Side-by-side comparison of AI visibility scores, market position, and capabilities
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.
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.
Enterprise Kafka platform by Kafka's original creators; $950M revenue growing 25%, powering real-time data pipelines for AI, fraud detection, and event-driven systems.
Confluent is an enterprise data streaming platform built around Apache Kafka, providing fully managed Kafka infrastructure, stream processing, and data integration capabilities that enable real-time data pipelines and event-driven architectures. Founded in 2014 by Jay Kreps, Jun Rao, and Neha Narkhede — the original creators of Apache Kafka at LinkedIn — Confluent is headquartered in Mountain View, California and listed on NASDAQ with approximately $950 million in annual revenue growing ~25% year-over-year.
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