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 3 quarters(67%)
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 20 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
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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