Core Insights - Sequans Communications has signed a strategic Bitcoin Treasury Management Agreement with Swan Bitcoin to implement a Bitcoin treasury strategy [1][2] - The company is shifting its capital allocation strategy by adopting Bitcoin as its primary reserve asset [2][4] - Sequans has completed significant Bitcoin acquisitions, bringing its total holdings to 2,317 BTC, making it the 21st largest publicly traded corporate Bitcoin treasury globally [3][4] Company Strategy - Sequans plans to accumulate over 3,000 BTC using net proceeds from a recent $384 million strategic investment through a private placement of convertible debt and equity [3][4] - The company aims to maximize Bitcoin per share and deliver long-term value to shareholders, viewing Bitcoin as the world's most pristine reserve asset [6][9] - Swan Bitcoin will provide comprehensive advisory services, including treasury design, capital markets guidance, and ongoing treasury management [5][6] Market Position - Sequans holds more Bitcoin than the combined reserves of the "Mag7" tech giants and surpasses the Bitcoin reserves of 188 countries [4] - The company is establishing itself as an innovator in corporate finance by adopting a Bitcoin treasury strategy, positioning itself for long-term value creation [5][11]

"With Iris, Sequans is redefining what's possible in Software Defined Radio technology - delivering unmatched performance, integration, and adaptability for the most demanding RF applications," said Georges Karam, CEO and President of Sequans. "The Iris line addresses previously unmet needs in mission-critical SDR applications. We are thrilled to integrate ACP's exceptional technology into this new product line." Sequans Launches Iris: Next-Gen RF Integrated Transceivers for SDR Applications The launch of t ...

RT SEQUANS (@Sequans)Sequans has purchased an additional 1,264 bitcoin for ~$150 million at an average price of ~$118,659 per bitcoin. As of 07/18/2025 we hodl ~2,317 bitcoin acquired for ~$270 million at an average price of ~$116,493 per bitcoin. $SQNShttps://t.co/wY6hwEbilm https://t.co/3GFxK01mU4 ...

NYSE-listed Sequans announced the purchase of approximately 1,264 BTC for around $150 million at an average price of $118,659 (including fees). As of July 18, 2025, Sequans holds a total of about 2,317 BTC, with a cumulative investment of approximately $270 million.https://t.co/rizlskLnzw ...

Core Viewpoint - Sequans Communications has strategically increased its Bitcoin holdings, acquiring an additional 1,264 BTC for approximately $150 million, bringing its total to 2,317 BTC valued at around $270 million, indicating a strong commitment to Bitcoin as a treasury reserve asset [1][2]. Group 1: Company Overview - Sequans Communications S.A. is a fabless semiconductor company that focuses on wireless 4G/5G cellular technology for the Internet of Things (IoT) [3]. - The company aims to accumulate Bitcoin as a long-term store of value, utilizing net proceeds from equity and debt issuances, as well as cash generated from operations [2][4]. - Founded in 2003 and headquartered in France, Sequans operates globally with offices in multiple countries including the United States, United Kingdom, and China [4]. Group 2: Financial Strategy - The recent acquisition of Bitcoin was made at an average price of approximately $118,659 per BTC, inclusive of fees, reflecting the company's ongoing strategy to build its Bitcoin treasury [1]. - The total investment in Bitcoin amounts to around $270 million, with an average acquisition price of about $116,493 per BTC [1]. Group 3: Technological Focus - Sequans specializes in developing innovative, secure, and scalable technologies for AI-connected applications, including secured payment systems and smart cities [3]. - The company offers a comprehensive portfolio of solutions, including integrated circuits for baseband processors and RF transceivers, aimed at enhancing wireless connectivity and performance in IoT applications [3].

Core Viewpoint - Sequans Communications S.A. is set to release its financial results for Q2 2025 on July 31, 2025, and has adopted Bitcoin as its primary treasury reserve asset, indicating a strategic shift in its financial management [1][4]. Company Overview - Sequans Communications S.A. is a publicly listed semiconductor company specializing in wireless cellular technology for the Internet of Things (IoT) [5]. - The company designs and develops technologies that support AI-connected applications across various sectors, including secured payment, smart mobility, smart cities, and e-health [5]. - Sequans offers a comprehensive portfolio of solutions, including integrated circuits, modules, software, and protocol stacks, with platforms designed for IoT that enhance wireless connectivity, power efficiency, and security [5]. Financial Strategy - In June 2025, Sequans adopted Bitcoin as a primary treasury reserve asset, utilizing proceeds from equity and debt financing along with operational cash flows to accumulate Bitcoin as part of its long-term financial strategy [4][6]. - The combination of a strategic Bitcoin reserve and a focus on semiconductor innovation is believed to position Sequans for long-term value creation [6]. Conference Call Details - The conference call to discuss the Q2 2025 results will take place on July 31, 2025, at 8:00 a.m. ET, with participants encouraged to join at least 15 minutes early [2]. - A replay of the conference call will be available on the company's website after 9:00 a.m. ET for those unable to attend live [3].

Company Overview - Sequans Communications S.A. is a fabless semiconductor company specializing in the development of 4G and 5G chips and modules [1] Analyst Background - The analyst has a background in petroleum and gas engineering and has transitioned into finance, focusing on how businesses grow and market reactions [1] - The analyst holds FMVA® and BIDA® certifications and emphasizes the importance of strong fundamentals paired with real potential in companies [1] Investment Philosophy - The analyst aims to share investment ideas and connect with long-term investors, focusing on thoughtful analysis rather than short-term market noise [1]

We believe our combination of a strategic Bitcoin reserve and deep focus on semiconductor innovation positions Sequans for long-term value creation. Founded in 2003, Sequans is headquartered in France and operates globally, with offices in the United States, United Kingdom, Switzerland, Israel, Hong Kong, Singapore, Finland, Taiwan, and China. Visit Sequans at sequans.com and follow us on LinkedIn and X. Sequans Acquires 683 Additional BTC and Now Holds 1053 BTC July 14, 2025 6:00 AM EDT | Source: Sequans C ...

Core Viewpoint - Sequans Communications is set to participate in a fireside chat to discuss its bitcoin treasury initiative and its semiconductor cellular IoT business on July 16, 2025 [1][2]. Company Overview - Sequans Communications S.A. is a publicly listed company that adopted Bitcoin as a primary treasury reserve asset in June 2025, aiming to strategically accumulate Bitcoin through equity and debt financing along with operational cash flows [3]. - The company specializes in wireless cellular technology for the Internet of Things (IoT), offering a comprehensive portfolio that includes integrated circuits, modules, software, and protocol stacks [4]. - Sequans focuses on delivering advanced solutions such as LTE-M/NB-IoT, 4G LTE Cat 1bis, and 5G NR RedCap/eRedCap platforms, which are designed for IoT applications, emphasizing wireless connectivity, power efficiency, security, and performance [4]. Strategic Positioning - The combination of a strategic Bitcoin reserve and a strong emphasis on semiconductor innovation is believed to position Sequans for long-term value creation [5]. - Founded in 2003 and headquartered in France, Sequans operates globally with offices in multiple countries including the United States, United Kingdom, Switzerland, Israel, Hong Kong, Singapore, Finland, Taiwan, and China [5].

Core Viewpoint - Sequans Communications has initiated a Bitcoin treasury strategy, acquiring 370 BTC, with plans to accumulate over 3,000 BTC in the near future, reflecting confidence in Bitcoin as a long-term store of value for shareholders [1][2]. Group 1: Company Strategy - The acquisition of Bitcoin was funded through net proceeds from a recent offering of ordinary shares and convertible debentures, which closed on July 7, 2025 [1]. - Sequans has selected Coinbase as the custodian for its Bitcoin treasury, utilizing Coinbase Prime for secure and compliant management of digital assets [2][3]. - The company aims to strategically accumulate Bitcoin as part of its long-term financial strategy, having adopted Bitcoin as a primary treasury reserve asset in June 2025 [4]. Group 2: Company Overview - Sequans Communications specializes in cellular IoT semiconductors, focusing on wireless technology for various applications, including secured payments and smart cities [5]. - The company was founded in 2003 and is headquartered in France, with a global presence in multiple countries [6]. - Sequans believes that combining a strategic Bitcoin reserve with a focus on semiconductor innovation will position the company for long-term value creation [6].