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WISEKEY INTERNATIONAL HLDS L earnings calls

WKEY · every analyst question and management's answer

Oct 1, 2026 earnings call — Post-quantum semiconductors and corporate restructure

Preliminary H1 revenue rose 116% to approximately $11.4 million.

Revenue $0.0B (est $0.0B) · EPS $-1.11 (est $-1.99)

Key quotes

"As of September 22, SEALSQ commercial pipeline exceeded $225 million through 2029, more than $100 million of that pipeline is associated with post-quantum projects, including QS 7001 and QVault TPM opportunities."

— Carlos Moreira (CEO) · Post-quantum commercialization

"In June WISeKey and SEALSQ established Quantisimo group and signed a nonbinding letter of intent with GigCapital aid regarding a potential business combination intended to create a NASDAQ-listed Quantum technology company."

— Carlos Moreira (CEO) · Quantisimo and SEAL Quantum

"WISeKey ordinary shares are expected to become trading directly on the NASDAQ global market under 6 Swiss exchange on or about October 5, under the ticket WKEY, which with 6 expected to remain the primary listing."

— Carlos Moreira (CEO) · Corporate structure and Nasdaq listing

Analyst Q&A 1

Local chip centers and satellite security

Q (Matthew Galinko · Maxim Group): He asked whether the Quantix Edge deal is a useful validation to win more local personalization projects. He also asked if WISeKey will take bigger ownership in those projects and who the launch partners are for a planned 100-satellite constellation.

A: Carlos said the Murcia joint venture is already generating revenue: WISeKey invested EUR 10 million, the Spanish government EUR 20 million and a local startup EUR 10 million, and partners are buying WISeKey's technology, chips and machines. He said WISeKey can take larger economic stakes because those projects are relatively small—between $40 million, $50 million per country—and they are targeting countries including South Korea, Japan and the U.S. He said they mainly launch satellites with SpaceX, also work with smaller launchers like Sky Root and PLD, and the focus is adding post-quantum security to existing and national constellations rather than building thousands of satellites.

"I mean we are talking between $40 million, $50 million per country." — Carlos Moreira (CEO)

AI-generated notes on the earnings call transcript. Quotes are taken from the transcript. This is not a FolioObs investment view.

WISEKEY INTERNATIONAL HLDS L (WKEY) · Earnings calendar

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