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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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Elastic community newsletter — August 2026

In this newsletter, we cover version 9.5 of Elasticsearch, the latest blogs and videos, and upcoming events.

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Elastic achieves Defence Cyber Certification Level 0 in the UK

Elastic has achieved Defence Cyber Certification (DCC) Level 0 — the UK Ministry of Defence's baseline cyber assurance standard for the defence supply chain. Here's what it means and why it matters.

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Elastic Stack 9.4.5 released

Version 9.4.5 of the Elastic Stack was released today. We recommend you upgrade to this latest version . We recommend 9.4.5 over the previous versions 9.4.4 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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Elastic Stack 8.19.20 released

Version 8.19.20 of the Elastic Stack was released today. We recommend you upgrade to this latest version . We recommend 8.19.20 over the previous version 8.19.19 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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Elastic Stack 9.5.1 released

Version 9.5.1 of the Elastic Stack was released today. We recommend you upgrade to this latest version . We recommend 9.5.1 over the previous versions 9.5.0 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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Building trusted agentic AI in financial services: From data to autonomous action

Learn why trusted context — not just powerful AI models — is the foundation for scaling agentic AI in financial services. Discover how unified data, observability, enterprise search, and governance enable trusted autonomous operations.

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Azure Private Link for Elastic Cloud Serverless is now generally available

Azure Private Link for Elastic Cloud Serverless is generally available. Your traffic stays inside Azure's private backbone — no public internet exposure required.

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AI consolidation: Why platforms will win and portfolios will break

Our partners are proof that getting this architecture right drives real success. By building on Elastic’s unified platform rather than a fragmented portfolio, they bypass the friction of integrating disparate tools.

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Elastic 9.5: Columnar, VectorDB index mode & auto-calibration, and AI-driven alert triage

Today, we are pleased to announce the GA of Elastic 9.5 as the latest version of the Elasticsearch Platform. This release includes a range of new features, including Columnar Mode, VectorDB index mode, and Agent Builder enhancements. Learn more.

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Closing the AI gap: How next-generation knowledge access unlocks mission outcomes for government

IDC research shows 72% of US public sector leaders struggle to scale AI. Learn how federated knowledge access unlocks mission outcomes.

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Elastic and OpenAI collaborate to bring frontier intelligence to unstructured enterprise data

Today, we announced an expanded collaboration to bridge the gap between AI agents and the enterprise context they need, helping organizations build production-ready AI applications and agents using OpenAI models with Elasticsearch.

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Elastic Cloud Serverless: Ongoing multicontinent expansion

Elastic announces the availability of Elastic Cloud Serverless in two additional Azure regions and two additional Google Cloud regions. Elastic meets customers where their data is — all around the globe.

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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