SES AI Corporation (NYSE:SES) Q4 2023 Earnings Conference Call February 26, 2024 5:00 PM ET

Company Participants

Qichao Hu - Founder and Chief Executive Officer

Jing Nealis - Chief Financial Officer

Kyle Pilkington - Chief Legal Officer

Conference Call Participants

Winnie Dong - Deutsche Bank

Shawn Severson - Water Tower Research

Mark Shooter - William Blair

Operator

Good afternoon, ladies and gentlemen. Thank you for joining today's SES AI Corporation Fourth Quarter 2023 [Lender] (ph) Call. My name is Tia, and I will be your moderator for today's call. All lines will be muted during the presentation portion of the call with an opportunity for questions-and-answers at the end. [Operator Instructions]

It is my pleasure to pass the call over to Kyle Pilkington, Chief Legal Officer. Please proceed.

Kyle Pilkington

Thank you. Hello, everyone, and welcome to our conference call covering our fourth quarter 2023 results and financial guidance for 2024.

Joining me today are Qichao Hu, Founder and Chief Executive Officer; and Jing Nealis, Chief Financial Officer. We issued our shareholder letter just after 4 PM today, which provides a business update as well as our financial results. You'll 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 and performance to be 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. This afternoon, we will review our business as well as our results for the quarter.

With that, I'll pass it over to Qichao Hu.

Qichao Hu

Thanks, Kyle. Good afternoon, everyone. We posted a thorough shareholder letter on our website, which provides all the details for the quarter, the year and our 2024 outlook.

Now, I want to make our time more efficient with a more focused conversation. There are three key points that I believe you should think away from SES AI’s results and outlook.