secwatch.observer — SEC 8-K summary
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Issuer:     SES AI Corp (SES)
CIK:        0001819142
Form:       8-K
Filed at:   2025-11-05T23:59:59+00:00
Accession:  0001819142-25-000065
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1819142/000181914225000065/0001819142-25-000065-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1819142/000181914225000065/ses-20251105x8k.htm
  HTML page:      https://secwatch.observer/filing/0001819142-25-000065

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer