Recent 8-K filings for SES

• April 23, 2026, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 5.02item 7.01item 9.01 ◈ Earnings Releases

  SES AI Q1 revenue $6.7M (+47% QoQ) above consensus; gross margin 18.1%; new $20M ESS deal; appoints CFO

  Q1 revenue $6.7M (+47% QoQ, above consensus); GAAP net loss $12.1M ($0.04/sh), improved from Q4 loss $17.0M.

• April 1, 2026, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01 ◈ Earnings Releases

  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.

• March 4, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  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.

• November 5, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  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).

• August 4, 2025, 7:59 PM ET M&A materiality 0.80 neutral item 2.02item 9.01

  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.

• July 28, 2025, 7:59 PM ET M&A materiality 0.70 positive item 1.01item 2.02item 7.01item 9.01

  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.

• April 24, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  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).

• March 12, 2025, 7:59 PM ET regulatory materiality 0.70 negative item 3.01item 7.01item 9.01

  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.

• February 25, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  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.

• October 31, 2024, 7:59 PM ET earnings materiality 0.65 neutral item 1.02item 2.02item 5.02item 9.01 ◈ executive_change

  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.

• September 27, 2024, 7:59 PM ET regulatory materiality 0.75 negative item 3.01item 7.01item 9.01

  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.

• July 29, 2024, 7:59 PM ET other material materiality 0.75 positive item 2.02item 9.01

  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.

• May 2, 2024, 7:59 PM ET earnings materiality 0.60 neutral item 2.02item 9.01 ◈ Earnings Releases

  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.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.62 · Most common event earnings

11 positive 2 negative 11 neutral

source · SES on sec.gov