SES AI Corp (NYSE:SES)

Q3 2025 SES AI Corp Earnings Call Transcript

Nov 5, 2025 / 10:00 PM GMT

Release Date Price: $2.23 (+7.21%)

Transcript 10-Q8-K

Key Points

Positve

SES AI Corp (SES) achieved a record third quarter with over $7 million in revenue, marking more than 100% growth over the second quarter.
The release of Molecular Universe (MU) 1.0, an end-to-end AI workflow, is expected to have significant positive impacts on revenue generation.
The acquisition of UZ Energy has already contributed approximately 45% of third-quarter revenue, indicating successful integration and growth potential.
SES AI Corp (SES) has entered a joint venture with Heisen New Energy Materials to commercialize new electrolyte materials, maintaining a CapEx-light model.
The company has a strong liquidity position with $214 million in cash, supporting sustainable growth and long-term success.

Negative

The company's GAAP net loss for the third quarter was $20.9 million, or $0.06 per share, indicating ongoing financial challenges.
Gross margin variation is expected due to fluctuations in service and product revenue mix, which could impact profitability.
The integration of UZ Energy and scaling of Molecular Universe may affect cash burn and CapEx plans, posing financial risks.
The growth of revenue streams is not linear, and margins may vary from quarter to quarter, creating uncertainty in financial projections.
The company faces competition and challenges in scaling up production for new markets, such as drones and EVs, which could impact growth.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SES.N - SES AI Corp
Q3 2025 SES AI Corp Earnings Call
Nov 05, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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On your telephone keypad.

Hello and welcome to the SESAI 3rd quarter 2025 earnings release and call. My name is Carla and I will be coordinating your call today. During the presentation, you can register to ask questions by pressing followed by 1 on your telephone keypad. If you change your mind, please press 2. I will now hand you over to the Chief Legal Officer Carle Pickinton to begin. Please go ahead when you're ready.

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Unidentified_2 [2]
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Hello everyone and welcome to our conference call covering our 3rd quarter 2025 results. Joining me today are Chi Chaohu,

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