Mobilicom (NASDAQ:MOB) today announced its financial and operating results for the full year ended December 31, 2025, revealing a strengthened balance sheet and significant commercial momentum within the U.S. defense sector.
The company reported a 120% increase in cash and equivalents to $19.1 million, bolstered by $12.6 million in warrant exercises and equity raises.
This liquidity surge, combined with a 41% reduction in average monthly operating cash burn to approximately $159,000, provides the company with a multi-year runway to execute its production-scale strategy.
The 2025 fiscal year was defined by a shift toward Tier-1 defense integration.
Mobilicom's technology was included in a $249 million U.S. Department of War (DoW) Program of Record won by one of its primary customers.
This achievement follows the certification of the SkyHopper PRO under the DoD’s Blue UAS Framework, a designation that has already yielded $1.55 million in follow-on orders from a major U.S. drone manufacturer.
Revenue for the year rose 7% to $3.4 million, with hardware gross margins remaining robust at 53%.
Technologically, Mobilicom solidified its "first-mover" advantage with the global launch of the Secured Autonomy™ framework.
This industry-first cybersecurity stack addresses mandatory regulatory requirements—including NDAA Section 848 and the EU Cyber Resilience Act—by providing end-to-end protection for drone fleets.
In collaboration with Aitech, the company also debuted AI-powered computing systems based on NVIDIA platforms, designed to protect mission-critical autonomous drones from electronic warfare and real-time cyber threats.
Looking ahead to 2026, CEO Oren Elkayam stated that Mobilicom is on track to expand its domestic footprint, with plans to initiate U.S.-based manufacturing by the end of the year to meet "Made-in-America" procurement mandates.