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    Sequans Communications SA (SQNS)

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    Sequans Communications S.A. is a fabless semiconductor company specializing in wireless cellular technology for the Internet of Things (IoT). The company designs and develops innovative chips, modules, intellectual property (IP), and services that enable secure and scalable connectivity for IoT devices. Its solutions cater to a wide range of applications, including smart homes, industrial IoT, and enterprise connectivity, leveraging advanced LTE and 5G technologies.

    1. Broadband IoT - Powers applications requiring high throughput, low latency, and large data volumes, such as enterprise routers, home gateways, and industrial devices. Includes 4G LTE Cat 4/Cat 6 platforms and the upcoming Taurus 5G/4G chip platform.

    2. Massive IoT - Focuses on low-power, cost-efficient solutions for large-scale IoT deployments, including smart mobility, logistics, utility meters, and e-health. Features Monarch LTE-M/NB-IoT platforms and Calliope Cat 1 platforms optimized for power efficiency and global deployment.

    3. Critical IoT - Supports ultra-reliable, low-latency communications for applications requiring high performance and reliability.

    NamePositionExternal RolesShort Bio

    Dr. Georges Karam

    ExecutiveBoard

    Chairman of the Board and CEO

    None

    Dr. Karam has been with Sequans since its founding in 2003, serving as its Chairman and CEO. He has a PhD in Signal Processing and Communication Theory and has been instrumental in establishing Sequans as a leader in 4G and 5G solutions.

    View Report โ†’

    Bertrand Debray

    Executive

    Executive Vice President, Broadband IoT Business

    None

    Bertrand Debray has been with Sequans since its founding in 2003, previously serving as COO and VP of Engineering. He has over 20 years of experience in access technologies.

    Danny Kedar

    Executive

    Chief Operating Officer

    None

    Danny Kedar has been COO since November 2020, previously VP of the IoT Business Unit. He has a background in engineering and business management.

    Deborah Choate

    Executive

    Chief Financial Officer

    None

    Deborah Choate has been the CFO since July 2007, with over 35 years of experience in management, finance, and accounting, particularly in technology companies.

    Louis Chuang

    Executive

    Executive Vice President, Massive IoT Business

    None

    Louis Chuang has been with Sequans since April 2022, previously serving as General Manager for Asia-Pacific. He has extensive experience in wireless solutions.

    Nikhil Taluja

    Executive

    Executive Vice President of Worldwide Sales

    None

    Nikhil Taluja has been with Sequans since September 2016, with over 20 years of experience in sales and marketing in communications.

    Olivier Pauzet

    Executive

    Executive Vice President of Marketing and Strategy

    None

    Olivier Pauzet joined Sequans in August 2023, previously holding multiple roles at Sierra Wireless, including VP of Product and IoT Solutions.

    Dominique Pitteloud

    Board

    Director

    Co-founder and Managing Partner at Climb Ventures, Advisor to ASSIA

    Dominique Pitteloud has been a director since January 2005, with a background in venture capital and executive roles in technology companies.

    Hubert de Pesquidoux

    Board

    Director

    Executive Partner at Siris Capital, Director and Audit Committee Chair at Criteo S.A., Executive Chairman of Mavenir Systems, Inc., Board Member at Tarana Wireless

    Hubert de Pesquidoux has been a director since March 2011, with a background in executive roles at Alcatel-Lucent.

    Maria Marced

    Board

    Director

    Chairwoman of the EMEA Leadership Council of the Global Semiconductor Alliance

    Maria Marced joined SQNS as a director in June 2023, previously President of TSMC Europe BV.

    Richard Nottenburg

    Board

    Director

    Executive Chairman of NxBeam Inc., Board Member of Verint Systems Inc., Cognyte Ltd., and Applied Digital Inc.

    Richard Nottenburg has been a director since June 2016, with extensive experience in executive roles and board memberships.

    Wesley Cummins

    Board

    Director

    CEO of Applied Digital Corporation, President of B. Riley Asset Management, Board Member of Vishay Precision Group and CalAmp

    Wesley Cummins has been a director since June 2018 and holds significant roles in other companies, including CEO of Applied Digital Corporation.

    Yves Maitre

    Board

    Director

    CEO of Able France, Board Member of Orange China

    Yves Maitre has been a director since June 2014, with previous executive roles at HTC Corporation and Orange Corporate.

    Zvi Slonimsky

    Board

    Director

    Chairman of Awear, Maradin, and Surf

    Zvi Slonimsky has been a director since November 2006, with extensive experience in executive roles in high-tech companies.

    1. Given the $250 million design win pipeline over the next three years, what specific measures are you implementing to ensure these design wins convert into actual revenue as projected, especially considering past delays in design win conversions?
    2. With the indefinite suspension of the 5G Taurus project and the associated $56.6 million impairment charge, can you elaborate on the reasons behind this decision and how it impacts your overall 5G strategy moving forward?
    3. You plan to reduce cash operating expenses to below $10 million per quarter in 2025 while investing in next-generation 5G RedCap and eRedCap solutions; how do you intend to balance cost reductions with the necessary R&D investments to stay competitive in the rapidly evolving IoT market?
    4. The Qualcomm transaction has improved your financial standing, but with only $13 million of licensing revenue to be recognized between Q4 and 2025 from this deal, what are your expectations for sustainable, long-term revenue streams from this partnership beyond the initial agreement?
    5. Considering your previous financial challenges and the impact on securing new project wins, what concrete steps are you taking to generate new licensing and services revenue in 2025, and how confident are you in closing these deals to support your path to breakeven?

    Recent developments and announcements about SQNS.

    Earnings

    • New Earnings (Q4 2024)

      ยท
      Feb 12, 2025, 2:37 AM

      SQNS is poised to tap its $250M pipeline (targeting ~$60M/yr from 2026) plus a new $200M pipeline for shorter-turn IoT markets. While metering cycles remain lengthy and Qualcomm enters Cat 1bis competition, management still eyes breakeven by 2026.

      View full earnings summary โ†’