Highest-materiality recent filing
NYSE to delist SES AI warrants for abnormally low selling price; trading suspended
On Aug 13, 2026, NYSE notified SES AI it will delist and immediately suspend trading of warrants (SES WS) under Section 802.01D.
SES AI Q2 revenue up 44% to $5.1M; reaffirms FY2026 guidance of $30-35M
Q2 revenue $5.1M vs $3.5M YoY (+44%); GAAP gross margin 22.6% vs 18.1% Q1.
SES AI receives NYSE non-compliance notice for average closing price below $1.00
Received NYSE notice on July 17, 2026; average closing price below $1.00 over 30 consecutive trading days.
Q1 revenue $6.7M (+47% QoQ, above consensus); GAAP net loss $12.1M ($0.04/sh), improved from Q4 loss $17.0M.
SES AI expects Q1 2026 revenue of $6.3M–$6.5M, above consensus; affirms FY2026 guidance $30M–$35M
Preliminary Q1 2026 revenue $6.3M–$6.5M, above consensus estimates.
SES AI Q4/FY2025: Revenue $21M (10x YoY), GAAP net loss narrows to $73M; 2026 guidance $30-35M
FY2025 revenue of $21.0M, up from $2.0M in FY2024; Q4 revenue $4.6M, up 124% YoY.
SES AI presents at Needham Growth Conference on Jan 16, 2026; no new material information disclosed
SES AI Corporation participated at the Needham Growth Conference on January 16, 2026.
Dr. Jang Wook Choi resigns from SES AI Board effective Nov 10, 2025
Dr. Jang Wook Choi notified SES AI of his resignation from the Board on November 6, 2025.
SES AI Q3 revenue $7.1M, net loss $20.9M; updates 2025 guidance to $20-25M
Revenue of $7.1M, up 102% QoQ; gross margin 51% (78% services, 15% products).
SES AI annual meeting elects Dr. Qichao Hu as Class III director; ratifies auditor
Dr. Qichao Hu elected director with 486.5M votes for, 5.7M withheld, 46.3M broker non-votes.
SES AI appoints Andrew Boyd to board, replacing Michael Noonen who resigned effective Sep 2, 2025
Michael Noonen resigned from board effective Sep 2, 2025, to focus on other professional endeavors; no disagreement with company.
SES AI sets 2025 annual meeting for Oct 1; updates proposal deadlines
Annual meeting scheduled for October 1, 2025.
SES AI regains NYSE minimum bid price compliance
Received NYSE notice on Aug 1, 2025 confirming compliance with Section 802.01C.
SES AI reports Q2 2025 revenue of $3.5M, affirms $15M-$25M guidance, and agrees to acquire UZ Energy
Q2 2025 revenue was $3.5 million with a 74% gross margin, primarily from automotive OEM contracts for AI-enhanced battery materials.
SES AI to acquire UZ Energy for ~$25.5M; prelim Q2 rev $3.5M, affirms guidance
Acquires UZ Energy for ~$25.5M (cash + earnout); expects closing in Q3 2025.
SES AI reports record Q1 revenue of $5.8M, authorizes $30M buyback
Q1 revenue $5.8M vs $0 year ago; net loss $12.4M ($0.04 loss per share).
SES AI guides Q1 revenue $5.0M-$5.8M, liquidity ~$240M with no debt
Preliminary Q1 2025 revenue expected $5.0M to $5.8M, in line with full-year guidance.
SES AI receives NYSE delisting notice for stock price below $1.00 over 30 days
NYSE notified SES AI on March 7, 2025 of non-compliance with Section 802.01C due to avg closing price <$1.00 over 30 consecutive trading days.
SES AI reports Q4 revenue $2.0M, first-ever; guides 2025 rev $15M-$25M
Q4 revenue $2.0M, 63% gross margin; full-year net loss $100.2M, EPS -$0.31.
SES AI regains NYSE minimum share price compliance effective Feb 3, 2025
Received NYSE notice confirming compliance with Section 802.01C on February 3, 2025.
SES AI prelim Q4 revenue $1.5-2.0M, year-end liquidity $260-265M
Expects Q4 2024 revenue of $1.5M to $2.0M, earlier than originally anticipated.
Brian Krzanich resigns from SES AI board effective Nov 1, 2024 due to new CEO role at Cerence
Brian Krzanich resigned from the SES AI Board of Directors effective November 1, 2024.
SES AI Q3 net loss $30.2M; lowers FY cash guidance; Li-Metal cells pass safety test
GAAP net loss of $30.2M ($0.09 EPS); operating expenses $34.2M.
SES AI receives NYSE delisting notice for low stock price; has six months to cure
NYSE notified SES on Sept 26, 2024 that its Class A common stock average closing price was below $1.00 over 30 consecutive trading days.
SES AI announces 'All-in on AI' strategy; Q2 net loss $19.9M; lowers FY cash guidance to $100-120M
Q2 GAAP operating expenses $24.6M, net loss $19.9M ($0.06/share); cash used in ops $22.1M, capex $3.7M.
SES AI shareholders elect two Class II directors, ratify Grant Thornton as auditor
Dr. Jang Wook Choi elected director with 523M votes for, 5M withheld; Anirvan Coomer with 527M for, 1.6M withheld.
SES AI Q1 loss $15.6M, affirms guidance; secures two B-sample JDAs, first Li-Metal line at Hyundai
Net loss $15.6M ($0.05/sh); operating expenses $21.3M; cash used $9.0M; capex $6.8M.
SES AI reports FY2023 net loss of $53.4M; enters B-sample JDA for Li-Metal batteries
Q4 2023 net loss $10.75M ($0.03 loss per share); full year net loss $53.4M vs $50.99M in 2022.
SES AI appoints former Intel CEO Brian Krzanich as independent director
Brian Krzanich, former CEO of Intel and CDK Global, appointed to SES AI board effective Jan 26, 2024.
SES AI President and CSO Rohit Makharia departs effective Jan 26, 2024
Rohit Makharia, President and Chief Strategy Officer, separates from SES AI effective January 26, 2024.
SES AI reports Q3 net loss $0.04/sh; cash $342M; expects Li-Metal B-sample JDA soon
Operating expenses $19.4M ($8.5M R&D, $10.9M G&A); net loss $0.04/sh fully diluted.
Director Kent Helfrich resigns; GM-designee Anirvan Coomer appointed to Board
Helfrich resigned effective Oct 31, 2023, citing retirement from GM; no disagreement with company.
SES AI CTO Yongkyu Son resigns effective Sept 30; interim team assigned
Yongkyu Son resigned as CTO effective Sept 30, 2023, citing personal reasons.
SES AI COO Rohit Makharia transitions to Chief Strategy Officer, remains President
Rohit Makharia moved from COO to Chief Strategy Officer effective August 16, 2023.
SES AI Q2 net loss $0.04/sh; advancing Li-Metal battery to B-sample with new EV and UAM lines
Net loss of $0.04/diluted share; operating expenses of $19.3M, with R&D $6.4M and G&A $12.9M.
SES AI dismisses KPMG, hires Grant Thornton as new auditor
Audit Committee dismissed KPMG on June 12, 2023; engaged Grant Thornton for FY 2023 audit.
SES AI shareholders elect three Class I directors, ratify KPMG, approve say-on-pay at June 8 meeting
Dr. Jiong Ma, Michael Noonen, Eric Luo elected as Class I directors; each received over 449M votes for.
SES AI reports Q1 net loss $0.05/sh, cash $373M, reiterates 2023 guidance
Q1 operating expenses $21.6M (R&D $8.5M, G&A $13.1M); net loss per diluted share $0.05.
SES AI S-3 effective, says no near-term capital raise; liquidity $390M
S-3 registration statement declared effective by SEC on May 1, 2023.
SES AI appoints Daniel Li as Chief Manufacturing Officer to lead B-sample transition
Daniel Li appointed Chief Manufacturing Officer effective April 26, 2023.
Robert Friedland retires from SES AI board of directors
Effective March 15, 2023; no disagreement with company cited.
SES AI Q4 2022 net loss $0.03; 2022 cash ops $46.5M below guidance; 2023 cash usage guided $130-170M
Q4 operating expenses $20.7M (R&D $8.3M, G&A $12.4M); non-cash gain $9.0M from sponsor earn-out liability.
SES AI delays 10-K filing, expects material weaknesses; 2022 cash usage $61M below guidance
Unable to complete 10-K on time; filed NT 10-K for 15-day grace period; expects to file by March 16, 2023.
SES AI schedules 2023 annual meeting for June 8; proxy deadline Feb 13
Annual meeting set for June 8, 2023.
SES AI reports Q3 operating loss of $21.7M; lowers 2022 cash usage guidance to $75-85M
Q3 2022 operating loss of $21.7M (up $11.0M YoY); net loss $0.08 per fully diluted share.
SES Q2 operating loss $19.1M; cash $405M; 2022 guidance unchanged
Operating loss of $19.1M (up $12.5M YoY) on higher headcount and public company costs.
Operating loss of $19.2M driven by G&A of $15.1M and R&D of $4.1M; net loss of $27.0M ($0.12 per share).
SES AI dismisses auditor Withum, engages KPMG; material weakness warrants restatement
Audit Committee dismissed Withum Smith+Brown as independent auditor, effective April 15, 2022.
SES AI closes business combination with Ivanhoe; audited FY2021 net loss $31.3M
Business combination with Ivanhoe closed Feb 3, 2022; company renamed SES AI Corporation.
SES AI to restate Q3 2021 financials due to stock-compensation errors
Audit Committee concluded Old SES's unaudited Q3 2021 financials should be restated.
On November 1, 2024, Brian Krzanich resigned from the Board of Directors (the “Board”) of SES AI Corporation (“SES AI”) effective immediately.
On October 29, 2024, Anirvan Coomer resigned from the Board effective immediately.
On January 26, 2024, the Board of Directors (the “Board”) of SES AI Corporation (the “Company”) increased the size of the Board to seven members and filled the new vacancy by appointing Brian Krzanich to serve as a Class III director effective immediately
On September 19, 2023, Yongkyu Son informed SES AI Corporation (the “Company”) of his decision to resign from his position as Chief Technology Officer of the Company, effective September 30, 2023.
Mr. Son’s prior responsibilities shall be assumed by Hong Gan and Daniel Li, the Company’s Chief Science Officer and Chief Manufacturing Officer, respectively.
Mr. Son’s prior responsibilities shall be assumed by Hong Gan and Daniel Li, the Company’s Chief Science Officer and Chief Manufacturing Officer, respectively.
On March 15, 2023, Robert Friedland resigned from the Board of Directors of SES AI Corporation (the “Company”) with immediate effect.
Dr. Qichao Hu was appointed Chief Executive Officer, Rohit Makharia was appointed President and Chief Operating Officer, Jing Nealis was appointed Chief Financial Officer, Joanne Ban was appointed Chief Legal and Corporate Officer, Yongkyu Son was appointed Chief Technology Officer and Dr. Hong Gan was appointed Chief Science Officer.
each of Dr. Qichao Hu, Dr. Jang Wook Choi, Dr. Jiong Ma, Kent Helfrich, Eric Luo and Michael Noonen were elected to serve as directors of the Company.
each of Dr. Qichao Hu, Dr. Jang Wook Choi, Dr. Jiong Ma, Kent Helfrich, Eric Luo and Michael Noonen were elected to serve as directors of the Company.
Dr. Qichao Hu was appointed Chief Executive Officer, Rohit Makharia was appointed President and Chief Operating Officer, Jing Nealis was appointed Chief Financial Officer, Joanne Ban was appointed Chief Legal and Corporate Officer, Yongkyu Son was appointed Chief Technology Officer and Dr. Hong Gan was appointed Chief Science Officer.
each of Dr. Qichao Hu, Dr. Jang Wook Choi, Dr. Jiong Ma, Kent Helfrich, Eric Luo and Michael Noonen were elected to serve as directors of the Company.
Max materiality 0.85 · Median 0.60 · Most common event earnings