Mobilicom Wins U.S. Marine Corps Loitering Munition Program
Mobilicom's SkyHopper and ICE cybersecurity technology are now integrated into the U.S. Marine Corps' $249 million Organic Precision Fires-Light loitering munition program, with monthly deliveries underway.
Mobilicom has secured a major drone program win with the U.S. Marine Corps. The company's SkyHopper PRO datalinks and ICE cybersecurity software are integrated into loitering munitions under the Marine Corps Organic Precision Fires-Light (OPF-L) program, a $249 million Department of War program of record.
Mobilicom provides hardware and software solutions designed to secure drones, robotics and autonomous platforms. Its growing commercial traction includes this integration into a key Marine Corps system. The OPF-L program provides infantry squads with a backpackable loitering munition capable of striking targets beyond the line of sight. In 2024, the service selected AeroVironment, Anduril and Teledyne FLIR for the potential eight-year contract.
Order acceleration and cadence
Deliveries under the program have shifted to a monthly cadence. CEO Oren Elkayam described the Program of Record win as a major inflection point, citing increasingly larger orders at an accelerating pace. The company's 2026 goal is to reach two platforms on a monthly delivery cadence.
This acceleration follows earlier orders. Earlier this year, Mobilicom announced $2.2 million in new purchase orders from a large U.S. manufacturer of small drones. Those new orders followed an earlier $1.5 million order and a series of initial orders of approximately $200,000 each. Most of the company's first-half revenue came in the second quarter as a result.
Mobilicom reported first-half 2026 revenue of $1.7 million, up 19% year over year. The company had $15.2 million in cash with no debt as of June 30. Director of Finance Liad Gelfer said a recent backlog decline reflected shipments rather than weakening demand, describing the backlog as throughput rather than a stock of waiting orders.
Secure communications and cybersecurity
Mobilicom's technology is designed to protect the loitering munition's critical functions. The SkyHopper datalinks provide bidirectional communications for video, data and control signals. The ICE cybersecurity software is designed to protect those datalinks against cyber threats and electronic warfare attacks. The company says its ICE technology can defend against more than 10 types of cyberattacks in real time.
This protection is increasingly vital in modern conflict. A report from the Royal United Services Institute estimated Ukraine was losing roughly 10,000 aerial drones per month, largely to Russian electronic warfare and counter-drone systems. Russian forces reportedly placed an electronic warfare system about every 10 kilometers along parts of the front.
The company's broader Secured Autonomy framework includes its OS3 foundational cybersecurity platform and the SwarmiX family of mesh communication solutions. SwarmiX technology features throughput of up to 1 Gbps, multiband frequency agility and electronic warfare resilience, with mesh networking designed to support hundreds of nodes.
Pipeline and design wins
Mobilicom is building on its Marine Corps win with a expanding pipeline of design victories. The company reported nine Tier-1 design wins globally in the first half of 2026, already achieving its full-year target of eight to ten. According to the company, five are in development, three are in initial production and one is in production ramp-up.
| Design Win Stage | Number of Programs |
|---|---|
| Development | 5 |
| Initial Production | 3 |
| Production Ramp-up | 1 |
Specific wins include design victories with two U.S. tier-1 drone manufacturers for small reconnaissance platforms using SkyHopper and ICE, announced in May. A returning Israeli tier-1 customer also selected its technology for a soldier-portable loitering munition. Another partner is advancing through the U.S. Army's LASSO program.
The defense sector's demand for unmanned systems is surging. Late last year, the Pentagon launched a $1 billion drone dominance program. U.S. Secretary of War Pete Hegseth pledged to deliver "tens of thousands of small drones to our force in 2026." The effort calls for roughly 340,000 small, unmanned aircraft over two years.
Mobilicom cites its NDAA compliance, Blue UAS Framework selection and inclusion on the FCC's Trusted Drone list as key credentials. The company is also finalizing a U.S. manufacturing partner, with a first U.S. production run planned for 2026. Monthly deliveries of SkyHopper PRO and ICE-integrated loitering munitions under the Marine Corps OPF-L program of record are now underway.
