Strategic Intelligence Report
Generated July 30, 2026
Enterprise Software
Elastic
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
0
Chokepoint Score
no direct dependencies recorded in the graph
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
Mountain View, California, USA
Website
Employees
4,000 (FY2025)
Founded
2012
Listing
ESTC · NYSE
Market Cap
$6.46B
Revenue (TTM)
$1.74B
Price
USD62.1 (+3.19%)
Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
Elastic provides search, observability and security software built on its widely used Elasticsearch engine, increasingly positioned as infrastructure for AI-powered search applications. Elastic reported full fiscal-year 2026 revenue of $1.739 billion (up 17% year-over-year) with net income of $367.8 million (versus a $108.1 million net loss in FY2025); Elastic Cloud reached 49% of total revenue by Q3, and the company spent $340 million on share buybacks during the year.
Dependency Map
One hop in each direction — see Strategic Connections below for the full, sourced breakdown of every relationship.
Strategic Connections
Dependency
- Amazon Web Services: Elastic Cloud is offered on and depends on public cloud infrastructure including AWS.
Competition / Other
- Datadog: Elastic competes with Datadog in observability and infrastructure monitoring software.
Strategic Risks
- Competition from cloud providers' native search and observability services
- Open-source licensing and competitive dynamics
Future Outlook
- Growth as infrastructure for AI-powered vector search applications
Sources
- U.S. Securities and Exchange Commission (EDGAR) (Jun 2026) — Elastic FY2026 Annual Report (Form 10-K), filed with the SEC
- Elastic Q4 and full fiscal-year 2026 earnings release (May 2026) — Elastic FY2026 revenue grows 17% to $1.739B as AI customer count tops 3,000
- StockTitan (Elastic Q4/FY2026 earnings coverage) (May 2026) — Elastic posts $451M Q4 FY2026 revenue, spends $340M on buybacks, guides to 15% FY2027 growth
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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