Laysha Sack

Laysha Sack inquired about the Key Performance Indicators (KPIs) QuantumScape will use to measure its 2026 goals. She also asked if the Eagle Line would require major adjustments or higher CapEx for customers in different non-automotive segments, implying increased investment for customers to adapt the blueprint.

Answer

CEO Dr. Siva Sivaram stated that the four outlined 2026 goals are quantitative internally, and updates on progress will be provided. He explained that while the Eagle Line offers a foundational, scalable blueprint, any customer-specific modifications for different segments would involve financial arrangements to ensure QuantumScape maintains its capital-light licensing business model, with the expectation that customers would contribute to these adaptation costs.

Laysha Sack asked if QuantumScape could share any specific Key Performance Indicators (KPIs) to measure the 2026 goals. She also inquired if the Eagle Line requires major adjustments for different non-automotive segments and if these adjustments would imply higher CapEx for customers, given the capital-light licensing model.

Answer

CEO Siva Sivaram stated that the four outlined goals are quantitative internally and that QuantumScape will continue to update shareholders on progress, aiming to 'do as we say, and on time.' Regarding the Eagle Line, Siva explained that while it provides a foundational, scalable blueprint, any specific changes for a customer would be part of financial arrangements to ensure QuantumScape remains capital-light, with the expectation set that they are a licensing company.