---
schema_version: "secwatch.filing_event.v1"
accession: "0001819142-25-000065"
form_type: "8-K"
ticker: "SES"
cik: "0001819142"
company_name: "SES AI Corp"
filed_at: "2025-11-05T23:59:59+00:00"
generated_at: "2026-05-17T00:23:01.339736+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# SES AI Q3 revenue $7.1M, net loss $20.9M; updates 2025 guidance to $20-25M

## Summary
- 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.

## SEC filing metadata
- accession: 0001819142-25-000065
- form_type: 8-K
- ticker: SES
- cik: 0001819142
- company_name: SES AI Corp
- filed_at: 2025-11-05T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1819142/000181914225000065/0001819142-25-000065-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1819142/000181914225000065/ses-20251105x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001819142-25-000065
- JSON: https://secwatch.observer/filing/0001819142-25-000065.json
- Plain text: https://secwatch.observer/filing/0001819142-25-000065.txt

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