One of U.S.’s Largest Drone Manufacturers of Small-Sized Drones Places its 6th Production Scale Order for Mobilicom’s Cybersecure Drone Solutions

Rhea-AI Summary

Mobilicom (MOB) has received its sixth commercial scale follow-on order for SkyHopper PRO datalinks from a major U.S. drone manufacturer. The customer, a Tier-1 manufacturer with over $5 billion in annual sales, integrates these datalinks into drones sold to U.S. Department of Defense programs.

The SkyHopper PRO, chosen over four competing products after intensive field testing, is a Secured Cognitive Software Defined Radio offering superior performance-to-SWaP-C ratio. The system is NDAA-compliant and certified by the U.S. Defense Innovation Unit's Blue UAS Framework.

Mobilicom reported a 45% year-over-year revenue increase in 2024, driven by growing initial and repeat production scale orders from global Tier-1 customers.

Positive

• Secured sixth repeat order from major U.S. Tier-1 drone manufacturer ($5B annual sales)
• 45% revenue growth in 2024
• Product integrated into U.S. Department of Defense programs
• Certified by U.S. Defense Innovation Unit's Blue UAS Framework
• Won competitive selection against 4 other products

Negative

• None.

Insights

Defense Industry Analyst

Mobilicom secures sixth repeat order from major defense drone supplier, strengthening its position in the DoD supply chain.

The announcement of Mobilicom's sixth follow-on order for SkyHopper PRO datalinks from a major U.S. drone manufacturer represents significant validation of their technology in the defense market. This repeat customer, described as a Tier-1 manufacturer with over $5 billion in annual sales, has integrated Mobilicom's technology into drones supplied to U.S. Department of Defense programs.

Two regulatory approvals stand out as particularly valuable assets: First, inclusion in the Defense Innovation Unit's Blue UAS Framework, which pre-approves vendors meeting stringent security requirements for defense procurement. Second, compliance with the National Defense Authorization Act (NDAA), which restricts defense technology purchasing to approved vendors, creating a barrier against non-compliant competitors.

The company reported 45% year-over-year revenue growth in 2024, driven by both initial and repeat production orders from global Tier-1 customers. This growth trajectory aligns with the expanding tactical drone segment in defense applications, where small drones are becoming increasingly crucial for intelligence, surveillance, and reconnaissance missions.

The selection of Mobilicom's technology over four competing products after intensive field testing indicates strong performance in real-world conditions, a critical requirement for defense applications where reliability directly impacts mission success. This continued relationship with a major defense supplier provides Mobilicom with a stable revenue foundation in a sector where long-term supplier relationships are highly valued.

Technology Analyst

Mobilicom's SkyHopper PRO datalink technology demonstrates technical superiority in the competitive small military drone market.

Mobilicom's SkyHopper PRO represents specialized communications technology optimized for the unique requirements of the tactical drone segment. Described as a Secured Cognitive Software Defined Radio (SDR), the product offers advanced capabilities in signal security and adaptability to changing electromagnetic environments – critical features for military operations where communications must remain secure against interception or jamming attempts.

The technology's combat-proven performance in harsh environments suggests field validation under actual operational conditions, an important differentiator in an industry where theoretical capabilities must translate to real-world reliability. The emphasis on superior performance-to-SWaP-C ratio (Size, Weight, Power and Cost) directly addresses the critical constraints of small drone platforms, where every gram of weight and milliwatt of power consumption significantly impacts flight time and operational range.

The cognitive aspects of the radio system likely involve adaptive capabilities to maintain communications link integrity in contested or actively jammed environments. For military applications, this resilience is essential as adversaries increasingly deploy electronic warfare capabilities specifically targeting unmanned systems.

The selection over four competing products following intensive field testing provides evidence of technical differentiation in a competitive landscape. The continued reorders suggest the technology is meeting or exceeding performance expectations in actual deployment scenarios, validating Mobilicom's approach to secure communications for small unmanned platforms.

Demonstrates continuous growth through ongoing re-orders from Tier-1 manufacturers

Customer’s drones are gaining strong traction with U.S. Department of Defense (DoD) and other defense purchasers

Palo Alto, California, April 22, 2025 (GLOBE NEWSWIRE) --  Mobilicom Limited (Nasdaq: MOB), a provider of cybersecurity and robust solutions for drones and robotics, today announced receipt of its latest, the sixth, commercial scale follow-on order for its SkyHopper PRO datalinks from one of the largest U.S. drone manufacturers of small-sized drones. The customer, a Tier-1 manufacturer with over $5 billion in annual sales, has integrated SkyHopper PRO as an essential component into drones sold to U.S. Department of Defense (DoD) programs.

“We believe that our field-proven, robust SkyHopper PRO datalinks is an ideal cybersecure system for the rapidly expanding small-sized drone market,” stated Mobilicom CEO and Founder Oren Elkayam. “Mobilicom’s systems’ performance, our recent addition to the U.S. Defense Innovation Unit’s Blue UAS Framework, our unparalleled service, and rapid delivery times are factors that are driving increasing demand for our solutions from the leading drone and robotics manufacturers in the world.”

Mobilicom’s SkyHopper PRO datalink was originally chosen by this customer, one of the largest drone manufacturers of small-sized drone in the U.S., over four other competing products following intensive field testing.

Mobilicom reported a 45% increase in year-over-year revenues in 2024, driven by a growing number of initial and repeat production scale orders from global Tier-1 customers.

SkyHopper PRO is a Secured Cognitive Software Defined Radio (SDR) with enhanced combat-proven performance, including in harsh environments. It offers what the Company believes to be the best performance-to-SWaP-C (Size, Weight, Power and Cost) in the market based on an internal study of competitor product offerings. The SkyHopper PRO complies with the U.S. National Defense Authorization Act (NDAA) and is certified by the U.S. Defense Innovation Unit’s Blue UAS Framework which provides a short list of approved vendors with advanced capabilities to UAS developers.

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 the rapidly expanding small-sized drone market. 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 is the significance of Mobilicom's (MOB) sixth order from the U.S. drone manufacturer?

The order demonstrates continuous growth and strong market validation, as it comes from a Tier-1 manufacturer with $5B annual sales who supplies drones to the U.S. Department of Defense.

How much did Mobilicom's (MOB) revenue grow in 2024?

Mobilicom reported a 45% increase in year-over-year revenues in 2024, driven by growing production scale orders from global Tier-1 customers.

What are the key features of Mobilicom's SkyHopper PRO datalinks?

SkyHopper PRO is a Secured Cognitive Software Defined Radio with combat-proven performance, best performance-to-SWaP-C ratio, NDAA compliance, and Blue UAS Framework certification.

How does Mobilicom's SkyHopper PRO compare to competitors?

SkyHopper PRO was selected over four competing products after intensive field testing and offers the best performance-to-Size, Weight, Power and Cost ratio in the market.