SES AI Corporation (SES) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon. Thank you for attending today's SES, AI, fourth quarter and full year 2025 earnings results call. My name is Tamia and I will be your moderator for today's call. All lines will be muted during the presentation portion of the call with an opportunity for questions and answers at the end. If you would like to ask a question, please press star one on your telephone keypad. I would now like to pass the conference over to your host, Kyle Filkington, Chief Legal Officer. Hello, everyone. and welcome to our conference call covering our fourth quarter in full year 2025 results. Joining me today are Qi Chaohu, Founder and Chief Executive Officer, and Jing Mielis, Chief Financial Officer. We issued our shareholder letter just after 4 p.m. today, which provides a business update as well as our financial results. You'll find a press release with a link to our shareholder letter and today's conference call webcast in the Investor Relations section of our website at scs.ai. Before we get started, this is a reminder that the discussion today may contain forward-looking information or forward-looking statements within the meaning of applicable securities legislation. These statements are based on our predictions and expectations as of today. Such statements involve certain risks, assumptions, and uncertainties, which may cause our actual or future results and performance to be materially different from those expressed or implied in these statements. The risks and uncertainties that could cause our results to differ materially from our current expectations include but are not limited to those detailed in our latest earnings release and in our SEC filings. On this call, we are introducing non-GAAP financial measures as a supplement to our GAAP results. These non-GAAP m...