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SES AI (SES) investor relations material
SES AI Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary4 Aug, 2025
Executive summary
Achieved Q2 2025 revenue of $3.5 million, totaling $9.3 million for the first half, with strong progress on product, revenue, and profitability milestones and continued momentum through the strategic acquisition of UZ/Uzi Energy in the ESS sector.
Over 30 companies are trialing the Molecular Universe platform, with robust adoption among battery OEMs in Japan, China, and Korea.
Transitioned from A-Sample to B-Sample Li-Metal battery development with OEM partners, with revenue generation beginning in October 2024 and ongoing R&D in AI-enhanced battery management, module integration, advanced materials, and recycling.
Entered new and extended joint development agreements with Hyundai and Honda, while concluding a partnership with GM in September 2024.
Launched MU-0.5, the latest version of the Molecular Universe software platform, enhancing capabilities for all battery chemistries.
Financial highlights
Q2 2025 revenue was $3.5 million, with $9.3 million for the first half of 2025, and a gross margin of 74%.
Net loss for Q2 2025 was $22.7 million; gross profit was $2.6 million.
Operational cash usage was $10.8 million in Q2, down 51% year-over-year and 53% sequentially.
Ended the quarter with $229 million in liquidity and no debt.
Research and development expenses rose 27% year-over-year to $19.1 million, while general and administrative expenses fell 32% to $6.5 million in Q2 2025.
Outlook and guidance
Full-year 2025 revenue guidance affirmed at $15–25 million.
Management expects continued operating losses as commercialization and R&D investments persist, with cash and marketable securities expected to cover needs for at least 12 months.
Anticipates exponential growth in the ESS segment following the UZ/Uzi Energy acquisition.
Plans to continue capital allocation toward AI platform enhancements, global commercial readiness, and strategic acquisitions.
Evaluating the impact of the OBBBA tax legislation and expects to recognize any effects in future filings.
What's the rationale behind acquiring UZ Energy?
What's needed for Molecular Universe adoption?
When is the next Molecular Universe release?
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Q3 202530 Oct, 2025
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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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