{"schema_version":"secwatch.filing_event.v1","accession":"0001819142-26-000015","form_type":"8-K","ticker":"SES","cik":"0001819142","company_name":"SES AI Corp","filed_at":"2026-04-01T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.991110+00:00","generated_at":"2026-05-15T08:00:27.991246+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"SES AI expects Q1 2026 revenue of $6.3M–$6.5M, above consensus; affirms FY2026 guidance $30M–$35M","bullets":["Preliminary Q1 2026 revenue $6.3M–$6.5M, above consensus estimates.","Revenue driven by ESS product revenue from UZ Energy, plus drones and subscription.","Includes ~$1.5M from delayed Q4 2025 orders due to logistics constraints.","Full year 2026 revenue guidance affirmed at $30M–$35M.","Company to report Q1 2026 results after market close on April 23, 2026."],"urls":{"canonical":"https://secwatch.observer/filing/0001819142-26-000015","json":"https://secwatch.observer/filing/0001819142-26-000015.json","markdown":"https://secwatch.observer/filing/0001819142-26-000015.md","text":"https://secwatch.observer/filing/0001819142-26-000015.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1819142/000181914226000015/0001819142-26-000015-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1819142/000181914226000015/ses-20260401x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T08:00:27.991246+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":[{"claim_id":"adcda713d5f04b2755737b6b6c2736c4d1bdbd54","claim":"SES AI Corp reported the first quarter ended March 31, 2026 results: revenue $6.3 million to $6.5 million. Guidance reaffirmed.","evidence_excerpt":"Based on preliminary results, the Company expects first quarter 2026 revenue to be in the range of $6.3 million to $6.5 million, above published consensus estimates.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1819142/000181914226000015/0001819142-26-000015-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first quarter ended March 31, 2026"},{"label":"Revenue","value":"$6.3 million to $6.5 million"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"preliminary results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}