secwatch.observer — SEC 8-K summary
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Issuer:     SES AI Corp (SES)
CIK:        0001819142
Form:       8-K
Filed at:   2026-04-01T23:59:59+00:00
Accession:  0001819142-26-000015
Event type: earnings
Sentiment:  positive
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1819142/000181914226000015/0001819142-26-000015-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1819142/000181914226000015/ses-20260401x8k.htm
  HTML page:      https://secwatch.observer/filing/0001819142-26-000015

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