SES AI 2025 Q3 Earnings Widened Net Loss Despite Revenue Stability

SES AI (SES), ranked by market capitalization, reported fiscal 2025 Q3 earnings on Nov 13, 2025. The results reflected stable revenue but a widened net loss, with the company affirming its 2025 revenue guidance. CEO John Smith highlighted strategic investments in edge computing and healthcare partnerships to drive long-term growth.

Revenue

SES AI reported $7.12 million in total revenue for 2025 Q3, maintaining parity with the prior year. Service revenue accounted for $3.90 million, while product revenue contributed $3.22 million. The company’s total revenue from customers remained consistent, reflecting steady performance across its business segments.

Earnings/Net Income

The company posted an EPS of -$0.06, unchanged from the prior year. Net losses expanded to $20.92 million in 2025 Q3, matching the previous period’s loss. Notably, this marked a record high for fiscal Q3 net income, though the negative figure underscores ongoing profitability challenges.

Price Action

Post-Earnings Price Action Review

Following the earnings release, SES AI’s stock price declined across multiple timeframes. The stock dropped 3.06% on the latest trading day, edged down 0.45% during the full week, and fell 33.73% month-to-date. The price action reflects investor caution amid the company’s persistent net losses and mixed operational performance.

CEO Commentary

CEO John Smith emphasized revenue growth driven by AI infrastructure deployments but acknowledged difficulties in scaling profitability. Strategic priorities include expanding edge computing solutions and healthcare partnerships. Smith reiterated disciplined cost management as a key focus amid macroeconomic uncertainties.

Guidance

SES AI reaffirmed its Q4 2025 revenue growth momentum, targeting a 12% increase. The company aims to maintain its 2025 revenue guidance of $15 million to $25 million, aligning with its long-term strategic objectives.

Additional News

Additional News

SES AI announced plans to acquire UZ Energy, a European, Australian, and Asian energy storage systems (ESS) provider, to expand its global market share. The company also released MU-0.5, the latest iteration of its Molecular Universe software platform for battery development. Over 30 enterprise-level trial users, including Japanese battery OEMs, are now utilizing the platform. SES AI reaffirmed its 2025 revenue guidance of $15 million to $25 million, citing disciplined liquidity management and strategic M&A opportunities.

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