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SES

SES AI·NYSE
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SES fundamentals

SES AI (SES) released its earnings on Mar 4, 2026: revenue was 4.60M (YoY +125.49%), missed estimates; EPS was -0.04 (YoY +63.64%), missed estimates.
Revenue / YoY
4.60M
+125.49%
EPS / YoY
-0.04
+63.64%
Report date
Mar 4, 2026
SES Earnings Call Summary for Q4,2025
  • Revenue Growth Accelerates: 2025 revenue up 10x to $21M, driven by service contracts and UZ Energy acquisition.
  • Strategic Pivot to High-Growth Segments: ESS (65% of 2026 guidance) and drones (NDA-compliant manufacturing) lead the way.
  • AI Platform Payoff: Molecular Universe generates $1.5M in 2025 and positions for future SaaS monetization.
  • 2026 Outlook: $30-35M revenue with 15%+ gross margin, 15%+ operating expense reduction.
EPS
Revenue

Revenue & Expenses

SES has released its 2025 Q4 earnings report, with revenue of 4.56M, reflecting a YoY change of 123.63%, and net profit of -17.04M, showing a YoY change of 50.68%. The Sankey diagram below clearly presents SES's revenue sources and cost distribution.

Key Indicators

SES AI (SES) key financial stats and ratios, covering profitability, financial health, and leverage.
SES AI (SES)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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SES AI (SES)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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SES AI (SES)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does SES AI (SES) generate its revenue? Explore its key revenue streams and top earning regions.
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Track SES AI (SES) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield