QuantumScape (NYSE:QS) Q4 2025 Earnings call February 11, 2026 05:00 PM ET Company ParticipantsBen Kallo - Managing DirectorJoseph Spak - Managing DirectorKevin Hettrich - CFOMark Shooter - Senior Associate of Energy and Power Technologies Equity ResearchSam Kamara - Senior Director of Investor RelationsSiva Sivaram - CEOWinnie Dong - Director of Equity ResearchConference Call ParticipantsLaysha Sack - Equity Research AnalystNone - AnalystOperatorGood day, and welcome to QuantumScape's fourth quarter and fu ...

QuantumScape (NYSE:QS) Q4 2025 Earnings call February 11, 2026 05:00 PM ET Company ParticipantsBen Kallo - Managing DirectorJoseph Spak - Managing DirectorKevin Hettrich - CFOMark Shooter - Senior Associate of Energy and Power Technologies Equity ResearchSam Kamara - Senior Director of Investor RelationsSiva Sivaram - CEOWinnie Dong - Director of Equity ResearchConference Call ParticipantsLaysha Sack - Equity Research AnalystNone - AnalystOperatorGood day, and welcome to QuantumScape's fourth quarter and fu ...

QuantumScape (NYSE:QS) Q4 2025 Earnings call February 11, 2026 05:00 PM ET Speaker6Good day, and welcome to QuantumScape's fourth quarter and full year 2025 earnings conference call. Sam Camara, QuantumScape's Senior Director, Investor Relations, you may begin the conference.Speaker7Thank you, operator. Good afternoon, and thank you to everyone for joining QuantumScape's fourth quarter 2025 earnings call. To supplement today's discussion, please go to our IR website at ir.quantumscape.com to view our shareh ...

Core Viewpoint - Stellantis is considering withdrawing from its US battery partnership with Samsung SDI to conserve cash after significant financial write-downs [1][2]. Group 1: Financial Considerations - Stellantis aims to conserve cash following over €22 billion ($26.20 billion) in write-downs announced last week [1]. - The automaker's CEO is attempting to curb losses linked to EV and battery initiatives, which are projected to be unprofitable due to policy shifts under former President Trump [2]. Group 2: Partnership and Production - Stellantis and Samsung established a joint venture in Indiana in 2021, committing $2.5 billion and promising 1,400 jobs [3]. - The Indiana plant is Samsung's only battery facility in the US and began production in 2024, focusing on energy-storage applications [3]. Group 3: Strategic Changes - Stellantis recently agreed to exit a partnership with LG Energy Solution in Canada, where LG acquired its share for $100, while Stellantis will continue sourcing EV batteries from the site [4]. - The company is also in discussions with unions at its French plant regarding potential temporary unemployment measures due to challenges in ramping up battery production [5]. Group 4: Industry Context - Stellantis, along with General Motors and Ford, is reassessing multibillion-dollar battery commitments made during the Biden administration as electric vehicle demand has not met expectations [6]. - There is a shift in focus towards redirecting battery output for grid and data-center uses, where demand is increasing [6].

2025年碳酸锂市场盘点： 2025年电解液市场盘点： 2025年铜箔市场盘点： 2025年钴酸锂市场盘点： 2025年三元材料市场盘点： 2025年磷酸铁锂市场盘点： 2025年锰酸锂市场盘点： 2025年三元前驱体市场盘点： 2025年六氟磷酸锂市场盘点： 2025年磷酸铁市场盘点： 2025年添加剂VC市场盘点： 2025年钠离子电池市场盘点： 2025年新型锂盐LIFSI市场盘点： 2025年隔膜市场盘点： 2025年锂电池市场盘点： 2025年铝箔市场盘点： 2025年储能电池市场盘点： 2025年储能系统市场盘点： 2025年磷酸锰铁锂市场盘点： 2025年负极材料市场盘点： 天眼查工商信息显示， 时代长安（重庆）动力电池有限公司成立 ，法定代表人为朱云峰，注册资本10亿 元，经营范围含电池制造、电池销售、新兴能源技术研发、新材料技术研发、电子专用材料制造、电子专 用材料销售、工程和技术研究和试验发展等。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：企查查 ICC 鑫椤资讯年终盘点： | 企业名称 | 时代长安（重庆）动力电池有限公司 | ...

10 Feb 2026 00:01:32 ET │ 13 pages Flash | China Battery Materials 2025 Wrap Up CITI'S TAKE +852-2501-2739 anna.d.wang@citi.com Jimmy Feng +852-2501-7588 jimmy.feng@citi.com Cynthia Wu +852-2868-7813 cynthia.d.wu@citi.com See Appendix A-1 for Analyst Certification, Important Disclosures and Research Analyst Affiliations Monthly battery installation data pack from Real Lithium suggests 2025 China EV battery installation was +46% YoY to ~855GWh, thanks to surging commercial vehicles in terms of both volume hi ...

Core Insights - QuantumScape Corp. is expected to report a fourth-quarter 2025 loss of 16 cents per share, an improvement from a loss of 22 cents per share in the same quarter last year [1][6] - For the full year 2025, the consensus estimate for QuantumScape's loss is 75 cents per share, indicating a 17% year-over-year improvement, with further narrowing to 63 cents per share in 2026 [2] Financial Performance - QuantumScape has shown operational progress, with $12.8 million in customer billings reported in Q3 2025, primarily from joint development work with Volkswagen [6][8] - The company has a history of beating bottom-line estimates once and meeting expectations in the other three quarters over the past year [2] Operational Developments - The company has begun shipping its Cobra-built B1 cells to multiple OEMs and inaugurated the Eagle Line pilot unit in San Jose, which integrates a more productive manufacturing process [6][10] - The Eagle Line is approximately 25 times more productive than the previous Raptor line, enhancing QuantumScape's capacity for higher-volume production [10] Partnerships and Market Engagement - Volkswagen's PowerCo has committed up to $131 million in milestone-based payments to support the development of the QSE-5 pilot line, reflecting strong belief in QuantumScape's technology [18] - The company has also established joint development agreements with two additional global automakers and partnerships with Murata Manufacturing and Corning for high-volume ceramic separator production [19] Market Performance - QuantumScape's shares have declined by 48% over the past three months, underperforming the industry [13] - The average brokerage recommendation for QuantumScape is 3.64 on a scale of 1 to 5, indicating a mixed outlook from analysts [14] Future Outlook - Key watchpoints for the upcoming earnings release include updates on Cobra-based sample shipments and progress on licensing and monetization [21] - Clarity on the transition of QSE-5 from pilot production to pre-commercial scale will be critical for shaping long-term revenue expectations [21]

2月4日，根据SNE Research发布的《全球电动汽车与电池月度追踪器》数据，2025年1月至12月，全球各国新注册电动汽车（包 括纯电动车、插电式混合动力车、混合动力车）搭载的电池总使用量约为1187吉瓦时，较上年同期增长31.7%。 | 排名 | 集团名称 | 2024年1-12月 | 2025年1-12月 | 增长率 2024年份额 | 2025年份额 | | --- | --- | --- | --- | --- | --- | | 1 | 宁德时代 (CATL) | 342.5 | 464.7 | 35.7% 38.0% | 39.2% | | 2 | 比亚迪 (BYD) | 152.6 | 194.8 | 27.7% 16.9% | 16.4% | | 3 | LG新能源 (LG Energy Solution) 97.8 | | 108.8 | 11.3% 10.9% | 9.2% | | 4 | 中创新航 (CALB) | 41.2 | 62.8 | 52.6% 4.6% | 5.3% | | 5 | 国轩高科 (Gotion) | 29.3 | 53.5 | 82.5% 3.3% | 4 ...

US stock futures edged lower on Monday as investors geared up for a busy stretch of economic data and corporate earnings, following a turbulent week that ended with the Dow reaching a record close above 50,000. Dow Jones Industrial Average futures (YM=F) slipped 0.1% after wavering between small gains and losses. Contracts on the S&P 500 (ES=F) fell roughly 0.3%, and the tech-heavy Nasdaq 100 dropped 0.5% (NQ=F). On Friday, the Dow (^DJI) surged more than 1,200 points, or 2.5%, notching its first-ever c ...

Core Insights - QuantumScape Corporation has inaugurated its Eagle Line, marking a significant step in the pilot production of solid-state batteries, which is crucial for the commercialization of its next-generation battery technology [1][4]. Group 1: Eagle Line and Technology - The Eagle Line utilizes QuantumScape's innovative Cobra process, essential for producing the company's proprietary separator, and is designed to be highly scalable, serving as a blueprint for future production efforts [2]. - The Eagle Line is positioned to meet the growing demand for advanced battery solutions as the automotive industry transitions towards electric vehicles, supporting the company's mission to revolutionize energy storage [4]. Group 2: Leadership Insights - Siva Sivaram, President and CEO, emphasized the Eagle Line as a critical platform for demonstrating the scalability of their solid-state technology [3]. - COO Luca Fasoli highlighted the rapid scale-up of the cell build process, which enhances output, scalability, and quality [3]. Group 3: Technical Analysis - QuantumScape's stock is currently trading below all key moving averages, indicating bearish momentum, with the stock trading 15.4% below its 20-day SMA, 22.3% below its 50-day SMA, and 32.7% below its 100-day SMA [5]. - The RSI is at 29.00, indicating the stock is in oversold territory, which may suggest a potential bounce but also reflects strong selling pressure [6]. - The MACD is below its signal line, indicating ongoing bearish pressure, suggesting that downward momentum may continue until a bullish reversal occurs [6]. Group 4: Facility and Production - The Eagle Line is located in San Jose and is designed to produce battery cells for customer sampling and testing, demonstrating scalable production for gigawatt-hour scale manufacturing [7].