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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Mobilicom
Mobilicom (MOB) investor relations material
Mobilicom Registration filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Registration filing summary1 Oct, 2026
Company overview and business model
Designs, develops, and manufactures software, cybersecurity solutions, and hardware for small drones (SUAVs) and robotics, targeting OEMs in commercial, government, and defense sectors.
Holds patented technology and unique know-how, aiming to expand global customer base through design wins and pilot projects.
Recently shifted focus to cloud-based software and cybersecurity solutions, with historical revenue primarily from hardware sales.
Incorporated in Australia in 2017, with operational headquarters in Israel and a U.S. subsidiary for service of process.
Financial performance and metrics
As of June 30, 2026: issued capital $64.45M, reserves $7.78M, accumulated losses $(60.81)M, total shareholders' equity $11.42M.
12,867,653 ordinary shares outstanding as of June 30, 2026, with additional shares reserved for warrants, options, and RSUs.
Transitioned reporting currency from AUD to USD effective January 1, 2024; reports under IFRS.
Use of proceeds and capital allocation
Net proceeds intended for global sales and marketing expansion, R&D, working capital, general corporate purposes, and potential future acquisitions.
Precise allocation and timing of proceeds will depend on funding requirements and market conditions.
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Latest events from Mobilicom
- Trusted provider of drone cybersecurity and hardware, poised for growth amid regulatory shifts.MOB
H.C. Wainwright 28th Annual Global Investment Conference - Revenue up 19% to $1.7M, strong margins, and new defense wins drive positive outlook.MOBQ2 2026
- Poised for growth in drone cybersecurity with robust IP, strong cash, and Blue UAS market access.MOBCorporate presentation
- Rapidly scaling drone tech provider leverages IP and OEM ties to lead in secure, autonomous systems.MOBJefferies Defense Technology Summit 2026
- Order backlog up 151% YoY, $17.7M cash, and new U.S. defense wins drive growth.MOBQ1 2026
- Blue UAS-certified solutions and Tier-1 customer scaling position for rapid growth in 2025–2026.MOBIAccess Alpha Virtual Best Ideas Summer Investment Conference
- Scaling cybersecurity and hardware for drones, Mobilicom targets mass production and regulatory-driven growth.MOBIAccess Alpha Virtual Best Ideas Winter Investment Conference
- Revenue up 232% year-over-year, with strong cash and growing demand for cybersecure solutions.MOBQ2 2024
- Q3 revenue up 60–63%, U.S. market leads, cash strong, Nasdaq transition, cyber rules boost outlook.MOBQ3 2025
Next Mobilicom earnings date
Q3 202612 Nov, 2026
Mobilicom
Next Mobilicom earnings date
Q3 202612 Nov, 2026
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