)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
QuantumScape (QS) investor relations material
QuantumScape Baird Global Industrial Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Baird Global Industrial Conference summary13 Nov, 2025
Company overview and technology
Focuses on solid-state lithium metal batteries, targeting improvements in energy density, charge time, life, safety, and cost.
Achieved a milestone by powering a Ducati race bike with its QSE-5 cells at the Munich Auto Show.
QSE-5 cell specs: 844 Wh/L, 301 Wh/kg, charges from 10% to 80% in 12.2 minutes.
Eliminates the anode, reducing cost, weight, and improving safety by removing flammable materials.
Developed proprietary ceramic separator technology, requiring advanced engineering and materials.
Manufacturing innovation and partnerships
Transitioned from batch to continuous ceramic processing, achieving major speed improvements with Raptor and Cobra processes.
Cobra process delivers a 25x speed improvement over Raptor, totaling 200x over industry standard.
Partnerships with Murata and Corning leverage their ceramics expertise for separator production.
Manufacturing model is capital-light, focusing on technology licensing and pilot line demonstration.
Partners like VW PowerCo and ceramics suppliers are key to scaling production.
Licensing strategy and commercial agreements
Shifted to a technology licensing model, with VW PowerCo as the anchor partner.
VW license expanded from 80 to 85 GWh, with the last 5 GWh available for non-automotive use.
Up to $261 million in pre-commercialization payments from VW, including $131 million for development and $130 million royalty prepayment.
Licensing deals are non-exclusive, aiming to replicate the VW template with other OEMs.
Revenue recognition for VW payments is initially as a liability, moving to equity upon extinguishment.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next QuantumScape earnings date
Q4 202512 Feb, 2026
Next QuantumScape earnings date
Q4 202512 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
QuantumScape Corporation, a development stage company, focuses on the development and commercialization of solid-state lithium-metal batteries for electric vehicles and other applications. QuantumScape is creating solid state battery cells that will power the next generation of electric vehicles. The solid state technology, which permits a significantly higher energy density, overcomes the significant limitations of current lithium ion batteries. QuantumScape Corporation is based in San Jose, California.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage