SEALSQ (LAES) Investor presentation summary

Company overview and market positioning

• Specializes in semiconductors, PKI services, and post-quantum technology products, serving clients in over 30 countries with 118 security-related patents and multiple certifications.

• Operates as a fabless semiconductor company with around 200 employees, primarily focused on R&D, and is part of a Swiss cybersecurity group.

• Listed on Nasdaq since May 2023, with a market cap of $775–800 million and strong cash reserves exceeding $530 million as of March 2026.

• Offers a full security stack, from quantum-resistant chips to PKI and Root-of-Trust services, with a first-mover advantage in quantum security.

Strategic initiatives and product portfolio

• Launched the QUASAR suite, including the QS7001 quantum-resistant semiconductor platform and quantum-resistant TPM and IoT chips.

• Acquired IC'ALPS, enhancing ASIC/SOC design and supply capabilities, especially for medtech, automotive, and security markets.

• Established OSPT test and personalization centers in Spain and India, with a US center in progress, supported by government-backed investments.

• Created a $100M quantum investment fund, investing in companies like EeroQ, ColibriTD, and Quobly for quantum hardware and optimization.

• Launched over 20 next-generation satellites to address connectivity gaps, integrating post-quantum cryptography in each iteration.

Financial performance and outlook

• Reported $18M in FY2025 revenue, with Q1 2026 revenue up over 200% year-over-year.

• FY2026 guidance projects 50% to 100% revenue growth, driven by new PQC chips, IC'ALPS consolidation, and Quantix Edge ramp-up.

• Maintains a $200M pipeline of potential opportunities for 2026–2028 and a robust cash position to support growth and investments.