Live Updates
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Still No Earnings
Alphabet just reported very solid earnings but we’re still waiting on QuantumScape. Once the company reports we’ll begin analyzing their earnings.
Closing Bell Has Rung
The closing bell has rung and we’ll be monitoring for QuantumScape’s earnings and posting updates in this live blog.
QuantumScape reports Q2 2025 earnings after the close today with no revenue expected, the key focus remains on execution milestones and capital allocation tied to the company’s licensing model. Investors will zero in on updates around the Cobra separator process, progress with lead customer PowerCo, and new ecosystem partners like Murata. This report is critical to validating management’s roadmap for scaled commercialization, especially as competition in the EV battery space intensifies.
Key Areas to Watch
Cobra Process Integration
Management said the Cobra separator is ahead of schedule and will enter baseline production in Q2. This process is critical to enabling high-throughput cell manufacturing at scale and reducing costs.
Murata Manufacturing Partnership
The new agreement with Murata adds credibility to QS’s licensing model and could meaningfully accelerate Cobra scalability. Investors will look for specifics on the structure, IP protections, and integration timeline.
QSE-5 B1 Sample Progress
QuantumScape reaffirmed its plan to ship Cobra-based QSE-5 B1 cells in 2025 for PowerCo’s launch program. Validation milestones, especially UN 38.3 compliance and BMS calibration progress, will be scrutinized.
PowerCo and OEM Traction
Management highlighted strong in-lab collaboration with PowerCo and “urgency” from other OEMs. Investors will watch for evidence of additional licensing discussions or ecosystem expansion.
Capital Spending and Cash Runway
QS ended Q1 with $860.3 million in liquidity and reiterated that its runway extends into H2 2028. Any shift in CapEx phasing or financing needs would be highly material.
The post Live: QuantumScape (QS) Q2 Earnings Coverage appeared first on 24/7 Wall St..
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Author: Joel South
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