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SES AI
SES AI (SES) investor relations material
SES AI Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary10 Mar, 2026
Strategic vision and technology
Focus on accelerating the energy transition through AI-driven battery materials discovery and health management.
Integration of AI software and hardware enables precise battery health monitoring and faster R&D cycles.
The Molecular Universe AI4Science platform underpins all business units, driving both revenue and value generation.
Market opportunities and growth
Energy storage system (ESS) market projected to be 10x the size of the EV market within 10 years, with global ESS battery shipments rising from 300 GWh in 2024 to 1,400 GWh in 2030.
Military drone battery market expected to grow from $9.5bn in 2025 to $21.8bn in 2030.
Revenue reached $21 million in 2025, with guidance of $30–35 million for 2026 and liquidity of $200 million at year-end 2025.
Product and technology milestones
NDAA-compliant Li-Metal cell manufacturing line operational in Korea, with conversion to drone cell production planned.
Launched Molecular Universe platform and acquired UZ for ESS, forming a JV with Hisun for materials.
Six novel electrolyte materials discovered, each tailored for specific applications such as EVs, drones, heavy-duty trucking, ESS, and consumer electronics.
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Latest events from SES AI
- 2025 revenue soared to $21M; 2026 outlook targets $30–$35M, led by ESS and strong cost discipline.SES
Q4 20254 Mar 2026 - AI-powered lithium metal batteries advance toward commercialization with key OEM partnerships.SESEvercore ISI 3rd Annual Global Clean Energy and Transition Technologies Summit3 Feb 2026
- AI strategy accelerates battery commercialization, with $294.7M liquidity and no revenue.SESQ2 20242 Feb 2026
- AI-powered lithium metal batteries near commercialization with deep OEM partnerships.SESDeutsche Bank Global Auto Industry Conference1 Feb 2026
- AI-driven battery innovation and safety solutions are set for commercialization with OEM partners.SESWater Tower Research Fireside Chat Series22 Jan 2026
- Q3 2024 featured safety milestones, supply deals, and lower cash usage guidance.SESQ3 202417 Jan 2026
- Pivot to ESS, drones, and materials drives growth with AI-powered battery innovation.SES28th Annual Needham Growth Conference Virtual16 Jan 2026
- AI-powered battery innovation drives growth in ESS, drones, and materials with global scale.SESInvestor presentation16 Jan 2026
- AI-driven battery innovation and scalable manufacturing drive growth in U.S. and defense markets.SESWater Tower Research Fireside Chat Series10 Jan 2026
Next SES AI earnings date
Q1 202624 Apr, 2026
SES AI
Next SES AI earnings date
Q1 202624 Apr, 2026
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Leroy DaleyApp Store
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Eferix Drawings Google Play
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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