# SES AI

Type: Company

Source: GetYourBrief — https://getyourbrief.com/entity/ses-ai
Canonical HTML page: https://getyourbrief.com/entity/ses-ai

## Timeline

- **2027-Q1**: DoD Contract Completion — Everspin scheduled to complete its $14.6 million MRAM facility sustainment contract for the Department of Defense.
- **2026-03-04**: Q4 2025 Earnings Cycle — Major AI and ML infrastructure companies report record margins and software-first pivots.
- **2026**: Everspin 256Mb Launch — Everspin and TSMC scheduled to release high-density 256Mb monolithic MRAM for high-volume production.
- **2025-12-31**: Stem Profitability Milestone — Stem completes its first full year of positive adjusted EBITDA and positive operating cash flow.

## Recent coverage (5 stories, network-wide)

### Stem Hits Profitability Milestone as AI Software Pivot Drives Record Margins
2026-03-05 00:23:47 · Sector: ai · Sentiment: Positive · Impact: 6/10 · Sources: 14

Stem (STEM) achieved its first full-year positive adjusted EBITDA in 2025, signaling a successful transition from low-margin battery hardware to high-margin AI software and services. This trend of financial maturation is echoed across the AI sector, with companies like Riskified and Everspin reporting record margins and increased adoption of recurring revenue models.
Full story: https://getaibrief.com/story/stem-q4-2025-earnings-ai-software-pivot

### Tech’s Great Pivot: Profitability and AI Integration Define Q4 2025 Earnings
2026-03-05 00:23:05 · Sector: startups · Sentiment: Positive · Impact: 6/10 · Sources: 14

The Q4 2025 earnings cycle marks a definitive shift for high-growth tech and industrial firms as they transition from growth-at-all-costs to disciplined profitability. Key players like Stem and Riskified achieved historic EBITDA and net income milestones, driven by aggressive AI adoption and a strategic move toward high-margin software services.
Full story: https://getstartupbrief.com/story/tech-earnings-q4-2025-profitability-ai-pivot

### Stem Achieves First Profitable Year as Software Pivot Drives Record Margins
2026-03-05 00:22:28 · Sector: finance · Sentiment: Positive · Impact: 6/10 · Sources: 14

Stem (STEM) reached a critical financial milestone in Q4 2025, reporting its first full year of positive adjusted EBITDA and operating cash flow. The results highlight a successful strategic pivot toward high-margin software and services, which now account for over half of total revenue.
Full story: https://getfinancebrief.com/story/stem-q4-2025-earnings-software-pivot

### Stem and SES AI Pivot to Software and Storage as Energy Markets Mature
2026-03-05 00:21:16 · Sector: climate · Sentiment: Positive · Impact: 6/10 · Sources: 14

The Q4 2025 earnings cycle for energy technology firms highlights a decisive shift toward high-margin software and specialized storage solutions. Companies like Stem and Alto are leveraging operational efficiencies and tax incentives to achieve profitability, even as hardware-centric markets like EVs face localized headwinds.
Full story: https://getclimatebrief.com/story/stem-ses-ai-earnings-analysis-2025

### Defense Tech and Energy Storage Firms Pivot to High-Margin Software in Q4
2026-03-05 00:12:52 · Sector: space · Sentiment: Positive · Impact: 6/10 · Sources: 14

The Q4 2025 earnings cycle for specialized defense and industrial technology firms highlights a sector-wide transition from low-margin hardware to recurring software and services. Key players like Stem and Everspin are leveraging government contracts and high-density memory solutions for space and data center applications to achieve record profitability.
Full story: https://getspacebrief.com/story/defense-tech-energy-storage-software-pivot-q4-2025

---
This page is a machine-readable summary. Sentiment measures the directional read of each development for this entity, not the tone of the reporting; impact weights consequence, not syndication reach. See https://getyourbrief.com/guides/methodology for the full editorial methodology.