▲ 9 r/SESAI
SES AI Q2 2026 - EARNINGS HIGHLIGHTS
Now here’s where $SES gets interesting 👀
The headline numbers were mixed, but dig deeper and the story looks very different.
🚀 $30M–$35M revenue guidance maintained
📈 Margins improving
🚁 Drone battery production ramping up
🤖 Molecular Universe generating its first subscription revenue
💰 $163M cash position
📉 Management targeting lower costs
The market may react to one quarter. I’m watching what SES is building for the next one. 👀
Disclaimer — Not Financial Advice
u/Dabag27 — 9 days ago