Mobilicom (NASDAQ: MOB) CEO Oren Elkayam: Inside the Future of Drone Cybersecurity


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Feb 26 2025 46 mins   8

Join host Kenny Colin from the Marathon Money Podcast for an exclusive 40-minute sit-down with the CEO of Mobilicom (NASDAQ: MOB)! In this deep dive, we explore how Mobilicom is disrupting the defense and drone cybersecurity space and what the future holds for this emerging leader in robotics and autonomous systems.




In this interview, we cover:
Business Model & Market Opportunity:
 – The unique market gap Mobilicom is filling compared to competitors
 – How long-term, recurring revenue is driven by key contracts with Tier-1 defense manufacturers (including suppliers to Lockheed Martin and NATO)
 – Scalability in a drone and robotics market projected to reach $8.5 billion by 2026
 – The “design-win” strategy that embeds Mobilicom’s solutions into manufacturers’ platforms
 – Regulatory opportunities, including the impact of the U.S. ban on Chinese drone manufacturers and pursuit of U.S. government contracts

Financial Health & Profitability:
 – Achieving 170% YoY revenue growth while reducing cash burn by 26%
 – Strategies for achieving profitability and expected break-even timelines
 – Funding plans with a 3.1-year cash runway, no debt, and future capital-raising tactics
 – Revenue mix between hardware and cybersecurity SaaS, and key financial metrics to watch

Competitive Edge & Technology Differentiation:
 – What sets Mobilicom’s ICE Cybersecurity Suite apart from other defense solutions
 – The launch and impact of the OS3 Operations System
 – Barriers to entry protecting Mobilicom’s established relationships with major defense contractors
 – Integration of AI and machine learning into their cybersecurity and communication solutions
 – Plans for expanding into adjacent cybersecurity markets

Leadership & Vision:
 – The evolution of Mobilicom’s vision since its founding in 2017
 – Overcoming leadership challenges while scaling a high-stakes company
 – How the CEO’s unique background in defense, cybersecurity, and aviation drives the company forward
 – The company culture that attracts and retains top talent
 – Addressing investor misconceptions and reinforcing the company’s future outlook

Risk Factors & Investor Protection:
 – Mitigation of key risks over the next five years
 – Managing the volatility of micro-cap stocks and ensuring long-term growth
 – Navigating upcoming regulatory changes and geopolitical risks
 – Enhancing operational resilience and supply chain stability

Investor Concerns & Transparency:
 – Clarification on capital-raising strategies and stock dilution concerns
 – Transitioning “design wins” into solid production orders and revenue generation
 – Measures taken to ensure fair market trading amidst past stock manipulation allegations
 – Discussion on potential buyout scenarios and acquisition interest
 – Insights into the significance of recent U.S. DoD contracts and future defense deals

Why You Should Watch:
This is the must-watch interview for both retail and institutional investors looking to understand Mobilicom’s growth trajectory, market strategy, and the innovative technology driving the future of drone cybersecurity. Whether you’re considering a $40K–$50K investment or simply interested in the future of defense tech, this conversation offers the insights you need.

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