SES AI (SES) Q2 FY26 earnings call

SES AI delivered strong Q2 FY26 results, driven by over 40% year-over-year revenue growth and improved gross margins, while reaffirming full-year guidance. The company achieved significant commercial milestones in its ESS and drone segments, including key certifications and production ramp-ups, alongside advancements in its AI-for-materials platform, Molecular Universe. Despite a widening net loss, management expects narrowing losses in the second half due to anticipated revenue pickup and continued cost reductions.