SEALSQ Corp Reports 66% Revenue Growth in FY2025, Forecasts Q1 2026 Revenue Exceeding $4 Million
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SEALSQ Corp is reporting a dramatic 66 percent revenue growth for fiscal year 2025, signaling a major turning point for the semiconductor and quantum-security technology leader. The company, listed on the NASDAQ as LAES, is forecasting first quarter 2026 revenue to exceed $4 million, more than doubling the previous year’s intake. According to Carlos Moreira, CEO of SEALSQ, “Our 66% revenue growth in 2025, combined with initial expectations of Q1 2026 revenue exceeding $4 million, mark a clear inflection point for SEALSQ.” This surge is fueled by expanding demand for quantum-resistant infrastructure and a pipeline of potential revenue opportunities now exceeding $200 million, positioning SEALSQ to become a key player in the emerging quantum-security landscape. 66% Revenue Growth and $425M Cash Position in FY2025 A surge in demand for secure infrastructure propelled SEALSQ Corp to a remarkable 66 percent revenue growth in fiscal year 2025, demonstrating a clear transition from research and development to commercial expansion. The company, specializing in semiconductor, PKI, and post-quantum security technologies, is now strategically positioned to capitalize on the burgeoning quantum-security market. Bolstered by a substantial $425 million cash reserve, SEALSQ is actively investing in scaling production and accelerating post-quantum innovation. The company anticipates over $200 million in potential revenue opportunities between 2026 and 2028, with over $60 million specifically tied to the QS7001 and QVault TPM programs. Strategic investments totaling approximately $30 million in 2025 have focused on strengthening vertical integration, particularly in areas like smart meters and PKI expansion. “We are transitioning from a development and investment cycle into a structured commercial acceleration phase,” Moreira explains. This expansion is fueled by growing demand for secure connections, as evidenced by increased revenue from Vault-IC secure element technology and the consolidation of IC’ALPS. SEALSQ is also actively pursuing opportunities within government-driven sovereign semiconductor programs, aiming to become a cornerstone player in these critical ecosystems worldwide. Vault-IC & IC’ALPS Drive Q1 2026 Revenue Surge SEALSQ Corp is experiencing a significant upswing in financial performance, driven by advancements in its secure element technology and a recent acquisition. Preliminary data indicates a projected first quarter 2026 revenue exceeding $4 million, a figure representing over a 100% increase compared to the same period in 2025. This acceleration is directly linked to increased demand for the Vault-IC secure element technology, as the need for secure internet connections for a growing number of devices intensifies, alongside the full financial consolidation of IC’ALPS into the company’s portfolio. The company is actively scaling production and expanding global partnerships to capitalize on this momentum. Our 66% revenue growth in 2025, combined with initial expectations of Q1 2026 revenue exceeding $4 million, mark a clear inflection point for SEALSQ. $200M+ Pipeline Fuels 50-100% FY2026 Revenue Guidance These projections are underpinned by strategic investments made throughout 2025, totaling approximately $30 million, designed to bolster vertical integration. The company’s momentum is particularly evident in its expanding smart meter and Public Key Infrastructure (PKI) offerings, expected to significantly contribute to 2026 revenue. New contracts with industrial partners like Landis & Gyr, alongside the growing adoption of lifecycle certificate-management solutions across the US, Asia, and Europe, are driving this growth. SEALSQ’s focus extends beyond traditional security, with advancements in quantum-resistant technology like QuantumShield QS7001—a secure chip integrating NIST-standardized Post-Quantum Cryptography. The company is actively building a vertically integrated quantum-secure ecosystem, aiming to secure identity at the silicon level and protect communications in the emerging quantum era, positioning itself as a key architect of next-generation digital trust infrastructure. QuantumShield QS7001 Integrates NIST Post-Quantum Cryptography The emergence of quantum computing presents a clear and present danger to current encryption standards, prompting a rapid shift towards post-quantum cryptography (PQC). SEALSQ Corp is addressing this threat with its QuantumShield QS7001, a secure chip integrating NIST-standardized PQC algorithms directly into hardware. This isn’t simply a software patch; it’s a foundational step toward building genuinely quantum-resistant systems, moving beyond theoretical vulnerability assessments to practical implementation. SEALSQ’s strategy extends beyond silicon, aiming for a “full-stack quantum integration, from secure silicon to qubit generation,” interconnected via a “sovereign Quantum Highway.” This ambitious vision is fueled by approximately $30 million in strategic investments during 2025, strengthening vertical integration across the quantum value chain. This proactive stance is crucial, as the timeline for quantum-computing-based attacks on existing systems is shrinking. Source: https://www.sealsq.com/investors/news-releases/sealsq-announces-fy-2025-key-preliminary-/-unaudited-financials-metrics-reports-66-year-over-year-revenue-growth-to-18-million Tags: