Mobilicom Limited · NASDAQ:MOB
Mobilicom — H1 2026 Earnings Presentation
16 slides from Mobilicom's earnings presentation, Aug 13, 2026
Slide 1: 1st Half 2026 Earnings Update
NASDAQ: MOB, MOBBW st 1 Half 2026 EARNINGS UPDATE CYBERSECURE AND ROBUST END-TO-END SOLUTIONS FOR DRONES AND ROBOTICS August 13, 2026 DD1494 Equipment Frequency Allocation
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: Brief Introduction to Mobilicom
Brief Introduction to Mobilicom
Slide 4: At-a-Glance
AT-A-GLANCE LEADER IN CYBERSECURE UNMANNED SOLUTIONS TRUSTED BY INDUSTRY LEADERS • End-to-end provider for drones and robotics • Integrated into top drone/robotics platforms worldwide • Cybersecurity, software, hardware, and services • Deployed in IMoD, US DoD, NATO, EU projects • Publicly traded on
Slide 5: Mobilicom's Strategic Evolution
MOBILICOM’S STRATEGIC EVOLUTION A Visionary Approach PROPRIETARY HARDWARE SOLUTIONS PROPRIETARY SOFTWARE & CYBERSECURITY SOLUTIONS DATALINK MESH Ground Control ICE Software Suite OS3 Cybersecurity Secured Autonomy Networking Stations Software Framework Electronic Warfare Secure Cognitive SDR Fleet &
Slide 6: 1st Half 2026 Key Achievements & Financial Report
1st Half 2026 Key Achievements & Financial Report
Slide 7: 1st Half 2026 Financial Highlights
1st Half 2026 FINANCIAL HIGHLIGHTS Six Months Ended June 30, 2026 $15.9M $1.7M $1.0M $591K Cash & Equivalents 1H26 Revenue Order Backlog Monthly Cash Burn As of 6/30/2026 (adjusted)* 1H25: $1.5M As of 6/30/2026 (vs. $1.6M a year ago) 1H26 adjusted average* — production readiness & growth Zero-Debt B
Slide 8: Equity & Strong Cash Position
EQUITY & STRONG CASH POSITION As of June 30, 2026 CAPITAL STRUCTURE BALANCE SHEET & CASH MANAGEMENT Clean Balance Sheet Outstanding ordinary Shares 12.9M No bank debt • No loans • No credit facilities • No convertible debt Warrants Outstanding (strike $5.00/$5.16) 2.5M Capital Resilience Fully Dilut
Slide 9: Recent 1st Half 2026 Key Operational Achievements
RECENT 1st Half 2026 KEY OPERATIONAL ACHIEVEMENTS Execution Across Customers · Technology · Partnerships Tier-1 Israeli New Loitering Munition $2.2M OPF-L Orders — Monthly Design Win for AI-Enabled Platform Design Win Delivery Cadence Autonomous Weapon Systems in Israel Design win and initial order
Slide 10: 1st Half 2026 Business Outlook
1st Half 2026 Business Outlook
Slide 11: Originally Presented 2026 Business Outlook
ORIGINALLY PRESENTED 2026 BUSINESS OUTLOOK Forward-Looking Statement — Key Milestones & Pipeline Hardware Business — Tier-1 Customer Pipeline Year Design Win / Initial Ramp-Up Total R&D Production Cash flow positive: Annual run rate estimated > $12M revenue 2025 2 4 — 6 Quarterly run-rate of >$3M 20
Slide 12: 2026 Progress to Date — Hardware & Software
2026 PROGRESS TO DATE — HARDWARE & SOFTWARE HA R DWA R E , T ie r - 1 Pl at f orm s Cu stom er Pip elin e CYB E R SE CU R IT Y/ SOFT WA R E A I A u ton om y & OE M E co syste m Stage 2026 Goal Cu rrent Co mmen tar y 4–6 partners (NVIDIA & Qualcomm) and ONG OIN G Design win for SkyHopper Multiband De
Slide 13: 2026 Progress to Date — Operational & Financial
2026 PROGRESS TO DATE — OPERATIONAL & FINANCIAL O PE R A TI O N AL Pr od ucti on · U .S . Fo otp rin t · P OR FI NA N CI A L Pa th to Ca sh-Flo w Po sitiv e Production capacity: > 3,000 hardware units / year; ONG OIN G Cash-flow-positive run rate: > $12M annual revenue FOU NDAT I ON I N unlimited so
Slide 14: U.S. Defense Market Position
U.S. DEFENSE MARKET POSITION VA LI DA T ED & COM PLI A N T Strong, Proven Position Across the U.S. DoW Drone Ecosystem P R O GR A M - O F - R E C O R D DE P L O YM E NT Embedded and deployed across U.S. branches via OEMs' Programs of Record: ▪ Marines OPF-L — thousands of systems in the field; produ
Slide 15: 1st Half 2026 Closing Statement
1st Half 2026 Closing Statement
Slide 16: Investors & Analysts Q&A
Investors & Analysts Q&A Chris Donovan — Head of IR chris.donovan@mobilicom.com Investor Relations Portal: Mobilicom — Securing the Future of Autonomous Systems ir.mobilicom.com SEC Filings: www.sec.gov (Form 20-F)