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SES AI Corporation Class A (SES)
NYSE:SES
RESEARCH TOOLSreports
Earnings Data
Report Date
Aug 12, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
-0.05Last Year’s EPS
-0.06Same Quarter Last Year
Based on 1 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 24, 2025
|% Change Since: -5.75%
|Next Earnings Date:Aug 12, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted SES AI's strong start to the fiscal year with record revenue and high gross margins, alongside strategic developments like the Molecular Universe platform. However, the company also faces high operating expenses and significant cash utilization. The strengths in revenue growth and strategic initiatives outweigh the financial challenges.Company Guidance
In the first quarter of 2025, SES AI reported a record revenue of $5.8 million and is on track to achieve its full-year revenue guidance of $15 million to $25 million. The company highlighted a strong gross margin of 79%, largely attributed to its asset-lite business model. SES AI's notable advancements include the development of AI-enhanced lithium metal and lithium-ion batteries for EVs, with contracts in place with two OEM partners. Additionally, SES AI is set to launch its Molecular Universe platform, aimed at mass-producing material discovery and development services for various battery chemistries, a move expected to significantly boost its most profitable revenue component. The company concluded the quarter with a solid liquidity position of $240 million and no debt, planning to exit 2025 with more than $200 million in liquidity.Record Revenue Achievement
SES AI achieved a new record for revenue with $5.8 million in the first quarter of 2025, marking a strong start to the year.
High Gross Margin
The company reported a strong gross margin of 79% for Q1 2025, consistent with their expectations and indicative of their asset-lite, AI-driven business model.
Launch of Molecular Universe Platform
SES AI announced the upcoming launch of their Molecular Universe software and service platform, which aims to mass-produce material discovery and development services. Early access testing is already underway with a dozen companies.
Strong Liquidity Position
SES AI concluded the quarter with $240 million in liquidity and no debt, positioning the company well for future growth.
Positive Market Reception for New Products
The AI-enhanced 2170 cylindrical cell for robotics and drones received a tremendous response, showcasing new applications for SES AI's technology.
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SES Earnings History
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
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SES Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| 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% |
| Jul 29, 2024 | $1.30 | $1.18 | -9.23% |
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.
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FAQ
When does SES AI Corporation Class A (SES) report earnings?
SES AI Corporation Class A (SES) is schdueled to report earning on Aug 12, 2025, TBA Not Confirmed.
What is SES AI Corporation Class A (SES) earnings time?
SES AI Corporation Class A (SES) earnings time is at Aug 12, 2025, TBA Not 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 (Q2) is -0.05.
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