MOBBW · Mobilicom Limited

Mobilicom announced a significant expansion of its business with a Tier-1 U.S. defense manufacturer, securing $2.2 million in new purchase orders. This transaction represents a notable acceleration in order volume compared to the prior $1.5 million order and initial orders of approximately $200,000, signaling increasing traction within this key customer relationship. The customer, a large drone manufacturer with over $5 billion in annual sales, has integrated Mobilicom’s SkyHopper PRO datalinks and ICE Cybersecurity Suite as essential systems in loitering munitions drones sold to the U.S. Department of War. The broader context is a $249 million Program of Record, providing Mobilicom with visibility into a substantial, funded defense initiative. Deliveries against the new orders have already commenced and are scheduled for completion within 2026. Management characterized the Program of Record win as a major inflection point, highlighting the company's incumbency advantage and positioning for potential further production acceleration and rising order volumes over the coming years. This development reinforces Mobilicom's role in supporting long-term U.S. and allied defense programs.