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

Company overview and market positioning

• Provides critical software, cybersecurity, and hardware solutions for drones, robotics, and autonomous platforms, with proprietary technology and patents.

• Differentiates as an end-to-end, one-stop shop for essential drone and robotics systems, focusing on high-value cyber, software, and hardware components.

• Serves major Tier 1 customers in the U.S., Europe, and Israel, including defense ministries and leading aerospace and robotics firms.

• Embedded in programs that are scaling, with a focus on cybersecurity and electronic warfare resilience.

• Holds Blue UAS certification and NDAA compliance, validated by the U.S. Department of Defense.

Growth strategy and customer expansion

• Growth driven by existing Tier 1 customers moving to mass production, new Tier 1 customers, and advanced cybersecurity solutions.

• U.S. government’s push for mass drone production starting in 2026 is accelerating large orders, with a recent $1.6 million order marking a significant scale-up.

• European defense spending increases are fueling similar mass production transitions among Israeli and European Tier 1 customers.

• Anticipates 8-10 Tier 1 customers in 2026, with 2 in mass production and several more in initial production or design phases.

• Expects 2 partners to win long-term programs of record, guaranteeing 5-10 years of recurring business.

Innovation, regulation, and recurring revenue

• Leads with proprietary cybersecurity and Secured Autonomy solutions, including OS3 and ICE electronic warfare software.

• New U.S. regulations mandate active online cybersecurity by September 2027, positioning the company as the only current provider for small drones.

• Recurring revenue expected from software licensing, cloud solutions, and hardware replacement cycles due to short drone lifespans.

• High gross margins on software and cyber (up to 90%), with hardware at around 60%.

• Strategic partnerships with Nvidia, Qualcomm, and other software firms to drive future growth.