Mobilicom Limited Price & Performance (MOBBW)

A leading U.S. manufacturer of small defense drones has placed its sixth large-scale production order for Mobilicom’s cybersecure drone technology. This ongoing collaboration underscores the growing demand for advanced, secure communications in military drone fleets, reinforcing Mobilicom’s standing in the defense sector and supporting its market expansion.123

Mobilicom posted a 45% year-over-year revenue increase to $3.2 million, driven by new orders from major U.S. and global clients. Gross margins remained robust at 58%, while operating expenses dropped slightly. The company’s strong cash position and reduced burn rate provide confidence for continued investment in product and market development.45

While Mobilicom’s annual losses widened to $8 million in 2024, the company’s revenue surged nearly 45% and EBITDA losses narrowed. Analysts highlight the company’s solid cash reserves and growing presence in the AI-driven drone and robotics market as positive signals for potential future profitability and sustained growth.56