Mobilicom Obtains Additional Production Order from Leading Asian Robotics Manufacturer, Raising Total Orders to $315,000
Production Order Announcement: Mobilicom has received a follow-on production order from a Tier-1 Asian robotics manufacturer, doubling the size of the initial order and including various product families such as MCU Mesh Networking and SkyHopper Datalink.
Growth Expectations: The CEO of Mobilicom, Oren Elkayam, expressed confidence that this order reflects the strong performance of their cybersecure solutions and anticipates further orders as production ramps up to meet increasing demand in the robotics sector.
Company Overview: Mobilicom specializes in cybersecurity and robust solutions for drones and robotics, with a diverse portfolio that includes software, hardware, and professional services, serving over 50 global customers.
Forward-Looking Statements: The press release includes forward-looking statements regarding future orders and growth, which are subject to risks and uncertainties, and the company does not commit to updating these statements unless required by law.
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- New Customer Order: Mobilicom has secured an order from a prominent UAE-based small-arms manufacturer for its 10" Maxi Controller, 7" Mini Controller, and SkyHopper PRO datalinks, which will be showcased at UMEX Abu Dhabi in January 2026, further solidifying its position in the Middle East market.
- Market Expansion: CEO Oren Elkayam stated that this design win supports Mobilicom's expansion in the Middle East, highlighting the region's strategic importance for defense and security applications of autonomous and remotely operated systems.
- Technological Advantage: Mobilicom's Maxi and Mini Controllers are designed for mission-critical operations with reliable command-and-control functionality, while the SkyHopper PRO ensures robust and secure communications in demanding environments, enhancing customer trust.
- Future Opportunities: A successful prototype demonstration is expected to lead to larger follow-on orders, with Mobilicom anticipating the opportunity to expand into additional regional markets, thereby strengthening its competitive edge in the global drone and robotics market.

Mobilicom's Stock Performance: Mobilicom (MOB) has seen a significant stock increase of approximately 102% year-to-date and 153% over the past year, despite experiencing a sharp decline of 12.6% in a single day.
Valuation Concerns: The company's price-to-book ratio stands at an extraordinarily high 5,199.8 times, indicating that investors are heavily betting on its future growth potential rather than its current financials, which contrasts sharply with industry averages.
Profitability and Risks: Mobilicom is currently unprofitable, and any downturn in demand for its products could jeopardize its inflated valuation, as indicated by a discounted cash flow model suggesting a fair value of only $0.19 per share.
Investment Strategy Recommendations: Investors are encouraged to explore other high-growth tech stocks and undervalued opportunities, as well as to consider the risks associated with Mobilicom's current market position and valuation.

- Direct Listing Transformation: Mobilicom announced that its ordinary shares will directly list on Nasdaq starting December 8, 2025, which will simplify trading processes for investors and enhance liquidity, potentially attracting more institutional and retail investors.
- Enhanced Shareholder Benefits: By eliminating the American Depositary Receipt (ADR) program, Mobilicom will remove associated administrative complexities and fees, thereby providing shareholders with more direct ownership and strengthening the connection with investors.
- Expanded Market Access: The new listing method will enable Mobilicom's ordinary shares to meet the inclusion criteria for certain core U.S. indices and ETFs, further broadening investor access and enhancing the company's competitive position in the market.
- Strategic Realignment: This change aligns with Mobilicom's U.S.-based growth strategy in the autonomous systems market, indicating the company's commitment to strengthening its position in the rapidly growing drone and robotics sector.
- Investor Conference Participation: Mobilicom's Founder and CEO Oren Elkayam will present at the iAccess Alpha Virtual Investment Conference on December 9, 2025, at 3 PM ET, aiming to attract potential investors and enhance the company's visibility.
- One-on-One Meeting Arrangement: Following the presentation, Elkayam will hold one-on-one meetings with investors on December 10, which not only provides an opportunity to showcase the company's cybersecurity and drone solutions but also potentially facilitates future capital inflow.
- Showcasing Technical Strength: Mobilicom's solutions, encompassing cybersecurity, software, and hardware, have been deployed across over 50 customers globally, demonstrating its technological prowess and market position in the rapidly growing drone and robotics sector.
- Market Outlook: This conference will enable Mobilicom to connect with industry investors, further driving its growth in the defense and commercial drone markets, especially against the backdrop of increasing demand for secure solutions.
- Investor Conference Participation: Mobilicom's Founder and CEO Oren Elkayam will present at the iAccess Alpha Virtual Investment Conference on December 9, 2025, at 3 PM ET, showcasing the company's cybersecurity solutions for drones and robotics, aimed at attracting potential investors and enhancing company visibility.
- One-on-One Investor Meetings: Following the presentation, Elkayam will hold one-on-one meetings with investors on December 10, providing opportunities for in-depth business discussions that could strengthen investor relations and drive future funding opportunities.
- Technology Showcase: Mobilicom will highlight its robust cybersecurity solutions and successful deployments with over 50 global customers in the drone and robotics market during the conference, aiming to enhance its competitive position in this rapidly growing sector.
- Market Outlook: This conference provides Mobilicom with a platform to demonstrate its technological capabilities and market potential, which is expected to attract more attention and potentially facilitate future business collaborations and investments.

Financial Performance: Mobilicom reported a 63% quarter-over-quarter revenue increase, reaching $987,000 in Q3 2025, with 84% of revenues coming from the U.S. market and a confirmed order backlog of $882,000.
Strategic Transition: The company is transitioning its American Depositary Shares (ADSs) to ordinary shares on Nasdaq, expected to be completed by December 1, 2025, to enhance trading access and reduce costs.
Cybersecurity Framework Launch: Mobilicom launched its Secured Autonomy™ framework, designed to meet the U.S. Department of War's new cybersecurity standards for autonomous systems, positioning itself as a leader in the market.
Growth Opportunities: The company anticipates multiple revenue catalysts from existing Tier-1 customers and new design wins, supported by a strong balance sheet with $16.4 million in cash and no debt.






