The earnings call highlighted strong financial performance, strategic acquisitions, and expansion of the Molecular Universe platform, indicating significant progress. However, challenges remain in proving the platform's superiority and completing planned share repurchases.

Company Guidance -

Q3 2025

During the SES AI second quarter 2025 earnings call, the company provided guidance emphasizing substantial growth and strategic developments. SES AI reported a second-quarter revenue of $3.5 million with a 74% gross margin, driven primarily by contracts with automotive OEMs for AI-enhanced battery materials. The company reaffirmed its full-year 2025 revenue guidance of $15 million to $25 million. Notably, SES AI significantly reduced cash usage in operations by 51% from Q2 2024 and by 53% from Q1 2025, ending the quarter with a strong liquidity position of $229 million and no debt. The acquisition of UZ Energy, aimed at expanding into the $300 billion global energy storage systems (ESS) market, is expected to contribute $10 million to $15 million in projected revenue for 2025, with potential for exponential growth. SES AI also conducted a share repurchase in the third quarter, buying back 871,754 shares for $1.1 million. The company highlighted the success of its Molecular Universe platform, with over 30 companies trial testing it, and anticipated further revenue growth from integrating software and hardware solutions in energy storage and other sectors.

Strong Revenue Growth and Profitability

Revenue for the second quarter was $3.5 million with a 74% gross margin. The company affirmed its full-year 2025 revenue guidance of $15 million to $25 million.

Molecular Universe Platform Expansion

Over 30 companies have begun trial testing the Molecular Universe platform, and the company aims to accelerate energy transition through material discovery and battery management.

Strategic Acquisition of UZ Energy

SES AI announced an agreement to acquire UZ Energy, providing a foothold in the growing global ESS market and integrating UZ's ESS hardware with the Molecular Universe platform.

Operational Efficiency

Operational cash usage decreased by 51% from Q2 2024 and 53% from Q1 2025, demonstrating effective capital deployment.

Strong Liquidity Position

The company concluded the quarter with a strong liquidity position of $229 million and no debt.

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

Daily Earnings Calendar >

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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