SEALSQ Corp. (NASDAQ: LAES) officially launched its “Year of Quantum Security 2026” (YQS2026) in Washington, D.C. on January 12 2026, a commitment announced on January 15 2026 that signals the company’s intent to accelerate the adoption of its post‑quantum semiconductor technology across U.S. critical infrastructure.
The company confirmed that its quantum‑resistant chips are already deployed in active U.S. production environments, demonstrating commercial readiness. CEO Carlos Moreira said the launch “is a natural extension of what we are already executing in the United States via the deployment of post‑quantum semiconductor‑based trust anchors that are securing real‑world systems in production environments.” He added, “Our mission is simple… secure the digital ecosystem with technology that's built to last. Deploying a Post‑Quantum Root of Trust on American soil underscores our dedication to fortifying U.S. cybersecurity and shielding critical ecosystems from quantum‑era threats.”
In fiscal 2025 SEALSQ reported preliminary unaudited revenue of $18 million, up 66% from $10.9 million in fiscal 2024. The company reaffirmed its full‑year 2025 revenue guidance of $17.5 million to $20 million, reflecting 59%–82% growth over fiscal 2024. Cash stood at $425 million as of December 31 2025, with no debt and a current ratio of 7.38, but the company remained unprofitable over the last twelve months and analysts do not expect profitability in 2026.
Revenue growth was driven by renewed demand for core products and the consolidation of revenue from the acquisition of IC'ALPS. Future growth is expected to be driven by the full effect of newly launched PQC chips, the complete consolidation of IC'ALPS operations, and the ramp‑up of Quantix Edge revenues. The company’s pipeline exceeds $200 million in potential opportunities from 2026 to 2028, underscoring a strong upside trajectory.
Strategic initiatives complement the YQS2026 launch. SEALSQ has partnered with Trusted Semiconductor Solutions to deliver post‑quantum‑ready platforms for U.S. customers, announced a planned U.S. semiconductor manufacturing facility (SEALSQ USA), and formed a joint venture with Kaynes SemiCon in India to develop sovereign post‑quantum technology. A non‑binding memorandum of understanding for a potential $200 million investment in French quantum‑computing firm Quobly further expands the company’s reach into emerging quantum markets.
The YQS2026 initiative positions SEALSQ ahead of impending regulatory mandates for quantum‑safe cryptography, giving it a competitive moat in the embedded security market. While the company’s revenue acceleration is promising, the lack of profitability signals ongoing investment and short‑term margin pressure. Analysts view the initiative as a long‑term tailwind for growth but caution that near‑term profitability remains uncertain.
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