Sequans Communications S.A ADR Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
66.9%projected annual EPS growth
Analyst Coverage
4analysts covering
FY EPS (est.)
-$2.52next fiscal year
Monitoring Framework
Key Performance Indicators
Quarterly Revenue Quarterly6.1MTarget: 6.8 million to 7.4 million (Q2 2026 Guidance)
Gross Margin Quarterly3,770.0%Target: Expansion via higher-margin licensing and services
Cash Operating Expenses Quarterly11.8MTarget: Below 10.0 million by end of 2026
Watch Items
- Convertible Debt Redemption and Bitcoin Treasury LiquidationTrigger: Full redemption of remaining $35.9 million convertible debt by June 1, 2026Action: Monitor SEC filings to confirm complete debt elimination and the status of the remaining unencumbered Bitcoin treasury (target of at least 600 BTC).
- CFO Transition ExecutionTrigger: Effective date of June 30, 2026Action: Track the transition of the CFO role from retiring Deborah Choate to Norman Brodt to ensure continuity in financial planning and capital allocation.
- Product Revenue Ramp (Cat-M and Cat-1bis)Trigger: Transition of design-wins into high-volume productionAction: Evaluate quarterly product sales growth to verify if the 3-year revenue pipeline of $480 million is successfully converting into recognized revenue.
Research as of 19 Jun 2026