NYSE$SES

Ses Ai Corp · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

SES AI reported Q3 2025, revenue of $7.1M, net loss of $45M.

For Q3 2025, SES AI reported revenue of $7.1M, a net loss of $45M. Management discusses segment performance, capital allocation, and sector risks in the quarterly filing.

  • Revenue $7.1M.
  • Net loss $45M.
  • SES AI MD&A covers liquidity, credit, and operating priorities.

Headline financials

Total Revenue

$7.12M

Previous: $0.00
EPS

-$0.06

Previous: -$0.09+33.3%
Capital Expenditures

-$2.15M

Previous: -$1.73M-24.3%
Free Cash Flow

-$23.1M

No prior period
Net Income

-$20.9M

Previous: -$30.2M+30.7%
Operating Income

-$18.6M

Previous: -$34.2M+45.5%
Gross Profit

$3.64M

Previous: -$2.23M+263.3%

Revenue & EPS history

Ses Ai · Revenue · Quarterly

$7.12M

Q3 2025
Beat estimate in 2 of 3 quarters(67%)
ActualEstimate

Forward guidance

Clinical or pre-revenue biotech outlook centers on trial milestones, partnerships, and cash runway.

Tailwinds

  • Pipeline milestones and collaboration optionality.
  • Cash and marketable securities fund operations.

Headwinds

  • Trial failure or delay risk.
  • Dilution from future financings.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+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
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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