NASDAQ$QS

QuantumScape Corporation · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Began producing low volumes of first B-sample cells and shipping them for automative customer testing.

QuantumScape has started producing low volumes of its first B-sample cells (QSE-5) and shipping them for automotive customer testing, achieving a key 2024 goal. They have also signed an agreement with PowerCo to bring QSE-5 technology into mass production. The company anticipates Cobra heat treatment equipment will be in place by the end of 2024.

  • Started producing low volumes of first B-sample cells and shipping them for automative customer testing.
  • Signed agreement with PowerCo for mass production of QSE-5 technology.
  • Raptor is now part of baseline production process.
  • Anticipate Cobra heat treatment equipment will be in place by the end of 2024.

Headline financials

Total Revenue

$0.00

No prior period
EPS (adj)

-$0.23

Previous: -$0.23+0.0%
Capital Expenditures

-$17.9M

Previous: -$18M+0.3%
Free Cash Flow

-$111M

Previous: -$80.5M-37.5%
Net Income

-$120M

Previous: -$111M-8.2%
Operating Income

-$130M

Previous: -$121M-7.7%
Gross Profit

-$14.9M

Previous: -$13.6M-9.9%
Stock-Based Comp

$43.4M

Previous: $40.4M+7.3%

Revenue & EPS history

QuantumScape · Revenue · Quarterly

$0

Q3 2024

Forward guidance

QuantumScape has tightened its full-year forecast for Adjusted EBITDA loss to be between $280M and $300M. They are lowering their 2024 forecast for capital expenditures to be between $60M and $75M.

Tailwinds

  • Cash runway forecast extended by 18 months into 2028.
  • PowerCo agreement released $134M previously earmarked for the joint venture.
  • Includes a $130M royalty prepayment from PowerCo contingent on satisfactory technical progress.
  • Tighten full-year forecast for Adjusted EBITDA loss to be between $280M and $300M
  • Lowering 2024 forecast for capital expenditures to be between $60M and $75M.

Headwinds

  • Higher legal fees and settlement accruals in 2024 that we do not expect to reoccur in 2025.
  • Face significant challenges in attempts to develop a solid-state battery cell and produce it at high volumes.
  • Could encounter significant delays and/or technical challenges in replicating and scaling up the performance seen in its single-layer, early multilayer and low volume sample cells.
  • May encounter delays and cost overruns in hiring and retaining the engineers it needs to expand its development and production efforts.
  • Volkswagen relationship is subject to various risks which could adversely affect business and future prospects.

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 Q3 2024

Historical avgQ3 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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