SES files 8-K, furnishes Q3 2025 update and press release

Rhea-AI Filing Summary

SES AI Corporation filed an 8-K announcing it furnished a shareholder letter and a press release that include a business update and the company’s financial results for the quarter ended September 30, 2025.

The materials are provided as Exhibits 99.1 and 99.2 and are furnished, not filed, meaning they are not subject to Section 18 liability and are not incorporated into other filings unless specifically referenced.

8-K Event Classification

2 items: 2.02, 9.01

2 items

Item 2.02 Results of Operations and Financial Condition Financial

Disclosure of earnings results, typically an earnings press release or preliminary financials.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

Understanding 8-K Material Events →

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): November 5, 2025

SES AI CORPORATION

(Exact name of registrant as specified in its charter)

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Delaware		001-39845		88-0641865
(State or other jurisdiction of incorporation)		(Commission File Number)		(IRS Employer Identification No.)

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SES AI Corporation

35 Cabot Road

Woburn, MA 01801

(Address of principal executive offices) (Zip Code)

Registrant’s telephone number, including area code: (339) 298-8750

N/A

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

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☐	Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
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☐	Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
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☐	Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
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☐	Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

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Securities registered pursuant to Section 12(b) of the Act

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Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Class A common stock, $0.0001 par value per share		SES		The New York Stock Exchange
Warrants, each exercisable for one share of Class A common stock at an exercise price of $11.50 per share		SES WS		The New York Stock Exchange

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Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company  ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act  ☐

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Item 2.02Results of Operations and Financial Condition.

On November 5, 2025, SES AI Corporation (the “Company”) released a letter to its shareholders, which includes a business update and the Company’s financial results for the fiscal quarter ended September 30, 2025. A copy of the letter to shareholders is furnished herewith as Exhibit 99.1.

On November 5, 2025, the Company issued a press release announcing the release of the letter to shareholders. A copy of the press release is furnished herewith as Exhibit 99.2.

The information contained in this Item 2.02 and in the accompanying Exhibits 99.1 and 99.2 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, unless expressly incorporated by specific reference in such filing.

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Item 9.01Financial Statements and Exhibits.

(d)Exhibits

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Exhibit No.		Description
99.1	​	Shareholder Letter dated November 5, 2025
99.2	​	Press release announcing release of letter to shareholders dated November 5, 2025
104	​	Cover Page Interactive Data File (embedded within the Inline XBRL document)
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SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

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​	SES AI Corporation
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Date: November 5, 2025	By:	/s/ Jing Nealis
​	Name:	Jing Nealis
​	Title:	Chief Financial Officer

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FAQ

What did SES (SES) announce in this 8-K?

SES furnished a shareholder letter and a press release providing a business update and financial results for the quarter ended September 30, 2025.

Which exhibits accompany SES (SES)'s 8-K?

Exhibit 99.1 is the shareholder letter dated November 5, 2025, and Exhibit 99.2 is the press release announcing its release.

Does the 8-K include SES (SES)'s Q3 2025 results?

Yes. The shareholder letter includes financial results for the quarter ended September 30, 2025.

Are the exhibits considered 'filed' with the SEC?

No. They are furnished, not filed, and are not subject to Section 18 or incorporated by reference unless specifically stated.

What period is covered by SES (SES)'s financial results?

The fiscal quarter ended September 30, 2025.

How did SES (SES) announce the shareholder letter?

The company issued a press release announcing the release of the shareholder letter.