Sequans Communications S.A. (SQNS)

[Blade$dream]

http://www.lightreading.com/iot/nb-iot/nb-iot-interoperability-a-problem-but-its-being-fixed-andndash-sequans-ceo/d/d-id/73396

The things I liked:

"The percentage split between LTE-M and NB-IoT will depend on whether carriers are happy about LTE-M volumes in the first year of deployment and can shrink down the cost," he says. "If they can, NB-IoT will have more problems."

Karam thinks module costs for LTE-M could ultimately fall to about $7 per unit and that NB-IoT prices could eventually drop to just below $5 per unit. ...

That mains better margins imo

Sequans has a huge rival in the form of Qualcomm Inc. (Nasdaq: QCOM), but Karam insists that his company's products come with big advantages on cost and power and that Qualcomm has basically just repurposed its older technology.

Other competitors include Intel Corp. (Nasdaq: INTC), which is expected to launch chips later this year, and an Israeli player called Altair Semiconductor that was acquired by Japanese electronics giant Sony Corp. (NYSE: SNE) in early 2016.

Branded Monarch, that device was certified for use on Verizon's network at the start of this year, and Sequans is now engaged with other Tier 1 operators plotting their LPWA strategies, including AT&T, Orange, Vodafone, KDDI Corp.and SoftBank Corp.

After the change in strategy, revenues crashed in 2013, falling by 38% to $13.7 billion.(LOL) But they have risen impressively in each of the last three years and were up 40% in 2016, to $45.6 million....

(We all know atleast 40% growt in 2017-2018-2019)

New products....Sequans is currently working on a next-generation device called the Monarch SX that will have the same modem but feature an ARM processor. Another product in the pipeline is a chip optimized for "NB-IoT only," says Karam.

Nice years to come....I'm looking forward

Have a nice weekend Sequancers