---
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"
generated_at: "2026-08-11T20:11:12.904331+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# SES AI Q2 revenue up 44% to $5.1M; reaffirms FY2026 guidance of $30-35M

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 2.02, 5.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001819142-26-000044
- JSON: https://secwatch.observer/filing/0001819142-26-000044.json
- Plain text: https://secwatch.observer/filing/0001819142-26-000044.txt

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