"QuantumScape ( Nasdaq:QS) is set to release earnings at 4:15 pm ET tonight after suffering a 11.5% decline during the days trading session. After the numbers are released, I will break down the quarter and give a few of what is to come for the remainder of 2025. QuantumScape, will follow up earnings with a 5 pm ET conference call. Wall Street Consensus Estimates"
"Commercialization Milestones & Cobra Throughput- Investor focus is on Cobra's step-change vs. Raptor and whether B1 shipments stay on-track in 2025. Management called Cobra "transformative," citing 25× productivity vs. Raptor and over 200× vs. early 2023 processes. Any color on yields, reliability, or UN 38.3 steps will be stock-moving. PowerCo Workstreams, Cash Inflows, and Accounting- The expanded deal targets up to $131M over two years; QS expects to invoice over $10M in Q3 tied to joint development."
QuantumScape will report earnings at 4:15 pm ET with a conference call at 5 pm ET following a recent 11.5% intraday share decline. Wall Street consensus shows negative EPS for FY2025 and FY2026 with FY2026 revenue modeled in the low millions as QS remains pre-revenue. Key investor watchpoints include Cobra throughput and yields, PowerCo invoicing and accounting treatment of up to $131M in targets, the scope and resourcing of a second OEM JDA, and updated CapEx phasing with runway extended into 2029. Progress on commercialization milestones and non-dilutive customer cash will influence capital strategy.
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