SES AI reported Q4 FY 2025 revenue of USD 4.6 million, up 124% year over year, and a GAAP net loss of USD 17.0 million (USD 0.05 loss per share), compared with a smaller loss per share in the prior-year period. Non-GAAP net loss for Q4 was USD 11.8 million (USD 0.04 loss per share). For FY 2025, SES AI posted revenue of USD 21.0 million, a 10-fold increase year over year, and a GAAP net loss of USD 73.0 million (USD 0.22 loss per share); non-GAAP net loss was USD 53.2 million (USD 0.16 loss per share). The company said it ended 2025 with USD 200 million of liquidity and guided FY 2026 revenue to USD 30 million to USD 35 million. In business updates, SES AI highlighted the launch of its Molecular Universe platform and said it discovered six materials breakthroughs being tested by 40+ customers across EVs, drones, energy storage systems $(ESS)$, and consumer electronics. The company also said it established three business units focused on revenue generation (ESS, drones, and materials), expects to leverage its joint venture with Hisun for commercial-scale materials production using 150,000-ton annual global capacity, plans to convert manufacturing capacity at its Chungju, South Korea facility from EV to drones form factor while exploring additional capacity in Southeast Asia to meet demand and support National Defense Authorization Act compliance, and said the UZ Energy acquisition positions it to expand its ESS offering with battery health prediction software alongside hardware.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. SES AI Corporation published the original content used to generate this news brief via Business Wire (Ref. ID: 20260304856752) on March 04, 2026, and is solely responsible for the information contained therein.