Elastic NV

ESTCintermediary

Elastic NV develops the Elastic Stack (Elasticsearch, Kibana, Beats, Logstash), one of the most widely deployed search and observability platforms in the world. Its pivot to a cloud-first model and AI-powered relevance features position it as the search foundation for modern applications and security operations.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($1.3B)

Static data (loading live financials…)

Elastic Cloud (45%)

Self-Managed Subscriptions (45%)

Services (10%)

Segment Breakdown & Key Customers

Product Details

Elastic Search40%

Distributed search and analytics engine for structured and unstructured data

Elastic Observability35%

APM, logs, metrics, and uptime monitoring powered by Elasticsearch

Elastic Security25%

SIEM and endpoint security with built-in threat detection rules

Supply Chain Relationships

Partners

Amazon.com (AWS)

Elastic Cloud on AWS

Impact: Primary hosting partner

Microsoft Corporation

Elastic Cloud on Azure

Impact: Key cloud partner

Competitors

CrowdStrike Holdings, Inc.

Security analytics and log management

Impact: Competing in security observability

Macro & Market Context

AI / 클라우드Sector News

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

Upcoming Catalysts

◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)◆OpenAI GPT-5 출시 영향◆NVIDIA GB300 기반 H200 교체 사이클

Latest News

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Elastic NV.

Company Info

Headquarters

San Francisco, California, USA

Founded

2012

Employees

3,400+

Website

elastic.co

Sector Overview — AI / 클라우드

Sector News