Highest-materiality recent filing
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.
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.
Max materiality 0.85 · Median 0.62 · Most common event earnings