Sequans Communications: 3 Key Takeaways for Long-Term Investors

Sequans Communications completed its exit from digital assets by selling its remaining 314 Bitcoin for $24.6 million, achieving a debt-free balance sheet with $39.8 million in cash. The company reported 22% sequential revenue growth to $9.1 million in Q3 2026, with mass production design wins expected to exceed $180 million by year-end. The company is expanding into defense, drone, and space markets with its Iris RF transceiver, with over 20 customer leads representing $30 million in potential three-year revenue.