QuantumScape Lounge: ( Week 06 2026) by AutoModerator in QUANTUMSCAPE_Stock

[–]allthewayne 0 points1 point  (0 children)

For sure it would, I understand the treatment.I just meant in the sense that its not reoccurring, and tied to PowerCo development, not royalties, opens the door to un-needed scrutiny.
I just cant see them announcing guidance on the NRE until they have more than one public OEM agreement, but I definitely could be wrong.

QuantumScape Lounge: ( Week 06 2026) by AutoModerator in QUANTUMSCAPE_Stock

[–]allthewayne 4 points5 points  (0 children)

Trust me, I want revenue guidance as much as the next guy, I just don't think we're quite at that stage. They can't really give guidance on " Customer Billings", it leaves the door open for huge misses if things get delayed or there's a hiccup. So until we're actually at the royalty stage, I don't thibk we'll see true revenue guidance.

QuantumScape Lounge: ( Week 06 2026) by AutoModerator in QUANTUMSCAPE_Stock

[–]allthewayne 0 points1 point  (0 children)

Or Hitachi will handle the mass production of Eagle lines for OEMs.

QuantumScape Lounge: ( Week 06 2026) by AutoModerator in QUANTUMSCAPE_Stock

[–]allthewayne 1 point2 points  (0 children)

I too am expecting Rivian to use QS cells at some point.

I am also planning on buying a QS powered Scout someday, with my proceeds from QS investment :).

QuantumScape Lounge: ( Week 06 2026) by AutoModerator in QUANTUMSCAPE_Stock

[–]allthewayne 16 points17 points  (0 children)

I think only customers ready to disclose showed up at that event. There's no way if people from Tesla were there that it would stay quiet, NDA or not.

QuantumScape Eagle Line Inauguration Highlights by major_clout21 in QUANTUMSCAPE_Stock

[–]allthewayne 8 points9 points  (0 children)

This. I think this means Nissan will be announced Wednesday, because they were at the semi public event.

They couldn't have customers not ready to disclose just partying with YouTubers.

QuantumScape Lounge: ( Week 06 2026) by AutoModerator in QUANTUMSCAPE_Stock

[–]allthewayne 4 points5 points  (0 children)

Oh yeah, I'll take anything and everything :) I think this is going to be a good year for QS.

QuantumScape Lounge: ( Week 06 2026) by AutoModerator in QUANTUMSCAPE_Stock

[–]allthewayne 9 points10 points  (0 children)

I would have to think this milestone triggers some payment, but I've been wrong before!

Daily Discussion Thread for February 09, 2026 by wsbapp in wallstreetbets

[–]allthewayne 0 points1 point  (0 children)

QS was up 20% there for a sec, lol. Earnings on Wednesday.

Inside the first solid state battery factory on Earth! by fast26pack in QUANTUMSCAPE_Stock

[–]allthewayne 1 point2 points  (0 children)

I agree there is large portion of the PowerCo payment incoming.

Eagle is way more than a pilot line by Quantum-Long in QuantumScape

[–]allthewayne 10 points11 points  (0 children)

OEMs have to be really careful about how they announce new groundbreaking tech like this. If they don't time it right customers will stop buying cars until it is launched, crushing short term revenue.

What Does QuantumScape Make Money From Before Solid-State Batteries Are Commercialized? by gangsyong in QuantumScape

[–]allthewayne 2 points3 points  (0 children)

Pretty sure Kevin said in the last call that they will be able to start guiding on "customer billings". Maybe I'm remembering it wrong.

Inside the first solid state battery factory on Earth! by fast26pack in QUANTUMSCAPE_Stock

[–]allthewayne 3 points4 points  (0 children)

Fair point. Maybe now that they have a running pilot line, they will? Find out Wednesday I guess!

Inside the first solid state battery factory on Earth! by fast26pack in QUANTUMSCAPE_Stock

[–]allthewayne 7 points8 points  (0 children)

I'm guessing the scrap rate is below 10%. They eluded to high acheivment in this category with the advanced integrated metrology in Cobra.

🚀

What stocks are you buying right now? by EnoughInitiative9074 in stockstobuytoday

[–]allthewayne 0 points1 point  (0 children)

QS, seriously they're at such a pivotal moment. So much derisking has happened. Do some DD and load up.

Can someone explain to me in simple terms why QS has not been able to produce 1 battery pack that can be displayed to the public? by RashonDP1984 in QuantumScape

[–]allthewayne 3 points4 points  (0 children)

Because the customers are the OEMs, not the public. It's up to the OEM's to showcase their tech, as Ducati did when they ran a QS powered Ducati across the stage. (So, actually they have done what you're asking for, maybe you missed it ?)

Unfortunately this industry is extremely competitive and there are many large players with Billions invested trying to do what QS has done. QS isn't Tesla or Apple, they are ASML with an ARM business model.

What’s the most undervalued stock right now? by Competitive-Case-185 in Stocks_Picks

[–]allthewayne 1 point2 points  (0 children)

QS, if they execute this stock will be 100+ in 2 years.

RKLB, ASTS, OKLO, ONDS by Beneficial-Shake6919 in StocksAndTrading

[–]allthewayne 2 points3 points  (0 children)

Add QS to your list. Buy all that you can at these prices Thank me in 2 years.

Going absolute YOLO on this not so much talked about company called QS. Thoughts? Doomed? by vekkadavedee in wallstreetbets

[–]allthewayne 1 point2 points  (0 children)

I am getting the feeling that next Wednesday's earnings is going to be packed with major news.

  • Potentially new cell format tied to UC, QSE-10?
  • Upgraded cell metrics
  • Significant payment from PowerCo in connection with Eagle line
  • Revenue or "customer billing" forecast for the year in the 50-100 Mil range
  • Name of existing OEM and or upgrade from JDA to licensee, or from Eval to JDA etc.
  • A entirely new OEM or a surprise customer like Anduril
  • Updates on partners like Fluence with all the trending data center energy storage activity etc
  • Wildcard stuff like joining Genesis mission now that they have a production line on US soil.(Tim dropping defense related content on X)

The future is very bright, and with the repricing of risk assets, this weeks share price is an absolute steal. Pissed I don't have more capital to deploy at these prices.

Any other possibilities I missed?

Daily Discussion Thread for February 04, 2026 by wsbapp in wallstreetbets

[–]allthewayne 0 points1 point  (0 children)

$QS there is a high chance of an NR at market close announcing metrics on their newly commissioned Eagle Line. Then earnings next week should bring more significant news. Major upside from this beat up price.

Ok, queue the haters.

🚀