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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
Monitor Claude activity in Elastic Security

Elastic’s Anthropic integration ingests Claude Compliance API events into Elastic Security, enabling teams to monitor activity via dashboards, detect risks with automated rules, and investigate threats alongside existing telemetry.

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Compliance work is overdue for a new approach

Elastic Security introduces agentic compliance in Agent Builder, starting with PCI DSS v4.0.1. Ask questions over live telemetry, inspect ES|QL evidence and scope claims, spot data gaps, and automate daily checks with Workflows — beyond dashboards.

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From M-21-31 to M-26-14: What US government agencies need to know now

M-26-14 sets a new compliance baseline for cybersecurity logging, shifting to a risk-based, outcome-driven approach. Agencies operating with distributed, open, and AI-powered platforms like Elastic are better positioned to meet the requirements.

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Quantum computing, agentic AI, and the next infrastructure layer in financial services

As financial services firms adopt AI and explore quantum computing, vector search, observability, and security platforms are emerging as the contextual intelligence foundation for autonomous enterprise systems.

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Decemberfest is here! How we celebrate the holidays at Elastic

Take a peek at how Elasticians around the world are celebrating the holiday season during Decemberfest.

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Onboarding at Elastic: What to expect

As a distributed company, we’re experts in remote onboarding. Learn how we onboard new hires at Elastic, and dive into X-School, our new hire orientation experience.

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Meet Elastic's ERGs

Employee resource groups build a sense of community and belonging, provide an inclusive space for people with similar experiences, empower employees to share their voice, and amplify our DEI initiatives. Here’s a bit about each one.

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Understanding the approximate nearest neighbor (ANN) algorithm

Discover the power of approximate nearest neighbor (ANN) algorithms. ANN search is the key to lightning-fast searches and valuable insights in vast data landscapes.

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HNSW vs. LSH: How Elasticsearch hits 0.99 recall@10 at 15,000 QPS — and what it costs

Learn how approximate nearest neighbor search, HNSW, and DiskBBQ quantization work and why Elasticsearch HNSW delivers higher recall@10 than OpenSearch at equivalent QPS for production vector search.

10-K
10-K — 10-K

Annual Report filed 2026-06-08

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Agentic SOCs: The public sector’s new AI cybersecurity defense

To match the speed of AI cyber threats, public sector security teams are using AI-powered SOCs to reduce fragmentation and accelerate AI threat detection and response.

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How to overcome data gravity and accelerate AI security in the SOC

Does heavy security data slow your threat detection? You're not alone. Learn four principles to unify your architecture and speed up incident response.

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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