{"filings":[{"id":2271641,"accession_number":"0001819142-26-000047","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2026-08-14T20:10:23+00:00","items":["3.01"],"status":"ready","headline":"NYSE to delist SES AI warrants for abnormally low selling price; trading suspended","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["On Aug 13, 2026, NYSE notified SES AI it will delist and immediately suspend trading of warrants (SES WS) under Section 802.01D.","Warrants exercisable for one Class A share at $11.50; delisting due to abnormally low selling price levels.","NYSE will apply to SEC to complete delisting; common stock (SES) continues trading on NYSE unaffected."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2189637,"accession_number":"0001819142-26-000044","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2026-08-11T20:10:19+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"SES AI Q2 revenue up 44% to $5.1M; reaffirms FY2026 guidance of $30-35M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $5.1M vs $3.5M YoY (+44%); GAAP gross margin 22.6% vs 18.1% Q1.","GAAP net loss $17.8M ($0.05/sh) vs $12.1M ($0.04) Q1; non-GAAP loss $13.1M ($0.04) vs $11.1M.","Reaffirms FY2026 revenue guidance $30-35M, gross margin ~15%; liquidity ~$163M cash+investments.","Sol-Ark certified UZ Energy's residential batteries; UZ has $20M 3-yr ATG Epower distribution deal.","Paul Diemer (ex-CTO Flex Power, SVP Generac) appointed Class II director effective Aug 6, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1732076,"accession_number":"0001819142-26-000038","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2026-07-20T13:26:13+00:00","items":["3.01","7.01","9.01"],"status":"ready","headline":"SES AI receives NYSE non-compliance notice for average closing price below $1.00","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Received NYSE notice on July 17, 2026; average closing price below $1.00 over 30 consecutive trading days.","Six-month cure period; can regain compliance if closing price >= $1.00 on last trading day of any month and 30-day average >= $1.00.","Company will respond within 10 business days; may consider reverse stock split or other actions requiring stockholder approval.","Class A common stock continues to trade on NYSE during cure period, subject to other listing standards."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95761,"accession_number":"0001819142-26-000019","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2026-04-23T23:59:59+00:00","items":["2.02","5.02","7.01","9.01"],"status":"ready","headline":"SES AI Q1 revenue $6.7M (+47% QoQ) above consensus; gross margin 18.1%; new $20M ESS deal; appoints CFO","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $6.7M (+47% QoQ, above consensus); GAAP net loss $12.1M ($0.04/sh), improved from Q4 loss $17.0M.","GAAP gross margin 18.1% vs 11.3% Q4; non-GAAP 18.3% vs 11.7% on higher-mix ESS, drone, and MU subscription revenue.","Signed $20M multiyear distribution agreement with ATG EPower for North American ESS; Chungju drone line converted to 1M cell capacity.","Molecular Universe v2.5 launched; major global battery maker committed to multiyear Search in a Box subscription; six customers in phase-2 testing.","Reaffirmed FY2026 revenue guidance $30-35M; CFO Jing Nealis departs April 27; Ray Liu (CFA, CPA) appointed CFO."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":6711000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95760,"accession_number":"0001819142-26-000015","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2026-04-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SES AI expects Q1 2026 revenue of $6.3M–$6.5M, above consensus; affirms FY2026 guidance $30M–$35M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Preliminary Q1 2026 revenue $6.3M–$6.5M, above consensus estimates.","Revenue driven by ESS product revenue from UZ Energy, plus drones and subscription.","Includes ~$1.5M from delayed Q4 2025 orders due to logistics constraints.","Full year 2026 revenue guidance affirmed at $30M–$35M.","Company to report Q1 2026 results after market close on April 23, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":6711000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109056,"accession_number":"0001819142-26-000009","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2026-03-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SES AI Q4/FY2025: Revenue $21M (10x YoY), GAAP net loss narrows to $73M; 2026 guidance $30-35M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2025 revenue of $21.0M, up from $2.0M in FY2024; Q4 revenue $4.6M, up 124% YoY.","GAAP net loss for FY2025 was $73.0M ($0.22 loss per share), improved from $100.2M ($0.31) in 2024.","Non-GAAP net loss of $53.2M ($0.16 per share) vs $66.4M ($0.21) in 2024; Adjusted EBITDA loss $62.6M vs $81.5M.","Ended FY2025 with $200M liquidity; FY2026 revenue guidance $30-35M (43-67% growth).","ESS unit (UZ Energy) signed a $20M distributor contract; drone cell line conversion underway; six material breakthroughs tested by 40+ customers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109055,"accession_number":"0001819142-26-000003","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2026-01-16T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SES AI presents at Needham Growth Conference on Jan 16, 2026; no new material information disclosed","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["SES AI Corporation participated at the Needham Growth Conference on January 16, 2026.","A slide presentation was furnished as Exhibit 99.1 but no substantive content provided.","Presentation title: 'Accelerating Energy Transition Through Battery Materials Discovery and Health Management'."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125524,"accession_number":"0001819142-25-000067","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2025-11-07T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Dr. Jang Wook Choi resigns from SES AI Board effective Nov 10, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dr. Jang Wook Choi notified SES AI of his resignation from the Board on November 6, 2025.","Resignation effective November 10, 2025, for personal reasons.","No disagreement with management, board, operations, policies, or practices.","No replacement announced; board size reduced by one."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125523,"accession_number":"0001819142-25-000065","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SES AI Q3 revenue $7.1M, net loss $20.9M; updates 2025 guidance to $20-25M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $7.1M, up 102% QoQ; gross margin 51% (78% services, 15% products).","GAAP net loss $20.9M ($0.06/share), improved from Q2 loss of $22.7M ($0.07).","Full-year 2025 revenue guidance raised to $20M-$25M, reflecting UZ Energy contribution.","Completed acquisition of UZ Energy (ESS) and launched Hisun JV for material supply.","Repurchased 1.34M Class A shares for $1.6M (~$1.20/share); liquidity $214M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":16438000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125522,"accession_number":"0001819142-25-000062","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2025-10-03T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"SES AI annual meeting elects Dr. Qichao Hu as Class III director; ratifies auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Dr. Qichao Hu elected director with 486.5M votes for, 5.7M withheld, 46.3M broker non-votes.","Ratification of Grant Thornton LLP as auditor for FY2025: 536.9M for, 0.8M against, 0.7M abstain.","Non-binding advisory vote on executive compensation approved: 490.3M for, 0.9M against, 0.9M abstain.","All three proposals passed at the October 1, 2025 annual meeting of stockholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142260,"accession_number":"0001819142-25-000053","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2025-09-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"SES AI appoints Andrew Boyd to board, replacing Michael Noonen who resigned effective Sep 2, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael Noonen resigned from board effective Sep 2, 2025, to focus on other professional endeavors; no disagreement with company.","Andrew Boyd appointed as Class II director, effective Sep 2, 2025, also to audit and compensation committees.","Boyd is founder/Partner at Bramalea Partners, former Global Head of Equity Capital Markets at Fidelity.","He will receive same compensation as other non-employee directors; standard indemnification agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142259,"accession_number":"0001819142-25-000049","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2025-09-02T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"SES AI sets 2025 annual meeting for Oct 1; updates proposal deadlines","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Annual meeting scheduled for October 1, 2025.","Advance notice bylaw proposals due September 12, 2025.","Rule 14a-8 stockholder proposals due September 8, 2025.","All proposals must be submitted to principal executive offices in Woburn, MA."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.0,"calibrated_materiality_score":0.0,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142258,"accession_number":"0001819142-25-000044","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2025-08-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SES AI reports Q2 2025 revenue of $3.5M, affirms $15M-$25M guidance, and agrees to acquire UZ Energy","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Q2 2025 revenue was $3.5 million with a 74% gross margin, primarily from automotive OEM contracts for AI-enhanced battery materials.","Cash used in operations was $10.8 million, a 51% decrease from Q2 2024 and 53% from Q1 2025; liquidity stands at $229 million with no debt.","Signed agreement to acquire UZ Energy, an ESS player with projected 2025 revenue of $10M-$15M, to enter the global ESS market.","Molecular Universe 0.5 released with Deep Space AI agent; over 30 companies now enterprise-level trial users, including Japanese battery OEMs.","Affirmed full-year 2025 revenue guidance of $15 million to $25 million; repurchased 871,754 shares for $1.1 million in Q3 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142257,"accession_number":"0001819142-25-000040","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2025-08-04T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"SES AI regains NYSE minimum bid price compliance","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Received NYSE notice on Aug 1, 2025 confirming compliance with Section 802.01C.","Compliance achieved as average closing price exceeded $1.00 for 30 days ending July 31, 2025.","Company had previously disclosed non-compliance on March 7, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142256,"accession_number":"0001819142-25-000038","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2025-07-28T23:59:59+00:00","items":["1.01","2.02","7.01","9.01"],"status":"ready","headline":"SES AI to acquire UZ Energy for ~$25.5M; prelim Q2 rev $3.5M, affirms guidance","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquires UZ Energy for ~$25.5M (cash + earnout); expects closing in Q3 2025.","UZ Energy: ESS provider with 500+ MWh deployed in 60+ countries, zero incidents.","Prelim Q2 revenue $3.5M; H1 total $9.3M; gross margin 74%; ops cash burn $10.8M (-51% YoY).","Liquidity $229M, no debt; affirms FY2025 revenue guidance of $15–25M.","Acquisition launches SES into $300B+ ESS market, targeting AI data center growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160267,"accession_number":"0001819142-25-000027","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2025-04-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"SES AI reports record Q1 revenue of $5.8M, authorizes $30M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $5.8M vs $0 year ago; net loss $12.4M ($0.04 loss per share).","Full-year 2025 revenue guidance reaffirmed at $15M-$25M; expects liquidity >$200M at year-end.","Board authorized $30M share repurchase program; can be conducted via open market or 10b5-1 plans.","To launch Molecular Universe software platform on April 29 for all battery chemistries; pre-launch interest from dozen companies.","Ended Q1 with $240M cash, cash equivalents and marketable securities, no debt."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":5793000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160266,"accession_number":"0001819142-25-000024","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2025-04-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SES AI guides Q1 revenue $5.0M-$5.8M, liquidity ~$240M with no debt","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Preliminary Q1 2025 revenue expected $5.0M to $5.8M, in line with full-year guidance.","Liquidity as of March 31, 2025: ~$240M cash and short-term investments; no debt outstanding.","Revenue from AI-enhanced EV battery development contracts and initial 2170 cell sales in Q1.","Q1 2025 earnings call scheduled for April 25, 2025 at 9:00 a.m. ET."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":5793000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178565,"accession_number":"0001819142-25-000020","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2025-03-12T23:59:59+00:00","items":["3.01","7.01","9.01"],"status":"ready","headline":"SES AI receives NYSE delisting notice for stock price below $1.00 over 30 days","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["NYSE notified SES AI on March 7, 2025 of non-compliance with Section 802.01C due to avg closing price <$1.00 over 30 consecutive trading days.","Company has six-month cure period; can regain compliance if stock closes at >= $1.00 on last trading day of any month and avg over 30 days >= $1.00.","If cure requires shareholder action (e.g., reverse stock split), price condition deemed cured if stock exceeds $1.00 and stays above for 30 trading days.","Class A common stock continues trading on NYSE during cure period, subject to other listing standards.","SES AI intends to notify NYSE of intent to regain compliance and consider available alternatives."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178564,"accession_number":"0001819142-25-000012","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2025-02-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SES AI reports Q4 revenue $2.0M, first-ever; guides 2025 rev $15M-$25M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $2.0M, 63% gross margin; full-year net loss $100.2M, EPS -$0.31.","Signed up to $10M in contracts with two OEMs for AI-enhanced Li-Metal and Li-ion EV batteries.","Unveiled AI-enhanced 2170 cylindrical cell for humanoid robotics; MOU with AISPEX for up to 100 MWh BESS (~$45M).","FY2024 cash usage $78.3M (below $80-95M guidance); liquidity $262.5M extends into H2 2028.","2025 revenue guidance $15-25M; cash usage guidance $70-80M; capex-light model."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":2040000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178563,"accession_number":"0001819142-25-000008","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2025-02-04T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"SES AI regains NYSE minimum share price compliance effective Feb 3, 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Received NYSE notice confirming compliance with Section 802.01C on February 3, 2025.","Previously non-compliant due to average closing price below $1.00 over 30 consecutive trading days.","CEO cites momentum from new OEM, drone, and battery energy storage business wins.","Q4 2024 earnings call scheduled for February 25, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178562,"accession_number":"0001819142-25-000004","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2025-01-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SES AI prelim Q4 revenue $1.5-2.0M, year-end liquidity $260-265M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Expects Q4 2024 revenue of $1.5M to $2.0M, earlier than originally anticipated.","Year-end liquidity (cash and short-term investments) between $260M and $265M, no debt.","Full Q4 and FY 2024 results plus initial FY 2025 guidance to be released Feb 25, 2025.","Revenue driven by OEM partner contracts for AI battery material discovery and drone battery purchase order."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":2040000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195230,"accession_number":"0001819142-24-000049","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2024-11-05T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Brian Krzanich resigns from SES AI board effective Nov 1, 2024 due to new CEO role at Cerence","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Brian Krzanich resigned from the SES AI Board of Directors effective November 1, 2024.","Resignation cited his recent appointment as CEO of Cerence Inc., limiting available time for board duties.","No replacement has been announced; the board will continue with its remaining members.","Krzanich previously served as CEO of Intel and joined SES AI's board in 2021."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195229,"accession_number":"0001819142-24-000045","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2024-10-31T23:59:59+00:00","items":["1.02","2.02","5.02","9.01"],"status":"ready","headline":"SES AI Q3 net loss $30.2M; lowers FY cash guidance; Li-Metal cells pass safety test","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss of $30.2M ($0.09 EPS); operating expenses $34.2M.","Full-year 2024 cash usage guidance reduced to $80M-$95M from $100M-$120M.","100Ah Li-Metal B-samples passed GB38031-2020 global EV safety test; milestone toward C-samples and SOP.","UAM lines completed SAT; signed cell supply agreements including with SoftBank.","AI-accelerated battery material discovery revenue pipeline expected in Q4 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211484,"accession_number":"0001819142-24-000038","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2024-09-27T23:59:59+00:00","items":["3.01","7.01","9.01"],"status":"ready","headline":"SES AI receives NYSE delisting notice for low stock price; has six months to cure","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["NYSE notified SES on Sept 26, 2024 that its Class A common stock average closing price was below $1.00 over 30 consecutive trading days.","SES has a six-month cure period to regain compliance; can cure if closing price ≥$1.00 on last trading day of any calendar month with 30-day average ≥$1.00.","SES intends to notify NYSE within 10 business days of its plan to cure; may consider a reverse stock split requiring stockholder approval.","Trading of SES common stock (NYSE: SES) continues during the cure period, subject to other NYSE continued listing standards."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211483,"accession_number":"0001819142-24-000030","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2024-07-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SES AI announces 'All-in on AI' strategy; Q2 net loss $19.9M; lowers FY cash guidance to $100-120M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q2 GAAP operating expenses $24.6M, net loss $19.9M ($0.06/share); cash used in ops $22.1M, capex $3.7M.","Ended Q2 with $294.7M liquidity; updated FY cash usage guidance lowered to $100-120M (from $110-130M).","AI for Safety model predicted 100% of >40 battery incidents 10-30 cycles early; pre-trained on 15,000 Li-Metal cells.","UAM battery lines to start production in October; cell testing agreements signed; Hyundai B-sample line on track for Q4 2024.","Introduced Molecular Universe initiative to map molecular properties; Electrolyte Foundry operational since April 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":230145,"accession_number":"0001819142-24-000027","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2024-06-10T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"SES AI shareholders elect two Class II directors, ratify Grant Thornton as auditor","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Dr. Jang Wook Choi elected director with 523M votes for, 5M withheld; Anirvan Coomer with 527M for, 1.6M withheld.","Ratification of Grant Thornton as auditor for fiscal 2024: 541M for, 269K against, 118K abstained.","Say-on-pay advisory vote approved with 492M for, 36M against, 129K abstained, 13M broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":230144,"accession_number":"0001819142-24-000022","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SES AI Q1 loss $15.6M, affirms guidance; secures two B-sample JDAs, first Li-Metal line at Hyundai","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $15.6M ($0.05/sh); operating expenses $21.3M; cash used $9.0M; capex $6.8M.","FY2024 guidance affirmed: cash from ops $90-100M, capex $20-30M; liquidity $319M.","First Li-Metal battery co with two B-sample JDAs; building line inside Hyundai's facility (Q4 2024).","Avatar AI prediction accuracy 92% (2022:60%); target 95% by year end 2024.","UAM line conversion by Sep 2024; sampling deals with top five UAM OEMs."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":248579,"accession_number":"0001819142-24-000011","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2024-02-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SES AI reports FY2023 net loss of $53.4M; enters B-sample JDA for Li-Metal batteries","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2023 net loss $10.75M ($0.03 loss per share); full year net loss $53.4M vs $50.99M in 2022.","Operating expenses FY2023 $78.2M; cash used in operations $56.4M, capex $15.8M.","Ended 2023 with $332M liquidity; expects 2024 operating cash use $90-100M, capex $20-30M.","Signed world's first automotive B-sample JDA for Li-Metal with major automaker.","Avatar AI incident prediction accuracy improved to 92% in 2023; targeting 95% in 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":248578,"accession_number":"0001819142-24-000006","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2024-01-29T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"SES AI appoints former Intel CEO Brian Krzanich as independent director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Brian Krzanich, former CEO of Intel and CDK Global, appointed to SES AI board effective Jan 26, 2024.","Board increased to seven members; Krzanich serves as Class III director until 2025 annual meeting.","Standard non-employee director compensation: $45k annual cash, initial $300k RSU, $150k annual RSU.","Company cites Krzanich's experience as it advances Li-Metal batteries for EV and urban air mobility markets."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":248577,"accession_number":"0001819142-24-000003","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2024-01-26T23:59:59+00:00","items":[],"status":"ready","headline":"SES AI President and CSO Rohit Makharia departs effective Jan 26, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Rohit Makharia, President and Chief Strategy Officer, separates from SES AI effective January 26, 2024.","Separation treated as 'Termination without Cause' under employment agreement; option exercise period extended to Dec 31, 2024.","Company and Makharia enter separation letter with mutual non-disparagement covenants; no replacement named."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":266078,"accession_number":"0001819142-23-000085","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2023-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SES AI reports Q3 net loss $0.04/sh; cash $342M; expects Li-Metal B-sample JDA soon","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Operating expenses $19.4M ($8.5M R&D, $10.9M G&A); 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interim team assigned","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Yongkyu Son resigned as CTO effective Sept 30, 2023, citing personal reasons.","No disagreement with management, board, operations, policies, or practices.","Hong Gan (Chief Science Officer) and Daniel Li (Chief Manufacturing Officer) assume interim CTO responsibilities.","Company has commenced a search for a permanent successor."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":283305,"accession_number":"0001819142-23-000075","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2023-08-18T23:59:59+00:00","items":[],"status":"ready","headline":"SES AI COO Rohit Makharia transitions to Chief Strategy Officer, remains President","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Rohit Makharia moved from COO to Chief Strategy Officer effective August 16, 2023.","He continues as President and reports to CEO, focusing on strategic technical partnerships.","No changes to Makharia's compensatory arrangements in connection with the role transition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":283304,"accession_number":"0001819142-23-000069","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2023-08-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SES AI Q2 net loss $0.04/sh; advancing Li-Metal battery to B-sample with new EV and UAM lines","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $0.04/diluted share; operating expenses of $19.3M, with R&D $6.4M and G&A $12.9M.","Ended Q2 with $357M cash and securities; YTD cash used in operations $30.9M.","Guidance unchanged: total 2023 cash usage $130-$170M, trending toward lower end; CapEx $50-$70M.","Transitioning to B-sample: Line 4 for EV, Line 5 for Urban Air Mobility (UAM); targeting 1,000 cells/month/line.","Building Electrolyte Foundry near Boston for novel molecule discovery; hired SVP of Quality Kojima Atsushi."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":302745,"accession_number":"0001819142-23-000064","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2023-06-16T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"SES AI dismisses KPMG, hires Grant Thornton as new auditor","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Audit Committee dismissed KPMG on June 12, 2023; engaged Grant Thornton for FY 2023 audit.","KPMG's 2022 audit report included an adverse opinion on internal control over financial reporting due to material weaknesses.","No disagreements with KPMG on accounting principles or audit scope during the engagement period.","Material weaknesses related to insufficient resources for internal controls; no resulting misstatements in financials.","KPMG provided a letter to SEC agreeing with the company's disclosures."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":302744,"accession_number":"0001819142-23-000060","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2023-06-09T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"SES AI shareholders elect three Class I directors, ratify KPMG, approve say-on-pay at June 8 meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Dr. Jiong Ma, Michael Noonen, Eric Luo elected as Class I directors; each received over 449M votes for.","KPMG LLP ratified as independent auditor for FY 2023 with 474.4M votes for, 106k against.","Non-binding advisory vote on named executive officer compensation passed with 462.9M votes for.","Stockholders selected one-year frequency for future say-on-pay votes; company will hold annual votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":302743,"accession_number":"0001819142-23-000055","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2023-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SES AI reports Q1 net loss $0.05/sh, cash $373M, reiterates 2023 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 operating expenses $21.6M (R&D $8.5M, G&A $13.1M); net loss per diluted share $0.05.","Cash used in ops $15.4M; capex $6.0M; cash & marketable securities $373M at quarter end.","FY2023 guidance unchanged: total cash usage $130-170M; B-sample transition on track for 2023.","Line 4 facility complete, dry rooms expected summer, equipment arrival fall, ready first-half 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":302742,"accession_number":"0001819142-23-000047","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2023-05-01T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"SES AI S-3 effective, says no near-term capital raise; liquidity $390M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["S-3 registration statement declared effective by SEC on May 1, 2023.","SES has no near-term plans to issue securities under the shelf; CFO says sufficient funding for commercialization.","Available liquidity of $390M as of end of 2022 (cash, cash equivalents, short-term investments).","S-3 registers existing warrants/resale shares and a universal shelf up to $300M.","Any future offering details will be described in a prospectus supplement at that time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":302741,"accession_number":"0001819142-23-000040","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2023-04-26T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"SES AI appoints Daniel Li as Chief Manufacturing Officer to lead B-sample transition","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Daniel Li appointed Chief Manufacturing Officer effective April 26, 2023.","Li brings 15 years lithium-ion battery experience, including senior roles at A123.","Newly created role to lead transition from A-samples to B-samples and commercial production.","Will also lead North American EV battery supply chain setup and manage cell engineering and manufacturing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":322373,"accession_number":"0001819142-23-000038","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2023-03-17T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Robert Friedland retires from SES AI board of directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Effective March 15, 2023; no disagreement with company cited.","Friedland joined board in Feb. 2022 after SES's SPAC merger with Ivanhoe Capital Acquisition.","No replacement named; SES seeking director with EV, battery and AI expertise.","Friedland helped launch first 100Ah Li-Metal cell and build three A-sample lines in 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":322372,"accession_number":"0001819142-23-000021","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2023-03-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SES AI Q4 2022 net loss $0.03; 2022 cash ops $46.5M below guidance; 2023 cash usage guided $130-170M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 operating expenses $20.7M (R&D $8.3M, G&A $12.4M); non-cash gain $9.0M from sponsor earn-out liability.","Full-year 2022 cash from ops $46.5M and capex $14.7M, both below prior guidance of $55-60M and $20-25M.","Cash and short-term investments $390M at Dec 31, 2022; company says sufficient to reach commercialization.","2023 guidance: cash ops $80-100M, capex $50-70M, total cash usage $130-170M; plans to double/triple headcount and hire CMO.","Transitioning from A-sample to B-sample lines in 2023; Avatar accuracy on 100Ah cells >60% (vs 0% at start of 2022)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":322371,"accession_number":"0001819142-23-000013","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2023-03-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SES AI delays 10-K filing, expects material weaknesses; 2022 cash usage $61M below guidance","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Unable to complete 10-K on time; filed NT 10-K for 15-day grace period; expects to file by March 16, 2023.","Became large accelerated filer, lost EGC status; first-time SOX 404 compliance; expects material weaknesses in internal controls.","2022 cash usage ~$61M, below prior guidance of $75-85M; available liquidity ~$390M as of Dec 31, 2022.","CEO states three A-sample lines built under budget and ahead of time; transitioning to B-sample and commercial production."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":322370,"accession_number":"0001819142-23-000006","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2023-01-27T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"SES AI schedules 2023 annual meeting for June 8; proxy deadline Feb 13","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Annual meeting set for June 8, 2023.","Stockholder proposals under Rule 14a-8 must be received by February 13, 2023.","First annual meeting following business combination with Ivanhoe Capital Acquisition Corp."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":340425,"accession_number":"0001558370-22-017175","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2022-11-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SES AI reports Q3 operating loss of $21.7M; lowers 2022 cash usage guidance to $75-85M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 2022 operating loss of $21.7M (up $11.0M YoY); net loss $0.08 per fully diluted share.","Cash and equivalents $394.7M; expects to end 2022 with >$350M cash.","Full-year 2022 cash usage guidance reduced to $75-85M from prior $95-115M; capex now $20-25M.","SES Korea pilot facility completed; Shanghai Giga operational; produced >1,000 large-format cells.","50 Ah cells received UN38.3 and IATF16949 certifications; data shared with GM, Hyundai, Honda."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":357689,"accession_number":"0001558370-22-012911","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2022-08-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SES Q2 operating loss $19.1M; cash $405M; 2022 guidance unchanged","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Operating loss of $19.1M (up $12.5M YoY) on higher headcount and public company costs.","Non-cash gain of $29.0M from Sponsor Earn-out fair value change; cash & equivalents $405M.","2022 cash guidance reaffirmed: ops + capex $95–115M; Korea cell facility expected ready Oct 2022.","Milestones by mid-2023: deliver A-sample batteries for three JDA partners, transition to B-sample.","No revenue reported; company remains in development stage for Li-Metal batteries."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":376290,"accession_number":"0001558370-22-008555","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2022-05-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SES AI reports Q1 2022 operating loss of $19.2M, cash of $426M; completes business combination with Ivanhoe","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Operating loss of $19.2M driven by G&A of $15.1M and R&D of $4.1M; net loss of $27.0M ($0.12 per share).","Cash and cash equivalents of $426M at quarter-end; company says sufficient to fund Li-Metal commercialization.","Announced third JDA with Honda for Li-Metal batteries, supplementing existing agreements with GM and Hyundai.","Formed SES Korea with plans to build a pre-production facility there; completed Phase 1 of Shanghai Pilot Facility (0.2 GWh).","Business combination with Ivanhoe Capital Acquisition Corp completed in early February; NYSE listing under ticker SES."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":376289,"accession_number":"0001193125-22-107988","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2022-04-18T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"SES AI dismisses auditor Withum, engages KPMG; material weakness warrants restatement","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Audit Committee dismissed Withum Smith+Brown as independent auditor, effective April 15, 2022.","Engaged KPMG as new auditor for FY 2022; KPMG had previously audited Old SES.","Only reportable event was a material weakness in internal controls over classification of common stock and warrants, leading to restatement of certain 2021 interim financials.","No disagreements with Withum on accounting principles or audit scope during the period."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":394656,"accession_number":"0001193125-22-091953","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K","filed_at":"2022-03-31T23:59:59+00:00","items":["4.02"],"status":"ready","headline":"SES AI to restate Q3 2021 financials due to stock-compensation errors","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Audit Committee concluded Old SES's unaudited Q3 2021 financials should be restated.","Errors: incorrect accounting for stock option modification, wrong fair value input, and disclosure issues.","Stock-based compensation expense increased by $2.6M (three months) and $2.8M (nine months) ended Sep 30, 2021.","Restatement has no impact on previously reported cash flows or cash balances.","Company will file restated financials in an amended Business Combination Form 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":394652,"accession_number":"0001193125-22-092110","cik":1819142,"company_name":"SES AI Corp","ticker":"SES","form_type":"8-K12B/A","filed_at":"2022-03-31T23:59:59+00:00","items":["2.01","9.01"],"status":"ready","headline":"SES AI closes business combination with Ivanhoe; audited FY2021 net loss $31.3M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Business combination with Ivanhoe closed Feb 3, 2022; company renamed SES AI Corporation.","Old SES audited net loss was $31.3M for 2021, vs. $13.9M for 2020.","R&D expenses $15.5M in 2021, up from $9.4M in 2020; G&A $16.5M.","Cash and cash equivalents $160.5M at Dec 31, 2021, including Series D preferred proceeds.","Unaudited pro forma combined financial info as of Dec 31, 2021 included in filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":468989893.61599994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2022-03-31T23:59:59+00:00|394652"}