Winnie Yan Dong's questions to SES AI Corp (SES) leadership • Q1 2025
Question
Winnie Yan Dong of Deutsche Bank asked for the rationale behind the new share buyback authorization and requested a preview of the pricing structure for the Molecular Universe software platform.
Answer
CEO Qichao Hu outlined a five-tier pricing model for Molecular Universe, combining recurring software subscriptions with service-based fees for on-premise deployment, custom model training, and full-service material development. CFO Jing Nealis explained that the share repurchase program is considered an efficient capital allocation tool, made possible by the company's strong balance sheet and growth outlook, and will not impact its liquidity runway.