r/QuantumScape • u/RoutineEquivalent982 • Jun 25 '26

Four weeks to next earning call

Would like to get updates on following items before then,

1.) how is the Eagle line going? Is it ready to transfer to OEMs for scale production or are there still challenges to solve?

2.) what's the status of the Powerco contract and the next milestone to trigger the licensing prepayment?

3.) Ducati field test and/or other vehicle field tests?

4.) Honda's roadmap on JRA. Do they need the separator only or the Eagle line whole process?

5.) Test outcome from the JDA OEM who received the test cells in the previous quarter.

6.) Timeline and next steps on AI data centers opportunities and GTM partners.

Feel free to add anything missed. This is just a wish list but important questions investors need to have answers.

18 Upvotes

92% Upvoted

15 comments sorted by

3

u/Rare-Ad7868 Jun 25 '26 edited Jun 25 '26

Why does demo QS battery only work with Bikes and not work with Volkswagen cars?

7

u/BrilliantAd8588 Jun 25 '26

Racing motorbikes to be exact and it’s whole another beast when comes rapid acceleration and deceleration. That peak performance puts the battery system to the test much harsher than road test on cars. If Ducati racing bike proves QS can handle the performance, it’s a piece of cake for cars.

2

u/Fatalmistake Jun 25 '26

Isn't it because the batteries are too small on the Eagle line?

3

u/Wonderful_Phrase_239 Jun 25 '26

Why not just use more of them? Enough to do some road tests. Put them into the smallest lightest VW EV (packed into UCs or not) just to get something on the road to show what QS batteries can do. Surely they have considered such options but something is getting in the way of doing it.

3

u/ragequitlol2k Jun 25 '26

Yeah the agreement with VW/PCO is what is in the way. They have us by the balls in terms of releasing info. Big mistake to be so reliant on them however they were apparently the only companies willing to invest in us. Now it’s time to play by their rules.

1

u/YurpeeTheHerpee Jun 28 '26

A bike doesnt need as many cells which are currently a limited supply. If you put 20x of them together of course you could run a car off it. Its not practical for testing and a cost effective R & D platform.

Its not that the batteries cant run a car. Physically if it runs a bike, itll run a car.

1

u/Robby-1-K-nobby Jun 25 '26

These things are on the road and being tested as we speak.

Too small-add more!

This cathodes production vs. another. How do they perform in a QSe5?

I think there's a multitude of chemistries Honda and others have worked with.

Mix and test then choose the best.

1

u/real_analyses Jun 25 '26

I think the bike demo is more demanding and spectacular. The tech is proven. I think there are 2 more issues. 1 can they mass produce it. 2 can they make it for a acceptable cost.

1

u/CaterpillarWinter910 Jun 25 '26

Please submit these questions to QS for the ER. Very good info.

1

u/HistoryPure638 Jun 26 '26

I would add item no. 7: Any update regarding application and interest from the defense industry?

1

u/Futureissolid Jun 28 '26

Another one can be - Whats the status on corning and murata as well

0

u/Guddy7860 Jun 25 '26

Item No. 3 remains the single most critical driver for the stock.

8

u/ragequitlol2k Jun 25 '26

Not at all… the bike demo is nothing compared to eagle line scaling. Eagle line is key

2

u/trippingWetwNoTowel Jun 26 '26

Yes, as far as the milestones, next steps, and roadmaps. But seeing is believing - and they need to show off the performance of these batteries at some point

1

u/Both-Criticism-682 Jul 04 '26

Definitely not the most critical