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CYBERSECURE AND ROBUST END-TO-END SOLUTIONS FOR DRONES AND ROBOTICS Q3 2025 COMPANY UPDATE November 13, 2025
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FORWARD LOOKING STATEMENTS Cautionary Note Regarding Forward-Looking Statements This presentation of the Company contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act and other securities laws. Words such as "expects," "anticipates," "intends," "plans," "believes," "seeks," "estimates" and similar expressions or variations of such words are intended to identify forward-looking statements. For example, the Company is using forward-looking statements when it discusses market size forecasts, strategy, market position and ability to compete, anticipated developments in its operations and future financial and operating performance. Forward-looking statements are not historical facts, and are based upon management's current expectations, beliefs and projections, many of which, by their nature, are inherently uncertain. Such expectations, beliefs and projections are expressed in good faith. However, there can be no assurance that management's expectations, beliefs and projections will be achieved, and actual results may differ materially from what is expressed in or indicated by the forward-looking statements. Forward-looking statements are subject to risks and uncertainties that could cause actual performance or results to differ materially from those expressed in the forward-looking statements including the Company’s ability to implement its strategies, its competitive advantages, the development of new products and services, the impact of competitors, changes in laws, rules and regulations, its ability to maintain its product certifications, its ability to maintain good relationships with customers, suppliers and other strategic partners, its ability to protect its intellectual property, its ability to retain key personnel and the absence of material adverse changes in the industry or global economy. For a more detailed description of the risks and uncertainties affecting the Company, reference is made to the Company's Registration Statement on Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission. Before you invest you should read the preliminary prospectus in that registration statement for more complete information about the Company and the offering. Forward-looking statements speak only as of the date the statements are made. The Company assumes no obligation to update forward-looking statements to reflect actual results, subsequent events or circumstances, changes in assumptions or changes in other factors affecting forward-looking information except to the extent required by applicable securities laws. If the Company does update one or more forward-looking statements, no inference should be drawn that the Company will make additional updates with respect thereto or with respect to other forward-looking statements.
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EXPERIENCED LEADERSHIP TEAM Oren Elkayam CHIEF EXECUTIVE OFFICER & CO- FOUNDER • CEO - Sortech (Nano-materials) • VP Bus Dev -Runcom • Israel Air-Force Officer of R&D Unit Liad Gelfer DIRECTOR OF FINANCE • FCFO - Supercom (NASDAQ: SPCB) • Controller - Compugen (NASDAQ: CGEN) Avi Rosh VP, OPERATIONS • Director Supply Chain Management– Siklu • CM Department Manager - Ceragon Networks Yossi Segal VP, RESEARCH & DEVELOPMENT AND CO-FOUNDER • CTO of Runcom • Member of International Wireless Standards Committee (IEEE and ETSI) Anthony Miller HEAD OF MARKETING • Principal – Czesca Group (B2B Technology Marketing) • Previously held global marketing roles at Microsoft, IBM, NCR Udi Altshuler GENERAL MANAGER MOBILICOM ISRAEL • Chief Operating Officer of GuardKnox • Previously held roles at Elbit Systems, RADA Electronic Industries, BVR Systems, and Cyberbit • Israeli Air Force as a fighter jet pilot David Fagelston VP, USA & ROW SALES • VP Sales & Marketing - Accubeat (Solutions provider to Defense Industry) • Previously held roles at ECI, Foxcom Wireless and Starhome Yair Maor VP, EUROPE & ISRAEL SALES • General Manager MEA &FSU - RAD • VP, Marketing & Business Development – ELTA Systems Ltd. (IAI) Yulia Stephansky QUALITY ASSURANCE MNG. • Mobileye – Intel • NICE • Motorola
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EXPERIENCED BOARD OF DIRECTORS USA LIAT CANER NON-EXECUTIVE DIRECTOR ISRAEL AUSTRALIA
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Mobilicom’s Journey: A Thoughtful Foresight DATALINK Secure Cognitive SDR MESH Networking Fleet & Swarm Ground Control Stations (GCS) ICE SW Suite Electronic Warfare Resistance & Cybersecurity OS3 Cybersecurity SW Edge for Platform Cloud for Fleet Secured Autonomy Framework HW + OS3 + AI SW Ecosystem Proprietary Hardware Solutions Proprietary Software & Cybersecurity Solutions Mobilicom’s Strategic Evolution: A Visionary Approach
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Q3 2025 FINANCIAL HIGHLIGHTS ➢ Revenues were $2.44M for the nine months ended 9/30/25 65% from the U.S. market ➢ Confirmed order backlog (9/30/25) of $0.9M - Backlog expected to be fulfilled before end of 2025 - Additional orders from Tier-1 customers in the U.S., Europe and Asia received after 9/30/25, also expected to be fulfilled before end of 2025 ➢ Operating net burn rate for the nine months ended 9/30/25 ~$305K per month ➢ Strong cash position of $16.4M and $0.7M in accounts receivables -->> combined $17.1M, with low monthly burn rate, affords Mobilicom a long cash runway ➢ Clean balance sheet - no debt, no loans, no credit lines and no convertible debt
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EQUITY AND STRONG CASH POSITION ▪ $17.8M in cash and equivalents as of 10/31/2025 ▪ $14.1M additional funds upon exercise of warrants ▪ Low burn rate ~ $300K monthly- faster reach out to positive cash flow ▪ No bank debt, No loans, No convertibles debt ADS Outstanding as of 10/31/2025 11,307,464 Warrants (strike $5 or $5.16) 2,819,785 Fully Diluted 14,127,249 * The numbers above exclude Employees ESOP/RSU. ** Each ADS represent 275 non-traded Australian shares (float.)
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ORDINARY SHARE TRADING - UPDATE ❑ Finalizing the transition of our ADS to a direct ordinary shares listing on Nasdaq ❑ Benefits of direct ordinary-share listing on Nasdaq are expected to be: ➢ Enable broader access and easier U.S. execution for retail investors, brokers and institutions ➢ Facilitate eligibility for some core U.S. indexes & ETFs ➢ Potential liquidity and spread benefits ➢ Eliminate ADS frictions & fees ➢ Increased transparency, larger volume, expanding shareholders base -->> Expected increase in market cap ➢ Meet listing criteria through warrant exercise and ATM funding
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NEW U.S. CYBERSECURITY REGULATION ➢ New Cybersecurity regulations by U.S. Department of War (“DoW”) – underscores the urgent need for real-time cyber defense ➢ Mobilicom’s Secured Autonomy Framework and OS3 cybersecurity address the challenges and requirements outlined by these new regulations ➢ Defense manufacturers seek to meet new DoW regulations – upsize market opportunities for Mobilicom ➢ Defense cybersecurity market is projected to reach $79 billion by 2033
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Q3 2025 KEY OPERATING HIGHLIGHTS ➢ US Tier 1 - $1.55M PO for U.S. DoW deployment acceleration ➢ Israel Tier 1 - New Design-Win, New Platform with our Remote-Control Weapon System ➢ In process of transition our ADS to a direct ordinary-shares listing on Nasdaq ➢ Secured Autonomy framework release ➢ Aitech & Mobilicom - integration complete, Industry First NVIDIA-based AI Secured Autonomy solution release (with US Airforce Certification) ➢ ARK & Mobilicom - integration complete, 2nd NVIDIA-based AI Secured Autonomy solution release (Blue UAS)
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2026 BUSINESS OUTLOOK A Forward-Looking Statement HW Business: Sales to Tier 1 Customers, Leading Defense Manufactures Year Design win / R&D phase Initial production phase Production ramp-up phase Total 2025 2 customers 4 customers 6 customers 2026 3-4 customers 3-4 customers 2 customers 8-10 customers 1-2 customers POR wins 1-2 POR Cyber & SW Business Pipeline Year AI-based autonomy computers OEMs 2025 2 strategic partners (Nvidia) 2026 4-6 strategic partners (Nvidia, Qualcomm) 2 AI Autonomy software strategic partners Cash flow positive yearly run rate estimated > $12M revenue ($3M per quarter)
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Investors Q&A