$SES

SES AI Corp

alphai earnings readQ2 FY2026 · AUG 11Q2 revenue was $5.1 million and SES reaffirmed full-year 2026 revenue guidance of $30 million to $35 million.Verdict: mixed

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No SEC Form 4 filings for $SES in the last 30 days.

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Device Services through strategic collaboration with Elveo Mobile

SES, a global space solutions leader, has expanded its strategic investment and collaboration with Elveo Mobile, formed by the merger of Lynk and Omnispace. Elveo will deliver global direct-to-device (D2D) connectivity. SES will support Elveo's market delivery and regulatory efforts, enhancing services for its telecom, enterprise, and government customers. Both companies will collaborate on global spectrum initiatives.

SES AI (SES) Q2 2026 Earnings Call Transcript

SES AI reported Q2 2026 revenue of $5.1M, up 40% YoY, with GAAP gross margin at 22.6%. Full-year revenue guidance remains $30M-$35M. The company has $163M in cash and expects drone cell production to reach 1M units annually by Q4 2026. ESS contributed over 70% of revenue, while GAAP net loss was $17.8M.

SES sentiment & insider activity

Over the past 7 days, alphai's AI scored 2 news stories mentioning SES (SES AI Corp). Coverage has skewed bullish: 2 bullish, 0 neutral, and 0 bearish.

Recent SES coverage spans financial news, earnings and technology.

What's driving SES

  • SES expands its certified hardware ecosystem, supporting sovereign SATCOM offerings.

    spaceanddefense.io · Aug 27, 2026

  • The partnership could expand SES's service offerings and revenue streams in the satellite communications market.

    cyprusshippingnews.com · Aug 26, 2026

  • The call provides fresh, decision-relevant operating metrics and full-year guidance for SES, with specific drivers in margins, liquidity, and drone cell scaling.

    fool.com · Aug 18, 2026

  • Partnership deepens SES’s D2D and multi-orbit connectivity roadmap, potentially improving enterprise and government customer access.

    executivebiz.com · Aug 18, 2026

  • Delisting risk is concentrated in SES AI warrants, with potential knock-on effects for warrant liquidity and investor sentiment toward the equity.

    tradingview.com · Aug 14, 2026

alphai scores every news story that mentions SES with an AI model for sentiment and relevance, and aggregates insider trades from SES AI Corp's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $SES

Score

Device Services through strategic collaboration with Elveo Mobile

SES, a global space solutions leader, has expanded its strategic investment and collaboration with Elveo Mobile, formed by the merger of Lynk and Omnispace. Elveo will deliver global direct-to-device (D2D) connectivity. SES will support Elveo's market delivery and regulatory efforts, enhancing services for its telecom, enterprise, and government customers. Both companies will collaborate on global spectrum initiatives.

$SESMedAI 8/10

SES AI (SES) Q2 2026 Earnings Call Transcript

SES AI reported Q2 2026 revenue of $5.1M, up 40% YoY, with GAAP gross margin at 22.6%. Full-year revenue guidance remains $30M-$35M. The company has $163M in cash and expects drone cell production to reach 1M units annually by Q4 2026. ESS contributed over 70% of revenue, while GAAP net loss was $17.8M.

SES, Elveo Expand Partnership for Direct

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.

SES AI Received Notice of Delisting

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.

$SESMed

SES AI Corporation Q2 2026 Earnings Call Summary

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.

$SESMed

SES Flat on Partnership Status

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).

$SESMedAI 8/10

SES AI Corp (SES): Results of Operations and Financial Condition

SES AI Corp (SES) filed an SEC Form 8-K — Results of Operations and Financial Condition. ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Dear Shareholders, ​ SES is solving two of the most difficult challenges in energy storage: accelerating product development using AI4Materials and buil

Europe increases IRIS2 project size

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.

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