earnings
confidence high
sentiment positive
materiality 0.75
SES AI Q3 revenue $7.1M, net loss $20.9M; updates 2025 guidance to $20-25M
SES AI Corp
2025-Q3 EPS reported
-$0.17
revenue$16,438,000
- Revenue of $7.1M, up 102% QoQ; gross margin 51% (78% services, 15% products).
- GAAP net loss $20.9M ($0.06/share), improved from Q2 loss of $22.7M ($0.07).
- Full-year 2025 revenue guidance raised to $20M-$25M, reflecting UZ Energy contribution.
- Completed acquisition of UZ Energy (ESS) and launched Hisun JV for material supply.
- Repurchased 1.34M Class A shares for $1.6M (~$1.20/share); liquidity $214M.