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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
90
AI Score
Grade A↑ Trending
AI Visibility Score (Beta)
Data & AnalyticsVector DatabasesESTCWebsiteUpdated March 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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Seeing what others miss: A conversation with Gigamon COO Gareth Maclachlan

Gigamon COO Gareth Maclachlan explains how the Gigamon–Elastic partnership delivers deep observability — enabling faster threat detection, Zero Trust enforcement, and AI traffic governance.

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Elastic named a Leader in the Everest Group Enterprise Search Products PEAK Matrix® Assessment 2026

Elastic has been named a Leader in the Everest Group Enterprise Search Products PEAK Matrix® Assessment 2026 and identified as holding the largest market share among all 16 providers evaluated.

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DevRel newsletter — June 2026

In the June 2026 DevRel newsletter, we cover jina-embeddings-v5-omni, the latest blogs and videos, and upcoming events.

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Updated metrics pricing for Elastic Observability: Best-in-class metrics — now cheaper, too!

On Elastic Observability Serverless, metrics data stored in TSDS index mode is now priced at 25% of the standard Observability per-GB rate for both ingest and retention.

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Your AI isn’t underperforming. Your data foundation is.

New research shows Australian businesses are blowing AI budgets on tokenmaxxing instead of fixing their underlying data foundations. Discover why data quality, not the model, determines your true AI ROI for the new financial year.

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How migrating to Elastic Security helped a digital safety software company cut incidents by 85% with UnderDefense

UnderDefense, an Elastic partner, migrated a two-person security team from a noisy legacy QRadar to Elastic Security on AWS, cutting incident volume 85%, reducing MTTR 61%, and delivering audit-ready retention with 25 purpose-built dashboards.

8-K
8-K — 8-K

Material Event filed 2026-06-24

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CEO Ash Kulkarni's organizational announcement to Elastic employees

Today, we announced an organizational change at Elastic.

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Building the Agentic SOC: A new model for financial services

As AI-powered threats accelerate, financial institutions are evolving toward agentic security operations. Unified data, contextual intelligence, and operational resilience are becoming foundational to the future SOC.

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Elastic’s no-code and full-code approaches to custom integrations

Elastic 9.4 ships two paths for custom integrations: a faster, no-code Automatic Import with multistream support, and Integration Skills, an open agentic toolkit for developers who want full lifecycle control.

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Elastic named a Leader in the IDC MarketScape: Worldwide SIEM 2026 Vendor Assessment

Elastic was named a 2026 IDC MarketScape Leader for SIEM. See why we were recognized.

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Making Waves: Elastic named a Strong Performer in The Forrester Wave™: Extended Detection And Response Platforms, Q2 2026

Elastic has been named a Strong Performer in The Forrester Wave™: Extended Detection And Response Platforms, Q2 2026. Elastic Security is the agentic security operations platform built to secure, not to tax.

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

90
↑ Trending

Based on estimated brand signals. Historical tracking coming soon.

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