Elastic N.V.
ESTC
Jodie read · what matters now
Revenue increased 17.3% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to ESTC, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-K filed 2026-06-08 against the comparable filing from 2025-06-10.
What improved
- Revenue increased 17.3% versus the comparable filing period.
- The operating loss narrowed by 21.4M.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Net Cash Provided By (Used In) Investing Activities Net cash provided by investing activities of $26.1 million during the year ended April 30, 2026 was primarily due to sales, maturities, and redemptions of marketable securities of $597.4 million, partially offset by purchases of marketable securities of $528.9 million, cash paid for business acquisitions, net of cash acquired, of $36.8 million, and purchases of property and equipment of $5.1 million.”
“Net cash used in investing activities of $118.7 million during the year ended April 30, 2025 was primarily due to purchases of marketable securities of $549.6 million and purchases of property and equipment of $4.3 million, partially offset by sales, maturities, and redemptions of marketable securities of $435.3 million.”
“Subscription gross margin increased to 81% for the year ended April 30, 2026 compared to 80% for the prior year primarily due to efficiencies realized in managing our cloud hosting costs relative to revenue growth.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind ESTC
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 11 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
ESTC is currently a Early Follower in the organic co-movement group Payment Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.