NYSE$SES

Ses Ai Corp · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

SES AI reported Q4 2025, revenue of $21M, net income of $20M.

For Q4 2025, SES AI reported revenue of $21M, net income of $20M. Management discusses segment performance, capital allocation, and macro risks in the quarterly filing.

  • Revenue $21M.
  • Net income $20M.
  • SES AI MD&A covers liquidity, capital, and operating priorities.

Headline financials

Total Revenue

$21M

Previous: $3.21B-99.3%
EPS (adj)

-$0.04

Previous: $0.68-105.9%
Gross Margin

11.3%

Previous: 63.1%-82.1%
Non-GAAP Gross Margin

11.7%

Previous: 64.9%-82.0%
Adjusted EBITDA

-$13.8M

Previous: -$23.2M+40.3%
Total Liquidity

$200M

No prior period
Net Income

$20M

Previous: $83.1M-75.9%
Operating Income

-$17.7M

Previous: $157M-111.3%
Gross Profit

$514K

Previous: $825M-99.9%

Revenue & EPS history

Ses Ai · Revenue · Quarterly

$21M

Q4 2025-99.3%vs Q4 2024
Beat estimate in 2 of 4 quarters(50%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks; numeric multi-quarter bridges vary by issuer.

Tailwinds

  • MD&A highlights liquidity, capital, and core business trends.
  • Segment or product commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 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
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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