The earnings call reflected a mix of positive strategic moves, like debt reduction and pipeline growth, against significant financial challenges including revenue decline and increased operating loss.
Company Guidance
During the Third Quarter 2025 earnings call for Sequans Communications, the company provided detailed guidance on several financial metrics and strategic initiatives. The company announced a proactive reduction in its debt by 50% through the sale of a portion of its Bitcoin holdings, which improved its debt-to-NAV ratio to approximately 35%. This strategic financial move is anticipated to provide greater flexibility, including the potential issuance of preferred shares. Sequans also highlighted its commitment to its Bitcoin treasury strategy and its active ADS buyback program, emphasizing that its shares are currently trading at a significant discount to its net asset value. Regarding its IoT business, the company reported a healthy pipeline with an estimated $550 million in potential three-year product revenue, with $300 million in design win projects—a 20% increase from the previous figure. The company expects to transition several projects to production, positioning itself for substantial revenue growth, with an aim to exceed $7 million in revenue for the fourth quarter. Additionally, Sequans is implementing a 20% cost reduction program to curb cash burn and reach breakeven by Q4 2026. The company is also exploring strategic alternatives for its IoT business, including potential partnerships to accelerate growth and enhance value.
Debt Reduction Through Bitcoin Treasury Strategy
Sequans reduced its convertible debt by 50% through a strategic sale of Bitcoin holdings, lowering the debt-to-NAV ratio to approximately 35%.
IoT Business Pipeline Growth
The IoT business pipeline is healthy, with around $300 million in design win projects, reflecting a 20% increase compared to the last reported figure.
5G IoT Project Milestone
Sequans successfully taped out its 5G eRedCap test chip, marking a significant milestone in its 5G IoT project.
Q4 Revenue Expectations
The company expects Q4 product revenue to exceed $6 million, with a total revenue target above $7 million.
Sequans Communications S A (SQNS) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SQNS Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Sep 30, 2025
$9.58
$9.46
-1.25%
Jul 07, 2025
$14.30
$14.30
0.00%
May 06, 2025
$19.00
$14.60
-23.16%
Feb 11, 2025
$30.20
$27.70
-8.28%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Sequans Communications S A (SQNS) report earnings?
Sequans Communications S A (SQNS) is schdueled to report earning on Feb 17, 2026, Before Open (Confirmed).
What is Sequans Communications S A (SQNS) earnings time?
Sequans Communications S A (SQNS) earnings time is at Feb 17, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.