Mobilicom (MOB) IAccess Alpha Virtual Best Ideas Summer Investment Conference summary

Company overview and market positioning

• Designs and sells cybersecurity, software, and hardware solutions for drones and robotics, focusing on critical systems rather than manufacturing drones themselves.

• Operates globally with customers in 18 countries and holds multiple patents.

• Targets professional, defense, and commercial markets for small to medium drones, emphasizing high-margin, recurring business due to frequent fleet replacements.

• Acts as an end-to-end provider, supplying multiple essential components that account for most of a drone's value.

• Business model is similar to major automotive suppliers, providing core systems to various manufacturers.

Product offerings and technological differentiation

• Offers SkyHopper data links, mesh networking, ground control stations, and advanced cybersecurity software (ICE) for secure, resilient drone operations.

• First to provide platform-level cybersecurity for drones and robotics, addressing growing threats and regulatory requirements.

• Solutions are certified under U.S. and NATO standards, including Blue UAS and NDAA compliance, enabling access to government and defense markets.

• Provides a comprehensive suite for active cyber detection, monitoring, and prevention, anticipating mandatory adoption as regulations evolve.

Go-to-market strategy and customer integration

• Employs a phased approach: design win, engineering integration, certification, commercialization, mass production, and cross-selling.

• Business model ensures long-term, sticky revenue as customers rarely change certified components.

• Cross-selling of software and cyber solutions on top of hardware increases revenue per customer.