SES AI Corporation develops and manufactures AI-enhanced Li-Metal and Li-ion battery technologies, battery materials and related software for energy storage systems, drones, urban air mobility, electric vehicles and other applications. Company news commonly covers the Molecular Universe AI platform, materials discovery, cell design, battery health and safety monitoring, and commercialization across its Energy Storage Systems, drone and materials business units.
Updates also include financial results, revenue guidance, customer and distribution activity, manufacturing topics such as drone battery production in Korea, and corporate governance changes. SES AI's ESS activity includes hardware and software offerings connected to UZ Energy, while its materials and battery programs address high-energy and high-power-density applications.
SES AI (NYSE: SES) will release its third-quarter 2026 financial results before markets open on November 12, 2026.
The company will hold a conference call that day at 9:00 a.m. ET. A live webcast will be available on its investor relations website, with a replay available shortly after the call.
SES AI (NYSE: SES) completed the ramp-up of its Chungju, Korea, drone battery plant to one million cells of annual capacity.
The cells comply with the National Defense Authorization Act (NDAA). SES AI plans to begin expanding the plant immediately, targeting three million NDAA-compliant cells per year by the second quarter of 2027. The company attributes the expansion solely to stronger-than-expected customer demand. Several drone manufacturers and battery pack makers are conducting ongoing quality audits of its cells. SES AI owns and operates the facility, which has produced NDAA-compliant cells since 2021.
SES AI (SES) received ISO 9001:2015 certification for its Chungju, South Korea, battery facility's quality management system. The Korea ESG Certification Body issued the certification after an independent assessment. SES AI has completed a scale-up at Chungju to annual production capacity of approximately one million Li-Metal and Li-ion pouch cells. The facility makes cells for drones, including NDAA-compliant designs. Earlier in September, South Korea raised its export-control energy-density threshold for secondary batteries to 500Wh/kg; SES AI says the change makes trade logistics more favorable for its Korea-produced cells.
SES AI (NYSE: SES) appointed Paul Diemer to its Board of Directors. Diemer brings decades of experience in energy storage, power electronics and data center infrastructure, including serving as Chief Technology Officer for Flex's Power business and leading more than 1,000 engineers across 14 countries.
He has overseen new EV product architectures at BorgWarner and currently serves as SVP of Corporate Engineering at Generac Power Systems. According to SES AI, his background in critical power systems, energy infrastructure and AI-enabled solutions is expected to support the company’s growth strategy in Li-Metal and Li-ion batteries.
SES AI Corp. (NYSE: SES) received an updated 2Q26 coverage note from Stonegate Capital Partners indicating that commercialization progress improved even as sequential revenue declined and the quarter modestly missed headline expectations. All four product lines generated revenue, including ESS, drones, materials, and Molecular Universe.
Stonegate highlighted Sol-Ark certification as materially expanding UZ Energy’s U.S. energy storage systems opportunity from late 2026 into 2027. Drone demand is described as the strongest near-term growth driver, with SES scaling NDAA-compliant capacity to 1 million cells annually versus about 700,000–800,000 deliverable capacity and roughly 1.5 million potential annual cells from five large drone prospects. SES reaffirmed FY26 guidance of $30–$35 million in revenue and roughly 15% gross margin, implying $18.2–$23.2 million of 2H26 revenue.
SES AI (NYSE: SES) announced that UZ Energy, an SES AI company, has become a Sol-Ark® certified battery partner and has appointed US Energy Distributors as master distributor and primary U.S. contact for its battery products. UZ Energy’s three low-voltage (48V) residential lithium iron phosphate batteries are now certified for closed-loop compatibility with Sol-Ark’s 12K-2P-LL, 15K-2P and 18K-2P hybrid inverters, enabling new integrated residential energy-storage configurations. According to SES AI, this connects UZ Energy to Sol-Ark’s established U.S. residential energy-storage ecosystem of installers, distributors and customers, supporting the commercial growth of the UZ Energy platform.
SES AI (NYSE: SES) reported second quarter 2026 revenue of $5.1 million, down from $6.7 million in the first quarter, with GAAP net loss of $17.8 million or $0.05 per share and non-GAAP net loss of $13.1 million or $0.04 per share.
Gross margin improved to 22.3% from 18.1% in the prior quarter. Materials contributed $1.2 million in revenue, and Molecular Universe generated its first revenue from a multi-year “Search in a Box” subscription with a major global battery manufacturer. SES AI highlighted Sol-Ark’s certification of UZ Energy as a certified battery partner, providing access to a large U.S. residential energy storage ecosystem, and noted continued progress toward producing 1 million NDAA-compliant cells per year at its Korea plant. The company added Paul Diemer, former CTO of Flex Power, to its board and reported maintaining a strong liquidity position of approximately $163 million. SES AI affirmed its full-year 2026 revenue guidance of $30–35 million.
SES AI (NYSE: SES) entered a framework agreement with Doroni Aerospace to design, develop, test and deliver a battery pack for Doroni’s H1-X two-seat personal eVTOL aircraft. The agreement sets an aggregate price of up to $1,090,000, with an initial committed tranche of $65,000, for multi-stage work in 2026–2027, each stage activated by Doroni purchase orders.
According to SES AI, the program covers battery systems for H1-X ground and flight-test campaigns, with options to expand to additional test systems and serial production. The packs will use high-energy-density cells from SES AI’s Molecular Universe AI platform, targeting energy densities approaching 400 Wh/kg and incorporating validated safety features and battery health monitoring.
SES AI (NYSE: SES) will release its 2026 second quarter financial results after market close on Tuesday, August 11, 2026, followed by a conference call at 5:00 p.m. ET. The live webcast will be accessible via the SES AI investor relations website, with phone dial-in options for U.S. and international participants and an access code of 167359368. A replay will be available shortly after the event.
SES AI (NYSE: SES) announced that on July 17, 2026 it received a continued listing standard notice from the NYSE for non-compliance with Section 802.01C, after the average closing price of its Class A common stock stayed below $1.00 for 30 consecutive trading days.
According to SES AI, the company will notify the NYSE within 10 business days of its intent to cure the deficiency. SES AI has up to six months from the notice date to regain compliance, while its Class A common stock continues to trade on the NYSE, subject to meeting other listing standards.