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Mobilicom

Mobilicom builds cybersecurity-hardened drone communications for defense and enterprise, serving Airbus and the Israel Ministry of Defense from Shoham,...

Mobilicom

Mobilicom was founded in 2006 by Oren Elkayam and Yossi Segal in Shoham, Israel. The company emerged from the founders' deep background in mission-critical wireless communications, targeting the defense sector's need for resilient, high-bandwidth datalinks for unmanned aerial vehicles and ground robots. It has since expanded its technology stack to serve the broader commercial and industrial drone market, with a secondary office in New York to capture US defense and enterprise demand. The firm designs and manufactures end-to-end hardware and software solutions that combine 4G/5G multi-link bonding, secure mesh networking, and real-time video streaming for autonomous systems. Its ICE (Intelligent Connectivity & Encryption) platform integrates multiple communication channels — satellite, cellular, and private radio — into a single resilient link, protecting against jamming and cyber intrusion. Deployed across defense, first-responder, and commercial inspection use cases, Mobilicom's systems are embedded in more than 50 platform types worldwide. Named end-customers include Airbus, the Israel Ministry of Defense, and Lockheed Martin, with the company frequently serving as a sole-source supplier for communications sub-systems. Mobilicom trades on the Australian Securities Exchange (ASX: MOB) and has an American Depositary Receipt program on Nasdaq (MOB). The company operates as a publicly traded commercial entity — not a family office — and its scale is measured in revenue and contract backlog rather than assets under management. In 2023, the firm reported a record $3.3M in revenue and a contracted order backlog of $900,000 heading into 2024. In March 2024, Mobilicom received a follow-on production order from Airbus for its SkyHopper Pro datalink, reinforcing its role as a key subsystem supplier for the European aerospace giant's drone programs. Mobilicom's structural differentiator is its dual-use posture: a single hardened technology stack sold simultaneously to defense primes and commercial enterprise customers without the compliance bifurcation that typically splits defense contractors. By achieving defense-grade cybersecurity certifications while maintaining a small-company commercial sales motion, the firm competes against much larger defense electronics conglomerates in a niche where size can be a disadvantage for speed and customization.

General information

Firm type

other

Year founded

2006

AUM

Undisclosed

Location

Region

Middle East

Country

Israel

City

Shoham

Corporate office

Shoham, Israel

Additional offices

New York, NY, United States

Principals

Oren Elkayam

Co-Founder & CEO

Yossi Segal

Co-Founder & CTO

Sector focus

Industrial TechMobility & TransportationRobotics & Automation

Frequently asked questions

Who runs product and technology decisions at Mobilicom?

Co-founder Yossi Segal serves as CTO and leads product architecture, drawing on over two decades of wireless communications engineering experience. CEO Oren Elkayam manages the company's commercial strategy and investor relationships. Together they retain significant equity and operational control as the active founding team, with no external parent company influencing day-to-day technical direction.

How does Mobilicom's ICE platform differ from standard drone datalinks?

The ICE (Intelligent Connectivity & Encryption) platform bonds multiple communication channels — cellular, satellite, and private radio — into a single secure, encrypted link that resists jamming and interception. Unlike standard commercial drone datalinks that rely on a single communication protocol, ICE's mesh architecture automatically re-routes traffic when a channel is degraded or attacked. This dual-use design allows the same hardware to meet both NATO-standard defense requirements and FAA-compliant commercial operations.

Which defense primes does Mobilicom supply?

Mobilicom's publicly disclosed customers include Airbus, the Israel Ministry of Defense, and Lockheed Martin. The company also partners with Elbit Systems and Teledyne FLIR as an approved supplier for specific unmanned platform programs. Many defense relationships are structured as sole-source design wins, making the company's components mandatory specifications for those platforms over multi-year production lifecycles.

Is Mobilicom profitable?

As of its most recent filings, Mobilicom is pre-profit. For the fiscal year ended December 2023, the company reported revenue of $3.3 million and a net loss consistent with a growth-stage hardware company investing in production scale and US market expansion. Management has indicated a path to breakeven driven by converting its $900,000 contracted backlog and a growing pipeline of defense repeat orders.

What distinguishes Mobilicom from larger defense electronics competitors?

Mobilicom competes on speed and customization in a sub-system niche that large defense primes typically address with slower, bespoke program offices. By offering an off-the-shelf, cybersecurity-certified product family that can be rapidly customized for specific drone platforms, the company shortens integration timelines for drone manufacturers. Its dual listing on ASX and Nasdaq also provides a public-market liquidity profile uncommon among small-cap defense suppliers.

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