Elastic tops Q4 earnings estimates as revenues rise 16%, driven by subscription growth, cloud expansion and continued enterprise customer traction.
Elastic N.V. (ESTC) Q4 2026 Earnings Call Transcript
Elastic NYSE: ESTC reported stronger-than-expected fourth-quarter fiscal 2026 results, with executives pointing to accelerating customer commitments, rising artificial intelligence-related adoption and larger multi-year deals as key drivers of momentum heading into fiscal 2027.
| Software Industry | Information Technology Sector | Mr. Ashutosh Kulkarni CEO | XMEX Exchange | NL0013056914 ISIN |
| BR Country | 3,921 Employees | - Last Dividend | - Last Split | 5 Oct 2018 IPO Date |
Elastic N.V. is a data analytics firm that specializes in creating solutions that operate effectively within public and private cloud environments, as well as across multi-cloud systems. Founded in 2012 and headquartered in Amsterdam, the Netherlands, Elastic N.V. focuses on offering a suite of software products, collectively known as the Elastic Stack. These products are designed to ingest, store, and analyze data from a variety of sources and formats, facilitating real-time search, analytics, and visualization of diverse types of data. Elastic’s offerings are in high demand across several industry sectors for applications ranging from search, logging, and metrics to security and performance monitoring, showcasing the company's versatility and innovation in data processing and analytics solutions.
A highly scalable, real-time search and analytics engine, Elasticsearch is at the core of the Elastic Stack. It supports a wide array of data types, including textual, numerical, geospatial, structured, and unstructured data, making it a versatile option for managing and analyzing vast datasets.
Kibana serves as the visual interface for the Elastic Stack, offering users tools for managing, configuring, and visualizing the data processed by Elasticsearch. Its capabilities enable businesses to easily create and share dynamic dashboards that highlight insights from their data.
This component integrates host protection and central management services, streamlining the deployment and management of the Elastic Stack across an organization’s infrastructure. Elastic Agent simplifies the gathering and analysis of data from various endpoints.
Beats are lightweight, single-purpose data shippers designed to send data from edge machines and endpoints to Elasticsearch or Logstash. Each Beat is tailored to a specific type of data, enabling efficient data ingestion from diverse sources.
As a dynamic data collection pipeline, Logstash facilitates the ingestion of data into Elasticsearch or other storage systems from multiple sources at once. It enhances the Elastic Stack's ability to process and analyze data in real time.
Building on the Elastic Stack, the company offers tailored software solutions for a variety of use cases, including but not limited to search applications, workplace search, logging, metrics, application performance monitoring, synthetic monitoring, security information and event management (SIEM), endpoint security, extended detection and response, and cloud security. These specialized solutions enable organizations to address their specific data analysis and security needs efficiently and effectively.