QS know the CEO…. Dr. Siva Sivaram is a seasoned materials-science and semiconductor executive who has been tapped to steer QuantumScape into its commercialization phase, leveraging his decades of operational and technology leadership to bring advanced solid-state battery technology to market.Community discussions
QS know the CEO…. Dr. Siva Sivaram is a seasoned materials-science and semiconductor executive who has been tapped to steer QuantumScape into its commercialization phase, leveraging his decades of operational and technology leadership to bring advanced solid-state battery technology to market.QS Model: Ducati V21L (Solid-State Prototype)Power: 150hp (110 kW)
Torque: 103lb.ft
Battery: 980 QuantumScape QSE-5 solid-state cells
Energy Density: 844 Wh/L
Charging: 10-80% in 12+ minutes
Weight: 496lbs
QS They keep hitting their targets and surprising us. I’m impressed. A lot of potential here.
QS | QuantumScape Q3’25 Shareholder Letter Highlights ⚡️🚀 Ducati Launch: Ducati V21L race bike debuted at IAA Munich powered by QS solid-state (QSE-5) cells. Real-world validation of Cobra process performance.
🏭 Execution: Began shipping Cobra-based B1 samples. Eagle Line pilot production (automation in San Jose) on schedule.
🤝 Partnerships:
• VW Group collab deepens via Ducati demo
• New JDA + active Top-10 OEM engagement
• Corning + Murata expand QS ecosystem for ceramic manufacturing
💰 Financials:
• GAAP Net Loss $105.8 M (vs $119.7 M YoY)
• Adj. EBITDA -$61.4 M (in line)
• CapEx $9.6 M → FY guide cut to $30–40 M
• Liquidity $1.0 B → Runway through 2030
• Customer billings $12.8 M (new metric showing early traction)
📈 Outlook: Capital-light licensing model gaining momentum.
Focus: Eagle Line automation + customer billings growth through VW / PowerCo / Corning ecosystem.
Sentiment: Bullish LT holders → QS showing real execution + cash discipline.
QS #QuantumScape #EV #SolidStateBattery #EarningsQS nice AH action. Looking forward to more recovery+ tomorrow.QS Capitulation. Even a sliver of good news should send this up like a 🚀
QS i think so there is good buy in guys
QS ChatGPT on QS earnings outcomes …. • Base case (most likely): QS posts incremental progress, but nothing dramatic. Reaction might be muted or moderately positive (say +10 % to +15%).• Positive surprise scenario: Clear commercial milestone + strong partner commentary → stock could rally toward or beyond the upper bound of the implied move (~+15% or more).
• Disappointment scenario: Missed milestone, weak guidance, or no new news → stock could fall by ~-15% or more, especially since analysts already incline negative.
• Because the options market has baked in a ~±15% swing, the risk/reward is fairly balanced but leans toward risk given the skeptical analyst backdrop.
QS 13.44 wave 5 target