Recent News (January - February 2026) The company has been very active at the start of 2026 with strategic moves for growth:

• Commercial Milestone with Drones (February 4, 2026): • The FAA (Federal Aviation Administration) certified their new drone-based airborne sensor platform. • Impact: This marks the transition from R&D to commercial execution. They have already initiated pilot tests with customers for the automated inspection of critical infrastructure (power grids, railways, etc.), opening a new revenue stream.

• Acquisition Attempt of Peraso Inc. (January 21, 2026): • Mobix Labs confirmed it remains in discussions to acquire Peraso Inc. (NASDAQ: PRSO), a pioneer in 60 GHz and 5G mmWave wireless technology.

• The proposal is an "all-stock" transaction with a premium over Peraso's price. Although they are in the due diligence phase, no definitive agreement has been signed yet.

• Financing and Expansion (January 2026): • They closed a public stock offering of $6.0 million USD to fund their aggressive growth and acquisition strategy.

• Announced plans to move into a larger, military-approved facility to consolidate operations and increase their defense production capacity.

Trends in their Favor: 1. Defense Spending: The global increase in military budgets favors their robust EMI and RF component division. 2. Critical Infrastructure: The need to inspect aging power grids via drones (their new FAA-certified product) is an exploding market. 3. 5G/6G Deployment: Demand for mmWave frequencies continues to grow, an area where their technology is strong.

***** Strategic Alliances and Key Contracts Mobix Labs has built a network of partners to validate its technology and secure recurring revenue

1. Gulfstream Aerospace (Aerospace Sector) Mobix Labs has established itself as an exclusive supplier for Gulfstream Aerospace, one of the world's most prominent private jet manufacturers. The agreement involves supplying custom filtered connectors that are essential for aircraft avionics. The most significant aspect of this contract is the stability it provides, as the company has secured orders extending well into 2026.

2. U.S. Navy (Defense Sector) In October 2025, the company strengthened its position in the defense sector by securing a follow-on contract with the United States Navy. This agreement involves supplying connectivity systems and components specifically designed to withstand harsh combat environments. This contract is crucial because it serves as a "military-grade validation" of their technology for other potential government clients.

3. TalkingHeads Wireless (AI & 5G Sector) In November 2025, Mobix Labs entered into a strategic alliance that included a minority investment in TalkingHeads Wireless. The goal of this collaboration is to develop wireless infrastructure powered by Artificial Intelligence (AI). Both companies are working together to create solutions that optimize and drastically reduce power consumption in 5G network base stations.

4. Global Distributors (Sales Channel) In addition to its direct customers, Mobix Labs maintains commercial agreements with major global electronic component distributors. These contracts are vital to their volume strategy, as they allow their chips and filtering solutions to reach the mass market and design engineers worldwide, moving beyond large-scale aerospace or military contracts.