Sequans Communications: Focused Execution In A Growing Market
Main Idea
The article introduces Sequans Communications S.A. (SQNS), a fabless semiconductor company specializing in 4G and 5G chips and modules, and provides background on the author, Emmanuel Onwusah, a financial analyst and writer.
Key Points
1. Sequans Communications S.A. (SQNS) is a fabless semiconductor company that develops 4G and 5G chips and modules.
2. The author, Emmanuel Onwusah, is a financial analyst, writer, and former engineer with FMVA® and BIDA® certifications.
3. Onwusah focuses on creating pitch decks, building models, analyzing companies, and exploring the intersection of value and narrative.
4. The author discloses no stock positions or business relationships with the mentioned companies.
5. The article includes a standard disclosure from Seeking Alpha regarding past performance and investment advice.
Description
Summary Sequans is a focused IoT chipmaker with sticky products, strong customer relationships, and a $480M pipeline, positioning it well in a fast-growing market. Revenue and margins are trending positively, with product sales up 42% YoY and recurring licensing income providing stability despite ongoing cash burn. The company's bold Bitcoin treasury strategy adds long-term optionality, but does not distract from its core IoT business or financial health. Valuation is fair for a high-leverage Io...
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