Mobilicom (MOB) H.C. Wainwright 28th Annual Global Investment Conference summary

Strategic positioning and market differentiation

• Focuses on critical hardware and cybersecurity solutions for drones and robotics, serving both commercial and defense sectors.

• Offers an end-to-end, one-stop shop for manufacturers, validated by blue-chip clients and government agencies in the U.S. and Israel.

• Holds a unique position as one of four FCC-trusted drone technology providers in the U.S., benefiting from recent regulatory changes and tariffs.

• Proprietary technology with multiple patents, platform-agnostic solutions, and strong ties to tier one OEMs.

• Embedded in U.S. government programs, with certifications and local production initiatives underway.

Financial performance and growth drivers

• Achieves 50%-60% gross margin on hardware and 80%-90% on license-based cybersecurity solutions.

• Ended June with $16 million in cash, zero debt, and a monthly cash burn below $600,000, supporting organic growth.

• Pipeline includes nine design wins with tier one players, with three in initial production and one in ramp-up.

• Near-term catalysts include U.S. drone tariffs, cybersecurity mandates, and mass production ramp-up.

• Anticipates higher growth from commercial markets and cross-selling opportunities.

Technology and product innovation

• Provides core communication, networking, and control devices for drones and robotics, with expanding portfolio.

• Cybersecurity solutions are standards-based, license-driven, and positioned for future regulatory mandates.

• Electronic warfare resistance and AI autonomy integration with partners like NVIDIA and Qualcomm.

• Aims to expand product coverage to up to 60% of system value by adding new elements.

• Focuses on rapid innovation cycles and scalable solutions for fast-evolving markets.