NASDAQ$QS

QuantumScape Corporation · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

QuantumScape reported its Q4 2024 earnings, highlighting significant progress in solid-state battery technology and strategic partnerships.

QuantumScape achieved its four key goals for 2024, including shipping Alpha-2 samples, ramping the Raptor process, beginning low-volume B0 sample production of QSE-5 cells with industry-leading performance, and releasing advanced Cobra separator heat-treatment equipment. The company also unveiled a cornerstone commercial licensing strategy with PowerCo and ended the year with strong liquidity.

  • Shipped Alpha-2 samples with advanced packaging and high-loading cathodes.
  • Ramped the Raptor process, improving separator heat-treatment efficiency.
  • Began low-volume B0 sample production of QSE-5 cells, achieving 844 Wh/L energy density and fast charging in 12 minutes.
  • Released advanced Cobra separator heat-treatment equipment, preparing for higher-volume B1 sample production in 2025.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$0.22

Previous: -$0.23+4.3%
Capital Expenditures

-$11.2M

Previous: -$13.8M+19.1%
Net Income

-$115K

Previous: -$113M+99.9%
Operating Income

-$129K

Previous: -$125M+99.9%
Gross Profit

-$18M

Previous: -$26.8M+32.8%
R&D Expense

$86.4M

Previous: $96.4M-10.4%

Revenue & EPS history

QuantumScape · Revenue · Quarterly

$0

Q4 2024

Forward guidance

QuantumScape's 2025 goals focus on industrializing the QSE-5 technology platform for transfer to prospective licensees, aiming to bring solid-state lithium-metal technology to market, starting with their launch customer.

Tailwinds

  • Bring Cobra into baseline production, replacing Raptor for faster and more efficient separator heat-treatment.
  • Install higher-volume cell production equipment jointly with PowerCo to match Cobra's throughput.
  • Ship Cobra-based B1 samples of QSE-5 cells for customer testing, reflecting mature performance and manufacturing specifications.
  • Expand commercial engagements by seeking new licensing partnerships beyond PowerCo.
  • Build relationships with technology partners and global players across the battery value chain.

Headwinds

  • The 2025 goals are ambitious and subject to various risks and uncertainties.
  • Potential for significant delays or technical challenges in replicating and scaling performance from low-volume samples.
  • Challenges in achieving required quality, consistency, reliability, safety, cost, and throughput for commercial production.
  • Difficulties in developing a cell architecture that meets all technical requirements and customer expectations.
  • Potential for delays and cost overruns in hiring and retaining engineers, building out QS-0, and establishing supply relationships.

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 Q4 2024

Historical avgQ4 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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