Mobilicom Limited · NASDAQ:MOB
Mobilicom — Investor Presentation (May 2025)
23 slides from Mobilicom's investor presentation, May 16, 2025
Slide 1: Corporate Presentation May 2025
CORPORATE PRESENTATION MAY 2025 NASDAQ: MOB , MOBBW 1
Slide 2: Forward Looking Statements
FORWARD LOOKING STATEMENTS Cautionary Note Regarding Forward-Looking Statements This presentation of the Company contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act and other securities laws. Words such as "expects," "anticipates," "intends," "pla
Slide 3: Risk Factors
RISK FACTORS Risks Related to Our Financial Condition • A significant growth in the number of personnel would place a strain upon our • We have a history of losses. management and resources. • We expect that we will need to invest significant time and raise substantial additional • We are subject to
Slide 4: Risk Factors (cont.)
RISK FACTORS (CONT.) Risks Related to our Intellectual Property Risks Related to our ADSs • If we fail to protect, or incur significant costs in defending, our intellectual property • The market price and trading volume of our ADSs may be volatile and may be and other know-how or proprietary rights,
Slide 5: Mobilicom at a Glance
MOBILICOM AT A GLANCE WHO IS MOBILICOM WHAT DO WE PROVIDE UNIQUE MARKET POSITION Provider of robust cybersecure Proprietary cybersecurity, software Operating at the intersection of end-to-end solutions for drones and and hardware solutions that power, cybersecurity, AI autonomy, and robotics. connec
Slide 6: Small UAV Market Size and Forecast 2025-2030
SMALL UNMANNED AERIAL VEHICLES (SUAV) MARKET SIZE AND FORECAST 2025-2030 Mobilicom is focused on the rapidly growing Defense & Commercial CAGR 12.4% drone Cybersecurity, Software and Hardware market. 30 $27 25 $24 REVENUES IN BILLION USD $21 Mobilicom has the opportunity to $19 capture market leader
Slide 7: Unique Position as End-to-End Provider
UNIQUE POSITION AS END-TO-END PROVIDER PLATFORM CYBERSECURITY OS3 - OPERATION SAFETY, SECURITY, BENEFITS OF BEING AN STANDARDS END TO END PROVIDER COMMS EW RESISTANCE CLOUD MANAGEMENT & CYBERSECURITY CONTROLIT ENHANCED PERFORMANCE ICE Suite BUNDLED SOLUTIONS MEANS BETTER PRICING DATALINK / GROUND CO
Slide 8: End-to-End Solutions Working Together
END-TO-END SOLUTIONS WORKING TOGETHER OS3 PLATFORM ICE - IMMUNITY EW & COMMS PROTECTION PROTECTION CYBERSECURITY Provides electronic warfare Provides cybersecurity ENCRYPTION resistance and secures the and safety software SOFTWARE datalink and networking. solution. CONTROLiT Cloud-based network GROU
Slide 9: Challenges We Solve / Customers We Serve
CHALLENGES WE SOLVE HARSH AND CONTESTED ENVIRONMENTS Operating in industrial, urban, remote, and extreme conditions requiring CYBERSECURITY THREATS reliability Overcoming cybersecurity threats like platform hacking SCALABLE SOLUTIONS and EW jamming Balancing cost, performance, and timely deployment
Slide 10: Go-to-Market Strategy
GO-TO-MARKET STRATEGY PHASE 6 PRE-SALES WITH CUSTOMER CUSTOMER DESIGN POTENTIAL INITIATES NEW ACHIEVES CROSS - SALE & NEW CUSTOMERS PLATFORM DESIGN CERTIFICATION REVENUE EXPANSION BASED ON WITH EMBEDDED MOBILICOM’S MOBILICOM BY LEVERAGNG OUR SOLUTIONS SOLUTIONS UNIQUE END TO END PHASE 5 PROVIDER CAP
Slide 11: USA Tier 1 Case Study
USA TIER 1 CASE STUDY 4 Competitors Received Continues orders 23Q3 – 1st customer order Tier 1 Platform chosen for chosen for multiple orders to support testing 23Q4 – Follow-up PO DOD SOCOM program performance, of ~$50K each and validation 24Q1 – Follow-up PO size, & price to support 24Q2 – Scaled
Slide 12: Israel Tier 1 Case Study
ISRAEL TIER 1 CASE STUDY Chosen for Received POs to Continues orders to 23Q4 – 1st production PO – datalinks Selected for new platform small Loitering support integration of support testing and 24Q2 – PO - GCS systems (perimeter protection drone drone - Datalink validation. 24Q3 – PO -SkyHopper Micr
Slide 13: Key Milestone Achievement: Blue UAS Framework
KEY MILESTONE ACHEIVMENT MOBILICOM SOLUTIONS INCLUSION IN THE BLUE UAS FRAMEWORK • WHAT IS BLUE UAS? An initiative by the U.S. Department of Defense's Defense Innovation Unit (DIU) to vet and scale secure, NDAA-compliant unmanned aerial systems (UAS) technology. • IMPORTANCE OF THE BLUE UAS PROGRAM?
Slide 14: Recent Geopolitical Events Accelerate Demand for Mobilicom Solutions
RECENT GEOPOLITICAL EVENTS ACCELERATE DEMAND FOR MOBILICOM SOLUTIONS Ukraine-Russia U.S Trends Conflict & Drone Regulations India-Pakistan Conflict Middle East Conflicts For the first time, drone of various sizes and capabilities are being widely deployed in multiple conflict zones. Autonomous syste
Slide 15: Recent Conflicts Accelerate Demand for Drones
Recent Conflicts Accelerate Demand for Drones Mobilicom’s solutions are an essential part of these systems. For the first time, drone of various sizes and capabilities are being widely deployed in multiple conflict zones. Autonomous systems are emerging as a key component of modern warfare. Ukraine–
Slide 16: Recent Conflicts Accelerate Demand for Drones
Recent Conflicts Accelerate Demand for Drones Mobilicom’s solutions are an essential part of these systems. The drone industry in the United States is experiencing a notable uptick. The U.S. requires a vast array of autonomous drone systems, both for itself and its allies, Preferably sourced domesti
Slide 17: MOB Growth Pillars
MOB GROWTH PILLARS NEW PRODUCT OFFERING Bringing new solutions to the market: • OS3 platform cybersecurity • Secure Autonomy Computers WINNING NEW • etc… CUSTOMERS Design wins of new drone and robotics platforms CURRENT CUSTOMERS SHIFT TO MASS-PRODUCTION Moving to production scale to support increas
Slide 18: Key Recent Events
KEY RECENT EVENTS OS3 launched PO for GCS controller, Launched next- Enters strategic groundbreaking selected by a leader generation 8-Inch GCS partnership with DT operations system Tier-1 loitering controller for drones & Research targeting the world’s first for the munitions provider robotics: Opt
Slide 19: Experienced Leadership Team
EXPERIENCED LEADERSHIP TEAM Oren Elkayam Yossi Segal Udi Altshuler CHIEF EXECUTIVE OFFICER & VP, RESEARCH & GENERAL MANAGER CO-FOUNDER DEVELOPMENT MOBILICOM ISRAEL AND CO-FOUNDER • CEO - Sortech (Nano-materials) • Chief Operating Officer of GuardKnox • VP Bus Dev -Runcom • CTO of Runcom • Previously
Slide 20: Equity and Strong Cash Position
EQUITY AND STRONG CASH POSITION ADS $8.6 million in cash and equivalents as of 31/12/2024 Outstanding as of 30/04/2025 7,535,916 $16.6 million additional funds upon Warrants (strike $1.55) 1,237,096 exercise of Warrants Warrants (strike $5 or $5.16) 2,931,355 Strong cash position Fully Diluted 11,70
Slide 21: Financial Highlights
FINANCIAL HIGHLIGHTS For the Year Ended December 31, 1. Revenue increased 45% YOY 2023 2024 2. Confirmed order backlog as of December 31, 2024, Profit & Loss data US$ in thousands US$ in thousands of $1.1 million to be fulfilled in H1 2025 Revenues $ 2,194 $ 3,181 3. Operating net burn rate for 2024
Slide 22: Why to Invest Now - Ticking All the Right Boxes
WHY TO INVEST NOW - TICKING ALL THE RIGHT BOXES POSITIONED AT THE PROPRIETARY IN USE BY BLUE-CHIP FINANCIALLY POISED CROSSROADS OF TECHNOLOGY WITH A COMPANIES FOR GROWTH INNOVATION COMPETITIVE EDGE Operates in multiple Robust IP & Know How Tier 1 OEMs shifting to Strong cash position rapidly expandi
Slide 23: Thank You
THANK YOU. This presentation may contain U.S. Department of Defense media which does not imply or constitute DOD endorsement. Nasdaq:MOB 24