Mobilicom (MOB) IAccess Alpha Virtual Best Ideas Summer Investment Conference summary

Company overview and market positioning

• Designs and sells cybersecurity and end-to-end solutions for drones and robotics, focusing on critical hardware and software components.

• Operates globally with customers in 18 countries and holds multiple patents.

• Targets professional, defense, and commercial markets for small to medium-sized drones, avoiding consumer segments.

• Recurring revenue model due to frequent fleet replacements and SaaS-based software and cyber offerings.

• Acts as an end-to-end provider, similar to major automotive suppliers, delivering bundled, interoperable systems.

Product portfolio and technological differentiation

• Offers SkyHopper data links, mesh networking, ground control stations, and ICE cybersecurity/encryption software.

• Provides platform-level cybersecurity, being first to market with comprehensive solutions for autonomous systems.

• Solutions are integrated for enhanced performance, security, and cost efficiency.

• Holds Blue UAS certification, enabling sales to U.S. DoD and NATO, and is one of only five global vendors in this space.

Go-to-market strategy and business model

• Employs a multi-phase design win approach: initial engineering, certification, commercialization, and mass production.

• Business model is sticky, as changing certified components requires costly re-certification.

• Cross-sells software and cyber solutions to existing hardware customers, increasing annual revenue per client.