SES

What is the company's gross margin and how has it changed relative to Q1 2025?

Created August 06, 2025 at 07:46 PM

Answer

The press release you quoted only provides a high‑level snapshot of SES AI’s second‑quarter (Q2 2025) results:

Metric	Q2 2025
Revenue	$3.5 million (bringing H1 2025 total to $9.3 million)
Guidance	FY 2025 guidance reaffirmed

Missing information:

The release does not disclose the company’s gross margin (either as a dollar amount or a percentage) for Q2 2025, nor does it give the gross‑margin figure for Q1 2025. Because gross margin is a key component of the “earnings” section of a financial statement, it would normally be reported in a more detailed earnings release or in the company’s Form 10‑Q/10‑K filing.

What this means for your question

Current gross‑margin figure for Q2 2025: Not provided in the excerpt you shared.
Change versus Q1 2025: Because we lack both Q2 and Q1 gross‑margin numbers, we cannot calculate the direction (increase, decrease, or flat) or the magnitude of any change.

How to obtain the needed data

Full earnings release – Companies typically issue a “press release – earnings results” that includes a table of operating metrics (gross profit, gross margin %, operating expenses, etc.). Look for the complete SES AI Q2 2025 earnings release on the SES AI Investor Relations website or on Business Wire’s full article (the snippet you have is truncated).
SEC filings – The quarterly report (Form 10‑Q) filed with the SEC will contain a consolidated statement of operations, where gross profit and gross margin are disclosed. You can search the SEC’s EDGAR database for “SES AI Corp” and filter by the filing date around early August 2025.
Investor presentations – Occasionally, companies include a slide‑deck summarizing key performance indicators, including gross‑margin trends, in their earnings call materials.

Bottom line

Based solely on the information you provided, we cannot state SES AI’s gross margin for Q2 2025, nor how it has changed relative to Q1 2025. To answer the question accurately, you’ll need to locate the complete earnings release or the relevant SEC filing that contains the gross‑margin figures. If you can share those additional details, I’ll be happy to calculate the change and interpret the trend for you.

Other Questions About This News

How does the company’s valuation look relative to peers based on EV/Revenue, EV/EBITDA, and price‑to‑sales multiples? How does the revenue growth rate compare to peer companies in the AI‑enhanced battery space? What are the potential risks to the guidance, such as supply chain constraints, technology adoption rates, or competitive threats? What are the primary drivers behind the $3.5 million revenue figure (e.g., product mix, new contracts, licensing revenue)? What is the company's cash burn rate and runway given its current cash position and upcoming capital expenditures? What is the outlook for the new Li‑Metal and Li‑ion battery product lines in terms of production capacity and market adoption? What were the year‑to‑date revenue and earnings trends versus the same period last year? Are there any upcoming regulatory approvals or certifications that could materially affect future revenue? Does the company reaffirm its full‑year revenue and EPS guidance, and what assumptions underpin that guidance? How does the $3.5 million Q2 revenue compare to the company’s prior guidance and market expectations? What capital expenditures or R&D investments are planned for the rest of 2025 and how will they be funded?