{"schema_version":"secwatch.filing_event.v1","accession":"0001819142-26-000044","form_type":"8-K","ticker":"SES","cik":"0001819142","company_name":"SES AI Corp","filed_at":"2026-08-11T20:10:19+00:00","discovered_at":"2026-08-11T20:11:00.114772+00:00","generated_at":"2026-08-11T20:11:12.904331+00:00","sec_items":["2.02","5.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"SES AI Q2 revenue up 44% to $5.1M; reaffirms FY2026 guidance of $30-35M","bullets":["Q2 revenue $5.1M vs $3.5M YoY (+44%); GAAP gross margin 22.6% vs 18.1% Q1.","GAAP net loss $17.8M ($0.05/sh) vs $12.1M ($0.04) Q1; non-GAAP loss $13.1M ($0.04) vs $11.1M.","Reaffirms FY2026 revenue guidance $30-35M, gross margin ~15%; liquidity ~$163M cash+investments.","Sol-Ark certified UZ Energy's residential batteries; UZ has $20M 3-yr ATG Epower distribution deal.","Paul Diemer (ex-CTO Flex Power, SVP Generac) appointed Class II director effective Aug 6, 2026."],"urls":{"canonical":"https://secwatch.observer/filing/0001819142-26-000044","json":"https://secwatch.observer/filing/0001819142-26-000044.json","markdown":"https://secwatch.observer/filing/0001819142-26-000044.md","text":"https://secwatch.observer/filing/0001819142-26-000044.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1819142/000181914226000044/0001819142-26-000044-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1819142/000181914226000044/ses-20260806x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-11T20:11:12.904331+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"}