Core Insights - Sequans Communications has launched Iris, a new line of RF Integrated Transceivers designed for Software Defined Radio (SDR) applications, targeting mission-critical sectors such as defense, aerospace, and 5G systems [1][3] - The Iris product line is a result of Sequans' strategic acquisition of ACP, enhancing its capabilities in RF semiconductor innovation [2] - The Iris SQN9506 transceiver features a wideband frequency range, high channel density, advanced RF architecture, and low power consumption, positioning it as a leading solution for demanding RF applications [3][6] Company Overview - Sequans Communications is a fabless semiconductor company that has adopted Bitcoin as its primary treasury reserve asset, viewing it as a long-term store of value [4][8] - The company specializes in wireless 4G/5G cellular technology for the Internet of Things (IoT), offering a comprehensive portfolio of solutions including integrated circuits, modules, and advanced design services [5][7] - Founded in 2003 and headquartered in France, Sequans operates globally with offices in multiple countries [8]

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]

Core Insights - Sequans Communications has acquired an additional 683 bitcoins for approximately $79 million, bringing its total holdings to 1,053 bitcoins, which were acquired for around $120 million at an average price of about $113,893 per bitcoin [1][2]. Company Overview - Sequans Communications S.A. is a publicly listed company that specializes in cellular IoT semiconductors and has adopted Bitcoin as a primary treasury reserve asset as of June 2025 [2][4]. - The company focuses on innovative, secure, and scalable technologies for the Internet of Things (IoT), offering a comprehensive portfolio that includes integrated circuits, modules, software, and protocol stacks [3][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 [4].

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].

BREAKING:NASDAQ-LISTED SEQUANS HAS RAISED $384 MILLION TO BUY BITCOIN.SEND BITCOIN TO A NEW ATH 🚀 https://t.co/WJPziStBxu ...