$SES

SES said it is expanding its partnership with Elveo Mobile to support Elveo’s direct-to-device (D2D) satellite deployment. The deal combines Elveo’s LEO network with SES multi-orbit space and ground infrastructure, and includes joint spectrum initiatives. SES will aid engineering, operations and regulatory needs, while Elveo gains SES resources. SES already invested after the Lynk-Omnispace merger.

According to an SEC filing by SES AI Corp, the NYSE notified the company on Aug. 13, 2026 that it will begin delisting proceedings and immediately suspended trading of SES AI’s public warrants due to an abnormally low selling price under NYSE rules. The NYSE plans to apply to the SEC to delist the warrants. Trading of Class A common stock (NYSE: SES) is unaffected.

SES AI reported Q2 2026 results with 40% YoY revenue growth attributed to shifting from EV applications to Energy Storage Systems (ESS) and drones. Gross margin rose to 22.6% on pricing and ESS mix. Full-year 2026 revenue guidance is $30-$35M. SES plans to scale NDAA-compliant cell output in Korea to 1M cells by Q4 2026 and expects drone pipeline conversion into orders.

SES AI (NYSE: SES) said its UZ Energy unit became a Sol-Ark certified battery partner and appointed US Energy Distributors as master distributor in the United States. UZ Energy’s 48V low-voltage residential batteries were certified for closed-loop compatibility with Sol-Ark hybrid inverters (12K-2P-LL, 15K-2P, 18K-2P).

SES AI Corp (SES) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ses-20260806xex99d1.htm EX-99.1 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Dear Shareholders, ​ SES is solving two of the most difficult challenges in energy storage: accelerating produ

Europe’s IRIS2 satellite “super-constellation” budget is set at about €15.6 billion for 348 satellites, up from €10.5-€11 billion, per an Aug. 7 European Commission/ESA update. Eutelsat raises its contribution to €3.39 billion (shared plus commercial) while SES cuts to a max €1.35 billion. Eutelsat shares fell Aug. 7; SES expects an IRR above a 10% hurdle.

SES says it has completed RDV1 under the EU IRIS² satellite programme, a milestone that enables implementation. SES expects up to €1.35 billion capital for the MEO segment, with 18 MEO satellites and service entry targeted for 2030. SES cites public funding, a contract IRR above a 10% hurdle, and about 90% of MEO capacity commercially exploitable.

SES said it completed Rendez-vous 1 under the EU’s IRIS² programme, validating the MEO segment baseline. SES expects to commit up to €1.35bn for MEO, deploy 18 satellites, and start services in 2030. SES said its 2026 IRIS² share is included in FY26 capex and expects at least 10% IRR, with ~90% capacity commercially available.

SES AI Corp. (NYSE: SES) said it signed a framework agreement with Doroni Aerospace to design, develop, test and deliver a battery pack for Doroni’s H1-X personal eVTOL. The deal targets up to $1.09M across stages in 2026-2027, with $65k initially committed. SES will use its Li-metal/li-ion tech and safety testing, aiming for H1-X testing as early as 2027.

SES said it completed the RDV1 validation milestone under the EU IRIS² program, setting the technical baseline for the MEO segment. SES expects total MEO capital commitments up to €1.35 billion for 18 satellites, targeting service entry in 2030. SES will lead satellite AIT and user terminal integration, with an IRR at or above a 10% hurdle.