Sequans Communications S A Stock Price, News & Analysis

Sequans (NYSE: SQNS) redeemed 50% of the convertible debt issued July 7, 2025 by selling 970 BTC, reducing total outstanding debt from $189 million to $94.5 million. Bitcoin holdings fell from 3,234 BTC to 2,264 BTC, with a Bitcoin Net Asset Value estimated at ~$240 million. The company says the move lowers its debt-to-NAV ratio from 55% to 39%, removes certain debt covenant constraints, and is intended to boost the ADS buyback program while preserving long-term treasury optionality.

Sequans (NYSE: SQNS) will report third-quarter 2025 financial results on Tuesday, November 4, 2025 during pre-market hours. Management will host a conference call at 8:00 a.m. ET / 14:00 CET on the same day, with a live webcast and a replay available on the company website after 9:00 a.m. ET.

Participants must register to receive a confirmation email containing the dial-in number and a unique registrant ID; the company recommends joining the call or webcast at least 15 minutes early.

Sequans (NYSE: SQNS) announced on October 6, 2025 that the company purchased an additional 29 Bitcoin for ≈$3.4M at an average price of $115,517 per BTC (fees included), the PR states.

As of October 3, 2025 Sequans holds approximately 3,234 Bitcoin, with a total net investment of ≈$377.2M and an average acquisition price of $116,643 per BTC inclusive of fees. The PR states that with Bitcoin trading above $123,000, the estimated fair value of the holdings is about $400M. The company describes Bitcoin as its primary treasury reserve asset and says the purchase reflects continued conviction in that strategy.

Sequans Communications (NYSE: SQNS) has announced a significant American Depositary Share (ADS) buyback program, authorizing the repurchase of up to 1.57 million ADSs, representing approximately 10% of outstanding shares, through June 30, 2026.

The company, which has adopted Bitcoin as its primary treasury reserve asset, will execute the buyback program at its discretion based on market conditions. The initiative complements Sequans' recent ATM capital raising tool aimed at growing its Bitcoin holdings and increasing net asset value (NAV).

Sequans Communications (NYSE: SQNS) has announced a strategic expansion of its business model by formally launching technology IP licensing and engineering services. The company, known for IoT semiconductor solutions, will now offer its intellectual property and expertise to a broader market beyond traditional product sales.

The new offering includes advanced RF transceiver and analog silicon IP, modem and SoC IP based on 5G RedCap and eRedCap technologies, and a carrier-grade 5G protocol stack. This expansion targets diverse sectors including space, defense, automotive, wearables, and consumer electronics, complemented by comprehensive engineering design services.

Sequans Communications (NYSE: SQNS) announced a significant change in its American Depositary Shares (ADS) ratio. The company will modify its ADS to ordinary shares ratio from 1:10 to 1:100, effective September 17, 2025.

The ratio change follows the company's July 2025 capital increase and aims to enhance operational efficiency, attract institutional investors, and ensure NYSE listing compliance. The change will effectively work as a 1-for-10 reverse ADS split, with fractional ADSs being settled in cash. The company's ordinary shares and NYSE ticker symbol "SQNS" remain unchanged.

Sequans Communications (NYSE:SQNS) has expanded its Bitcoin holdings by purchasing an additional 34 bitcoins for $3.8 million, at an average price of $111,374 per bitcoin including fees. As of September 1, 2025, the company's total Bitcoin holdings have reached 3,205 BTC, representing a total net investment of approximately $374 million at an average acquisition price of $116,653 per bitcoin including fees.

This move reinforces Sequans' strategy of using Bitcoin as its primary treasury reserve asset while maintaining its position as a cellular IoT semiconductor solutions provider.

Sequans Communications (NYSE: SQNS) has announced the establishment of an "at the market" (ATM) equity offering program, allowing the company to sell American Depositary Shares for up to $200 million.

The ATM Program, filed under Form F-3 with the SEC on August 25, 2025, will support Sequans' Bitcoin treasury strategy. Each ADS represents ten ordinary shares. CEO Dr. Georges Karam indicated that the program will be used strategically to optimize treasury operations, increase Bitcoin per share, and create long-term shareholder value.

The net proceeds from the ATM Program will primarily be allocated towards Bitcoin accumulation, aligning with the company's treasury strategy. The timing and volume of share sales will be determined based on market conditions.

Sequans Communications (NYSE:SQNS) has announced an ambitious plan to acquire 100,000 Bitcoin by 2030. The company has already invested $384 million through a private placement of convertible debt and equity, acquiring 3,171 BTC as of August 8, 2025, making it the 22nd largest publicly traded corporate Bitcoin holder globally.

The company's phased treasury strategy includes: continued Bitcoin accumulation through public capital-raising in 2025, accelerated treasury growth via strategic equity issuance and Bitcoin-backed credit instruments in 2026, and optimization of treasury strategy through Bitcoin-backed financial products towards 2030.