NYSE$SES

Ses Ai Corp · Q2 2024 earnings

Q2 2024 earnings · · After market close · Investor relations

Briefing

Ses Ai Corp reported continued net losses for Q2 2024 while advancing lithium-metal battery development.

The company, still in pre-commercialization stage with no revenues, recorded a net loss of $19.9 million for the three months ended June 30, 2024. Operating expenses rose to $24.6 million, primarily from increased research and development activities. Cash and cash equivalents stood at $54.8 million with total assets at $368.4 million at quarter end.

  • No revenue generated as principal operations have not commenced.
  • Net loss of $19.9 million for the quarter, up from $12.9 million in Q2 2023.
  • Research and development expenses increased significantly to $15.1 million after lower JDA reimbursements.
  • Cash position declined to $54.8 million amid ongoing investments in facilities and R&D.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$0.06

Previous: -$0.04-50.0%
Capital Expenditures

-$3.65M

Previous: -$7.79M+53.2%
Net Income

-$19.9M

Previous: -$12.9M-53.7%
Operating Income

-$24.6M

Previous: -$19.3M-27.8%
Cash & Equivalents

$54.8M

Previous: $51.5M+6.5%
Total Assets

$368M

Previous: $418M-11.9%
R&D Expense

$15.1M

No prior period
Stock-Based Comp

$4.8M

Previous: $7.33M-34.4%

Revenue & EPS history

Ses Ai · Revenue · Quarterly

$0

Q2 2024
Beat estimate in 2 of 4 quarters(50%)
ActualEstimate

Forward guidance

Focus remains on EV B-sample JDAs, UAM cell production, and improving Avatar AI accuracy, with transition to C-sample targeted for 2026.

Tailwinds

  • Progress on 50Ah and 100Ah automotive Li-Metal cells.
  • Extended JDA with Hyundai to December 2025.
  • Avatar AI prediction accuracy targeted at 95% by end of 2024.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+1.5%

Avg return

Earnings day

-0.7%

Avg return

5 days after

-7.7%

Avg return

30 days after

57%

12 / 21 earnings

Positive

+28.4%

Q1 2022

Best reaction

-36.3%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2024
Q1 2026-4.9%-16.4%-0.8%
Q4 2025-36.3%-25.7%-41.8%
Q3 2025-1.8%+4.0%-2.7%
Q2 2025-23.7%-17.5%-23.4%
Q1 2025+18.5%+3.5%+9.6%
Q4 2024-5.1%-31.6%-35.2%
Q3 2024-12.7%-15.7%-32.3%
Q1 2024-5.4%-6.1%-15.5%
Q4 2023+23.2%+21.7%+20.3%
Q3 2023+5.3%+2.6%+12.2%
Q2 2023+2.7%-4.3%-22.4%
Q1 2023+10.7%+2.7%+42.3%
Q4 2022+1.5%+0.4%-11.2%
Q3 2022+7.4%+5.0%-24.5%
Q2 2022+11.6%+11.2%+3.4%
Q1 2022+28.4%+50.0%-7.1%
Q4 2021+6.6%+1.9%-26.5%
Q3 2021+5.7%+0.4%-5.4%
Q2 2021+0.2%+0.4%+1.1%
Q1 2021-0.7%-0.3%-1.2%
Q4 2020-0.7%-0.3%-1.2%
Q3 2019
Q2 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015

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