SLDP
Solid Power, Inc.4.6300
-0.0100-0.22%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Reaffirms script, adds process details
Q&A largely reaffirmed Solid Power's prepared remarks on partner execution and 2026 priorities like the continuous pilot line, but added manufacturing details: electrolyte batches turn in days at the EIC (2kg) or a week at SP2 (40-50kg). Management noted SK On's ASSB SOP pulled forward to 2029, pegging 2027 as peak development. No form factor diversification yet—still pouch-centric for EVs. Analysts pressed on runway; execs touted post-RDO liquidity for $85M-$100M cash burn, eyeing Korean JV. Solid balance sheet. Investors watch timeline slips, JV news.
Key Stats
Market Cap
884.44MP/E (TTM)
-Basic EPS (TTM)
-0.54Dividend Yield
0%Recent Filings
8-K
DOE deal extends to 2029
Solid Power amended its DOE Assistance Agreement on March 5, 2026, effective January 1, securing $50M federal funding matched by $60M cost share for a $110M project to scale sulfide solid electrolyte production to 140 metric tons/year through continuous lines. Period of performance extends to June 30, 2029 across five budget periods, replacing batch processes while retaining strict DOE oversight on reporting, security, and compliance. Funding hinges on milestones.
10-K
FY2025 results
Solid Power posted FY2025 operating loss of $100.8M on $21.7M revenue and grant income, up 8% y/y from $20.1M, driven by $6.0M government revenue (118% y/y) yet collaborative revenue dipped 9% to $15.8M as SK On line installation neared Q1 2026 completion. Expenses fell 2% to $122.6M via fiscal discipline, including $88.8M net ATM proceeds; cash burn eased but hit $73.4M operating outflow. Q4 momentum built on electrolyte sampling surge to Korea partners and BMW i7 test vehicle debut, while liquidity swelled to $336M. Plans commission continuous pilot line by 2026-end. Partners may chase rival tech.
8-K
Q4 results: revenue up, loss narrows
Solid Power reported 2025 revenue of $21.7 million, up from $20.1 million, driven by SK On line installation work, yet posted a $93.4 million net loss. Liquidity strengthened to $336.5 million. Cash burn hit low-end guidance at $84.5 million. New Samsung SDI-BMW deal advances commercialization. 2026 cash investment: $85-100 million.
8-K
Solid Power raises $130M
Solid Power announced a $130M gross proceeds offering on January 28, 2026, selling 17M shares, pre-funded warrants for 5.8M shares, and common warrants for 45.6M shares at $7.25 exercise price, expiring in seven years. Closing expected January 29 boosts liquidity to ~$466.5M with existing $336.5M as of December 31, 2025, for working capital. Warrants cap ownership at 9.99%. Forward-looking risks abound.
8-K
Solid Power updates exec severance
Solid Power split its prior executive severance plan into two: a Severance Benefit Plan effective October 31, 2025, and an Executive Change in Control Severance Plan effective November 19, 2025. CEO gets 12 months base salary plus pro-rated bonus and 12 months COBRA; others nine months. Change in control doubles CEO pay to 24 months, adds 1.5x prior bonus, full equity vest. Plans tie execs tighter to firm.
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