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.
Mobilicom Limited's SEC filings document foreign private issuer reports furnished on Form 6-K and registration-related disclosures tied to its Nasdaq-listed securities. The filings incorporate company releases on cybersecure drone and robotics products, including SkyHopper SDR data links, ICE cybersecurity software, ground control systems, and the Secured Autonomy framework.
The filing record covers product launches, defense customer purchase orders, APAC ISR drone design wins, industry-event disclosures, annual financial results, capital actions such as termination of an at-the-market sales agreement, and regulatory status involving trusted-drone determinations. References to Form F-3 and Form S-8 registration statements connect selected current reports to securities registration and equity compensation disclosure, while the Form 20-F election identifies Mobilicom as a foreign private issuer reporting under U.S. securities rules.
Mobilicom Limited reported first quarter 2026 results and highlighted growing traction with Tier-1 defense customers. The company secured $2.2 million in new orders tied to the OPF-L U.S. Department of War Program of Record and won two new Tier-1 drone platform design wins, supporting global growth across the U.S., APAC and Middle East.
Mobilicom was granted FCC “Trusted Drone” status for its UAS critical components, covering its entire hardware, software and cybersecurity portfolio. Management emphasized a debt-free balance sheet and $17.7 million in cash, stating this positions the company to pursue increasing production-scale demand and work toward positive cash flow through 2026.
Mobilicom Limited reported that it has secured new design wins with two leading U.S. Tier-1 defense drone manufacturers. These wins cover small Intelligence, Surveillance and Reconnaissance (ISR) drone platforms that will incorporate Mobilicom’s cybersecure SkyHopper datalink solutions and its ICE electronic warfare resistance and cybersecurity suite.
The company explains that these design wins expand its reach within U.S. defense drone platforms and support its 2026 objective of growing Tier-1 platform opportunities. Mobilicom highlights that demand is building on its prior Blue UAS Framework selection, FCC Trusted Drone designation, NDAA-vetted compliance and trusted cybersecure communications technologies.
Bard Associates, Inc. filed an amendment on reporting 426,557 shares of Mobilicom Ltd Common Stock, representing 3.5% of the class. The filing states Bard Associates holds shared dispositive power over these shares and reports no sole voting or dispositive power.
This amendment updates beneficial ownership information for Mobilicom Ltd and affirms the holder remains below the 5% threshold requiring different reporting treatment.
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.
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.
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.
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.
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.
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.
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.