Mobilicom reports first-half 2026 results, gives revenue and cash update
Mobilicom said second-quarter revenue was about $1.2 million, 100% from off-the-shelf product sales, and said it had nearly $16 million cash in hand on adjusted numbers.
On Thursday, Mobilicom (NASDAQ: MOB ) discussed quarterly financial results during its earnings call.
The full transcript is provided below.
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The full earnings call is available at Summary Full Transcript OPERATOR Greetings, and welcome to the Mobilicom Limited First Half 2026 Financial and Operating Results.
At this time, all participants are in a listen-only mode.
A question-and-answer session will follow the formal presentation.
As a reminder, this conference call is being recorded.
I would now like to turn the conference over to Liad Gerfer, Director of Finance.
Liad Gerfer, Director of Finance Good afternoon, everyone.
My name is Liad Gerfer, Mobilicom Director of Finance.
Welcome to Mobilicom First Half 2026 Financials and Operating Results Conference Call.
Joining me today is Oren, Mobilicom's Founder and Chief Executive Officer.
Earlier today, Mobilicom issued a press release announcing its financial results and business highlights for the six months ended June 30, 2026.
A copy is available on the Investor Relations section of the company's website.
Before we begin, please note that today's call includes forward-looking statements under the Private Securities Litigation Reform Act of 1995.
Actual results may differ materially as described in our SEC filings, including our most recent Form 20-F.
These statements speak only as of today and we undertake no obligation to update them.
We will also refer to non-IFRS measures reconciled to IFRS in today's press release.
Today's agenda includes: summary of the first half and a brief introduction to Mobilicom; financial highlights and our equity and cash position; first half achievements and design wins; progress against the 2026 outlook; our U.S. defense market position; CEO closing statement; and we will close with a Q&A session.
This webinar is being recorded and will be available for replay in irmobilicom.com.
With that, I would like to turn the call over to Oren, Founder and Chief Executive Officer.
Oren, please go ahead.
Oren, Founder and Chief Executive Officer Thank you very much, Liad, and good afternoon, everyone.
It was a good quarter with continuous execution of our vision.
We can share that we had about $1.2 million in revenue for the second quarter.
I would like to emphasize that 100% of our revenue this period were from off-the-shelf product sales to customers, all from Enterprise Defense, mainly customers, and the majority of that came from the U.S. market.
We maintain a very high gross margin with our hardware solution in addition to the software licensing.
We maintain a strong financial cash position with nearly $16 million cash in hand, which is adjusted numbers.
We launched two products in the period, the Scarper Multiband and the Scarper Tactical, and 12 new design wins based on those products, one of which is with an Israeli tier-one player in this market for a new short- to mid-range loitering munition platform which we anticipate will have large volumes in the future.
Ongoing monthly delivery cadence continues with our U.S. tier-one customer for the U.S. department of 4 program of record and we also have seen the regulation by FCC and others.
We received FCC Trusted Drone Exemption status for all of our products, cyber software, and the hardware solution.
So I think that based on those achievements, I want to thank our leaders and employees worldwide for the execution behind these results.
And a special thanks to Yossi Segal, our co-founder, for his continuous innovation and technology leadership.
For those joining us for the first time, the next two slides will give you a short overview of Mobilicom and Company Overview at a Glance.
So, in high-level terms, Mobilicom offers the essential IP-based, high-value cybersecurity software and hardware solution, or subsystem you can call it, for drones, robotics, and autonomous systems and manufacturers.