)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
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?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next SES AI earnings date
Q4 202527 Feb, 2026
SES AI
Next SES AI earnings date
Q4 202527 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage