---
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"
generated_at: "2026-05-17T21:34:34.593562+00:00"
event_type: "m_and_a"
sentiment: "neutral"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: m_and_a
- sentiment: neutral
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001819142-25-000044
- JSON: https://secwatch.observer/filing/0001819142-25-000044.json
- Plain text: https://secwatch.observer/filing/0001819142-25-000044.txt

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