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.
This page provides access to U.S. Securities and Exchange Commission filings for Mobilicom Limited (Nasdaq: MOB), a foreign private issuer that offers cybersecure solutions for defense and commercial drones and robotics. Through its SEC disclosures, investors can review information about Mobilicom’s financial results, capital-raising activities, governance matters, and material corporate events.
Mobilicom files annual reports on Form 20-F and current reports on Form 6-K. Its Form 6-K filings have included press releases detailing quarterly financial and operational updates, such as revenue trends and business highlights, as well as notices and proxy materials for special and annual general meetings of shareholders. Other 6-K reports describe amendments to the company’s at-the-market sales agreement for ordinary shares and American Depositary Shares under its shelf registration statement on Form F-3, along with related legal opinions and consents.
Filings also cover corporate governance developments, including appointments to the board of directors and board committees, and information about shareholder approvals obtained at general meetings. Many of these reports are incorporated by reference into Mobilicom’s registration statements on Form S-8 and Form F-3, as noted within the filings themselves.
On Stock Titan, SEC documents for MOB are updated as they are made available through EDGAR. AI-powered summaries help explain the contents of lengthy filings, highlighting key points from financial reports, ATM program amendments, proxy statements, and other disclosures. Users can quickly identify important sections, compare successive filings, and follow how Mobilicom’s regulatory reporting reflects its activities in the drones and robotics market.
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.
Mobilicom Limited files its annual Form 20-F reporting a net loss of $23,724,950 for the year ended December 31, 2025, compared with a $8,010,358 net loss in 2024.
The company effected a 1-for-275 reverse share split and a mandatory ADS-for-ordinary-share exchange, leaving 12,213,935 ordinary shares outstanding as of December 31, 2025. It also changed its presentation and functional currency from AUD to USD in 2024 and prepares financials under IFRS.
Mobilicom qualifies as an emerging growth company and highlights extensive risk factors, including ongoing losses, heavy R&D needs, dependence on Israeli IIA grants, currency and macro volatility, competition in drones and robotics cybersecurity, product liability and cybersecurity risks, and political and military instability affecting its Israeli operations.
Mobilicom Limited filed a Form 6-K to furnish a press release announcing that its drone and robotics cybersecurity, hardware, and software solutions have been included in the FCC’s first batch of “Trusted Drones” as determined by the U.S. Department of War. This designation exempts Mobilicom’s product portfolio from Covered List restrictions that otherwise prohibit import and sale of certain foreign-made drones and critical components into the U.S. through the end of 2026.
Mobilicom is one of only four companies granted this initial exemption and the only one with multiple products covered, including its SkyHopper product family, Mobile Ground Control Stations, OS3 cybersecurity software, and ICE electronic warfare and datalink cybersecurity software. The company plans to expand production capacity and aims to manufacture its cybersecure mission-critical systems in the U.S. by the end of 2026 to align with Made-in-America requirements and support growing demand from U.S. defense and federal markets.
Mobilicom Ltd VP of Research and Development Yossi Segal reported his initial ownership position. He holds 572,154 Ordinary Shares, 600,000 Restricted Share Units, and options over 33,144 Ordinary Shares at an exercise price of $1.4257 expiring on May 31, 2033.
According to the footnotes, the 600,000 restricted share units vest in five equal installments between April 1, 2026 and April 1, 2027, subject to continued service. Of the reported options, 16,572 are already vested and exercisable, with the remainder vesting on May 31, 2026, also conditioned on continued service.
Mobilicom Ltd director and Chief Executive Officer Oren Elkayam reported his initial ownership on a Form 3. He directly holds 115,368 Ordinary Shares. He also holds options to purchase Ordinary Shares, including options over 66,288 shares at an exercise price of $1.4257 expiring on May 31, 2033, and options over 1,080,000 shares at an exercise price of $5.90 expiring on December 1, 2030. According to the footnotes, a portion of these options is already fully vested and exercisable, while the remaining options will vest over time subject to his continued service.
Mobilicom Ltd director Liat Caner reported existing derivative holdings in a Form 3. The filing shows options to purchase 30,000 ordinary shares at an exercise price of 5.9000 per share, expiring on December 1, 2030. According to the footnotes, 2,500 options are already vested and exercisable, and the remaining options will vest in eleven equal quarterly installments between March 29, 2026 and September 29, 2028, subject to continued service. All options are held directly.
Mobilicom Ltd executive Liad Gelfer filed an initial ownership report showing a mix of shares, restricted units, and stock options. The filing lists 10,000 Ordinary Shares held directly and 40,000 Restricted Share Units (RSUs) that vest in stages between February 15, 2027 and August 1, 2029, subject to continued service.
The report also shows stock options over 3,636 Ordinary Shares at an exercise price of $14.1700, fully vested and exercisable until July 3, 2026, and options over 12,726 Ordinary Shares at an exercise price of $1.4371, of which 8,484 are fully vested with the remainder vesting on August 2, 2026, if employment continues.
Mobilicom Ltd director Jacqueline Bloom reported holding options to purchase 30,000 Ordinary Shares with an exercise price of $5.9000 per share. According to the disclosure, 5,000 options are already fully vested and exercisable, and the remaining options vest in ten equal quarterly installments from March 25, 2026 through June 25, 2028, with the options expiring on December 1, 2030.
Mobilicom Ltd director Givoni Guy filed an initial ownership report showing option holdings over the company’s ordinary shares. He holds options directly over 2,181 underlying ordinary shares with an exercise price of $1.4371 per share, expiring on August 2, 2028.
According to the filing, 1,454 of these options are already vested and exercisable, while the remaining portion is scheduled to vest on August 2, 2026, subject to his continued service. The filing also lists indirect options over 30,000 underlying ordinary shares at an exercise price of $5.90 per share, expiring on December 1, 2030.
These indirect options are held through the GivonInvest Family Trust, where his descendants are the ultimate beneficiaries and an Australian company, GivonInvest Pty Ltd, serves as trustee. Of this grant, 7,500 options are fully vested, with the balance vesting in nine equal quarterly installments from March 24, 2026 through March 24, 2028.