Reading SES? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track SES free→Reading SES? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track SES free→QuarterlyIQ Insights · SES
Next print, the company's guidance track record, and the earnings events we've seen in the last few years.
Likelihood the company beats analyst consensus on its next print. Read from its own beat history plus how sector peers have been reporting. Not a price-direction call: a serial beater often has the beat already priced in.
Prints it beat consensus, recent quarters.
Indicative, not a guarantee. Base rate ~71%.
Industry peers that beat since this name last reported.
Management's most recent EPS guidance action.
expected = 0.35*own_median(6.8) + peer(0.2*8.2) + term(0.0) → 4.03% (capped ±15.0)
Calibrated likelihood the company misses analyst consensus on its next print, read from its own miss history plus its industry base rate. A fundamental tilt, not a price call — and a quiet watch-flag, not an alarm.
Worth watching into the next print: this name is a smaller-cap name (higher miss base rate) and operates in a high-miss-rate industry. A fundamental tilt, not a price call.
Calibrated. Base rate ~24%.
Consecutive quarters it missed, most recent run.
How often this industry misses, baseline.
Industry peers that missed in the recent window.
in 47 days
Average absolute move on past earnings days.
Annualized: recent baseline volatility.
Of the last 0 guided quarters.
Actual vs. guided EPS, signed.
Excess return vs. sector ETF, day after print.
Provisional scorecard: fewer than 4 guided quarters in the corpus.
Earnings prints and pre-announcements detected in the SEC filing stream.
Results of Operations and Financial Condition. On April 23, 2026, 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 March 31, 2026. A copy of the letter to shareholders is furnished herewith as Exhibit 99.1. On April 23, 2026, the Company issued a press release announcing the release of the letter to shareholders. A copy of the press release is furnished herewith as Exhibi…
Quarterly EPS and revenue actuals vs. consensus across the last eight quarters (including beat/miss size and the forward consensus heading into the next print) are on the way.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Results of Operations and Financial Condition. On April 1, 2026, SES AI Corporation (the “Company”) issued a press release, attached as Exhibit 99.1, and incorporated herein by reference, providing preliminary unaudited revenue results for the first quarter ended March 31, 2026. The financial information presented in the press release is preliminary, estimated, and unaudited. Such amounts are subject to the completion and finalization of the Company’s financial and accounting closing proced…
Results of Operations and Financial Condition. On March 4, 2026, 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 year ended December 31, 2025. A copy of the letter to shareholders is furnished herewith as Exhibit 99.1. On March 4, 2026, 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…
Results 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 a…
Results of Operations and Financial Condition. On August 4, 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 June 30, 2025. A copy of the letter to shareholders is furnished herewith as Exhibit 99.1. On August 4, 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…
Results of Operations and Financial Condition. On July 28, 2025, the Company issued a press release, attached hereto as Exhibit 99.1 and incorporated by reference herein, providing preliminary unaudited revenue and liquidity results for the second quarter ended June 30, 2025. The financial information presented in the press release is preliminary, estimated, and unaudited. Such amounts are subject to the completion and finalization of the Company’s financial and accounting closing procedure…
Results of Operations and Financial Condition. On April 24, 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 March 31, 2025. A copy of the letter to shareholders is furnished herewith as Exhibit 99.1. On April 24, 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 Exhibi…
Results of Operations and Financial Condition. On April 8, 2025, SES AI Corporation (the “Company”) issued a press release, attached as Exhibit 99.1, and incorporated herein by reference, providing preliminary unaudited revenue and liquidity results for the first quarter ended March 31, 2025. The financial information presented in the press release is preliminary, estimated, and unaudited. Such amounts are subject to the completion and finalization of the Company’s financial and accounting cl…
Results of Operations and Financial Condition. On February 25, 2025, the Company released a letter to its shareholders, which includes a business update and the Company’s financial results for the fiscal year ended December 31, 2024. A copy of the letter to shareholders is furnished herewith as Exhibit 99.1. On February 25, 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 infor…
Results of Operations and Financial Condition. On January 31, 2025, SES AI Corporation (the “Company”) issued a press release, attached as Exhibit 99.1, and incorporated herein by reference, providing preliminary unaudited revenue and liquidity results for the fourth quarter ended December 31, 2024. The financial information presented in the press release is preliminary, estimated, and unaudited. Such amounts are subject to the completion and finalization of the Company’s financial and acco…