---
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"
generated_at: "2026-05-26T04:55:05.797597+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# SES AI reports Q4 revenue $2.0M, first-ever; guides 2025 rev $15M-$25M

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001819142-25-000012
- JSON: https://secwatch.observer/filing/0001819142-25-000012.json
- Plain text: https://secwatch.observer/filing/0001819142-25-000012.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.