{"schema_version":"secwatch.filing_event.v1","accession":"0001819142-25-000044","form_type":"8-K","ticker":"SES","cik":"0001819142","company_name":"SES AI Corp","filed_at":"2025-08-04T23:59:59+00:00","discovered_at":"2026-05-14T18:02:45.114646+00:00","generated_at":"2026-05-17T21:34:34.593562+00:00","sec_items":["2.02","9.01"],"event_type":"m_and_a","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"SES AI reports Q2 2025 revenue of $3.5M, affirms $15M-$25M guidance, and agrees to acquire UZ Energy","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001819142-25-000044","json":"https://secwatch.observer/filing/0001819142-25-000044.json","markdown":"https://secwatch.observer/filing/0001819142-25-000044.md","text":"https://secwatch.observer/filing/0001819142-25-000044.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1819142/000181914225000044/0001819142-25-000044-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1819142/000181914225000044/ses-20250804x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud","generated_at":"2026-05-17T21:34:34.593562+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"}