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Ses Ai Earnings Calls
| Release date | Apr 23, 2026 |
| EPS estimate | -$0.0100 |
| EPS actual | -$0.0300 |
| EPS Surprise | -200.00% |
| Revenue estimate | 3.651M |
| Revenue actual | 6.711M |
| Revenue Surprise | 83.81% |
| Release date | Mar 04, 2026 |
| EPS estimate | -$0.0600 |
| EPS actual | -$0.0400 |
| EPS Surprise | 33.33% |
| Revenue estimate | 6.965M |
| Revenue actual | 4.6M |
| Revenue Surprise | -33.96% |
| Release date | Nov 05, 2025 |
| EPS estimate | -$0.0300 |
| EPS actual | -$0.0600 |
| EPS Surprise | -100.00% |
| Revenue estimate | 4.583M |
| Revenue actual | 7.118M |
| Revenue Surprise | 55.30% |
| Release date | Aug 04, 2025 |
| EPS estimate | -$0.0500 |
| EPS actual | -$0.0700 |
| EPS Surprise | -40.00% |
| Revenue estimate | 4.833M |
| Revenue actual | 3.527M |
| Revenue Surprise | -27.03% |
Last 4 Quarters for Ses Ai
Below you can see how SES performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 04, 2025 |
| Price on release | $1.37 |
| EPS estimate | -$0.0500 |
| EPS actual | -$0.0700 |
| EPS surprise | -40.00% |
| Date | Price |
|---|---|
| Jul 29, 2025 | $1.25 |
| Jul 30, 2025 | $1.20 |
| Jul 31, 2025 | $1.30 |
| Aug 01, 2025 | $1.21 |
| Aug 04, 2025 | $1.37 |
| Aug 05, 2025 | $1.05 |
| Aug 06, 2025 | $1.05 |
| Aug 07, 2025 | $1.14 |
| Aug 08, 2025 | $1.13 |
| 4 days before | 9.60% |
| 4 days after | -17.52% |
| On release day | -23.36% |
| Change in period | -9.60% |
| Release date | Nov 05, 2025 |
| Price on release | $2.23 |
| EPS estimate | -$0.0300 |
| EPS actual | -$0.0600 |
| EPS surprise | -100.00% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $2.13 |
| Oct 31, 2025 | $2.36 |
| Nov 03, 2025 | $2.27 |
| Nov 04, 2025 | $2.08 |
| Nov 05, 2025 | $2.23 |
| Nov 06, 2025 | $2.19 |
| Nov 07, 2025 | $2.55 |
| Nov 10, 2025 | $2.41 |
| Nov 11, 2025 | $2.32 |
| 4 days before | 4.69% |
| 4 days after | 4.04% |
| On release day | -1.79% |
| Change in period | 8.92% |
| Release date | Mar 04, 2026 |
| Price on release | $1.71 |
| EPS estimate | -$0.0600 |
| EPS actual | -$0.0400 |
| EPS surprise | 33.33% |
| Date | Price |
|---|---|
| Feb 26, 2026 | $1.72 |
| Feb 27, 2026 | $1.64 |
| Mar 02, 2026 | $1.66 |
| Mar 03, 2026 | $1.55 |
| Mar 04, 2026 | $1.71 |
| Mar 05, 2026 | $1.08 |
| Mar 06, 2026 | $1.13 |
| Mar 09, 2026 | $1.20 |
| Mar 10, 2026 | $1.27 |
| 4 days before | -0.581% |
| 4 days after | -25.73% |
| On release day | -36.84% |
| Change in period | -26.16% |
| Release date | Apr 23, 2026 |
| Price on release | $1.22 |
| EPS estimate | -$0.0100 |
| EPS actual | -$0.0300 |
| EPS surprise | -200.00% |
| Date | Price |
|---|---|
| Apr 17, 2026 | $1.21 |
| Apr 20, 2026 | $1.19 |
| Apr 21, 2026 | $1.15 |
| Apr 22, 2026 | $1.27 |
| Apr 23, 2026 | $1.22 |
| Apr 24, 2026 | $1.15 |
| Apr 27, 2026 | $1.07 |
| Apr 28, 2026 | $1.04 |
| Apr 29, 2026 | $1.02 |
| 4 days before | 0.83% |
| 4 days after | -16.39% |
| On release day | -6.15% |
| Change in period | -15.70% |
Ses Ai Earnings Call Transcript Summary of Q1 2026
SES AI reported a strong start to 2026 with Q1 revenue of $6.7 million, a 47% sequential increase and above consensus. Management reaffirmed full-year 2026 revenue guidance of $30M–$35M, driven primarily by Energy Storage Systems (UZ Energy), with growing contributions from drone cells and Molecular Universe (materials and on-premise AI subscriptions). Key commercial developments: a multi-year ~$20M distribution agreement with ATG EPower to enter North America for ESS, NDAA-compliant drone-cell production ramp at the Chungju, South Korea facility targeting >1 million annual drone cells, and expanded Molecular Universe v2.5 with a major battery maker committing to a multi-year on-premise Search-in-a-Box subscription. Financial highlights: GAAP gross margin improved to 18.1% (Q4'25: 11.3%), GAAP net loss narrowed to $12.1M ($0.04/share), adjusted/non-GAAP losses improved modestly, Adjusted EBITDA loss improved to $12.8M. Management expects ~15% reduction in full-year operating expenses (impact largely realized by Q3) and reiterated a CapEx-light model with strong liquidity of ~$178M exiting Q1, providing runway to execute 2026 initiatives. Near-term catalysts include ramping NDAA-compliant drone-cell shipments and further commercial adoption/monetization of Molecular Universe products, plus continued expansion of ESS distribution channels.
