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Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

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<ul><li>SES AI inks its first commercial deal for its next- generation Li-Metal and Li-ion batteries with AI drone startup Data Blanket.</li><li>This is a significant event in SES AI’s history. With this deal, the company has demonstrated that its next-generation batteries, designed using its AI for Science battery materials discovery capabilities, can win commercial deals (and not just pilot projects or development projects) in the drone space.</li><li>Deal specifics are sparse, but we know that revenue <span style="font-size: var(--content-font-size);">recognition began in December and that the current deal </span><span style="font-size: var(--content-font-size);">should continue to generate revenue through mid-2025.</span></li></ul>

SES AI inks its first commercial deal for its next- generation Li-Metal and Li-ion batteries with AI drone startup Data Blanket.This is a significant event in SES AI’s history. With this deal, the company has demonstrated that its next-generation batteries, designed using its AI for Science battery materials discovery capabilities, can win commercial deals (and not just pilot projects or development projects) in the drone space.Deal specifics are sparse, but we know that revenue recognition began in December and that the current deal should continue to generate revenue through mid-2025.

SES AI Corp: Secures Commercial Deal for Li-Metal and Li- Ion Batteries for Drones with Data Blanket