SES · SES AI Corp · Webcasts, Transcripts & Audio
$0.84
+0.02 (+2.35%)
At close · Oct 2
Return incl. dividend (before tax)
Market Cap
$198.45M
Shares
371.29M
Volume · Oct 1
81.09M
Avg daily vol (3M)
18.4M
SES AI Corp Webcasts
Earnings calls, investor updates, investor days and conferences for SES AI Corp (SES), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
Earnings call
FY26 · Q2
2026-08-11
SES AI Corp (SES) Q2 2026 Earnings Call Transcript
Confident tone
ESS (Energy Storage Systems) Growth
NDAA-Compliant Drone Cells Manufacturing
Supply Chain Expansion
Revenue
$5.07M
▲ 43.8% YoY Diluted EPS
$-0.05
Gross margin
22.6%
Rev · 5q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-23
SES AI Corp (SES) Q1 2026 Earnings Call Transcript
Confident tone
Drone cell business expansion
Materials pipeline and Molecular Universe AI platform
Energy Storage Systems (ESS) growth
Revenue
$6.71M
▲ 15.8% YoY Diluted EPS
$-0.04
Gross margin
18.1%
Rev · 4q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-03-04
SES AI Corp (SES) Q4 2025 Earnings Call Transcript
Positive tone
Molecular Universe AI platform
Full-year revenue growth and 2026 guidance
Auto OEM EV slowdown
Revenue
$4.56M*
Gross margin
11.3%
Rev · 3q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-05
SES AI Corp (SES) Q3 2025 Earnings Call Transcript
Confident tone
Molecular Universe AI Platform
UZ Energy Acquisition and ESS Business
Drone and UAM Market Opportunity
Revenue
$7.12M
Diluted EPS
$-0.06
Gross margin
51.1%
Rev · 3q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-04
SES AI Corp (SES) Q2 2025 Earnings Call Transcript
Confident tone
UZ Energy acquisition / ESS expansion
Molecular Universe platform adoption
Platform strategy and AI talent
Revenue
$3.53M
Diluted EPS
$-0.07
Gross margin
73.7%
Rev · 2q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-25
SES AI Corp (SES) Q1 2025 Earnings Call Transcript
Confident tone
Molecular Universe Platform Launch
AI for Science Material Discovery
OEM and Battery Partnerships
Revenue
$5.79M
Diluted EPS
$-0.04
Gross margin
78.7%
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-25
SES AI Corp (SES) Q4 2024 Earnings Call Transcript
Confident tone
EV OEM contracts and lithium-metal/lithium-ion
Revenue commercialization and first revenue
AI strategy and Molecular Universe
Results not yet reported
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-31
SES AI Corp (SES) Q3 2024 Earnings Call Transcript
Confident tone
AI-accelerated battery material discovery (electrolyte)
Lithium metal cell commercialization (UAM, EV B-samples)
Cycle life improvement
Diluted EPS
$-0.09
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-29
SES AI Corp (SES) Q2 2024 Earnings Call Transcript
Confident tone
AI for manufacturing, safety, and science
Battery safety and field prediction
EV OEM progress and lithium metal cells
Diluted EPS
$-0.06
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-02
SES AI Corp (SES) Q1 2024 Earnings Call Transcript
Confident tone
Avatar AI / Battery Safety
UAM (Urban Air Mobility)
EV OEM partnerships (Honda, GM)
Diluted EPS
$-0.05
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-26
SES AI Corp (SES) Q4 2023 Earnings Call Transcript
Confident tone
EV B-sample Joint Development Agreement
Urban Air Mobility Opportunity
Avatar AI Safety Monitoring
Results not yet reported
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-07
SES AI Corp (SES) Q3 2023 Earnings Call Transcript
Diluted EPS
$-0.04
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-08
SES AI Corp (SES) Q2 2023 Earnings Call Transcript
Diluted EPS
$-0.04
▼ 233.3% YoY
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-08
SES AI Corp (SES) Q1 2023 Earnings Call Transcript
Diluted EPS
$-0.05
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-03-14
SES AI Corp (SES) Q4 2022 Earnings Call Transcript
Results not yet reported
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-09
SES AI Corp (SES) Q3 2022 Earnings Call Transcript
Diluted EPS
$-0.08
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-09
SES AI Corp (SES) Q2 2022 Earnings Call Transcript
Diluted EPS
$0.03
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-12
SES AI Corp (SES) Q1 2022 Earnings Call Transcript
Diluted EPS
$-0.12
Audio
Transcript
Slides
8-K10-Q
Showing 1–18 of 18 webcasts