---
schema_version: "secwatch.filing_event.v1"
accession: "0001819142-25-000038"
form_type: "8-K"
ticker: "SES"
cik: "0001819142"
company_name: "SES AI Corp"
filed_at: "2025-07-28T23:59:59+00:00"
generated_at: "2026-05-18T00:25:25.711908+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# SES AI to acquire UZ Energy for ~$25.5M; prelim Q2 rev $3.5M, affirms guidance

## Summary
- 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.

## SEC filing metadata
- accession: 0001819142-25-000038
- form_type: 8-K
- ticker: SES
- cik: 0001819142
- company_name: SES AI Corp
- filed_at: 2025-07-28T23:59:59+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 1.01, 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1819142/000181914225000038/0001819142-25-000038-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1819142/000181914225000038/ses-20250725x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001819142-25-000038
- JSON: https://secwatch.observer/filing/0001819142-25-000038.json
- Plain text: https://secwatch.observer/filing/0001819142-25-000038.txt

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