Slide 1: Investor Presentation
Investor Presentation August 4th , 2026
Slide 2: Safe Harbor
Safe Harbor This presentation contains certain statements that are, or may be deemed to be, forward-looking statements with respect to financial condition, results of operations and business of Sequans, product revenue pipeline, bitcoin treasury and business strategy for 2026 and beyond. These forwa
Slide 3: Company Overview
Company Overview Leading Provider of Semiconductors for Cellular IoT 2025 Revenue: $26.3M Global Presence Headquartered in France H1’ 26 Revenue: $13.5M +65% Y/Y net of QC deal Balance Sheet >200 Team • Debt free 80% Engineering • $21M cash (1) Founded in 2003, Listed on NYSE • 314 BTC (1) valued at
Slide 4: Growth Opportunities in Key IoT Markets
Growth Opportunities in Key IoT Markets Leading Market Position Market Share Gain Opportunity Smart Meters Healthcare Asset Tracking Smart City Security Systems Telematics Industrial Space & Defense Wearable Payment Industry Leaders Trust Sequans’ Technology Sequans Communications ©2026 | 4
Slide 5: Portfolio for IoT and Software Defined Radio Applications
Portfolio for IoT and Software Defined Radio Applications 5G Cellular IoT and RF Transceivers Chips & Modules for Chips & Modules for Chips & Modules for RF Transceivers for IP & Services low-power Applications mid-speed Applications high-speed Applications SDR Applications (~1 Mbps) (~10 Mbps) (~10
Slide 6: Transforming Product Design Pipeline in Revenue
Transforming Product Design Pipeline in Revenue Strong Design Momentum in Cellular IoT, First Designs with RF Transceivers Qualified Opportunities Growth supported by both existing and new D-Wins, and new products launches Product Design Wins & Ins RedCap Radio eRedCap Cat 1bis Transceiver >$600M in
Slide 7: Design Win Progress
Design Win Progress Converting Pipeline into 3-Years Annual Average Revenues Q4 2025 Q2 2026 >$300M >$300M Q2 2025 Design-Win Design-Win 3-years pipeline 3-years pipeline $250M Including first design Design-Win for drone with the 3-years pipeline Iris RF Transceiver 55% in MP* 44% in MP* i.e., $165M
Slide 8: Financial Overview
Financial Overview Revenue : $7.5M Q2 2026 Increased 23% compared to the first quarter of 2026. Quarterly Revenue (M USD) Product sales increased 84% year-over-year reflecting the on- going conversion of the design-win pipeline. 23% R&D + SG&A expenses : $11.9M in Q2 2026 We continue to execute on o
Slide 9: Key Take Aways
Key Take Aways Setting the Stage for Sustainable Growth ✓ Product sales increased 84% year-over-year reflecting the on-going conversion of the design-win pipeline. ✓ Revenue growth primarily from 4G and RF Product: >$300 million 3-year revenue design win projects with 55% now in production; a more t
Slide 10: THANK YOU!
THANK YOU! Investor Relations: David Hanover / Robert Kelly ir@sequans.com linkedin.com/company/sequans-communications/ linkedin.com/company/sequans-communications/ twitter.com/Sequans twitter.com/Sequans youtube.com/user/SequansIoT youtube.com/user/SequansIoT sequans.com sequans.com