SES AI reports Q2 2025 revenue of $3.5M, affirms $15M-$25M guidance, and agrees to acquire UZ Energy

SES AI Corp

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.

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