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Sequans Communications
Sequans Communications (SQNS) investor relations material
Sequans Communications Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary10 Feb, 2026
Executive summary
Q4 2025 revenue reached $7 million, up 72.6% sequentially but down 37% year-over-year due to prior-year license revenue from Qualcomm; full-year revenue was $27.2 million, with adjusted core business revenue at about $20 million.
Product sales accounted for over 94% of Q4 revenue, reflecting a shift to product-driven sales and strong shipment growth.
The company is focused on executing its IoT strategy, advancing its 5G roadmap, and managing its Bitcoin digital asset treasury to maximize shareholder value.
A disciplined approach to capital allocation includes significant share repurchases, ongoing cost optimization, and balancing IoT growth with Bitcoin treasury management.
Strong order backlog and a $300 million design-win pipeline, with over 44% in mass production.
Financial highlights
Q4 2025 revenues increased 72.6% sequentially, driven by product revenue growth, but gross margin fell to 37.7% due to inventory provisions and a higher share of product sales.
R&D and SG&A expenses declined to $11.5 million in Q4 from $13.6 million in Q3.
IFRS net loss for Q4 was $87.1 million, including a $56.9 million unrealized Bitcoin impairment and $8.4 million realized loss on Bitcoin sales; non-IFRS net loss was $18.5 million.
Operating loss for Q4 2025 was $74.5 million.
Cash and cash equivalents at year-end 2025 totaled $13.4 million.
Outlook and guidance
2026 revenue is targeted at $40–$45 million, with improving visibility and a significant order backlog.
Q1 2026 revenue expected around $6.5 million, with potential for $1 million to shift to Q2 due to shipment timing.
Revenue is expected to ramp through 2026, with a goal of reaching cash flow breakeven by Q4.
By mid-2026, over 50% of current design win projects are expected to be in production.
Additional projects expected to enter mass production throughout 2026.
What drives the pace of ADS repurchases?
Competitive landscape for Cat 1bis and eRedCap
How will OpEx reductions achieve Q4 breakeven?
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Next Sequans Communications earnings date
Q1 20265 May, 2026
Sequans Communications
Next Sequans Communications earnings date
Q1 20265 May, 2026
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Frequently asked questions
Sequans Communications S.A. is a fabless semiconductor company specializing in the design, development, and marketing of integrated circuits (chips) and modules for 4G and 5G cellular Internet of Things (IoT) devices. Its offerings target a wide range of IoT applications, including massive IoT, broadband, and critical IoT markets, with a focus on low power consumption, integrated functionalities, and global deployment capabilities. Sequans' product portfolio is centered around its Monarch LTE-M/NB-IoT and Calliope Cat 1 chip platforms for massive IoT applications, and its Cassiopeia Cat 4/Cat 6 4G and Taurus 5G chip platforms for broadband and critical IoT applications. These technologies are optimized for a variety of uses, from low-cost residential and enterprise applications to industrial applications. The company is headquartered in Colombes, France, and its shares are listed on the New York Stock Exchange.
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