SES AI Corporation (SES) Q2 2026 Earnings Call Transcript

SES AI Corporation ( SES ) Q2 2026 Earnings Call August 11, 2026 5:00 PM EDT Company Participants Kyle Pilkington - Chief Legal Officer Qichao Hu - Founder, Chairman & CEO Yi Liu - Chief Financial Officer Conference Call Participants Yan Dong - Deutsche Bank AG, Research Division David Storms - Stonegate Capital Partners, Inc., Research Division Craig Irwin - ROTH Capital Partners, LLC Mark Shooter - William Blair & Company L.L.C., Research Division Presentation Operator Hello, everyone. Thank you for joining us and welcome to the SES AI second quarter earnings release and call. After today's prepared remarks, we will host a question and answer session. [Operator Instructions] I will now hand the conference over to Kyle Pilkington, Chief Legal Officer. Kyle, please go ahead. Kyle Pilkington Chief Legal Officer Hello everyone and welcome to our conference call covering our second quarter 2026 results. Joining me today are Qichao Hu, Founder and Chief Executive Officer; and Ray Liu, Chief Financial Officer. We issued our shareholder letter just after 4:00 p.m. today, which provides a business update as well as our financial results. You will 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 ses.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 in performance 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.