SES AI Corporation ( SES ) just reported its Q3 earnings . We were all waiting for this release because much was at stake. In particular, investors wanted to understand how SESI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns on invested capital—is a more relia ...

SES AI Corporation (SES) came out with a quarterly loss of $0.06 per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to a loss of $0.09 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -20.00%. A quarter ago, it was expected that this company would post a loss of $0.05 per share when it actually produced a loss of $0.07, delivering a surprise of -40%.Over the last four quarters, the company has surpa ...

SES AI (NYSE:SES) Q3 2025 Earnings Call November 05, 2025 05:00 PM ET Company ParticipantsQichao Hu - CEOJing Nealis - CFOKyle Pilkington - Chief Legal OfficerConference Call ParticipantsDerek Soderbergh - AnalystWinnie Dong - AnalystOperatorThank you for your patience, everyone. The SES AI third quarter 2025 earnings release and call will begin in a few minutes' time. In the meantime, you can register questions by pressing star followed by one on your telephone keypad. Hello and welcome to the SES AI third ...

SES AI (NYSE:SES) Q3 2025 Earnings Call November 05, 2025 05:00 PM ET Company ParticipantsQichao Hu - CEOJing Nealis - CFOKyle Pilkington - Chief Legal OfficerConference Call ParticipantsDerek Soderbergh - AnalystWinnie Dong - AnalystOperatorThank you for your patience, everyone. The SES AI third quarter 2025 earnings release and call will begin in a few minutes' time. In the meantime, you can register questions by pressing star followed by one on your telephone keypad. Hello and welcome to the SES AI third ...

SES AI (NYSE:SES) Q3 2025 Earnings Call November 05, 2025 05:00 PM ET Speaker2Thank you for your patience, everyone. The SES AI third quarter 2025 earnings release and call will begin in a few minutes' time. In the meantime, you can register questions by pressing star followed by one on your telephone keypad. Hello and welcome to the SES AI third quarter 2025 earnings release and call. My name is Carla, and I will be coordinating your call today. During the presentation, you can register to ask questions by ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 5, 2025 SES AI CORPORATION (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation) (Commission File Number) Delaware 001-39845 88-0641865 (IRS Employer Identification No.) SES AI Corporation 35 Cabot Road Woburn, MA 01801 (Address of princi ...

Core Insights - SES AI Corporation reported a revenue of $7.1 million for the third quarter of 2025, marking an increase of $3.6 million compared to the second quarter of 2025 [1] Financial Performance - The company affirmed its previously issued financial guidance for the year ending December 31, 2025 [1]

Core Viewpoint - SES AI Corporation, a leader in AI-enhanced battery technology, is set to release its Q3 2025 financial results on November 5, 2025, after market close [1] Financial Results Announcement - The financial results will be announced after market close on November 5, 2025 [1] - A conference call is scheduled for the same day at 5:00 p.m. ET [1] - A live webcast of the conference call will be accessible through SES's Investor Relations website [1]

Core Insights - SES AI's stock surged by 77.7% during the week, driven by investor anticipation of potential U.S. government investment [1][2] - The company launched an AI-powered software for battery material discovery, which has attracted significant investor interest [2][3] Company Developments - SES AI specializes in using AI to discover electrolyte materials and develop lithium-metal and lithium-ion batteries, applicable in electric vehicles, energy storage, drones, and robotics [3][4] - The company is set to launch an advanced version of its software, Molecular Universe 1.0 (MU-1), on October 20, which will cover a broader range of electrolytes and target new markets such as oil and gas, specialty chemicals, and personal care [5][6] - SES AI aims to transition to a subscription-based model for MU-1, with positive initial responses and revenue generation from joint development customers [6] Market Context - The combination of AI and lithium has captivated the market, particularly in light of recent strategic moves by the U.S. government in critical materials [7] - Despite investor hopes for a strategic investment from the U.S. government, the company's operations are primarily outside the U.S., which may limit such opportunities [8] - SES AI projects significant revenue growth, estimating an increase of 7 to 13 times this year, driven by subscription revenue from MU-1 [8]

Core Viewpoint - SES AI Corp has seen a significant stock price increase, with a rise of over 15% on Friday, reaching a new high since March 2023, and a cumulative increase of over 65% this week, effectively doubling its stock price this month [1] Group 1 - The company recently launched the latest version of its Molecular Universe and enterprise-level subscription services [1] - This launch enhances SES AI Corp's leadership position in the battery materials discovery sector [1]