Sequans Communications announced that Oki Electric Industry Co., Ltd. has chosen its Monarch LTE‑M/NB‑IoT platform to power a new Zero‑Energy IoT Series designed for autonomous monitoring of critical infrastructure and disaster sites in remote or hazardous environments. The partnership will deploy Monarch’s ultra‑low‑power, high‑reliability chipset in Oki’s autonomous systems, enabling continuous, real‑time data collection without external power sources.
The win is a strategic milestone for Sequans. It expands the company’s footprint in Japan—a key growth market—and demonstrates that Monarch can meet the stringent reliability and power requirements of critical‑infrastructure applications. The deal is expected to generate incremental revenue and could lead to additional design wins, reinforcing Sequans’ position as a leading cellular IoT supplier for high‑value, mission‑critical deployments.
Sequans’ recent financial results provide context for the significance of the contract. In Q3 2025, the company reported revenue of $4.3 million, a 47.3% decline from the prior quarter and 57.5% lower than a year ago, and a net loss of $6.7 million. Gross margin contracted to 40.9% from 64.4% in Q2 2025, largely due to a shift away from high‑margin license revenue. The company’s Bitcoin treasury strategy and the $200 million Qualcomm transaction have also introduced volatility into earnings, contributing to the recent net losses. Despite these challenges, the Oki deal signals a new revenue stream that could help stabilize future cash flows.
CEO Georges Karam said, “We are honored that Oki has chosen our flagship low‑power Monarch technology to enable reliable communication for monitoring critical infrastructure and disaster zones.” He added that the partnership aligns with Sequans’ focus on expanding its low‑power, high‑reliability portfolio and that the company is actively pursuing additional contracts in similar high‑value verticals.
The broader market context shows that while Sequans faces intense competition in the IoT semiconductor space, its Monarch platform remains a differentiated offering for ultra‑low‑power, long‑range applications. Analysts note that the company’s recent profitability swings are driven by its Bitcoin strategy and the timing of the Qualcomm deal, but the Oki contract provides a tangible example of the platform’s commercial viability in demanding use cases. The deal is expected to support Sequans’ long‑term growth trajectory, especially as demand for autonomous monitoring solutions continues to rise in critical‑infrastructure sectors.
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