Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☐ 1934 For the transition period from _______ to ________ Commission file number 001-39525 ESS Tech, Inc. (Exact name of registrant as specified in its charter) Delaware 98-155015 ...

ESS Tech, Inc. (NYSE:GWH) Q1 2023 Results Conference Call May 9, 2023 4:30 PM ET Company Participants Eric Dresselhuys - Chief Executive Officer Vince Canino - COO Benjamin Heng - SVP of Engineering Mark Bindon - Vice President of Customer Success Steve Figgatt - CEO, Sycamore International Paul Lau - Manager, Tech Solutions Architect Tony Rabb - Chief Financial Officer Conference Call Participants Colin Rusch - Oppenheimer Chip Moore - EF Hutton Elijah Obasanya - Loop Capital Operator Welcome to ESS Tech, ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to ________ Commission file number 001-39525 ESS Tech, Inc. (Exact name of registrant as specified in its charter) Delaware 98-15501 ...

财务数据和关键指标变化 - 公司在第四季度交付了14台能源仓库,全年交付20台,创下季度新高 [6] - 公司在2022年底实现了800兆瓦时的年产能,超过了750兆瓦时的目标 [7] - 公司第四季度的非GAAP经营费用为2820万美元,符合预期 [21] - 公司第四季度的调整后EBITDA为负2750万美元 [21] - 公司在第四季度末拥有1.398亿美元的现金和短期投资,高于之前的预期 [21] 各条业务线数据和关键指标变化 - 公司在2022年进行了多项制造工艺改进,包括提高自动化水平、优化设计以及提高产品质量,从而大幅降低了单位成本 [7][8][9] - 公司的客户成功团队与运营团队密切合作,加快了产品在客户现场的调试进度 [10] 各个市场数据和关键指标变化 - 公司与阿姆斯特丹史基浦机场签订合同,为其提供电动地面电源装置 [11][12] - 公司与土洛克灌溉区签订合同,为其太阳能电池板遮阳装置提供储能系统 [12][13] 公司战略和发展方向及行业竞争 - 公司将在2023年继续专注于提升制造运营和市场渗透 [16] - 公司将采取谨慎的增长策略,平衡交付产品和控制运营成本 [17] - 公司认为通过通胀减免法案,长期储能项目的经济性将大幅提升 [14][15] 管理层对经营环境和未来前景的评论 - 公司在2022年面临了严峻的供应链和劳动力市场挑战,但通过一系列举措取得了进步 [8][9] - 公司对2023年的市场前景和发展机遇保持乐观 [17] 其他重要信息 - 公司就2022年12月发布的做空报告进行了回应,否认了其中的主要指控 [18] 问答环节重要的提问和回答 问题1 **Thomas Boyes 提问** 询问公司能源仓库的毛利率预期 [23][24][25][26] **Eric Dresselhuys 回答** 公司正在通过多方面措施来提升单位盈利能力,预计在未来12-18个月内将实现单位盈利 [24][25][26] 问题2 **Davis Sunderland 提问** 询问公司在客户验证技术和获取大单方面的进展 [36][37][38][39] **Eric Dresselhuys 回答** 公司在与第三方系统集成方面遇到了一些挑战,但最近的项目交付和调试进度有所改善,客户需求也有所增加,特别是在通胀减免法案出台后 [37][38][39][41][42][43] 问题3 **Joseph Osha 提问** 询问公司在2023年的产能扩张计划 [45][46][47][48][49][50][51][52][53] **Eric Dresselhuys 和 Tony Rabb 回答** 公司在2022年底实现了800兆瓦时的年产能,未来将主要集中在提升制造效率和降低成本,适当扩充产能以满足订单需求 [46][47][48][49][50][51][52][53]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to ________ Commission file number 001-39525 ESS Tech, Inc. (Exact name of registrant as specified in its charter) Delaware 98-1550150 (S ...

ESS Tech, Inc. (NYSE:GWH) Q3 2022 Earnings Conference Call November 3, 2022 5:00 PM ET Company Participants Erik Bylin - Investor Relations Eric Dresselhuys - Chief Executive Officer Amir Moftakhar - Chief Financial Officer Conference Call Participants Colin Rusch - Oppenheimer Thomas Boyes - Cowen & Co. Joseph Osha - Guggenheim Partners Chip Moore - EF Hutton Operator Ladies and gentlemen, thank you for standing by. At this time, all participants are in a listen-only mode. Later, we will conduct a question ...

ESS Tech, Inc. (NYSE:GWH) Q2 2022 Earnings Conference Call August 11, 2022 5:00 PM ET Company Participants Erik Bylin - Investor Relations Eric Dresselhuys - Chief Executive Officer Amir Moftakhar - Chief Financial Officer Conference Call Participants Colin Rusch - Oppenheimer Thomas Boyes - Cowen Joseph Osha - Guggenheim Partners Operator Ladies and gentlemen, thank you for standing by. At this time, all participants are in a listening only mode. Later, we will conduct a question-and-answer session. [Opera ...

ESS Tech, Inc. (NYSE:GWH) Q1 2022 Earnings Conference Call May 12, 2022 5:00 PM ET Company Participants Erik Bylin – Investor Relations Eric Dresselhuys – Chief Executive Officer Amir Moftakhar – Chief Financial Officer Conference Call Participants Colin Rusch – Oppenheimer Thomas Boyes – Cowen George Gianarikas – Baird Chris Kapsch – Loop Capital Markets Operator Ladies and gentlemen, thank you for standing by. At this time, all participants are in a listening only mode. Later, we will conduct a question-a ...

ESS Tech, Inc. (NYSE:GWH) Q4 2021 Earnings Conference Call February 24, 2022 5:00 PM ET Company Participants Eric Dresselhuys – Chief Executive Officer Amir Moftakhar – Chief Financial Officer Conference Call Participants Jed Dorsheimer – Canaccord Genuity Colin Rusch – Oppenheimer Thomas Boyd – Cowen and Company Jayson Osha – Guggenheim Operator Ladies and gentlemen, thank you for standing by. At this time, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session. [O ...