ESS Tech, Inc. (GWH) Q2 2026 Earnings Call Transcript

SA Transcripts 161.76K Followers Follow ESS Tech, Inc. ( GWH ) Q2 2026 Earnings Call August 11, 2026 5:00 PM EDT Company Participants Drew Buckley - CEO & Director Kate Suhadolnik - Chief Financial Officer Conference Call Participants Alex Hantman - Sidoti & Company, LLC Jack Greenberg Presentation Operator Good afternoon, and welcome to the ESS Tech Second Quarter 2026 Financial Results Conference Call. [Operator Instructions] During today's call, ESS may make statements relating to its future financial performance, anticipated growth strategies and trends in its business. These may include statements regarding: the company's sodium-ion strategy and the early-stage opportunities approaching $1 billion identified for its sodium-ion solutions; the time line for development and market rollout of the Bridge system; the letter of intent with Juniper Energy and the potential deployment of 500-megawatt hours or more of energy storage systems; the letter of intent with Alsym Energy; the timing of the company's projects; the company's plan to streamline its Wilsonville operations and reduce expenses and cash burn; statements regarding the proposed business combination, including the timing, terms and potential benefits; the company's 2026 outlook and beyond; its cash position; the market opportunity; the potential and capabilities of the company's technology and platform; and its ability to execute on Project New Horizon, including the timing of manufacturing and delivery. These statements constitute forward-looking statements within the meaning of federal security laws and are based on management's current expectations and beliefs concerning future developments. These forward-looking statements involve a number of risks, uncertainties and assumptions, including, but not limited to: barriers the company faces in producing its energy storage products; its products being in the early stage of commercialization; aspects of technology not having been fully field tested; the company's dependence on third-party suppliers; delays, disruptions or quality control problems in manufacturing operations; the company's ability to control its costs and achieve its cost reduction strategy; its history of losses