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$0.60 -0.01 (-1.75%) At close · Aug 14
Market Cap
$212.04M
Shares
371.29M

SES AI Corp Earnings Call Transcripts

Every quarterly earnings call for SES AI Corp (SES) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
· $5.79M −$12.43M '25 Q1 25-04-25 · $3.53M −$22.65M '25 Q2 25-08-04 · $7.12M −$20.92M '25 Q3 25-11-05 · $4.56M −$17.04M '25 Q4 26-03-04 ▲15.8% $6.71M −$12.10M '26 Q1 26-04-23 LATEST ▲43.8% $5.07M −$17.90M '26 Q2 26-08-11
Earnings call
FY26 · Q2
2026-08-11
SES AI Announces Date of Conference Call for Second Quarter 2026 Results
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-04-23
SES AI Corp Q1 FY2026 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-03-04
SES AI Corp Q4 FY2025 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-11-05
SES AI Corp Q3 FY2025 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-08-04
SES AI Corp Q2 FY2025 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-04-25
SES AI Corp Q1 FY2025 Earnings Call
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 Q4 FY2024 Earnings Call
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 Q3 FY2024 Earnings Call
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 Q2 FY2024 Earnings Call
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 Q1 FY2024 Earnings Call
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 Q4 FY2023 Earnings Call
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 Q3 FY2023 Earnings Call
Diluted EPS
$-0.04
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-08-08
SES AI Corp Q2 FY2023 Earnings Call
Diluted EPS
$-0.04
▼ 233.3% YoY
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-05-08
SES AI Corp Q1 FY2023 Earnings Call
Diluted EPS
$-0.05
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-03-14
SES AI Corp Q4 FY2022 Earnings Call
Results not yet reported
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-11-09
SES AI Corp Q3 FY2022 Earnings Call
Diluted EPS
$-0.08
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-08-09
SES AI Corp Q2 FY2022 Earnings Call
Diluted EPS
$0.03
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-05-12
SES AI Corp Q1 FY2022 Earnings Call
Diluted EPS
$-0.12
Audio Transcript Slides 8-K10-Q
Showing 1–18 of 18 earnings calls
Key facts CIK 1819142 CUSIP 78397Q109 13F (30d) 129 filings 128 filers Visit website Investor relations

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