QuantumScape Corp-A 2026年季度报告

(Mark One)☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 For the quarterly period ended June 30, 2026OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 For the transition period from toCommission File Number: 001-39345 QUANTUMSCAPE CORPORATION (Exact name of registrant as specified in its charter) Delaware(State or other jurisdiction ofincorporation or organization)1730 Technology DriveSan Jose, CA(Address of principal executive offices) Registrant’s telephone number, including area code: (408) 452-2000 Title of each classTrading Symbol (s)Name of each exchange on which registeredClass A Common Stock, par value $0.0001 per shareQSThe Nasdaq Stock Market LLC Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) hasbeen subject to such filing requirements for the past 90 days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant toRule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was requiredto submit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, smaller reportingcompany, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and“emerging growth company” in Rule 12b-2 of the Exchange Act. Accelerated filer☐Smaller reporting company☐ Large accelerated filer☒Non-accelerated filer☐Emerging growth company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No☒ The number of shares of the registrant’s Class A Common Stock, par value $0.0001 per share outstanding was 587,219,164, and the number ofshares of the registrant’s Class B Common Stock, par value $0.0001 per share outstanding was 31,894,343, as of July 17, 2026. Table of Contents PART I.FINANCIAL INFORMATIONItem 1.Financial Statements (Unaudited)2Condensed Consolidated Balance Sheets (Unaudited)2Condensed Consolidated Statements of Operations and Comprehensive Income (Loss) (Unaudited)3Condensed Consolidated Statements of Stockholders’ Equity (Unaudited)4Condensed Consolidated Statements of Cash Flows (Unaudited)5Notes to Condensed Consolidated Financial Statements (Unaudited)6Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations21Item 3.Quantitative and Qualitative Disclosures About Market Risk28Item 4.Controls and Procedures28PART II.OTHER INFORMATIONItem 1.Legal Proceedings29Item 1A.Risk Factors29Item 2.Unregistered Sales of Equity Securities and Use of Proceeds60Item 3.Defaults Upon Senior Securities60Item 4.Mine Safety Disclosures60Item 5.Other Information60Item 6.Exhibits61Signatures63 CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS Unless the context otherwise requires, all references to “QuantumScape,” “we,” “us,” “our,” or the “Company” in this QuarterlyReport on Form 10-Q (this “Report”) refer to QuantumScape Corporation and its subsidiaries. The Company makes forward-looking statements in this Report and in documents incorporated herein by reference. All statements,other than statements of present or historical fact included in or incorporated by reference in this Report, regarding the Company’sfuture financial performance, the development of the Company’s battery technology, as well as the Company’s strategy, futureoperations, financial position, estimated revenues and losses, projected costs, prospects, plans and objectives of management areforward-looking statements. When used in this Report, the words “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,”“intends,” “may,” “might,” “plan,” “possible,” “potential,” “predict,” “project,” “prospective,” “should,” “will,” “would,” thenegative of such terms, and other similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain such identifying words. These forward-looking statements are based on management’s currentexpectations, assumptions, hopes, beliefs, intentions and strategies regarding future events and are based on currently availableinformation as to the outcome and timing of future events. The Company cautions you that these forward-looking statements aresubject to risks and uncertainties, including