NASDAQ$QS

QuantumScape Corporation · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

QuantumScape reported a net loss for Q1 2024 and continues to focus on the development and production of its solid-state battery technology.

QuantumScape reported a GAAP net loss of $120.6 million and an Adjusted EBITDA loss of $76.2 million for Q1 2024. The company started shipments of Alpha-2 prototype battery cells and is progressing with its Raptor fast separator production process and Cobra process development.

  • Started shipments of Alpha-2 prototype battery cells to automotive customers.
  • Ramping the Raptor fast separator production process.
  • Progressing with low-volume B0 prototype production of QSE-5.
  • Preparing the Cobra process to support higher volumes of QSE-5 in 2025.

Headline financials

Total Revenue

$0.00

No prior period
EPS (adj)

-$0.24

Previous: -$0.24+0.0%
Capital Expenditures

-$14.1M

Previous: $28M-150.4%
Net Income

-$121M

Previous: -$105M-15.3%
Operating Income

-$132M

Previous: -$110M-19.9%
Gross Profit

-$12M

No prior period
R&D Expense

$83.8M

No prior period
Stock-Based Comp

$19.3M

Previous: $38M-49.2%

Revenue & EPS history

QuantumScape · Revenue · Quarterly

$0

Q1 2024

Forward guidance

QuantumScape maintains its full-year 2024 guidance for capital expenditures to be between $70M and $120M and for Adjusted EBITDA loss to be between $250M and $300M. The company expects its cash runway to extend into the second half of 2026.

Tailwinds

  • Full-year 2024 guidance for capital expenditures to be between $70M and $120M.
  • Full-year 2024 guidance for Adjusted EBITDA loss to be between $250M and $300M.
  • Cash runway is expected to extend into the second half of 2026.
  • Focus on bringing first commercial solid-state lithium-metal battery cell to market for EV applications.
  • Increasing focus on intensive collaboration with automotive partners, including prospective launch customer.

Headwinds

  • Faces significant challenges in scaling up a solid-state battery cell and producing it at high volumes.
  • Could encounter significant delays and/or technical challenges in replicating and scaling up performance.
  • May encounter delays and other obstacles in acquiring, installing, and operating new manufacturing equipment.
  • May be unable to adequately control the costs associated with its operations.
  • Spending may be higher than currently anticipated and may need to raise additional funds, causing dilution.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-0.1%

Avg return

Earnings day

-0.2%

Avg return

5 days after

-0.1%

Avg return

30 days after

40%

10 / 25 earnings

Positive

+22.6%

Q3 2024

Best reaction

-12.0%

Q4 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.4%-4.7%+12.0%
Q4 2026-12.0%-18.4%-23.7%
Q3 2025+8.0%+14.8%-15.5%
Q2 2025-1.6%-27.7%-36.4%
Q1 2025-0.5%-0.8%-0.3%
Q4 2024+7.0%+14.7%-9.7%
Q3 2024+22.6%+7.4%-2.6%
Q2 2024+2.6%+2.8%+4.8%
Q1 2024-8.8%-1.6%+3.8%
Q4 2023-3.5%-6.4%-23.9%
Q3 2023-11.2%-10.0%-2.6%
Q2 2023+14.4%+42.2%-26.2%
Q1 2023-1.0%-10.6%-13.3%
Q4 2022+9.6%+15.2%-16.4%
Q3 2022-10.7%-8.1%-22.4%
Q2 2022+4.8%+3.3%+8.7%
Q1 2022-5.6%-4.7%-22.2%
Q4 2021-7.7%-10.9%-2.5%
Q3 2021-8.2%+13.4%+26.1%
Q2 2021+7.2%+1.5%-5.8%
Q1 2021-4.1%-4.1%-2.9%
Q4 2019-8.0%-15.2%-29.0%
Q2 2020-8.0%-15.2%-29.0%
Q4 2020+21.7%+13.9%+4.3%
Q3 2020-11.8%+3.3%+221.9%
Q1 2020
Q3 2019
Q2 2019
Q1 2019

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