Mobilicom Limited

What does it do?

Mobilicom builds the software and security brains inside small drones and robots — think of it as the operating system that makes a drone safe, secure, and legal to fly. Their main products are the OS3 platform, which handles safety and compliance for commercial and military drones, and an ICE cybersecurity suite that protects drones from being hacked or hijacked. They sell to drone manufacturers, defense contractors, and robotics companies across Israel, the US, Canada, and beyond. If a company is building a drone and needs it to be secure and certified, Mobilicom wants to be the software powering it.

How does it make money?

Mobilicom makes money by licensing its software platforms and selling hardware products embedded into third-party drones and robotic systems. Revenue comes from upfront product sales and software licensing fees paid by drone manufacturers who integrate Mobilicom's technology into their devices. The company is still small — annual revenue is in the low millions — so it is not yet profitable, but each new drone model a manufacturer ships with Mobilicom software built in creates a recurring commercial relationship. Think of it less like selling a single product and more like becoming a permanent ingredient in someone else's product line.

Why do investors care?

The growth story here is about becoming the standard software layer inside the booming uncrewed systems industry — similar to how certain chip companies became essential inside every smartphone. If Mobilicom can land design wins with a handful of major drone manufacturers, revenues could scale quickly because every drone those manufacturers sell would include Mobilicom's technology. What has to go right: the company needs to convert its existing customer relationships into larger, longer contracts, expand into the US defense market where budgets are enormous, and keep its technology ahead of in-house solutions that large drone makers might build themselves.