“Recently, the discussion centered on SEALSQ's climb on accelerating post-quantum cryptography demand. Management reaffirmed FY2026 guidance of 50% to 100% revenue growth after a 66% increase in 2025, with a pipeline above $200M anchored by the QS7001 secure element. A recurring theme was the loop between frontier AI and encryption risk, with SEALSQ arguing that advancing AI shortens the life of classical encryption and strengthens the case for quantum-resistant security built into the chip.”