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AI brief of an SEC Form 8-K · SES AI Corp (SES)

SES AI Q2 revenue up over 40% to $5.1 million; 2026 revenue guidance reaffirmed

Mixed Impact 3 of 5 earnings Written later

SES AI reported second-quarter 2026 revenue of $5.1 million, up from $3.5 million a year earlier but down from $6.7 million in the first quarter, and reaffirmed its 2026 revenue guidance of $30 million to $35 million. GAAP net loss was $17.9 million, or $0.05 per share, narrower than a year earlier but wider than the $12.1 million loss in the first quarter, and the company reported about $163 million in cash, cash equivalents and short-term investments. The board also appointed Paul Diemer as a Class II director effective August 6, 2026.

Key points

  • Q2 2026 revenue was $5.1 million, versus $3.5 million in Q2 2025 and $6.7 million in Q1 2026
  • GAAP gross margin was 22.6%, up from 18.1% in Q1 2026
  • GAAP net loss was $17.9 million ($0.05 per share), versus $22.7 million ($0.07 per share) in Q2 2025 and $12.1 million in Q1 2026
  • Board appointed Paul Diemer as a Class II director effective August 6, 2026, with a term expiring at the 2027 annual meeting

The filing

CompanySES AI Corp (SES)
Form8-K, current report
Filed with the SECAug 11, 2026, 4:10 PM ET
Accession number0001819142-26-000044

Items reported: 2.02 Results of Operations5.02 Director / Officer Change

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 11:43 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 11, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.