secwatch.observer — SEC 8-K summary
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Issuer:     SES AI Corp (SES)
CIK:        0001819142
Form:       8-K
Filed at:   2026-08-11T20:10:19+00:00
Accession:  0001819142-26-000044
Event type: earnings
Sentiment:  positive
Materiality: 0.65
Item codes: 2.02, 5.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1819142/000181914226000044/0001819142-26-000044-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1819142/000181914226000044/ses-20260806x8k.htm
  HTML page:      https://secwatch.observer/filing/0001819142-26-000044

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