Mobilicom Ltd. (MOB) released its third‑quarter 2025 financial results, reporting total revenue of $987,000—an increase of 63% from the $590,000 earned in Q2 2025. The jump was largely driven by a 84% share of revenue coming from the United States, where the company secured new contracts with Tier‑1 defense customers and expanded its Secured Autonomy™ cybersecurity framework for autonomous systems.
Gross margin for the quarter stood at 57.52%, reflecting the high‑margin nature of the company’s cybersecurity services. However, the trailing‑twelve‑month net margin remains negative at –227.27%, a consequence of significant investment in product development and sales expansion that has yet to be fully offset by operating income. The company’s operating net cash burn is approximately $305,000 per month, but it is backed by $16.4 million in cash and no debt, giving it a comfortable runway to reach cash‑flow positivity.
CEO Oren Elkayam highlighted the quarter as a “strong” period, attributing the growth to “increased sales primarily driven by Tier‑1 U.S. defense customers ramping production of drones.” He also underscored the launch of the Secured Autonomy™ framework, describing it as “one of the first cybersecurity frameworks for AI‑driven autonomous systems” and a key milestone that positions Mobilicom to meet new U.S. Department of War cybersecurity mandates.
The company’s nine‑month revenue for the first nine months of 2025 totaled $2.44 million, underscoring a sustained upward trajectory. While the company has not issued new guidance for Q4 2025 or the full year, the management’s emphasis on continued demand in the defense sector and the strategic timing of its product launches suggest confidence in maintaining growth momentum.
Overall, Mobilicom’s Q3 results demonstrate a strong revenue engine driven by defense contracts and a high‑margin cybersecurity offering, while the negative net margin signals that the company is still investing heavily to scale. The robust cash position and lack of debt provide a solid foundation for future profitability as the firm continues to capitalize on the growing market for secure autonomous systems.
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