Sequans Communications SA (FRA:6SQ0)

Q2 2025 Sequans Communications SA Earnings Call Transcript

Jul 31, 2025 / 12:00 PM GMT

Release Date Price: €22.5

Transcript

Key Points

Positve

Sequans Communications SA (SQNS) has adopted Bitcoin as its primary treasury reserve asset, viewing it as a long-term store of value.
The company successfully completed a $384 million offering to launch its Bitcoin treasury strategy, acquiring 3,072 bitcoins.
Sequans Communications SA (SQNS) has a strong revenue pipeline, with a total of $485 million over three years, and $250 million already at the design win stage.
The company's IoT business is showing growth, with product revenue up 10% quarter-over-quarter and 59% year-over-year.
Sequans Communications SA (SQNS) has secured five new IoT projects and a major design win with its new AR transceivers, representing $30 million in three-year revenue.

Negative

Sequans Communications SA (SQNS) reported a net loss of $9.1 million for Q2 2025, an increase from the previous quarter's loss of $7.3 million.
Operating expenses increased to $14 million in Q2 2025 from $12 million in Q1 2025, due to non-recurring expenses related to restructuring and advisory fees.
The company's cash equivalents and short-term deposits decreased from $45.9 million at the end of March to $41.6 million at the end of June.
Sequans Communications SA (SQNS) faces potential volatility in reported results due to the revaluation of Bitcoin assets under international accounting standards.
The company is still targeting cash flow break-even by the second half of 2026, indicating ongoing financial challenges.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SQNS.N - Sequans Communications SA
Q2 2025 Sequans Communications SA Earnings Call
Jul 31, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to the 2nd quarter, 2025 swans earnings conference call. My name is Lisa, and I'll be your operator for today's conference.

After the speaker's presentation, there will be a question and answer session. If you would like to ask the question, please press 11 on your telephone. You will then hear an automated message advising your hand is raised.

If you would like to remove yourself from the queue, please press star11 again.

Please note this conference is being recorded. I will now turn the call over to David Hanover and their relations. David, you may begin.

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Unidentified_2 [2]
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