Sequans Communications (SQNS) Investor presentation summary

Company overview

• Leading provider of semiconductors for cellular IoT, with a global presence and headquarters in France.

• Over 200 employees, 80% in engineering, and listed on NYSE under ticker SQNS.

• 2025 revenue was $26.3M, with $18.3M net of a QC deal; Q1 2026 revenue was $6.1M.

• Balance sheet as of March 31, 2026: $10.6M cash and 1,514 BTC valued at $103.2M.

• Serves top-tier IoT customers in smart meters, telematics, asset tracking, space, and defense.

Market position and growth opportunities

• Holds a leading position in key IoT markets such as smart meters, security, healthcare, and asset tracking.

• Trusted by industry leaders including Honeywell, Lockheed Martin, AT&T, Verizon, and Docomo.

• Expanding into industrial, space, defense, wearable, and payment sectors.

Product portfolio

• Offers chips and modules for LPWA (~1 Mbps), mid-speed (~10 Mbps), and high-speed (~100 Mbps) applications.

• Product lines include Monarch, Calliope, Taurus, and Iris, covering a range of IoT and SDR applications.

• Provides RF transceivers and IP & services for SDR applications.