Security
SES AI CORP WT EXP 12/10/2026 · SESCW
SESCWOTCWarrantCurrentCIK 1819142Updated Nov 13, 2026
Name history
SES AI Corp · through Nov 12, 2026Ivanhoe Capital Acquisition Corp. · through Feb 4, 2022
SESCW price & chart
Loading TradingView…
OTC:SESCW on TradingView ↗About the company
SES AI Corp. (NYSE: SES) is powering the future of global electric transportation on land and in the air with the world’s most advanced Li-ion and Anode-Free Li-Metal batteries. SES AI is the first battery company in the world to accelerate its pace of innovation by utilizing superintelligent AI across the spectrum of its business, from research and development; materials sourcing; cell design; engineering and manufacturing; to battery health and safety monitoring. Founded in 2012, SES AI is an advanced Li-ion and Anode-Free Li-Metal battery developer and manufacturer headquartered in Boston and with NDAA-compliant manufacturing plant in Chungju, South Korea. Learn more at SES. AI.
In the news
No coverage from other publishers is available.
Seeking Alpha
Recent filings
10-Q filing
Results of Operations and Financial Condition
Items 2.02, 9.01
ARS filing
DEFA14A filing
DEF 14A filing
Show 5 more recent filings
PRE 14A filing
Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing
Items 3.01
10-Q filing
Results of Operations and Financial Condition · Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements
Items 2.02, 5.02, 9.01
Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing · Regulation FD Disclosure
Items 3.01, 7.01, 9.01
Financials
FY 2025 · USDSource
Source
Source
Source
Source
Source
balance sheet · annual statements
| Line item | Q3 2025 | Q3 2024 | Q2 2026 | Q2 2025 | Q2 2024 | Q1 2026 | Q1 2025 | Q1 2024 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSETS | ||||||||||||
| AssetsUSD | 288,767,000Source | 349,907,000Source | 236,213,000Source | 290,460,000Source | 368,371,000Source | 253,519,000Source | 305,982,000Source | 385,884,000Source | 272,646,000Source | 329,785,000Source | 406,810,000Source | 440,439,000Source |
| Property, Plant and Equipment, NetUSD | 30,952,000Source | 42,158,000Source | 24,225,000Source | 34,089,000Source | 41,236,000Source | 26,318,000Source | 35,940,000Source | 40,122,000Source | 28,866,000Source | 38,165,000Source | 37,959,000Source | 27,756,000Source |
| GoodwillUSD | 12,617,000Source | — | 13,272,000Source | — | — | 13,272,000Source | — | — | 13,272,000Source | — | — | — |
| Intangible Assets, Net (Excluding Goodwill)USD | 2,874,000Source | 1,249,000Source | 2,689,000Source | 1,153,000Source | 1,281,000Source | 2,749,000Source | 1,185,000Source | 1,313,000Source | 2,809,000Source | 1,217,000Source | 1,345,000Source | 1,473,000Source |
| Current assets: | ||||||||||||
| Cash and Cash Equivalents, at Carrying ValueUSD | 35,274,000Source | 66,740,000Source | 64,136,000Source | 11,757,000Source | 54,816,000Source | 46,940,000Source | 56,052,000Source | 129,609,000Source | 29,541,000Source | 128,796,000Source | 85,671,000Source | 106,623,000Source |
| Accounts Receivable, after Allowance for Credit Loss, CurrentUSD | 3,373,000Source | — | 7,749,000Source | 3,009,000Source | — | 8,183,000Source | 1,508,000Source | — | 4,783,000Source | 950,000Source | — | — |
| Inventory, NetUSD | 3,658,000Source | 320,000Source | 8,435,000Source | 114,000Source | 519,000Source | 6,960,000Source | 155,000Source | 425,000Source | 5,154,000Source | 212,000Source | 558,000Source | 383,000Source |
| Assets, CurrentUSD | 230,362,000Source | 291,495,000Source | 185,990,000Source | 242,963,000Source | 310,139,000Source | 200,570,000Source | 256,090,000Source | 327,112,000Source | 216,276,000Source | 276,904,000Source | 348,627,000Source | 396,641,000Source |
| Prepaid Expense and Other Assets, CurrentUSD | 9,321,000Source | 14,893,000Source | 6,808,000Source | 10,960,000Source | 14,275,000Source | 7,748,000Source | 14,665,000Source | 6,714,000Source | 6,707,000Source | 13,198,000Source | 11,712,000Source | 3,792,000Source |
| Operating Lease, Right-of-Use AssetUSD | 8,250,000Source | 10,666,000Source | 6,356,000Source | 8,744,000Source | 11,123,000Source | 6,932,000Source | 9,236,000Source | 11,697,000Source | 7,638,000Source | 9,927,000Source | 13,099,000Source | 11,363,000Source |
| Other Assets, NoncurrentUSD | 2,341,000Source | 3,282,000Source | 2,159,000Source | 2,176,000Source | 3,535,000Source | 2,157,000Source | 2,196,000Source | 4,583,000Source | 2,264,000Source | 2,237,000Source | 4,723,000Source | 3,206,000Source |
| LIABILITIES AND EQUITY | ||||||||||||
| LiabilitiesUSD | 60,566,000Source | 40,623,000Source | 49,152,000Source | 41,233,000Source | 36,798,000Source | 50,273,000Source | 36,127,000Source | 38,495,000Source | 57,891,000Source | 51,475,000Source | 47,860,000Source | 48,900,000Source |
| Stockholders’ equity: | ||||||||||||
| Common Stock, Value, IssuedUSD | 36,000Source | 35,000Source | 37,000Source | 37,000Source | 35,000Source | 37,000Source | 36,000Source | 35,000Source | 37,000Source | 36,000Source | 35,000Source | 35,000Source |
| Retained Earnings (Accumulated Deficit)USD | -354,874,000Source | -264,326,000Source | -401,914,000Source | -333,954,000Source | -234,140,000Source | -384,009,000Source | -311,303,000Source | -214,243,000Source | -371,911,000Source | -298,871,000Source | -198,686,000Source | -145,286,000Source |
| Accumulated Other Comprehensive Income (Loss), Net of TaxUSD | -3,161,000Source | -1,347,000Source | -1,267,000Source | -2,544,000Source | -2,521,000Source | -1,239,000Source | -2,206,000Source | -2,369,000Source | -1,726,000Source | -2,233,000Source | -1,613,000Source | -1,251,000Source |
| Stockholders' Equity Attributable to ParentUSD | 228,201,000Source | 309,284,000Source | 187,059,000Source | 249,227,000Source | 331,573,000Source | 203,246,000Source | 269,855,000Source | 347,389,000Source | 214,755,000Source | 278,310,000Source | 358,950,000Source | 391,539,000Source |
| Additional Paid in Capital, Common StockUSD | 586,200,000Source | 574,922,000Source | 590,203,000Source | 585,688,000Source | 568,199,000Source | 588,457,000Source | 583,328,000Source | 563,966,000Source | 588,355,000Source | 579,378,000Source | 559,214,000Source | 538,041,000Source |
| Liabilities and EquityUSD | 288,767,000Source | 349,907,000Source | 236,213,000Source | 290,460,000Source | 368,371,000Source | 253,519,000Source | 305,982,000Source | 385,884,000Source | 272,646,000Source | 329,785,000Source | 406,810,000Source | 440,439,000Source |
| Current liabilities: | ||||||||||||
| Liabilities, CurrentUSD | 28,006,000Source | 19,132,000Source | 28,528,000Source | 19,501,000Source | 13,958,000Source | 29,240,000Source | 16,405,000Source | 13,943,000Source | 24,156,000Source | 22,815,000Source | 20,355,000Source | 19,357,000Source |
| Operating Lease, Liability, CurrentUSD | 2,262,000Source | 2,615,000Source | 1,629,000Source | 2,732,000Source | 2,474,000Source | 1,599,000Source | 2,632,000Source | 2,436,000Source | 2,298,000Source | 2,585,000Source | 2,404,000Source | 1,899,000Source |
| Accounts Payable, CurrentUSD | 4,780,000Source | 2,234,000Source | 5,617,000Source | 1,981,000Source | 2,363,000Source | 5,919,000Source | 1,812,000Source | 2,762,000Source | 5,694,000Source | 1,901,000Source | 4,830,000Source | 6,187,000Source |
| Operating Lease, Liability, NoncurrentUSD | 6,194,000Source | 8,413,000Source | 5,074,000Source | 6,573,000Source | 9,348,000Source | 5,416,000Source | 6,897,000Source | 9,687,000Source | 5,813,000Source | 7,977,000Source | 11,316,000Source | 10,165,000Source |
| Other Liabilities, NoncurrentUSD | 2,829,000Source | 2,610,000Source | 3,412,000Source | 2,614,000Source | 2,589,000Source | 3,419,000Source | 2,567,000Source | 2,661,000Source | 3,408,000Source | 2,605,000Source | 2,753,000Source | 1,760,000Source |
| Additional Financial Items | ||||||||||||
| Accounts Receivable, after Allowance for Credit LossUSD | — | — | — | — | — | — | — | — | 4,800,000Source | — | — | — |
| Stockholders' Equity Attributable to Noncontrolling Interest | — | — | —Source | — | — | — | — | — | — | — | — | — |
cash flow · annual statements
| Line item | Q4 2025 | Q4 2024 | Q3 2025 | Q3 2024 | Q2 2026 | Q2 2025 | Q1 2026 | Q1 2025 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash flows from operating activities: | ||||||||||||
| Net Income (Loss), Including Portion Attributable to Noncontrolling InterestUSD | — | — | — | — | -17,905,000Source | -22,651,000Source | -12,098,000Source | -12,432,000Source | -73,040,000Source | -100,185,000Source | -53,400,000Source | -50,993,000Source |
| Adjustments to reconcile net income to net cash provided by operating activities: | ||||||||||||
| Depreciation and amortization | — | — | — | — | — | — | —Source | —Source | —Source | —Source | —Source | —Source |
| Share-based Payment Arrangement, Noncash ExpenseUSD | — | — | — | — | — | — | 2,116,000Source | 3,973,000Source | 10,971,000Source | 19,935,000Source | 20,649,000Source | 22,775,000Source |
| Changes in operating assets and liabilities: | ||||||||||||
| Increase (Decrease) in Accounts ReceivableUSD | — | — | — | — | — | — | 3,360,000Source | 558,000Source | 2,631,000Source | 950,000Source | — | — |
| Increase (Decrease) in InventoriesUSD | — | — | — | — | — | — | 1,748,000Source | -58,000Source | 1,035,000Source | -330,000Source | 184,000Source | 383,000Source |
| Increase (Decrease) in Accounts PayableUSD | — | — | — | — | — | — | 400,000Source | -108,000Source | 1,039,000Source | -72,000Source | -62,000Source | -3,975,000Source |
| Deferred Income Tax Expense (Benefit)USD | — | — | — | — | — | — | — | — | -471,000Source | -278,000Source | -1,057,000Source | — |
| Net Cash Provided by (Used in) Operating ActivitiesUSD | — | — | — | — | — | — | -19,800,000Source | -22,833,000Source | -58,362,000Source | -66,086,000Source | -56,412,000Source | -46,500,000Source |
| Cash flows from investing activities: | ||||||||||||
| Payments to Acquire Businesses, Net of Cash AcquiredUSD | — | — | — | — | — | — | — | — | 3,029,000Source | — | — | — |
| Net Cash Provided by (Used in) Investing ActivitiesUSD | — | — | — | — | — | — | 39,134,000Source | -49,844,000Source | -39,186,000Source | 108,192,000Source | 32,719,000Source | -296,009,000Source |
| Payments to Acquire Property, Plant, and EquipmentUSD | — | — | — | — | — | — | 330,000Source | 916,000Source | 2,858,000Source | 12,206,000Source | 15,763,000Source | 14,654,000Source |
| Cash flows from financing activities: | ||||||||||||
| Payment, Tax Withholding, Share-based Payment ArrangementUSD | — | — | — | — | — | — | 2,053,000Source | — | 433,000Source | — | — | — |
| Payments for Repurchase of Common StockUSD | — | — | — | — | — | — | — | — | 1,605,000Source | — | — | — |
| Net Cash Provided by (Used in) Financing ActivitiesUSD | — | — | — | — | — | — | -2,013,000Source | 8,000Source | -1,961,000Source | 1,010,000Source | 3,275,000Source | 289,927,000Source |
| Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents, Period Increase (Decrease), Including Exchange Rate EffectUSD | — | — | — | — | — | — | 17,362,000Source | -72,745,000Source | -99,182,000Source | 42,429,000Source | -20,970,000Source | -53,108,000Source |
| Cash, Cash Equivalents, Restricted Cash and Restricted Cash EquivalentsUSD | — | — | 35,903,000Source | 67,413,000Source | 64,763,000Source | 12,408,000Source | 47,575,000Source | 56,650,000Source | 30,213,000Source | 129,395,000Source | 86,966,000Source | 107,936,000Source |
| Supplemental disclosure of cash flow information: | ||||||||||||
| Income Taxes Paid, NetUSD | — | — | — | — | — | — | — | — | — | 286,000Source | 222,000Source | — |
| Effect of Exchange Rate on Cash, Cash Equivalents, Restricted Cash and Restricted Cash EquivalentsUSD | — | — | — | — | — | — | 41,000Source | -76,000Source | 327,000Source | -687,000Source | -552,000Source | -526,000Source |
| Additional Financial Items | ||||||||||||
| Share-based Payment Arrangement, ExpenseUSD | — | — | 2,196,000Source | 6,511,000Source | — | 2,695,000Source | — | 3,973,000Source | 10,971,000Source | 19,935,000Source | 20,649,000Source | 22,775,000Source |
| Amortization of Intangible AssetsUSD | — | — | — | — | — | — | — | — | 200,000Source | 100,000Source | 100,000Source | 100,000Source |
| DepreciationUSD | — | — | — | — | — | — | — | — | 10,100,000Source | 8,200,000Source | 5,400,000Source | 2,500,000Source |
| Derivative, Gain (Loss) on Derivative, NetUSD | — | — | -3,913,000Source | 1,001,000Source | 16,000Source | -1,443,000Source | 4,208,000Source | 7,879,000Source | 1,677,000Source | -5,306,000Source | 6,795,000Source | 25,432,000Source |
| Equity Securities, FV-NI, Unrealized Gain (Loss)USD | — | — | — | — | 0Source | 100,000Source | -200,000Source | 200,000Source | 400,000Source | 500,000Source | 100,000Source | — |
| Foreign Currency Transaction Gain (Loss), before TaxUSD | — | — | — | — | — | — | — | — | 700,000Source | 200,000Source | 300,000Source | 100,000Source |
| Gain (Loss) on Disposition of Property Plant EquipmentUSD | — | — | — | — | — | — | — | — | -1,306,000Source | -701,000Source | — | — |
| General and Administrative ExpenseUSD | — | — | 6,660,000Source | 9,779,000Source | 8,981,000Source | 6,520,000Source | 8,053,000Source | 7,320,000Source | 26,876,000Source | 38,395,000Source | 47,483,000Source | 51,606,000Source |
| GoodwillUSD | — | — | 12,617,000Source | — | 13,272,000Source | — | 13,272,000Source | — | 13,272,000Source | — | — | — |
| Goodwill, Impairment LossUSD | — | — | — | — | — | — | — | — | 0Source | — | — | — |
| Income Tax Expense (Benefit)USD | — | — | -108,000Source | 138,000Source | 132,000Source | 668,000Source | 414,000Source | 4,000Source | 231,000Source | 188,000Source | -853,000Source | 1,255,000Source |
| Net Income (Loss) Attributable to ParentUSD | — | — | -20,920,000Source | -30,186,000Source | -17,903,000Source | -22,651,000Source | -12,098,000Source | -12,432,000Source | -73,040,000Source | -100,185,000Source | -53,400,000Source | -50,993,000Source |
| Net Income (Loss) Available to Common Stockholders, BasicUSD | — | — | -20,920,000Source | -30,186,000Source | -17,905,000Source | -22,651,000Source | -12,098,000Source | -12,432,000Source | -73,040,000Source | -100,185,000Source | -53,400,000Source | -50,993,000Source |
| Nonoperating Income (Expense)USD | — | — | -2,379,000Source | 4,169,000Source | 1,423,000Source | 1,024,000Source | 6,185,000Source | 10,845,000Source | 9,805,000Source | 9,251,000Source | 23,905,000Source | 29,835,000Source |
| Operating ExpensesUSD | — | — | 22,285,000Source | 34,217,000Source | 20,343,000Source | 25,607,000Source | 19,084,000Source | 27,830,000Source | 93,921,000Source | 110,536,000Source | 78,158,000Source | 79,573,000Source |
| Other Nonoperating Income (Expense)USD | — | — | -740,000Source | -497,000Source | -63,000Source | 100,000Source | 281,000Source | 296,000Source | -1,210,000Source | -479,000Source | 425,000Source | -1,793,000Source |
| Proceeds from Stock Options ExercisedUSD | — | — | — | — | — | — | 40,000Source | 8,000Source | 77,000Source | 1,010,000Source | 524,000Source | 330,000Source |
| Net Income (Loss) Attributable to Noncontrolling Interest | — | — | — | — | —Source | — | — | — | — | — | — | — |
income statement · annual statements
| Line item | Q4 2025 | Q4 2024 | Q3 2025 | Q3 2024 | Q2 2026 | Q2 2025 | Q1 2026 | Q1 2025 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total RevenueUSD | — | — | 7,118,000Source | — | 5,072,000Source | 3,527,000Source | 6,711,000Source | 5,793,000Source | 21,000,000Source | 2,040,000Source | — | — |
| Cost of Goods and Services Sold | — | — | —Source | — | —Source | —Source | —Source | —Source | —Source | —Source | — | — |
| Operating Income (Loss)USD | — | — | -18,649,000Source | -34,217,000Source | -19,196,000Source | -23,007,000Source | -17,869,000Source | -23,273,000Source | -82,614,000Source | -109,248,000Source | -78,158,000Source | -79,573,000Source |
| Other Nonoperating Income (Expense)USD | — | — | -740,000Source | -497,000Source | -63,000Source | 100,000Source | 281,000Source | 296,000Source | -1,210,000Source | -479,000Source | 425,000Source | -1,793,000Source |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling InterestUSD | — | — | -21,028,000Source | -30,048,000Source | -17,773,000Source | -21,983,000Source | -11,684,000Source | -12,428,000Source | -72,809,000Source | -99,997,000Source | -54,253,000Source | -49,738,000Source |
| Income Tax Expense (Benefit)USD | — | — | -108,000Source | 138,000Source | 132,000Source | 668,000Source | 414,000Source | 4,000Source | 231,000Source | 188,000Source | -853,000Source | 1,255,000Source |
| Net Income (Loss) Attributable to ParentUSD | — | — | -20,920,000Source | -30,186,000Source | -17,903,000Source | -22,651,000Source | -12,098,000Source | -12,432,000Source | -73,040,000Source | -100,185,000Source | -53,400,000Source | -50,993,000Source |
| Earnings Per Share, BasicUSD per share | — | — | -0.06Source | -0.09Source | -0.05Source | -0.07Source | -0.04Source | -0.04Source | -0.22Source | -0.31Source | -0.17Source | -0.18Source |
| Earnings Per Share, DilutedUSD per share | — | — | -0.06Source | -0.09Source | -0.05Source | -0.07Source | -0.04Source | -0.04Source | -0.22Source | -0.31Source | -0.17Source | -0.18Source |
| Weighted Average Number of Shares Outstanding, Basicshares | — | — | 331,335,411Source | 322,032,894Source | 336,324,962Source | 331,731,923Source | 332,840,425Source | 329,334,434Source | 330,917,166Source | 321,824,143Source | 315,051,508Source | 288,304,750Source |
| Weighted Average Number of Shares Outstanding, Dilutedshares | — | — | 331,335,411Source | 322,032,894Source | 336,324,962Source | 331,731,923Source | 332,840,425Source | 329,334,434Source | 330,917,166Source | 321,824,143Source | 315,051,508Source | 288,304,750Source |
| Additional Financial Items | ||||||||||||
| Amortization of Intangible AssetsUSD | — | — | — | — | — | — | — | — | 200,000Source | 100,000Source | 100,000Source | 100,000Source |
| Current Income Tax Expense (Benefit)USD | — | — | — | — | — | — | — | — | 702,000Source | 466,000Source | 204,000Source | 1,255,000Source |
| Depreciation, Depletion and Amortization, NonproductionUSD | — | — | — | — | — | — | 2,678,000Source | 2,516,000Source | 10,295,000Source | 8,308,000Source | 5,541,000Source | 2,596,000Source |
| Foreign Currency Transaction Gain (Loss), before TaxUSD | — | — | — | — | — | — | — | — | 700,000Source | 200,000Source | 300,000Source | 100,000Source |
| General and Administrative ExpenseUSD | — | — | 6,660,000Source | 9,779,000Source | 8,981,000Source | 6,520,000Source | 8,053,000Source | 7,320,000Source | 26,876,000Source | 38,395,000Source | 47,483,000Source | 51,606,000Source |
| Goodwill, Impairment LossUSD | — | — | — | — | — | — | — | — | 0Source | — | — | — |
| Gross ProfitUSD | — | — | 3,636,000Source | — | 1,147,000Source | 2,600,000Source | 1,215,000Source | 4,557,000Source | 11,307,000Source | 1,288,000Source | — | — |
| Income (Loss) from Continuing Operations before Income Taxes, DomesticUSD | — | — | — | — | — | — | — | — | 25,933,000Source | -13,573,000Source | -15,314,000Source | -35,543,000Source |
| Interest Income (Expense), Nonoperating, NetUSD | — | — | 2,274,000Source | 3,665,000Source | 1,470,000Source | 2,367,000Source | 1,696,000Source | 2,670,000Source | 9,338,000Source | 15,036,000Source | 16,685,000Source | 6,196,000Source |
| Net Income (Loss) Available to Common Stockholders, BasicUSD | — | — | -20,920,000Source | -30,186,000Source | -17,905,000Source | -22,651,000Source | -12,098,000Source | -12,432,000Source | -73,040,000Source | -100,185,000Source | -53,400,000Source | -50,993,000Source |
| Nonoperating Income (Expense)USD | — | — | -2,379,000Source | 4,169,000Source | 1,423,000Source | 1,024,000Source | 6,185,000Source | 10,845,000Source | 9,805,000Source | 9,251,000Source | 23,905,000Source | 29,835,000Source |
| Operating ExpensesUSD | — | — | 22,285,000Source | 34,217,000Source | 20,343,000Source | 25,607,000Source | 19,084,000Source | 27,830,000Source | 93,921,000Source | 110,536,000Source | 78,158,000Source | 79,573,000Source |
| Preferred Stock, Dividends Per Share, DeclaredUSD per share | — | — | — | — | — | — | — | — | — | — | — | 0Source |
| Research and Development ExpenseUSD | — | — | 15,625,000Source | 24,438,000Source | 11,362,000Source | 19,087,000Source | 11,031,000Source | 20,510,000Source | 67,045,000Source | 72,141,000Source | 30,675,000Source | 27,967,000Source |
| Net Income (Loss) Attributable to Noncontrolling Interest | — | — | — | — | —Source | — | — | — | — | — | — | — |
Offerings
Registration 333-295320
Filing attachments
ses-ex99d1.htm · 8-K · 2026-11-12
Exhibit 99.1 ──────────────── Dear Shareholders, Last quarter, we made three commitments, and we want to begin by showing where each one stands. ● What we said ● Where it stands Complete the ramp of Chungju line to 1 million NDAA-compliant cells per year, in about a month. Completed in the third quarter. The line is now producing and delivering cells to customers. ─────────────────────────────────…
Read attachment ↗ses-ex99d2.htm · 8-K · 2026-11-12
Exhibit 99.2 Beyond Li-ion™ ────────────────── SES AI Reports Third Quarter 2026 Financial Results Unveils Flywheel corporate structure, composed of three complementary businesses Delivered third quarter revenue of $6.6 million, up 31% from the second quarter Completed ramp of Chungju, South Korea line to 1 million NDAA-compliant drone cells per year; expansion to 3 million cells per year planned by the end of the second quarter of 2027 Narrowed GAAP net loss to $13.4 million from $17.9…
Read attachment ↗ses-20260806xex99d1.htm · 8-K · 2026-08-11
EX-99.1 2 ses-20260806xex99d1.htm EX-99.1 Dear Shareholders, SES is solving two of the most difficult challenges in energy storage: accelerating product development using AI4Materials and building a robust supply chain to manufacture these products. While we originally focused on EVs, we pivoted more than a year ago to focus on ESS and drone applications. In Q2, we began seeing significant commercial milestones, and we are very excited about the path ahead. Our Q2 revenue grew by more than …
Read attachment ↗ses-20260806xex99d2.htm · 8-K · 2026-08-11
EX-99.2 3 ses-20260806xex99d2.htm EX-99.2 Exhibit 99.2 Beyond Li-ion™ ────────────────── SES AI Reports Second Quarter 2026 Financial Results Reports second quarter revenue of $5.1 million Improved second quarter gross margin to 22.3% UZ Energy named certified battery partner by Sol-Ark, a top U.S. inverter producer Paul Diemer, ex-CTO of Flex Power, Added to Board of Directors Maintained strong liquidity position with approximately $163 million Affirmed full year 2026 revenue gui…
Read attachment ↗ses-20260717xex99d1.htm · 8-K · 2026-07-20
EX-99.1 2 ses-20260717xex99d1.htm EX-99.1 Beyond Li-ion™ SES AI Receives Continued Listing Standard Notice from NYSE SES AI Intends to Return to Compliance with NYSE Standard Notice Does Not Impact Trading of the Company’s Class A Common Stock Woburn, MA (July 20, 2026) - SES AI Corporation (“SES AI”) (NYSE: SES), a global leader in the development and manufacturing of AI-enhanced high-performance Li-Metal and Li-ion batteries, today announced that, on July 17, 2026, it had received a …
Read attachment ↗ses-20260424xex4d2.htm · S-3 · 2026-04-24
Exhibit 4.2 INDENTURE SES AI CORPORATION and [___] Trustee Dated as of __, 20__ TABLE OF CONTENTS Article I. DEFINITIONS AND INCORPORATION BY REFERENCE 1 Section 1.1 Definitions 1 Section 1.2 Other Definitions …
Read attachment ↗