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Bitcoin Holdings - Top 100 public companies collectively hold 955,526 BTC [1] - 20 companies increased their Bitcoin holdings in the last 7 days [1]

Company Overview - Sequans Communications S.A. is a leading fabless semiconductor company specializing in wireless 4G/5G cellular technology for the Internet of Things (IoT) and is a pioneer in Bitcoin Treasury [3] - The company was founded in 2003 and is headquartered in France, with global operations including offices in the United States, United Kingdom, Switzerland, Israel, Singapore, Finland, Taiwan, and China [5] Bitcoin Acquisition - As of August 1, 2025, Sequans holds a total of 3,157 bitcoins, with a total net investment amounting to approximately $368.5 million, reflecting an average acquisition price of $116,708 per bitcoin [2] - Recently, the company acquired an additional 85 bitcoins for approximately $10.0 million, at an average purchase price of $117,360 per bitcoin [1] Strategic Focus - Sequans views Bitcoin as a long-term investment and intends to strategically accumulate it as its primary treasury reserve asset [3] - The company's approach to acquiring Bitcoin involves using net proceeds from equity and debt issuances, as well as cash generated from operations and intellectual property monetization [3] - The combination of a strategic Bitcoin reserve and a focus on semiconductor innovation is believed to position the company for long-term value creation [4]

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Core Insights - Sequans Communications reported preliminary financial results for Q2 2025, highlighting a revenue of $8.1 million, unchanged from Q1 2025 but down 15.8% from Q2 2024 [1][3] - The company has initiated a Bitcoin Treasury strategy, acquiring 3,072 Bitcoin with proceeds from a $384 million financing [1][2] Financial Performance - **Revenue**: Total revenue for Q2 2025 was $8.1 million, with product revenue at $3.9 million (up 10.3% from Q1 2025 and up 59.0% from Q2 2024) and license and services revenue at $4.3 million (down from $4.5 million in Q1 2025 and $7.2 million in Q2 2024) [2][3] - **Gross Profit**: Gross profit was $5.2 million, resulting in a gross margin of 64.4%, slightly down from 64.5% in Q1 2025 and significantly lower than 84.0% in Q2 2024 [4][6] - **Operating Income**: The operating loss was $8.7 million, compared to a loss of $6.8 million in Q1 2025 and $3.7 million in Q2 2024, influenced by non-recurring costs [4][5] - **Net Loss**: The net loss for Q2 2025 was $9.1 million, or ($0.36) per diluted ADS, worsening from a loss of $7.3 million in Q1 2025 and $0.6 million in Q2 2024 [6][7] - **Non-IFRS Results**: The non-IFRS net loss was $8.1 million, or ($0.32) per diluted ADS, compared to a loss of $6.1 million in Q1 2025 and $5.8 million in Q2 2024 [7] Cash Position - **Cash and Cash Equivalents**: As of June 30, 2025, cash and cash equivalents totaled $41.6 million, down from $45.9 million at the end of Q1 2025, excluding the $358.5 million from recent financing [8] Strategic Initiatives - The company is committed to its Bitcoin Treasury strategy, which is expected to provide long-term value for shareholders, with further details to be shared in the upcoming quarter [1][2]

Bitcoin Holdings - Twenty One Capital 从 Tether 处增持 5,800 比特币 (BTC)[1] - Twenty One Capital 的比特币储备总量超过 43,500 BTC[1]

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