SES AI Corporation Q3 2025 Earnings Recap

SES Q3 2025 November 6, 2025

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SES AI reported a record third quarter with revenue of $7.1 million, reflecting over 100% growth from the previous quarter, driven by a successful deployment of their all-in on AI strategy and the recent acquisition of UZ Energy.

Earnings Per Share Miss

$-0.06 vs $-0.03 est.

-100.0% surprise

Revenue Beat

7118000 vs 4583330 est.

+55.3% surprise

Market Reaction

1-Day +16.44%

5-Day -9.13%

30-Day -3.2%

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Key Takeaways

Launched Molecular Universe 1.0, enhancing AI-driven capabilities in battery development and positioning SES AI for significant revenue growth.
ESS revenue contributed approximately 45% of total sales, bolstered by the UZ Energy acquisition completed in September.
Updated full-year revenue guidance for 2025 to $20 million - $25 million, driven by strong demand and product offerings.
Initiated a joint venture with Hisun New Energy to supply newly discovered electrolyte materials, optimizing capital expenditures for future growth.
Anticipating further revenue opportunities in the drone sector as reliance on advanced battery technology increases.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit SES on AllInvestView.