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Posted by
Two Blokes Jul 14 -
Filed in
Stock
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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.
