SES AI showcased strong quarterly performance with significant revenue growth, strategic acquisition of UZ Energy, and improved cash flow. The Molecular Universe platform is gaining traction, although challenges in AI adoption and uncertainties in the ESS market timeline persist. Overall, the company is well-positioned with strong liquidity and no debt.

Company Guidance

During the SES AI Second Quarter 2025 earnings call, guidance highlighted a strong performance with a revenue of $3.5 million and a 74% gross margin. The company reaffirmed its full-year 2025 revenue guidance, projecting between $15 million and $25 million. A significant reduction in cash usage was noted, with $10.8 million utilized for operations—a 51% decrease from Q2 2024. The quarter ended with $229 million in liquidity and no debt. The acquisition of UZ Energy is expected to enhance SES's position in the $300 billion global energy storage systems (ESS) market, with UZ Energy's revenue projected at $10 million to $15 million for 2025. Additionally, SES AI repurchased 871,754 shares for $1.1 million in Q3. The company is focused on expanding its Molecular Universe platform and is actively exploring further M&A opportunities to augment its capabilities across various sectors such as drones, ESS, and more.

Strong Quarterly Performance

SES AI achieved significant progress in product revenue development and profitability milestones in the second quarter of 2025. Revenue for the quarter was $3.5 million with a 74% gross margin.

Acquisition of UZ Energy

SES AI announced an agreement to acquire UZ Energy, which provides a foothold in the fast-growing global ESS market, with projected revenue growth from $10 million to $15 million for the full year 2025.

Significant Cash Flow Improvement

Cash usage in operations decreased by 51% from Q2 2024 and 53% from Q1 2025, demonstrating operational discipline and effective capital deployment.

Molecular Universe Platform Success

Over 30 companies have begun trial testing the Molecular Universe platform, which is being leveraged for material discovery and battery management.

Strong Liquidity Position

SES AI concluded the quarter with $229 million in liquidity and no debt, positioning the company for scalable long-term growth.

Revenue from Drones and UAM

Revenue from drones and UAM has increased this year, with plans to update and certify the Korea line to meet customer supply chain requests.

SES AI Corporation Class A (SES) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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SES Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	-0.04 / -	-0.09	―	―	―
Aug 04, 2025	2025 (Q2)	-0.02 / -0.06	-0.06	-6.67% (>-0.01)	―
Apr 24, 2025	2025 (Q1)	-0.06 / -0.04	-0.05	20.00% (+0.01)	―
Feb 25, 2025	2024 (Q4)	-0.09 / -0.11	-0.03	-266.67% (-0.08)	―
Oct 31, 2024	2024 (Q3)	-0.09 / -0.09	-0.04	-125.00% (-0.05)	―
Jul 29, 2024	2024 (Q2)	-0.06 / -0.06	-0.04	-50.00% (-0.02)	―
May 02, 2024	2024 (Q1)	-0.05 / -0.05	-0.05	0.00% (0.00)	―
Feb 26, 2024	2023 (Q4)	-0.07 / -0.03	-0.03	0.00% (0.00)	―
Nov 07, 2023	2023 (Q3)	-0.07 / -0.04	-0.08	50.00% (+0.04)	―
Aug 08, 2023	2023 (Q2)	-0.08 / -0.04	0.03	-233.33% (-0.07)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

SES Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 04, 2025	$1.37	$1.05	-23.36%
Apr 24, 2025	$0.87	$1.03	+18.39%
Feb 25, 2025	$0.84	$0.80	-4.76%
Oct 31, 2024	$0.47	$0.45	-4.26%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does SES AI Corporation Class A (SES) report earnings?

SES AI Corporation Class A (SES) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).

What is SES AI Corporation Class A (SES) earnings time?

SES AI Corporation Class A (SES) earnings time is at Nov 05, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is SES EPS forecast?

SES EPS forecast for the fiscal quarter 2025 (Q3) is -0.04.

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