{"schema_version":"secwatch.filing_event.v1","accession":"0001819142-25-000012","form_type":"8-K","ticker":"SES","cik":"0001819142","company_name":"SES AI Corp","filed_at":"2025-02-25T23:59:59+00:00","discovered_at":"2026-05-14T18:03:05.047569+00:00","generated_at":"2026-05-26T04:55:05.797597+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"SES AI reports Q4 revenue $2.0M, first-ever; guides 2025 rev $15M-$25M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001819142-25-000012","json":"https://secwatch.observer/filing/0001819142-25-000012.json","markdown":"https://secwatch.observer/filing/0001819142-25-000012.md","text":"https://secwatch.observer/filing/0001819142-25-000012.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1819142/000181914225000012/0001819142-25-000012-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1819142/000181914225000012/ses-20250225x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-26T04:55:05.797597+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}