Earnings Sentiment

Sentiment Analysis of the earnings transcript to help figure out if there are any bullish or bearish sentiments that could be gathered from it. We're doing ML and AI based analysis on the earnings call to get some more insights.

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Sentiment Distribution


Earnings Call Transcript Word Cloud


Bullish Statements during Earnings call

Furthermore, we significantly improved quality management through diligently working with our OEM partners
So we're really excited about 2023 and just the future capability
2023 is shaping up to be an exciting year of growth for SES
Our balance sheet remains very strong
Anyways, I'm super excited about the progress that we are making
They provide a safe and reliable platform for us to test new ideas and make improvements to the technology
After 3 rounds of iterations and improvements on our A-sample lines and in collaboration with our equipment and material vendors, we have significantly improved this issue
2023 is starting out to be a great year for SES
Our biggest value to them, in addition to deep material development capability, is the ability to build and test many large 100 mPOWER lithium metal cells
And seventh, our large cell Avatar prediction accuracy increased from 0% to 60% last year
And I just think -- I'm just really excited about the progress and then just can't wait to share more good news with you guys
These 3 A-sample lines are already the most advanced in the world for large 100 mPOWER lithium metal cell production
We're also developing new tools such as large 100 mPOWER lithium metal cell teardown robots, smart test boxes and very sophisticated large cell testing and stores monitoring facilities, all to provide a safe environment for us to innovate and test cutting-edge ideas on large 100 mPOWER lithium metal cells
These are the most advanced and battle-tested large lithium metal cell production lines anywhere in the world
Understanding the fundamental mechanism, we will be able to choose the best solution after fully understanding both approaches
And then Line 4 will have significantly higher yield than the first 3 lines
Six, finding efficient ways to do image scanning on large-format cells and developing top ways to store, handle, test and recycle lithium metal cells
We appreciate the support of our shareholders, employees and OEM partners
This will be a key enabler for us to transition to B-sample, which we're still on track to achieve this year
But from a technical perspective, the requirements are quite similar, and then the capability that we've built and the capability that we increased by having Line 4, that will be transferable across all the 3 OEMs
It's hard to add all these additional sensors and increase the number of control points from just 200, 300 to 1,400
And in a recent experiment, our Avatar successfully predicted 18 out of 21 abnormal cells
Our approach of manufacturing lithium metal cells using lithium-ion process really paid off here as our team of experienced lithium-ion engineers quickly addressed this issue by borrowing from their lithium-ion stack power cell experience
Good afternoon, everyone
We reported research and development expenses of $8.5 million, an increase of $4.4 million from the same period last year

Bearish Statements during earnings call

And then it was really difficult
You had mentioned in prior calls about bringing in-house a number of the manufacturing technologies, right? If you just -- there was some difficult, challenging stuff and you thought you guys could do it better yourself
Third, electrical stacking misalignment and overhead
And we felt we were crazy, too, last year
Even Elon Musk tweeted after the Starship launch that high production rate solves many ills
I just wanted to clarify these 2 issues in case there have been any misinterpretations
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
It was painful last year but now it's fun again
But now, this quarter, this year, things have turned around
So in the first 3 lines for A-sample, we -- the yield was always quite low, and the yield wasn't really a consideration for A-sample

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