SES AI Management
Management criteria checks 2/4
SES AI's CEO is Qichao Hu, appointed in Feb 2022, has a tenure of 2.92 years. total yearly compensation is $3.53M, comprised of 15% salary and 85% bonuses, including company stock and options. directly owns 11.52% of the company’s shares, worth $64.38M. The average tenure of the management team and the board of directors is 2.7 years and 2.9 years respectively.
Key information
Qichao Hu
Chief executive officer
US$3.5m
Total compensation
| CEO salary percentage | 15.0% |
| CEO tenure | 2.9yrs |
| CEO ownership | 11.5% |
| Management average tenure | 2.7yrs |
| Board average tenure | 2.9yrs |
Recent management updates
Recent updates
SES AI: The Surge Possibly Presents An Opportunity To Exit
Jan 04Here's Why We're Not Too Worried About SES AI's (NYSE:SES) Cash Burn Situation
Sep 19
Battery Breakthroughs With AI, But SES AI Remains A High-Voltage Gamble
Sep 18SES AI: An AI Company That Happens To Make Batteries
Aug 25Here's Why We're Not Too Worried About SES AI's (NYSE:SES) Cash Burn Situation
May 07SES AI: Leading The Charge
Jan 19We're Not Very Worried About SES AI's (NYSE:SES) Cash Burn Rate
Jan 15SES AI: Lags Behind, Risks Outweigh Potential
Nov 04We're Hopeful That SES AI (NYSE:SES) Will Use Its Cash Wisely
Sep 30SES AI Corporation: Share Dilution And Production Challenges
Aug 23SES AI Corp: Powering Future EVs With Its Li-Metal Technology
Oct 31Companies Like SES AI (NYSE:SES) Are In A Position To Invest In Growth
Jun 13SES AI: Battery Technology Producer Differentiating Itself From The Crowd
Mar 18Here's Why We're Not Too Worried About SES AI's (NYSE:SES) Cash Burn Situation
Feb 09CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Sep 30 2024 | n/a | n/a | -US$76m |
| Jun 30 2024 | n/a | n/a | -US$60m |
| Mar 31 2024 | n/a | n/a | -US$53m |
| Dec 31 2023 | US$4m | US$530k | -US$53m |
| Sep 30 2023 | n/a | n/a | -US$51m |
| Jun 30 2023 | n/a | n/a | -US$62m |
| Mar 31 2023 | n/a | n/a | -US$40m |
| Dec 31 2022 | US$9m | US$524k | -US$51m |
| Sep 30 2022 | n/a | n/a | -US$53m |
| Jun 30 2022 | n/a | n/a | -US$39m |
| Mar 31 2022 | n/a | n/a | -US$55m |
| Dec 31 2021 | US$679k | US$328k | -US$31m |
| Sep 30 2021 | n/a | n/a | -US$25m |
| Dec 31 2020 | US$428k | US$242k | -US$14m |
Compensation vs Market: Qichao's total compensation ($USD3.53M) is above average for companies of similar size in the US market ($USD2.26M).
Compensation vs Earnings: Qichao's compensation has been consistent with company performance over the past year.
CEO
Qichao Hu (38 yo)
2.9yrs
Tenure
US$3,528,052
Compensation
Dr. Qichao Hu is the Founder, Chairman & CEO at SES AI Corporation since February 3, 2022. He Founded SolidEnergy Systems Corp. in 2012 and serves as its Chief Executive Officer and served as its President...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Founder | 2.9yrs | US$3.53m | 11.52% $ 64.4m | |
| Chief Financial Officer | 3.8yrs | US$1.33m | 0.31% $ 1.7m | |
| Chief Science Officer | 5yrs | US$1.09m | 0.047% $ 262.2k | |
| Chief Legal Officer | 2.5yrs | US$977.53k | 0.019% $ 105.0k | |
| Co Founder and Business Advisor | no data | no data | no data | |
| Chief Technology Officer | less than a year | no data | 0.028% $ 157.6k | |
| Senior VP of Hardware Engineering & Head of China | no data | no data | no data | |
| Chief Manufacturing Officer | 1.8yrs | no data | 0.0082% $ 45.8k |
2.7yrs
Average Tenure
44yo
Average Age
Experienced Management: SES's management team is considered experienced (2.7 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Founder | 2.9yrs | US$3.53m | 11.52% $ 64.4m | |
| Independent Director | 2.9yrs | US$204.32k | 0.0093% $ 52.0k | |
| Lead Independent Director | 2.9yrs | US$236.22k | 0.0093% $ 52.0k | |
| Independent Director | 2.9yrs | US$221.22k | 0.0093% $ 52.0k | |
| Independent Director | 2.9yrs | US$186.22k | 0.0093% $ 52.0k |
2.9yrs
Average Tenure
58yo
Average Age
Experienced Board: SES's board of directors are not considered experienced ( 2.9 years average tenure), which suggests a new board.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/01/10 23:22 |
| End of Day Share Price | 2025/01/10 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
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Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
SES AI Corporation is covered by 4 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Emmanuel Rosner | Deutsche Bank |
| Gabriel Daoud | TD Cowen |
| Jonathan Dorsheimer | William Blair & Company L.L.C. |