SES AI Corporation Class A ((SES)) has held its Q3 earnings call. Read on for the main highlights of the call.
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The earnings call for SES AI Corporation Class A was marked by a generally positive sentiment, underscored by significant revenue growth and strategic advancements. The company celebrated the launch of Molecular Universe MU-1.0 and the acquisition of UZ Energy, both of which are expected to drive future growth. Despite reporting a net loss and experiencing gross margin variability, the positive developments and potential for future growth were the focal points of the discussion.
Record Revenue Growth
SES AI reported over $7 million in revenue for the third quarter of 2025, representing a remarkable 102% increase from the previous quarter. This record growth highlights the company’s expanding market presence and successful execution of its strategic initiatives.
Successful Launch of Molecular Universe MU-1.0
The launch of Molecular Universe MU-1.0, an AI-driven science workflow, was a key highlight. This platform enhances customer capabilities in battery science, offering features such as Ask, Search, and Formulate, which are expected to significantly benefit the company’s clientele.
Strategic Acquisition and Revenue Contribution
The acquisition of UZ Energy in September 2025 played a crucial role in boosting SES AI’s revenue, contributing approximately 45% of the third quarter’s revenue. This strategic move underscores the company’s commitment to expanding its footprint in the energy sector.
Joint Venture with Hisun New Energy Materials
SES AI’s joint venture with Hisun New Energy Materials aims to produce new electrolyte materials, leveraging Hisun’s substantial production capacity. This partnership is anticipated to drive future revenue growth and strengthen SES AI’s position in the market.
Strong Financial Position
SES AI ended the third quarter of 2025 with a robust liquidity position of $214 million, indicating a strong financial foundation to support its growth initiatives and strategic investments.
Net Loss Reported
Despite the positive developments, SES AI reported a GAAP net loss of $20.9 million for Q3 2025, a slight improvement from the $22.7 million loss in the previous quarter. This reflects ongoing challenges that the company is working to address.
Gross Margin Variability
The company experienced a gross margin of 51%, with significant variability between service revenue (78%) and product revenue (15%). This indicates potential future volatility in margins, which the company will need to manage carefully.
Forward-Looking Guidance
SES AI updated its full-year revenue guidance to between $20 million and $25 million, driven by UZ Energy’s contributions. The company is optimistic about its growth potential across various sectors, including drones and electric vehicles, and expects to at least double its revenue in 2026. SES AI’s strong liquidity position and strategic initiatives position it well for sustainable growth.
In conclusion, SES AI Corporation Class A’s earnings call reflected a positive outlook, driven by strategic advancements and significant revenue growth. While challenges such as net losses and gross margin variability remain, the company’s strong financial position and forward-looking strategies offer promising prospects for future growth.