Mobilicom Limited · NASDAQ:MOB
Mobilicom — Q1 2026 Earnings Presentation
17 slides from Mobilicom's earnings presentation, May 27, 2026
Slide 1: Q1 2026 Earnings Update
NASDAQ: MOB, MOBBW Q1 2026 EARNINGS UPDATE CYBERSECURE AND ROBUST END-TO-END SOLUTIONS FOR DRONES AND ROBOTICS May 27, 2026
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: 2026 Business Outlook
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 2026E 3-4 3-4 2 8-10 Cy
Slide 7: 2026 Progress to Date — Hardware & Software
2026 PROGRESS TO DATE — HARDWARE & SOFTWARE HARDWARE Tier-1 Customer Pipeline CYBERSECURITY/SOFTWARE AI Autonomy & OEM Ecosystem Stage 2026 Goal Current Commentary 4–6 partners (NVIDIA & Qualcomm) and O NG O I NG Two new Tier-1 U.S. design wins Design Win / R&D 3–4 4 for SkyHopper datalink in ISR 2
Slide 8: 2026 Progress to Date — Operational & Financial
2026 PROGRESS TO DATE — OPERATIONAL & FINANCIAL OPERATIONAL Production · U.S. Footprint · POR FINANCIAL Path to Cash-Flow Positive Production capacity: > 3,000 hardware units / year; O NG O I NG Cash-flow-positive run rate: > $12M annual revenue FO U ND AT I O N I N unlimited software delivery (~$3M
Slide 9: Programs of Record (POR)
PROGRAMS OF RECORD (POR) New U.S. Army LASSO POR — Building on Established OPF-L Foundation U.S. ARMY LASSO – LOW ALTITUDE STALKING AND STRIKE ORDNANCE Our Tier-1 customer has progressed under the U.S. Army's LASSO Program of Record, for an initial deployment phase to equip Infantry Brigade Combat T
Slide 10: U.S. Defense Market Position
U.S. DEFENSE MARKET POSITION VALIDATED & COMPLIANT Strong, Proven Position Across the U.S. DoW Drone Ecosystem PROGRAM-OF-RECORD DEPLOYMENT Embedded and deployed across U.S. branches via OEMs' Programs of Record: ▪ Marines OPF-L — thousands of systems in the field; production ramp-up ▪ U.S. Army LAS
Slide 11: New Design Wins — Two U.S. Tier-1 ISR Platforms
NEW DESIGN WINS — TWO U.S. TIER-1 ISR PLATFORMS Cybersecure SkyHopper Datalink + ICE EW-Resistance Suite Selected for Next-Gen ISR Drones Mobilicom announced new design wins with two leading U.S. Tier-1 defense drone manufacturers for small-sized Intelligence, Surveillance and Reconnaissance (ISR) d
Slide 12: Cybersecurity Regulatory Momentum
CYBERSECURITY REGULATORY MOMENTUM New U.S. DoW Standards Accelerating Adoption — Mobilicom Positioned to Address Drone OEMs must comply with new cybersecurity regulations before receiving mass-production procurement quantities — as validated by several drone OEMs that have engaged Mobilicom. Drone D
Slide 13: 1Q26 Key Achievements & Financial Report
1Q26 Key Achievements & Financial Report
Slide 14: 1Q26 Financial Highlights
1Q26 FINANCIAL HIGHLIGHTS Three Months Ended March 31, 2026 $17.7M $548K $1.8M $528K Cash & Equivalents 1Q26 Revenue Order Backlog Monthly Cash Burn As of 3/31/2026 Q1 2025: $844K — As of 3/31/2026 (vs. $737K a year ago) Funding production readiness & growth Temporary procurement timing Backlog +151
Slide 15: Equity & Strong Cash Position
EQUITY & STRONG CASH POSITION As of March 31, 2026 CAPITAL STRUCTURE BALANCE SHEET & CASH MANAGEMENT Clean Balance Sheet Outstanding ordinary Shares 12.6M No bank debt • No loans • No credit facilities • No convertible debt Warrants Outstanding (strike $5.00/$5.16) 2.6M ATM Facility Terminated Fully
Slide 16: 1Q26 Key Operational Achievements
1Q26 KEY OPERATIONAL ACHIEVEMENTS Execution Across Customers · Technology · Partnerships 2nd Program of Record — Army LASSO $2.2M in New U.S. DoW POR Orders Two New U.S. Tier-1 Design Wins Mobilicom technology embedded as our U.S. Tier-1 From a large U.S. Tier-1 manufacturer of loitering- Two leadin
Slide 17: 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)