SQNS earnings
Sequans Communications ADR — automated research on every print, the model's read of every earnings call, and the numbers against estimates.
| Reported | EPS | Consensus | Surprise |
|---|---|---|---|
| Aug 04, 2026 | -0.27 | -0.47 | +42.6% |
| May 05, 2026 | -1.42 | -0.45 | -215.6% |
| Feb 10, 2026 | -1.19 | -0.49 | -142.9% |
| Nov 04, 2025 | -0.79 | -1.30 | +39.2% |
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 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 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 →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 →- Q1 revenue $6.1 million versus refinitiv IBES estimate of $6.1 million.
- Sees Q2 revenue $6.8 million to $7.4 million.