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SES AI
SES AI (SES) investor relations material
SES AI 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary16 Jan, 2026
Strategic focus and business evolution
Pivoted from EV to focus on ESS, drones, and materials, establishing three dedicated business units for 2026.
Core technology is the Molecular Universe AI platform, enabling material discovery and battery health management.
Commercialization strategy leverages both hardware and software integration, with recurring revenue from software updates and subscriptions.
Acquired UZ to enhance hardware capabilities and data collection, improving AI model accuracy.
Joint venture with Hisun enables commercial-scale production of newly discovered materials.
Market opportunities and growth outlook
ESS and drones identified as the most promising markets, with ESS market size projected to be over 10x that of EV.
Drones market benefits from high energy and power density NDAA-compliant cells, with capacity scalable by adding stacking machines.
About half of drone customers require NDAA-compliant cells, focusing on large accounts for conversion.
UZ’s ESS deployments span Middle East, Europe, and are targeting US expansion, with the US as the largest growth market.
Data center applications are a key ESS focus, aiming to provide integrated energy solutions and predictive battery management.
Financial performance and projections
Booked $16.4M revenue in the first three quarters of 2025, with full-year guidance of $22.5M.
Expects to double revenue in 2026 compared to 2025, with break-even possible within one to two years.
Gross margins for drone cells are in the 10%-20% range, with NDAA-compliant cells priced 2-3x higher than non-compliant ones.
Materials business supported by Hisun’s 150,000-ton annual capacity, with six new materials being qualified by 40+ customers.
SaaS and development service models for Molecular Universe generate subscription, service, and royalty revenues.
What specific market gaps do you exploit?
Describe Molecular Universe's external commercialization
Which business unit drives 2026 revenue growth?
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Next SES AI earnings date
Q4 20254 Mar, 2026
SES AI
Next SES AI earnings date
Q4 20254 Mar, 2026
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Frequently asked questions
SES AI Corporation is a company focused on the development and commercialization of advanced battery technology, specifically next-generation lithium-metal batteries. The company's primary aim is to provide batteries with higher energy density, improved safety, and enhanced performance, targeting the electric vehicle (EV) market as a key area of application. SES AI's technology integrates proprietary materials and software to optimize battery performance and address the needs of EV manufacturers and other industries reliant on efficient energy storage solutions. The company is headquartered in Boston, Massachusetts, and its shares are listed on the NYSE.
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