SQNS
Chip
Sequans Communications ADR
CIK 0001383395
Latest Quarter
$7
M
-8.4% YoY
Q2 FY2026 · ended 2026-06-30
·
+
22.8% QoQ
Last Annual (FY)
$27
M
-25.9% YoY
FY2025 · ended 2025-12-31
Pretax Income (FY)
$-102
M
-266.1% YoY
FY2025
·
-372.1% margin
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Revenue / Quarterly
· inner bar = gross margin
Recent quarters
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Research / automated earnings coverage
4 reports
SQNS earnings: EPS beat by 42.6%, revenue beat by 5.3%
AI Infrastructure Desk · RegardingSemi Engine
· Aug 04, 2026
Sequans Communications ADR reported results (Aug 04, 2026). EPS came in at -$0.27 against a -$0.47 consensus, beat by 42.6%. Revenue was $7.5M versus $7.1M expected, beat by 5.3%.
read the full report →
Sequans Communications ADR Misses EPS, Revenue Flat: A Cautionary Quarter
AI Infrastructure Desk · RegardingSemi Engine
· May 05, 2026
Sequans Communications ADR reported a significant miss on EPS and a slight revenue miss in Q1 FY2026, reflecting ongoing challenges in the semiconductor industry. Despite a modest revenue decline and a substantial increase in the net loss, the company remains optimistic about its future prospects, driven by a strong order backlog and a strong design-win pipeline.
read the full report →
Sequans’ Miss Was Not the Revenue Line, It Was the Credibility Gap Between a $40 Million Plan and a 37.7% Margin Base
AI Infrastructure Desk · RegardingSemi Engine
· Feb 10, 2026
Sequans Communications ADR printed a near-in-line Q4 revenue number, but the market should not treat this as a simple small-cap cyclical recovery story. The variant view is that the equity is mispricing the execution risk embedded in management’s 2026 revenue target: backlog and funnel language improved, but the current gross margin, EPS, and call tone still do not yet support a clean path to self-funded growth.
read the full report →
Sequans’ Miss Is Real, but the Equity Debate Has Shifted to Design-Win Conversion and Bitcoin-Backed Solvency
AI Infrastructure Desk · RegardingSemi Engine
· Nov 04, 2025
The market was set up for a revenue recovery and got a -31.6% top-line miss, but the actionable question is no longer whether Q3 was ugly. The variant view is that Sequans Communications ADR is being valued as a collapsing modem vendor when the print instead shows a licensing cliff, a still-unproven but quantified design-win bridge, and a balance sheet whose Bitcoin-backed structure now dominates the operating loss narrative.
read the full report →
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Deep Dive / Model-annotated language & 13F ownership
Pro
Pro · $49.99/mo
Unlock the full deep dive for Sequans Communications ADR — every earnings-call
transcript with the model's flagged passages highlighted in place, and
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Holders & Moves / Every 13F filer, 2026Q2
31 holders
| Manager | Move | Position $ | % of book | Δ shares QoQ |
|---|---|---|---|---|
| CREDIT INDUSTRIEL ET COMMERCIAL | HOLD | $1 M | 0.1% | 0 |
| ASSET MANAGEMENT ONE CO., LTD. | ADD | $166 K | 0.0% | +7,472 |
| KRILOGY FINANCIAL LLC | HOLD | $136 K | 0.0% | 0 |
| FNY INVESTMENT ADVISERS, LLC | HOLD | $23 K | 0.0% | 0 |
Pro · $49.99/mo
27 more holders in SQNS
See every 13F filer's position, Δ shares QoQ, % of book —
every quarter back to 2022Q4.
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Pro adds four more sections here for SQNS: scored earnings-call
language, the insider Form-4 tape, the live company feed, and this week's Engine context.
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Annual P&L / Revenue · pretax income · margin
8 FY
| FY | Period End | Revenue | Pretax Inc | Margin | YoY Pretax |
|---|---|---|---|---|---|
| 2025 | 2025-12-31 | $27 M | $-102 M | -372.1% | -266.1% |
| 2024 | 2024-12-31 | $37 M | $61 M | 165.9% | + 259.5% |
| 2023 | 2023-12-31 | $34 M | $-38 M | -114.0% | -512.1% |
| 2022 | 2022-12-31 | $61 M | $-6 M | -10.3% | + 68.1% |
| 2021 | 2021-12-31 | $51 M | $-20 M | -38.6% | + 63.3% |
| 2020 | 2020-12-31 | $51 M | $-54 M | -105.2% | -42.8% |
| 2019 | 2019-12-31 | $31 M | $-38 M | -121.6% | -0.9% |
| 2018 | 2018-12-31 | $40 M | $-37 M | -92.4% | -43.8% |
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Annual Reports / 10-K / 20-F
4
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Interim Reports / 10-Q / 6-K
69
| Form | Filed | Period | Accession # | Doc |
|---|---|---|---|---|
| 6-K | 2026-08-04 | 2026-06-30 |
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| 6-K | 2026-06-30 | 2025-12-31 |
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| 6-K | 2026-06-02 | 2026-06-02 |
0001383395-26-000098
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| 6-K | 2026-05-28 | 2026-05-28 |
0001383395-26-000092
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| 6-K | 2026-05-26 | 2025-12-31 |
0001383395-26-000087
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| 6-K | 2026-05-05 | 2026-03-31 |
0001383395-26-000074
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| 6-K | 2026-02-19 | 2026-02-19 |
0001383395-26-000020
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| 6-K | 2026-02-13 | 2026-02-13 |
0001383395-26-000018
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| 6-K | 2026-02-10 | 2025-12-31 |
0001383395-26-000013
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| 6-K | 2026-01-16 | 2026-01-16 |
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| 6-K | 2026-01-15 | 2026-01-15 |
0001383395-26-000007
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| 6-K | 2026-01-05 | 2026-01-05 |
0001383395-26-000004
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| 6-K | 2025-11-04 | 2025-11-04 |
0001383395-25-000112
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| 6-K | 2025-11-04 | 2025-09-30 |
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| 6-K | 2025-10-02 | 2025-10-02 |
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| 6-K | 2025-09-30 | 2025-09-30 |
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| 6-K | 2025-09-15 | 2025-09-15 |
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| 6-K | 2025-09-04 | 2025-09-04 |
0001383395-25-000098
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| 6-K | 2025-07-31 | 2025-06-30 |
0001383395-25-000080
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| 6-K | 2025-07-17 | 2025-07-17 |
0001383395-25-000060
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| 6-K | 2025-07-08 | 2025-07-08 |
0001383395-25-000057
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| 6-K | 2025-07-01 | 2025-06-30 |
0001383395-25-000051
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| 6-K | 2025-06-30 | 2025-06-30 |
0001383395-25-000048
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| 6-K | 2025-06-23 | 2025-06-23 |
0001383395-25-000037
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| 6-K | 2025-06-23 | 2025-06-23 |
0001383395-25-000039
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| 6-K | 2025-06-23 | 2025-06-23 |
0001383395-25-000043
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| 6-K | 2025-06-16 | 2024-12-31 |
0001383395-25-000031
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| 6-K | 2025-05-14 | 2025-05-13 |
0001383395-25-000024
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| 6-K | 2025-05-06 | 2025-03-31 |
0001383395-25-000021
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| 6-K | 2025-04-03 | 2025-04-03 |
0001383395-25-000010
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| 6-K | 2025-02-25 | 2025-02-25 |
0001383395-25-000007
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| 6-K | 2025-02-11 | 2024-12-31 |
0001383395-25-000005
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| 6-K | 2024-11-05 | 2024-09-30 |
0001383395-24-000067
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| 6-K | 2024-09-30 | 2024-10-01 |
0001383395-24-000062
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| 6-K | 2024-09-30 | 2024-09-30 |
0001383395-24-000064
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| 6-K | 2024-09-27 | 2024-09-27 |
0001383395-24-000060
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| 6-K | 2024-09-16 | 2024-09-13 |
0001383395-24-000056
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| 6-K | 2024-08-23 | 2024-08-21 |
0001383395-24-000052
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| 6-K | 2024-08-23 | 2024-08-21 |
0001383395-24-000054
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| 6-K | 2024-06-28 | 2024-06-28 |
0001383395-24-000047
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| 6-K | 2024-06-18 | 2024-03-31 |
0001383395-24-000042
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| 6-K | 2024-05-24 | 2023-12-31 |
0001383395-24-000038
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| 6-K | 2024-05-17 | 2024-05-17 |
0001383395-24-000036
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| 6-K | 2024-05-09 | 2024-05-09 |
0001383395-24-000029
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| 6-K | 2024-04-25 | 2024-04-24 |
0001383395-24-000023
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| 6-K | 2024-04-09 | 2024-04-09 |
0001383395-24-000020
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| 6-K | 2024-03-25 | 2024-03-25 |
0001383395-24-000018
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| 6-K | 2024-03-07 | 2024-03-07 |
0001383395-24-000016
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| 6-K | 2024-02-23 | 2024-02-23 |
0001383395-24-000014
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| 6-K | 2024-02-13 | 2024-02-12 |
0001383395-24-000012
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| 6-K | 2024-02-12 | 2024-02-12 |
0001383395-24-000009
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| 6-K | 2024-01-16 | 2024-01-16 |
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| 6-K | 2024-01-05 | 2023-12-27 |
0001383395-24-000003
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| 6-K | 2023-12-05 | 2023-12-04 |
0001383395-23-000073
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| 6-K | 2023-11-09 | 2023-11-08 |
0001383395-23-000068
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| 6-K | 2023-11-02 | 2023-09-30 |
0001383395-23-000066
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| 6-K | 2023-10-02 | 2023-09-26 |
0001383395-23-000060
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| 6-K | 2023-09-11 | 2023-09-11 |
0001383395-23-000057
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| 6-K | 2023-08-22 | 2023-08-17 |
0001383395-23-000052
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| 6-K | 2023-08-16 | 2023-08-16 |
0001383395-23-000047
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| 6-K | 2023-08-16 | 2023-08-15 |
0001383395-23-000048
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| 6-K | 2023-08-07 | 2023-06-30 |
0001383395-23-000040
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| 6-K | 2023-08-07 | 2023-08-07 |
0001193125-23-204366
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| 6-K | 2023-06-27 | 2023-06-27 |
0001383395-23-000032
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| 6-K | 2023-05-25 | 2022-12-31 |
0001383395-23-000027
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| 6-K | 2023-05-03 | 2023-03-31 |
0001383395-23-000020
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| 6-K | 2023-04-04 | 2023-04-04 |
0001383395-23-000015
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| 6-K | 2023-03-31 | 2023-03-31 |
0001383395-23-000012
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| 6-K | 2023-02-14 | 2022-12-31 |
0001383395-23-000005
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Peers
/ Other Fabless issuers we track
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Unlock the full picture / AI optimism · 13F flows · tariff exposure
PRO
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