SES AI (SES) Company Report

SES AI reported Q3 2025 revenue of $7.1 million, representing a 102% increase over the previous quarter, with approximately 45% of this revenue coming from UZ Energy's energy storage system sales following its mid-September acquisition.
The company updated its full-year 2025 revenue guidance to $20 million-$25 million, reflecting the contribution from UZ Energy.
For Q3 2025, SES AI recorded a GAAP net loss of $20.9 million, or -$0.06 per share, an improvement from the Q2 2025 net loss of $22.7 million.
SES AI maintained a strong liquidity position, ending Q3 2025 with $214 million and projecting to exit the year with $195 million-$200 million.
The company launched Molecular Universe (MU) 1.0, an AI for science workflow, and formed a joint venture with Hyzen New Energy Materials to commercialize materials discovered through MU, with SES controlling 90% of the JV.

Nov 5, 2025, 10:00 PM

SES AI Reports Strong Q3 2025 Revenue Growth and Updates Full-Year Guidance

SES

Earnings

Guidance Update

New Projects/Investments

SES AI reported Q3 2025 revenue of $7.1 million, a 102% increase over the previous quarter, with the UZ Energy acquisition contributing approximately 45% of this revenue. The company updated its full-year 2025 revenue guidance to $20 million-$25 million, primarily due to UZ's expected $10 million-$15 million contribution.
Gross margin for Q3 2025 was 51%, reflecting 78% from service revenue and 15% from product revenue. SES AI maintains a strong liquidity position of $214 million as of September 30, 2025, and repurchased 1.3 million Class A shares for $1.6 million during the quarter.
The company launched Molecular Universe (MU 1.0), an AI for science workflow, and formed a joint venture with Hyzen New Energy Materials for contract manufacturing of MU-discovered materials, anticipating significant revenue growth in ESS, drones, and EV applications in 2026.

Nov 5, 2025, 10:00 PM

SES AI Reports Strong Q3 2025 Revenue Growth and Updates Full-Year Guidance

SES

Earnings

Guidance Update

M&A

Q3 2025 revenue reached $7.1 million, marking a 102% increase from the previous quarter, with service revenue contributing 55% and product revenue 45%.
The company updated its full-year 2025 revenue guidance to $20 million-$25 million, primarily driven by the UZ Energy acquisition completed in mid-September.
SES AI reported a Q3 2025 GAAP net loss of $20.9 million (negative $0.06 per share) and maintained a strong liquidity position of $214 million as of September 30, 2025.
Strategic developments include the release of Molecular Universe (MU) 1.0 and a joint venture with Hyzen New Energy Materials to commercialize MU-discovered electrolyte materials.
The company expects to exit FY 2025 with $195 million-$200 million in liquidity and anticipates at least doubling or tripling total revenue in 2026 from ESS, drones, and EV opportunities.

Nov 5, 2025, 10:00 PM

SES AI Reports Q3 2025 Financial Results and Updates 2025 Revenue Guidance

SES

Earnings

Guidance Update

M&A

SES AI reported Q3 2025 revenue of $7.1 million, representing a 102% increase over the previous quarter, with a gross margin of 51%.
The company's GAAP net loss for Q3 2025 was $20.9 million, or $(0.06) per share, an improvement from Q2 2025.
SES AI updated its 2025 revenue guidance to $20 million to $25 million, incorporating the contribution from the recently completed acquisition of UZ Energy, which was responsible for approximately 45% of Q3 revenue.
The company also announced the launch of a Joint Venture with Hisun New Materials and unveiled MU-1, the latest version of its Molecular Universe software and services platform.
SES AI ended Q3 2025 with $214 million in liquidity and repurchased 1,340,656 shares for $1.6 million.

Nov 5, 2025, 9:21 PM

SES AI Reports Third Quarter 2025 Financial Results and Updates Guidance

SES

Earnings

Guidance Update

M&A

SES AI reported third quarter 2025 revenue of $7.1 million, marking a $3.6 million increase over the second quarter 2025.
The company updated its 2025 revenue guidance to $20 million to $25 million.
A GAAP net loss of $20.9 million, or $(0.06) per share, was recorded for Q3 2025, showing an improvement from the prior quarter.
Strategic developments include the acquisition of UZ Energy and the establishment of a Joint Venture with Hisun New Materials to commercially supply materials.
SES AI ended the quarter with $214 million in liquidity and repurchased 1,340,656 shares for $1.6 million.

Nov 5, 2025, 9:15 PM

SES AI Signs Term Sheet for Joint Venture to Supply Molecular Universe Materials

SES

New Projects/Investments

Revenue Acceleration/Inflection

M&A

SES AI has signed a term sheet to establish a joint venture with Hisun New Energy Materials Ltd. Co., a Texas-based electrolyte contract manufacturer.
The joint venture, which will be 90% owned by SES AI, aims to commercially supply electrolyte materials discovered by SES AI's Molecular Universe.
This collaboration is expected to generate a new source of recurring revenue for SES AI and will utilize Hisun's existing manufacturing capacity.
The execution of a binding definitive agreement for the joint venture is anticipated by the end of October 2025.