecurity & Encryption (ICE) software suite, which is embedded in its SkyHopper datalinks, recently included in the U.S. Department of Defense's Blue UAS Framework [1][3] - The collaboration with a leading research university will focus on advanced anti-jamming methods to address challenges posed by spectrum congestion and deliberate interference [2] Company Overview - Mobilicom is a provider of cybersecurity and robust solutions for the defense and commercial drones and robotics market, with a portfolio that includes cybersecurity, software, hardware, and professional services [5] - The SkyHopper product line is one of Mobilicom's top-selling offerings and is critical for UAVs produced by leading defense contractors [3] - The company has a global presence with over 50 customers, including major drone manufacturers, utilizing its end-to-end solutions for mission-critical functions [5] Industry Context - The need for resilient anti-jamming solutions is increasingly critical due to the evolution of radio signal jamming technologies, which are now available at low costs in the civilian market [4] - Advanced jamming systems can disrupt military operations, hijack sensitive equipment, and affect supply lines, while in commercial applications, they can lead to mission failures and data theft [7]

Core Insights - Mobilicom Limited has been awarded a $390,000 R&D innovation program to develop Enhanced Electronic Warfare communications systems aimed at protecting uncrewed aerial vehicles (UAVs) from advanced wideband jamming [1][2] - The new technology will be integrated into Mobilicom's Immunity, Cybersecurity & Encryption (ICE) software suite, which is embedded in its SkyHopper datalinks, recently included in the U.S. Department of Defense's Blue UAS Framework [1][3] - The collaboration with a leading research university will focus on advanced anti-jamming methods to address challenges posed by spectrum congestion and deliberate interference [2][4] Company Overview - Mobilicom is a provider of cybersecurity and robust solutions for the defense and commercial drones and robotics market, with a portfolio that includes cybersecurity, software, hardware, and professional services [5] - The SkyHopper product line is one of Mobilicom's top-selling offerings and is critical for UAVs manufactured by leading defense contractors [3][5] - The company has a global presence with deployments across over 50 customers, including major drone manufacturers [5] Industry Context - The need for resilient anti-jamming solutions is increasingly critical due to the evolution of radio signal jamming technologies, which are now available at low costs in the civilian market [4][7] - Advanced jamming systems can disrupt military operations, commercial missions, and law enforcement activities, highlighting the importance of effective anti-jamming technologies [7]

Core Viewpoint - Mobilicom Limited and Aitech Systems have formed a strategic partnership to deliver secure AI-driven autonomous computing solutions for uncrewed aircraft systems (UAS) in the aerospace and defense sectors, integrating Mobilicom's OS3 cybersecurity platform with Aitech's rugged computing systems [1][3][4] Company Overview - Mobilicom is a provider of cybersecurity and robust solutions for drones and robotics, with a focus on the defense and commercial markets [9] - Aitech Systems specializes in rugged computing systems for mission-critical environments, with over four decades of experience in military, aerospace, and space platforms [6] Partnership Details - This partnership marks Mobilicom's first commercial collaboration for its OS3 cybersecurity platform, which will be integrated onto Aitech's rugged NVIDIA-based computers for Tier-1 UAS platforms [2][7] - The collaboration aims to address vulnerabilities and malicious attacks in the $27 billion uncrewed systems market, providing UAS manufacturers with secure and scalable technologies [3][4] Technology Integration - OS3 offers comprehensive cybersecurity features, including continuous monitoring, detection, alarm, and prevention of threats during missions, utilizing advanced intrusion detection and prevention systems [4] - Aitech's rugged computing systems are designed for AI, deep learning, and video processing, suitable for applications in autonomous systems, surveillance, and advanced weapons [5] Market Context - The partnership is positioned to meet critical needs in the rapidly evolving UAS market, enhancing the security and operational capabilities of autonomous platforms [7]

Core Viewpoint - Mobilicom Limited has successfully expanded its product offerings within the U.S. Department of Defense's Blue UAS Framework, enhancing its position as a trusted provider of cybersecurity and robust solutions for drones and robotics [1][2][3] Group 1: Product Approvals and Features - The U.S. Department of Defense's Defense Innovation Unit has added Mobilicom's SkyHopper PRO Micro to the approved list of products in the Blue UAS Framework, following the prior approvals of SkyHopper PRO and SkyHopper PRO Lite [1][2] - The SkyHopper PRO Micro is characterized as an ultra-compact cognitive software-defined radio (SDR) designed for high-volume production of loitering munitions, mini drones, and robotics, offering reliable communication for mission-critical applications [4] - All three Blue UAS-certified SkyHopper models incorporate Mobilicom's ICE cybersecurity protection, which secures communications against electronic warfare threats, ensuring robust performance in contested environments [5] Group 2: Market Position and Compliance - Mobilicom's solutions are compliant with the National Defense Authorization Act (NDAA), which prohibits the use of equipment made in China, making them suitable for integration into U.S. DoD procurement [3] - The Blue UAS Framework aims to rapidly vet and scale commercial UAS technology for the DoD, providing a roster of NDAA compliant components and software that meet the standards of the DoD and its Programs of Record [6] - Mobilicom's end-to-end solutions are utilized in mission-critical functions across defense and commercial applications, with deployments involving over 50 customers, including major drone manufacturers [8]

Core Viewpoint - Mobilicom Limited has expanded its product offerings within the U.S. Department of Defense's Blue UAS Framework, enhancing its position as a trusted provider of cybersecurity and robust solutions for drones and robotics [1][2][3] Group 1: Product Approval and Expansion - The U.S. Department of Defense's Defense Innovation Unit has added Mobilicom's SkyHopper PRO Micro to the approved list of products in the Blue UAS Framework, following the prior approvals of SkyHopper PRO and SkyHopper PRO Lite [1][2] - This expansion is expected to bolster Mobilicom's reputation among top-tier OEMs of uncrewed aerial systems (UASs) that cater to the DoD and global commercial customers [2][3] Group 2: Product Features and Compliance - The SkyHopper PRO Micro is described as an ultra-compact cognitive software-defined radio (SDR) designed for high-volume production of loitering munitions, mini drones, and robotics, emphasizing its small cost, size, weight, and power (C-SWaP) [4] - All three Blue UAS-certified SkyHopper models incorporate Mobilicom's ICE cybersecurity protection, which secures mission-critical communications against electronic warfare threats, ensuring robust performance in contested environments [5] Group 3: Blue UAS Framework Overview - The Blue UAS Framework was established to rapidly vet and scale commercial UAS technology for the DoD, maintaining a roster of NDAA-compliant components and software that meet DoD standards [6] - The framework aims to reduce risk for government customers by providing a short list of approved vendors with advanced capabilities [6] Group 4: Company Background - Mobilicom is recognized as 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 [7][8] - The company's end-to-end solutions are utilized in mission-critical functions across various global deployments, including partnerships with over 50 customers, including major drone manufacturers [8]

Core Insights - Mobilicom Limited has received approval from the U.S. Department of Defense's Defense Innovation Unit for its SkyHopper PRO and SkyHopper PRO Lite datalinks, adding them to the Blue UAS Framework, which highlights the company's commitment to high standards in cybersecurity and operational performance [1][3][7] Group 1: Blue UAS Framework - The Blue UAS Framework is designed to rapidly vet and scale commercial UAS technology for the DoD, maintaining a roster of NDAA-compliant components and software [2] - The framework aims to reduce risk for government customers by providing a shortlist of approved vendors with advanced capabilities [2] Group 2: Product Details - SkyHopper PRO is a high-performance cognitive software-defined radio (SDR) designed for tactical missions, offering reliable communication in RF-heavy environments [4] - SkyHopper PRO Lite is a compact cognitive SDR optimized for aerial drones and smaller robotics, providing low-latency communication suitable for payload-sensitive UAVs [5] Group 3: Cybersecurity Features - Both SkyHopper systems incorporate Mobilicom's ICE cybersecurity protection, securing mission-critical communications against electronic warfare threats [6] Group 4: Market Opportunities - Inclusion in the Blue UAS Framework is expected to open new opportunities for Mobilicom, particularly with DoD Programs of Record and military applications for European NATO member nations [3][7] - The company anticipates increased demand for its SkyHopper products from Tier-1 global OEMs in the defense and commercial UAS markets [7]

Current order further support Mobilicom go-to-market strategy with expansion into current Tier-1 customer’s new platform Palo Alto, California, U.S., Jan. 28, 2025 (GLOBE NEWSWIRE) -- Mobilicom Limited (Nasdaq: MOB), a provider of cybersecurity and robust solutions for drones and robotics, today announced that one of its current customers, a Tier-1 Israel-based defense company that is one of the world’s largest loitering munitions providers, has selected the Company’s MCU-30 Lite and MCU-30 Ruggedized Mob ...

Core Insights - Mobilicom Limited has expanded its partnership with a Tier-1 Israel-based defense company, which is a major provider of loitering munitions, by supplying its MCU-30 Lite and MCU-30 Ruggedized Mobile MESH products for a new drone platform [1][3] - The customer reports approximately $4 billion in annual revenue and is a key vendor for Lockheed Martin, supplying defense systems to over 40 countries, including EU and NATO members [1] - Mobilicom's MCU-30 products will enhance cybersecure networking for the customer's drone fleets, which include fixed-wing uncrewed autonomous vehicles (UAVs) [2] 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 [3] - The company has established a strong partnership with its Tier-1 customer, moving to initial production-scale orders, indicating potential for further business growth [3] - Mobilicom's solutions are deployed globally with over 50 customers, including major drone manufacturers, and are utilized in mission-critical functions [3]

Core Insights - Mobilicom Limited has received a follow-on order valued at approximately $600,000 from a U.S. Tier-1 customer, indicating strong demand for its SkyHopper PRO datalinks integrated into drones sold to the U.S. Department of Defense [1][2] - The global drone data link system market is projected to grow at a CAGR of 25% and reach approximately $18 billion by 2030, suggesting significant growth potential for Mobilicom's solutions [2] Company Overview - Mobilicom is a provider of cybersecurity and robust solutions for drones and robotics, with a portfolio that includes cybersecurity, software, hardware, and professional services [4] - The company has established a strong presence with over 50 customers, including major drone manufacturers, and its solutions are utilized in mission-critical functions [4] Product Performance - The SkyHopper PRO datalink was selected over four competing products after extensive field testing, highlighting its superior performance in challenging environments [3] - The product is recognized for its performance-to-SWaP-C (Size, Weight, Power, and Cost) ratio, as well as excellent customer support and fast production and delivery times [3]