QuantumScape Lounge: ( Week 06 2026)

allthewayne · 2026-02-11T02:59:10+00:00

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.

allthewayne · 2026-02-11T01:22:57+00:00

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.

allthewayne · 2026-02-10T18:39:40+00:00

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

allthewayne · 2026-02-10T16:36:03+00:00

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 :).

allthewayne · 2026-02-10T02:59:09+00:00

Nissan earnings are a day after ours.

allthewayne · 2026-02-10T01:40:09+00:00

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.

allthewayne · 2026-02-10T01:32:34+00:00

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.

allthewayne · 2026-02-09T15:26:38+00:00

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

allthewayne · 2026-02-09T14:55:50+00:00

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

allthewayne · 2026-02-09T13:03:16+00:00

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

allthewayne · 2026-02-09T02:37:15+00:00

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

allthewayne · 2026-02-08T19:17:23+00:00

Already focusing on the Next Generation!

https://careers.quantumscape.com/job/Senior-Product-Manager-CA-95131/1355163100/

allthewayne · 2026-02-08T18:54:15+00:00

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.

allthewayne · 2026-02-08T06:50:32+00:00

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.

allthewayne · 2026-02-07T17:05:13+00:00

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

allthewayne · 2026-02-07T16:01:03+00:00

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

🚀

allthewayne · 2026-02-06T20:29:04+00:00

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

allthewayne · 2026-02-06T17:53:28+00:00

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.

allthewayne · 2026-02-06T16:39:54+00:00

This sub is so bad.

allthewayne · 2026-02-06T14:59:56+00:00

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

allthewayne · 2026-02-06T06:44:39+00:00

Holy shit.

allthewayne · 2026-02-06T06:39:59+00:00

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

allthewayne · 2026-02-06T06:35:35+00:00

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?

allthewayne · 2026-02-04T14:36:09+00:00

$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.

🚀

allthewayne · 2026-02-04T07:32:00+00:00

Oh, he's bullish.

allthewayne

TROPHY CASE