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 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 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 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 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 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 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.
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 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.
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 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.
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 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