Every material Form 8-K QuantumScape Corp has filed with the SEC since July 22, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
QuantumScape reported third-quarter 2026 results, with a GAAP net loss of $84.5 million, down from $105.8 million a year earlier, and a loss of $0.14 per share versus $0.18. The company reiterated its full-year 2026 Adjusted EBITDA loss guidance of $250 million to $275 million and capital expenditure guidance of $27 million to $37 million, and it ended the quarter with $819.8 million in liquidity.
Q3 2026 GAAP net loss was $84.5 million, compared with $105.8 million in Q3 2025; loss per share was $0.14 versus $0.18.
Q3 operating expenses were $92.4 million, down from $115.0 million a year earlier.
Adjusted EBITDA loss was $60.7 million in Q3 2026, compared with $61.4 million in Q3 2025.
Q3 customer billings were $9.8 million; the company said billings are not a substitute for revenue under U.S. GAAP.
QuantumScape reported second-quarter 2026 results, with a net loss of $98.2 million, or $0.16 per share, versus a net loss of $114.7 million, or $0.20 per share, a year earlier. The company reiterated its full-year 2026 Adjusted EBITDA loss guidance of $250 million to $275 million and lowered its capital expenditure guidance to $27 million to $37 million, which matters to shareholders because it signals lower spending while the company remains pre-revenue on a reported basis.
Q2 2026 GAAP net loss was $98.2 million, or $0.16 per share, compared with $114.7 million, or $0.20 per share, in Q2 2025.
Q2 2026 Adjusted EBITDA loss was $64.2 million, compared with $63.0 million a year earlier, which the company said was in line with expectations.
Full-year 2026 Adjusted EBITDA loss guidance of $250 million to $275 million was reiterated; full-year capital expenditure guidance was lowered to $27 million to $37 million.
Liquidity was $859.0 million at the end of Q2 2026, and customer billings were $10.8 million in the quarter, which the company said is not a substitute for revenue under U.S. GAAP.
QuantumScape's subsidiary amended its collaboration agreement with PowerCo, Volkswagen Group's battery cell company, on July 16, 2026. The amendment replaces the prior statement of work and cost reimbursement structure with milestone-based payments, with a maximum aggregate amount of $75.4 million inclusive of amounts paid to date. Shareholders may track how the milestone-linked payments and the transfer of QSE-5 Technology progress.
Amendment dated July 16, 2026 updates program structure and milestones for QSE-5 Technology development and initial commercialization
Maximum aggregate amount the Company will receive from PowerCo for the program is $75.4 million, including amounts paid to date
Statement of Work No. 1 was terminated effective July 16, 2026 and replaced by the Amendment; outstanding invoiced obligations remain payable to the Company
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