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SES AI (SES) investor relations material
SES AI Proxy filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Annual meeting scheduled for Dec. 10, 2026, at 10:00 AM EDT, virtually; voting deadline is Dec. 9, 2026, at 11:59 PM ET.
Voting matters and shareholder proposals
The board recommends For all five proposals: director elections, auditor ratification, say-on-pay, a reverse-split amendment, and an officer-liability amendment.
Board of directors and corporate governance
Dr. Jiong Ma and Eric Luo are nominated as Class I directors to serve until the 2029 Annual Meeting of Stockholders.
- Five proposals put NYSE listing, officer liability and executive pay before stockholders.SES
Proxy filing - Five proposals center on NYSE-listing flexibility and expanded officer exculpation.SES
Proxy filing - B-Sample development advances toward 2027 commercialization amid losses and rising investment.SES
Q4 2023 - Q2 2026 revenue rose 44% to $5.1M, margin improved, but net loss and legal risks remain.SES
Q2 2026 - Shelf registration allows up to $300M in offerings, including $150M ATM equity sales.SES
Registration filing - Q1 2026 revenue up 47% sequentially to $6.7M, led by ESS, with guidance reaffirmed.SES
Q1 2026 - AI-powered platform drives breakthroughs in battery materials and rapid market expansion.SES
Investor presentation - Q3 revenue rose 102% to $7.1M, with strong AI, ESS, and SaaS growth, but risks persist.SES
Q3 2025 - Record Q1 revenue of $5.8M, high margins, $30M buyback, and new platform launch ahead.SES
Q1 2025
Next SES AI earnings date
Next SES AI earnings date
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