{"id":6344,"date":"2025-08-28T23:41:07","date_gmt":"2025-08-28T23:41:07","guid":{"rendered":"https:\/\/blog.mukundmohan.online\/?p=6344"},"modified":"2025-08-28T23:41:07","modified_gmt":"2025-08-28T23:41:07","slug":"elastic-search-deep-dive-earnings-review-and-2025-outlook-estc","status":"publish","type":"post","link":"https:\/\/blog.mukundmohan.online\/index.php\/2025\/08\/28\/elastic-search-deep-dive-earnings-review-and-2025-outlook-estc\/","title":{"rendered":"Elastic search deep dive, earnings review and 2025 outlook $ESTC"},"content":{"rendered":"\n

Elastic N.V. is the company behind Elasticsearch\u2014an enterprise search, observability, and cybersecurity platform. Founded in 2012 in Amsterdam, Netherlands, it operates globally with dual headquarters in Amsterdam and Mountain View, California\u00a0\u00a0. In 2024, Elastic\u2019s approximate annual revenue was likely in the ballpark of\u00a0$1.6\u20131.7 billion<\/strong>, with similar or steady growth rates into 2025. Its top competitors include\u00a0Splunk<\/strong>,\u00a0Datadog<\/strong>, and\u00a0Snowflake<\/strong>.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Q1 FY2026 Overview: Revenue & Earnings<\/strong><\/h3>\n\n\n\n

Elastic reported $415 million in revenue<\/strong>, up ~19.5% year-over-year<\/strong>, beating the consensus of ~$397 million\u2014a +4.6% surprise<\/strong>  . Non\u2011GAAP EPS came in at $0.60<\/strong>, soaring ~71% YoY<\/strong> from ~$0.35 and exceeding expectations of $0.42\u2014a +42.9% surprise<\/strong>  . Elastic also raised its full-year fiscal 2026 guidance to $1.684 billion<\/strong> from $1.663 billion<\/strong> previously  .<\/p>\n\n\n\n

\n\n\n\n

Segment Reporting<\/strong><\/h3>\n\n\n\n

Elastic\u2019s strong performance was driven primarily by its Elastic Cloud offering<\/strong>, which expanded by ~24% YoY<\/strong>\u2014an acceleration from ~23% in the prior quarter  . While a full revenue breakdown by segment (search, observability, security) wasn\u2019t disclosed in this release, prior trends showed robust growth in cloud-based and AI-enabled services.<\/p>\n\n\n\n

\n\n\n\n

Forward Guidance<\/strong><\/h3>\n\n\n\n

For Q2 FY2026, Elastic guided revenue of $416 million<\/strong>, slightly above analysts\u2019 forecasts of ~$410 million  . The raised full-year guidance to $1.684 billion<\/strong> also signals confidence in the ongoing growth trajectory <\/p>\n\n\n

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\"\"<\/figure>\n<\/div>\n\n\n

The stock is in a stage 1 consolidation on the monthly and weekly charts, and in a strong stage 2 reversal on the daily chart with a move to the $118 range where there is resistance post the strong earnings move higher.<\/p>\n\n\n\n

\"\"<\/figure>\n","protected":false},"excerpt":{"rendered":"

Elastic N.V. is the company behind Elasticsearch\u2014an enterprise search, observability, and cybersecurity platform. Founded in 2012 in Amsterdam, Netherlands, it operates globally with dual headquarters in Amsterdam and Mountain View, California\u00a0\u00a0. In 2024, Elastic\u2019s approximate annual revenue was likely in the ballpark of\u00a0$1.6\u20131.7 billion, with similar or steady growth rates into 2025. Its top competitors…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[11],"tags":[],"class_list":["post-6344","post","type-post","status-publish","format-standard","hentry","category-stocks"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/blog.mukundmohan.online\/index.php\/wp-json\/wp\/v2\/posts\/6344","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blog.mukundmohan.online\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.mukundmohan.online\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.mukundmohan.online\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.mukundmohan.online\/index.php\/wp-json\/wp\/v2\/comments?post=6344"}],"version-history":[{"count":1,"href":"https:\/\/blog.mukundmohan.online\/index.php\/wp-json\/wp\/v2\/posts\/6344\/revisions"}],"predecessor-version":[{"id":6348,"href":"https:\/\/blog.mukundmohan.online\/index.php\/wp-json\/wp\/v2\/posts\/6344\/revisions\/6348"}],"wp:attachment":[{"href":"https:\/\/blog.mukundmohan.online\/index.php\/wp-json\/wp\/v2\/media?parent=6344"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.mukundmohan.online\/index.php\/wp-json\/wp\/v2\/categories?post=6344"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.mukundmohan.online\/index.php\/wp-json\/wp\/v2\/tags?post=6344"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}