{"schema_version":"secwatch.filing_event.v1","accession":"0001819142-26-000019","form_type":"8-K","ticker":"SES","cik":"0001819142","company_name":"SES AI Corp","filed_at":"2026-04-23T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.991399+00:00","generated_at":"2026-05-15T04:36:25.003026+00:00","sec_items":["2.02","5.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"SES AI Q1 revenue $6.7M (+47% QoQ) above consensus; gross margin 18.1%; new $20M ESS deal; appoints CFO","bullets":["Q1 revenue $6.7M (+47% QoQ, above consensus); GAAP net loss $12.1M ($0.04/sh), improved from Q4 loss $17.0M.","GAAP gross margin 18.1% vs 11.3% Q4; non-GAAP 18.3% vs 11.7% on higher-mix ESS, drone, and MU subscription revenue.","Signed $20M multiyear distribution agreement with ATG EPower for North American ESS; Chungju drone line converted to 1M cell capacity.","Molecular Universe v2.5 launched; major global battery maker committed to multiyear Search in a Box subscription; six customers in phase-2 testing.","Reaffirmed FY2026 revenue guidance $30-35M; CFO Jing Nealis departs April 27; Ray Liu (CFA, CPA) appointed CFO."],"urls":{"canonical":"https://secwatch.observer/filing/0001819142-26-000019","json":"https://secwatch.observer/filing/0001819142-26-000019.json","markdown":"https://secwatch.observer/filing/0001819142-26-000019.md","text":"https://secwatch.observer/filing/0001819142-26-000019.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1819142/000181914226000019/0001819142-26-000019-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1819142/000181914226000019/ses-20260423x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T04:36:25.003026+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":"36d1ad8d782faaa02e4921b695a921ee8f9648d7","claim":"SES AI Corp reported the fiscal quarter ended March 31, 2026 results: revenue $6.7 million. Guidance reaffirmed.","evidence_excerpt":"in such filing. ​ --- EX-99.1 (EX-99.1) --- 1 Letter to Our Shareholders Q1 2026 Dear Shareholders, We are off to a strong start in 2026. First quarter revenue reached $6.7 million, a 47% increase over the fourth quarter of 2025 and above published consensus estimates. We are also reaffirming our full year 2026 revenue guidance of $30 million to $35","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1819142/000181914226000019/0001819142-26-000019-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal quarter ended March 31, 2026"},{"label":"Revenue","value":"$6.7 million"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}