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Elastic NV(ESTC)

Leader#2 in Data & Analytics

Elastic NV (ESTC) reported $1.7B revenue in FY2025, up 17% YoY. Leader in search-powered AI and observability. Elasticsearch powers 10B+ events/day globally. HQ: San Francisco.

Best for: Vector DatabasesMarket leader
86
AI Score
Grade A
AI Visibility Score (Beta)
Data & AnalyticsVector DatabasesESTCWebsiteUpdated October 2026
AI Supply Chain
earlysig.com/universe
Ticker
ESTC
Market Cap
$10B
AI Revenue
25%
Supply Layer
L5: AI Platforms & Tools
View on Early Signal →

Brand Intelligence Graphcompany

Competes with
Capabilities
Vector Databases

Company Overview

About Elastic NV

Elastic N.V. is a technology company best known for Elasticsearch, the world's most widely deployed search and analytics engine, headquartered in San Francisco, California. Founded in 2012 by Shay Banon, Elastic went public on NYSE in 2018. The company reported $1.7B in revenue for fiscal year 2025 (ending April 2025), up 17% year-over-year, serving customers across observability, security, and vector search for AI applications.

Business Model & Competitive Advantage

Elastic's platform consists of Elasticsearch (search and analytics), Kibana (visualization), Logstash (data ingestion), and Beats (data shippers) — together forming the "ELK Stack," one of the most widely used open-source technology stacks globally. Elastic Cloud runs on AWS, Google Cloud, and Azure and is the primary revenue driver. Enterprise use cases span log analytics and observability, security information and event management (SIEM), and vector search for AI applications.

Competitive Landscape 2025–2026

Elastic has emerged as a significant player in the AI era through vector search and Retrieval-Augmented Generation (RAG). As enterprises build AI applications that retrieve relevant context from large datasets, Elasticsearch's hybrid search capabilities make it a competitive alternative to dedicated vector databases like Pinecone and Weaviate. Elastic's ESRE (Elasticsearch Relevance Engine) integrates directly with LLMs. Key customers include Uber, Slack, Adobe, NASA, The New York Times, and thousands of enterprises globally.

Founded
2012
Headquarters
San Francisco, California
Revenue
$1.7B
Curated content • Fact-checked and verified

Recent Activity

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From reactive to resilient: Findings from the Total Economic Impact of Elastic Observability 2026

A Forrester Consulting study finds that enterprises deploying Elastic Observability achieve a 362% ROI, $28.1 million in three-year benefits, and payback in under six months, all while reclaiming thousands of engineering hours from incident response.

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Bring your own key to existing Elastic Cloud deployments

Enable BYOK on existing Elastic Cloud Hosted deployments: encrypt data and snapshots with your own KMS key, in place, without recreating the deployment.

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When AI agents swarm, can banks keep up?

As AI agents transform cyber risk, banks need real-time visibility across security and operational data to detect unusual behavior, investigate threats, and respond at machine speed.

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Building production-ready AI in India

See how developer teams in India built production-ready AI applications with Elasticsearch for the Forge the Future Hackathon 2026, with winners crowned at Elastic{ON} Mumbai.

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Better together: Celebrating the 2026–2027 Elastic Partner Awards

We created the Elastic Partner Awards to recognize our partners' contributions and the results they are delivering for customers. See who the Elastic Partner Award winners are for 2026–2027!

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Elastic Cloud Serverless: Another Azure region

Elastic announces the availability of Elastic Cloud Serverless in the Microsoft Azure region of Iowa, bringing serverless Azure regions to 12 worldwide. Elastic meets customers where their data is — all around the globe.

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DevRel newsletter — September 2026

Hello from the Elastic DevRel team! In this newsletter, we cover jina-ocr-v1, the latest blogs and videos, and upcoming events like Elastic{ON}.

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Trust, but verify: Atomic claim checking against LLM hallucinations

Hallucinations kept an LLM out of our knowledge base cleanup for years. Splitting generation from atomic claim verification fixed it and cleared a four-year backlog of duplicate articles.

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Elastic Cloud on Azure gets a speed boost: Compute-optimized instances on Azure Cobalt ARM

Starting September 24, 2026, Elastic Cloud on Azure adds compute-optimized (ARM) hardware profiles backed by Microsoft's Cobalt ARM processors, delivering up to 37% better throughput than the previous generation Ampere Altra VMs at lower cost.

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Elastic Stack 8.19.22 released

Version 8.19.22 of the Elastic Stack was released today. We recommend you upgrade to this latest version . We recommend 8.19.22 over the previous version 8.19.21 For details of the issues that have been fixed and a full list of changes for each product in this version, please refer to the release notes .

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SNAP payment error detection: how Elastic helps US states beat the FY2028 penalty

Detecting SNAP fraud requires a layered approach, where rules catch what agencies know to look for, machine learning surfaces what rules miss, and conversational investigation helps analysts act on what the data reveals. Elastic delivers all three.

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Australia's AI opportunity starts with data

Elastic, a Founding Partner at Australia's first Parliamentary AI Industry Showcase, highlights that data, not just models, is the key to deploying safe, effective, and trusted AI.

Key Differentiators

Market Leader

Elastic NV is recognized as a market leader in the Data & Analytics sector, demonstrating strong industry presence and customer trust.

Enterprise Scale

With $1.7B in revenue, Elastic NV operates at enterprise scale with proven market validation.

Top 3 Ranked

Ranked #2 in the Data & Analytics category, consistently recognized for excellence.

Frequently Asked Questions

Estimated Visibility Trend (Beta)

Simulated 8-week rolling score

86
→ Stable

Based on estimated brand signals. Historical tracking coming soon.

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