{"schema_version":"secwatch.filing_event.v1","accession":"0001819142-26-000009","form_type":"8-K","ticker":"SES","cik":"0001819142","company_name":"SES AI Corp","filed_at":"2026-03-04T23:59:59+00:00","discovered_at":"2026-05-14T18:02:36.321461+00:00","generated_at":"2026-05-15T21:46:26.904556+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"SES AI Q4/FY2025: Revenue $21M (10x YoY), GAAP net loss narrows to $73M; 2026 guidance $30-35M","bullets":["FY2025 revenue of $21.0M, up from $2.0M in FY2024; Q4 revenue $4.6M, up 124% YoY.","GAAP net loss for FY2025 was $73.0M ($0.22 loss per share), improved from $100.2M ($0.31) in 2024.","Non-GAAP net loss of $53.2M ($0.16 per share) vs $66.4M ($0.21) in 2024; Adjusted EBITDA loss $62.6M vs $81.5M.","Ended FY2025 with $200M liquidity; FY2026 revenue guidance $30-35M (43-67% growth).","ESS unit (UZ Energy) signed a $20M distributor contract; drone cell line conversion underway; six material breakthroughs tested by 40+ customers."],"urls":{"canonical":"https://secwatch.observer/filing/0001819142-26-000009","json":"https://secwatch.observer/filing/0001819142-26-000009.json","markdown":"https://secwatch.observer/filing/0001819142-26-000009.md","text":"https://secwatch.observer/filing/0001819142-26-000009.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1819142/000181914226000009/0001819142-26-000009-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1819142/000181914226000009/ses-20260304x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T21:46:26.904556+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"}