Mobilicom datalink pipeline reaches nine tier-1 design wins

Mobilicom reports nine tier-1 design wins for its SkyHopper datalinks and ICE cybersecurity software, plus $2.2 million in purchase orders tied to a U.S. loitering munition program of record. One program already ships monthly, and the company targets a second platform on that cadence in 2026.

By SamPublished November 1, 2026Updated November 12, 20262 min read

For the first six months of 2026, Mobilicom (NASDAQ: MOB) records nine tier-1 design wins, which already falls inside its annual target band of eight to ten. Five are in development, three in initial production and one in ramp-up. Among them: two U.S. drone makers that selected SkyHopper and ICE for small reconnaissance platforms in May, an Israeli repeat customer building a soldier-portable loitering munition, and a partner moving through the U.S. Army’s LASSO program.

The production anchor is a U.S. manufacturer of small drones whose annual sales exceed $5 billion. Its purchase orders total $2.2 million, and it fits SkyHopper PRO and ICE into loitering munitions for OPF-L, the $249 million Organic Precision Fires-Light program of record. Earlier orders were $1.5 million plus several of about $200,000 each. Deliveries have moved to monthly, and most first-half revenue fell in the second quarter. Finance director Liad Gelfer says the lower backlog reflects shipments, not weaker demand.

SkyHopper PRO is a software-defined radio datalink with point-to-point and point-to-multipoint modes and up to 5 km line-of-sight range, offered in stand-alone, embedded (Lite) and OEM (Micro) versions. ICE software adds the cybersecurity layer, and the company says it counters more than 10 types of cyberattack in real time. The company further points to three credentials: it meets NDAA requirements, it is chosen for the Blue UAS Framework, and it appears on the Trusted Drone list kept by the FCC.

First-half revenue is $1.7 million, up 19% year over year, with $15.2 million in cash and no debt at June 30. A U.S. manufacturing partner is being finalized for a first U.S. production run planned for 2026.

Why it matters

According to an estimate from the Royal United Services Institute, Ukraine loses about 10,000 aerial drones each month, and Russian electronic warfare and counter-drone systems account for most of them. The Pentagon’s $1 billion drone dominance program calls for about 340,000 small unmanned aircraft over two years, and OPF-L completed its early capability release in April 2026.

Mobilicom sells mainly through OEM relationships; its SwarmiX mesh radios address multi-platform operations.

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