---
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"
generated_at: "2026-05-15T08:00:27.991246+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# SES AI expects Q1 2026 revenue of $6.3M–$6.5M, above consensus; affirms FY2026 guidance $30M–$35M

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001819142-26-000015
- JSON: https://secwatch.observer/filing/0001819142-26-000015.json
- Plain text: https://secwatch.observer/filing/0001819142-26-000015.txt

## Key facts
- Earnings Releases
  SES AI Corp reported the first quarter ended March 31, 2026 results: revenue $6.3 million to $6.5 million. Guidance reaffirmed.
  - Period: the first quarter ended March 31, 2026
  - Revenue: $6.3 million to $6.5 million
  - Guidance: reaffirmed
  - Result: preliminary results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1819142/000181914226000015/0001819142-26-000015-index.htm

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