SEALSQ Earnings Call Transcripts
Fiscal Year 2025
-
Fiscal 2025 saw 66% revenue growth, major capital raises, and the launch of the first commercial post-quantum secure semiconductor. Strategic acquisitions, regulatory tailwinds, and a $200M pipeline position the company for 50–100% revenue growth in 2026.
-
First half 2025 saw flat revenue but a sharp rise in gross margin and cash reserves, with major investments in post-quantum technology, strategic acquisitions, and global expansion. Full-year revenue is projected to grow 59–82%, with a robust pipeline and regulatory tailwinds.
-
SEALSQ presented its evolution from digital identity to quantum-resistant security, highlighting a strong cash position, major investments in quantum technology, and a focus on launching post-quantum chips by end-2024. Key growth drivers include new product launches, strategic acquisitions, and expanding U.S. presence.
Fiscal Year 2024
-
2024 revenue dropped to $11M amid a shift to quantum-resistant chips and customer inventory normalization, but strong cash reserves, strategic acquisitions, and a $93M pipeline position the company for significant growth in 2025 and beyond.