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Jun 30, 2025
Ses Ai Q2 2025 Earnings Report
Estimated Revenue:$4.33M
Estimated EPS:-$0.03
+62.5% YoY
Key Takeaways
SES AI reported second quarter revenue of $3.5 million, contributing to a total of $9.3 million in the first half of 2025. The company achieved a strong gross margin of 74% and significantly reduced cash used in operations. SES AI also affirmed its 2025 revenue guidance of $15 million to $25 million and expanded its market reach through the acquisition of UZ Energy.
Second quarter revenue reached $3.5 million, contributing to $9.3 million in the first half of 2025.
Gross Margin stood at a strong 74%, primarily driven by service performance.
Cash used in operations decreased significantly by 51% from Q2 2024 and 53% from Q1 2025, demonstrating improved operational efficiency.
The company affirmed its 2025 revenue guidance of $15 million to $25 million and expanded into the energy storage systems market with the acquisition of UZ Energy.
Forward Guidance
SES AI affirmed its 2025 revenue guidance of $15 million to $25 million, emphasizing its path to profitability and strategic initiatives including the expansion of Molecular Universe and the acquisition of UZ Energy.
Positive Outlook
- Affirmed 2025 revenue guidance of $15 million to $25 million, indicating confidence in future performance.
- MU-0.5, the latest version of Molecular Universe, continues to gain traction with over 30 enterprise-level trial users, including new battery OEMs from Japan.
- Agreement to acquire UZ Energy is expected to expand market share in the global ESS market, particularly in the United States.
- Plans to leverage UZ Energy's strong marketing team and hardware platform for market expansion.
- Continued disciplined deployment of excess liquidity for potential M&A and share repurchases.
Challenges Ahead
- No specific negative forward guidance points were explicitly stated in the report.
- The report does not provide specific financial targets beyond revenue guidance.
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