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SES AI Corporation Class A (SES)
:SES
US Market
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SES AI Corporation Class A (SES) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Mar 03, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
-0.04
Last Year’s EPS
-0.11
Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 06, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call highlighted significant revenue growth and strategic advancements such as the launch of Molecular Universe MU-1.0 and the acquisition of UZ Energy. Despite these achievements, the company reported a net loss and exhibited gross margin variability. However, the positive developments and future growth potential overshadowed the lowlights.
Company Guidance
In the SES AI third quarter 2025 earnings call, the company reported a record revenue of $7.1 million, marking a 102% increase from the previous quarter. This surge was driven by a balanced revenue mix, with 55% coming from service revenue, mainly from automotive OEM customers, and 45% from product revenue, particularly from UZ Energy's energy storage system sales. The gross margin for the quarter stood at 51%, with service revenue yielding a 78% margin compared to a 15% margin from product revenue. The company updated its full-year revenue guidance to between $20 million and $25 million due to UZ's contribution. SES AI also highlighted the successful launch of Molecular Universe MU-1.0, an AI for science workflow, and its integration into their ESS products, predicting battery health and reducing maintenance costs. Additionally, SES AI formed a joint venture with Hisun New Energy Materials to contract-manufacture newly discovered electrolyte materials, aiming to stay CapEx-light while laying the groundwork for future revenue growth. The company expressed optimism about the growth potential across various sectors, including drones and electrical vehicles, and expects to at least double its revenue in 2026. SES AI ended the quarter with a strong liquidity position of $214 million, well-positioned for sustainable growth.
Record Revenue Growth
SES AI reported more than $7 million in revenue for Q3 2025, marking a 102% increase from the previous quarter.
Successful Launch of Molecular Universe MU-1.0
MU-1.0, a comprehensive AI for science workflow, was released, enhancing customer capabilities in battery science with features like Ask, Search, and Formulate.
Strategic Acquisition and Revenue Contribution
The acquisition of UZ Energy in September 2025 significantly boosted SES AI's revenue, contributing approximately 45% of the third quarter's revenue.
Joint Venture with Hisun New Energy Materials
SES AI entered a joint venture to produce new electrolyte materials, leveraging Hisun's 150,000-ton annual capacity, which is expected to drive future revenue growth.
Strong Financial Position
SES AI exited Q3 2025 with a strong liquidity position of $214 million.

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

SES Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Mar 03, 2026
2025 (Q4)
-0.04 / -
-0.11
Nov 06, 2025
2025 (Q3)
-0.04 / -0.06
-0.0933.33% (+0.03)
Aug 04, 2025
2025 (Q2)
-0.02 / -0.06
-0.06-6.67% (>-0.01)
Apr 24, 2025
2025 (Q1)
-0.06 / -0.04
-0.0520.00% (+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
-0.050.00% (0.00)
Feb 26, 2024
2023 (Q4)
-0.07 / -0.03
-0.030.00% (0.00)
Nov 07, 2023
2023 (Q3)
-0.07 / -0.04
-0.0850.00% (+0.04)
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
Nov 06, 2025
$2.19$2.55+16.44%
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%
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 Mar 03, 2026, After Close (Confirmed).
    What is SES AI Corporation Class A (SES) earnings time?
    SES AI Corporation Class A (SES) earnings time is at Mar 03, 2026, 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 (Q4) is -0.04.
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