Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39845 SES AI Corporation (Exact name of registrant as specified in its charter) (State or other jurisdiction o ...

SES AI Corporation (SES) came out with a quarterly loss of $0.07 per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to a loss of $0.06 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -40.00%. A quarter ago, it was expected that this company would post a loss of $0.07 per share when it actually produced a loss of $0.04, delivering a surprise of +42.86%.Over the last four quarters, the company has su ...

SES AI (SES) Q2 2025 Earnings Call August 04, 2025 05:00 PM ET Speaker0Good afternoon. Thank you for attending today's I Second Quarter twenty twenty five Earnings Release and Call. My name is Jayla, and I'll be your moderator for today. All lines will be muted in the presentation portion of the call with an opportunity for questions and answers at the end. I would now like to turn the conference over to our host, Kyle Pinkham.Please proceed.Speaker1Hello, everyone, and welcome to our conference call coveri ...

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): July 25, 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 principal ...

Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. I provide a cost-behavioral estimate that suggests a break-even point of approximately $32 million for ...

Core Viewpoint - SES AI Corporation, a manufacturer of AI-enhanced lithium metal and lithium ion batteries, is scheduled to announce its Q2 2025 financial results on August 4, 2025, which is highly anticipated in the market [1]. Company Summary - SES AI Corporation specializes in the production of advanced lithium batteries, leveraging artificial intelligence to enhance performance [1]. - The company is publicly traded on the NYSE under the ticker SES [1]. Industry Context - The focus on lithium metal and lithium ion batteries is significant due to the growing demand for energy storage solutions, particularly in electric vehicles and renewable energy sectors [1].

Summary of SES AI Fireside Chat - July 15, 2025 Company Overview - SES AI (SES) was established in 2012, focusing on developing high energy density lithium metal batteries and has expanded to other chemistries including silicon lithium ion, LFP, and sodium batteries [4][6] Core Business Model - SES is transitioning to a multistrategy business model that integrates battery production with an innovative AI-driven software platform called Molecular Universe [5][6] - The Molecular Universe platform has gained popularity since its launch, demonstrating successful applications in various battery chemistries [4][6] Revenue and Financial Outlook - SES anticipates becoming the first battery company in the US to break even sooner than expected, driven by revenues from materials, drones, batteries, energy storage, and subscriptions to Molecular Universe [7][36] - The company is on track to meet its revenue guidance for 2025, with plans to expand manufacturing capacities and marketing channels [39] Molecular Universe Platform - The platform allows SES to generate its own data by systematically testing and synthesizing different materials and battery configurations, which is crucial for training their AI models [11][12] - The latest version, Molecular Universe 0.5, introduces a feature called Deep Space, which enhances problem-solving capabilities by asking clarifying questions before providing solutions [18][20] - This innovation aims to significantly reduce R&D time from years to approximately 20-30 minutes for practical solutions, appealing to battery companies looking to cut R&D costs [19][23] Market Interest and Adoption - There is growing interest from enterprise customers, particularly battery and electric companies, in the Molecular Universe platform, with many major battery companies trialing the enterprise version [15][31] - The pricing model includes multiple tiers, with a free entry-level option for academic users and paid tiers for enterprise customers [28][30] Competitive Positioning - Molecular Universe serves as a core connection between various market segments, including batteries for drones, electric vehicles (EVs), and energy storage systems (ESS), allowing SES to supply major battery producers without direct competition [35][36] - The platform's ability to provide practical solutions is expected to enhance SES's market position and revenue growth [36][26] Future Outlook - SES plans to announce further developments in manufacturing capacities and marketing strategies to support growth in its various market segments [39]

SES AI Corporation (SES) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, SES's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross."There's a reason traders love a golden cross -- it's a technical chart pattern that can indicate a bullish breakout is on the horizon. This kind of crossover is formed when a stock's short-term moving average breaks above a longer-term moving average. Ty ...

Core Viewpoint - Innovation is crucial for competition in the battery industry, with increasing R&D investments expected to reach 899 billion yuan by 2025 and 2154 billion yuan by 2030, highlighting the industry's focus on research and development [1][2]. Group 1: R&D Investment and Innovation Efficiency - The battery industry is experiencing a rapid pace of new product launches, but the efficiency of innovation is declining, with revenue growth lagging behind R&D investment growth [2]. - For instance, CATL's R&D investment in Q1 2025 was 4.814 billion yuan, a 10.92% increase, while its revenue was 84.705 billion yuan, growing only 6.18% [2]. - Solid-state batteries, a key innovation focus, are not expected to achieve small-scale production until 2027-2030, indicating a gap between innovation and market demand [2]. Group 2: AI Integration in R&D - AI technology is seen as a potential key to accelerating innovation in the battery sector, with companies like CATL and LG Energy actively integrating AI into their R&D processes [3]. - CATL has developed a comprehensive AI platform that combines computational centers, algorithm centers, and data centers to enhance R&D efficiency [3]. - SES AI's AI4S solution utilizes a vast molecular database to support material discovery and innovation in battery technology [4][5]. Group 3: Molecular Universe and Data Utilization - SES's "Molecular Universe" aims to transform traditional material R&D from experience-based to data-driven, significantly expanding the scope of molecular exploration [4][5]. - The platform has already cataloged 108 million molecules and is rapidly expanding towards a target of 10^11 molecules, providing a rich resource for battery innovation [6]. - The AI model within the "Molecular Universe" is trained on extensive data, ensuring high reliability and reducing the likelihood of errors in predictions [8][10]. Group 4: AI-Driven R&D Process - The "Molecular Universe" employs a closed-loop system that integrates asking questions, searching for solutions, filtering candidates, and verifying results to enhance the R&D process [10][19]. - Users can interact with the system using natural language to define problems and receive tailored recommendations for battery materials [11][20]. - The platform's capabilities allow for dynamic filtering of molecular candidates based on specific criteria, facilitating the identification of optimal solutions [14][15]. Group 5: Future Developments and Enhancements - Future versions of the "Molecular Universe" will expand the molecular database to include more organic and inorganic compounds, enhancing its applicability in battery research [26][27]. - The platform will also introduce additional properties for evaluation, such as melting point and toxicity, to provide a more comprehensive assessment of molecular suitability [26]. - SES plans to offer enterprise-level services for local deployment and joint development, further accelerating the R&D process for users [28].

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Num ...