SES AI reported Q3 2026 revenue of $6.6M, up 31% from Q2. GAAP net loss narrowed to $13.4M from $17.9M. The Chungju, South Korea drone cell line reached 1M cells/year capacity, with expansion to 3M cells/year planned by Q2 2027. Full-year 2026 revenue guidance reiterated at $30-35M. Liquidity stands at $137M with no debt.
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