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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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blog_post
Stanford’s AI Index Report 2026 meets the security reality in financial services

AI is becoming core to financial services. But as adoption scales, so does risk. Without secure, real-time data, strong governance, and cyber resilience, AI can amplify threats as quickly as it drives innovation.

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Why the Elasticsearch Platform is the missing piece in your AI stack

Most enterprise AI initiatives stitch together four to five systems for memory, search, and state. The Elasticsearch Platform handles all of it in one engine — and the architecture is simpler than you think.

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1 year and 1 million messages later: Lessons learned building AI agents on the Elasticsearch Platform

After a year and one million messages, Elastic's Field Technology team shares five lessons from building production AI agents: why logs matter most, how retrieval thresholds shape quality, and what high token counts actually signal.

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The Elasticsearch Agent Builder Hackathon

The Elasticsearch Agent Builder Hackathon showed AI agents built with Elastic tools to solve real-world problems. Winners include PHAROS (drug safety in <60s), Gauntlet (adversarial testing), and a duplicate detection agent for Kenya’s HIV program.

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Elastic Stack 9.4.1 released

Version 9.4.1 of the Elastic Stack was released today. We recommend you upgrade to this latest version . We recommend 9.4.1 over the previous versions 9.4.0 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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Gauntlet: What happens when your agent's tools fight back

The Elasticsearch Agent Builder Hackathon spotlighted Gauntlet, a top-three project that uses mocking agents to mutate tool calls, expose hidden failures, and improve AI agent reliability.

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Catching invisible errors: How I built a duplicate detection agent for Kenya's HIV program

A multi-agent duplicate detection system built with Elastic Agent Builder addresses the 56% failure rate of manual duplicate detection in Kenya's HIV patient records. It uses tiered risk scoring and specific recs to provide $195K annual savings.

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PHAROS: 4 agents, 60 seconds, 1 missed drug safety signal away from disaster

PHAROS is a 4-agent system built with Elasticsearch that automates pharmacovigilance. It detects adverse drug safety signals using WHO-standard analysis, generates regulatory reports, and sends critical alerts in under 60 seconds.

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Beyond debugging: How GenAI can turn logs into business intelligence

Logs have returned to center stage for observability with new capabilities given the emergence of generative AI. Find out how GenAI and logs can provide visibility and insights to manage your operations and improve business outcomes.

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From noise to knowledge: How GenAI is revolutionizing log management and analytics

Logs have returned to center stage for observability with new insights and information for your SRE team. Driving efficiency in your day to day operations is possible with GenAI applied to the richest telemetry signal available: your logs.

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How one partnership powers search for over 2 million WP Engine users

Discover how WP Engine innovates with Google Cloud and Elastic to deliver high-precision search and seamless integration for modern software vendors.

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Elasticsearch 9.4 powers the next phase of the Elastic AI Ecosystem: Dell AI Data Platform with NVIDIA

With the launch of Elasticsearch 9.4, we are reaching an important milestone: the general availability of our joint offerings with NVIDIA and Dell and a major step forward in helping enterprises move from AI experimentation to scaled implementation.

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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