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Elastic N.V. (ESTC)
:ESTC
Earnings Data
Report Date
Aug 21, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
0.42Last Year’s EPS
0.35Same Quarter Last Year
Moderate Buy
Based on 25 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 29, 2025
|% Change Since: -10.90%
|Next Earnings Date:Aug 21, 2025
Earnings Call Sentiment|Positive
Elastic demonstrated strong revenue growth and substantial customer and AI adoption, supported by strategic partnerships. However, challenges in the U.S. public sector and a conservative outlook for fiscal year 2026 due to macroeconomic uncertainties present some concerns.Company Guidance
During the Elastic N.V. Q4 fiscal 2025 earnings call, the company reported exceeding guidance across revenue and profitability metrics, with a 16% increase in total revenue and a 23% rise in Elastic Cloud revenue. The non-GAAP operating margin reached 15%. The company ended FY 2025 with over 1,510 customers spending more than $100,000, and over 210 customers exceeded $1 million in committed annual contract value. The call highlighted strong growth in the adoption of their Elasticsearch AI platform, with over 2,000 Elastic Cloud customers utilizing it for GenAI use cases and more than 25% of customers with over $1 million in ACV engaging in GenAI initiatives. For FY 2026, Elastic anticipates total revenue between $1.655 billion and $1.670 billion, with a non-GAAP operating margin of approximately 16%. The company expects to maintain a strong free cash flow margin and will continue to focus on expanding sales capacity and developing innovative solutions.Strong Revenue Growth
Elastic reported a 16% year-over-year revenue growth for Q4, with total revenue reaching $388 million. Subscription revenue also grew 16%, and Elastic Cloud revenue increased by 23%.
Impressive Customer Metrics
Elastic ended the fiscal year with more than 1,510 customers spending over $100,000 annually and over 210 customers with more than $1 million in annual contract value.
Significant AI Adoption
Over 2,000 Elastic Cloud customers are using Elastic for GenAI use cases, with more than 310 customers spending over $100,000 annually. 25% of customers with over $1,000,000 in committed ACV are utilizing Elastic for GenAI initiatives.
Non-GAAP Operating Margin and Cash Flow
Elastic delivered a non-GAAP operating margin of 15% for Q4 and an adjusted free cash flow margin of 19% for the fiscal year.
Strategic Partnerships and Innovations
Elastic announced a new five-year strategic collaboration agreement with AWS and partnerships with Google and NVIDIA, enhancing its position in the AI and cloud markets.
ESTC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ESTC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 29, 2025 | $92.03 | $80.87 | -12.13% |
Feb 27, 2025 | $101.28 | $116.36 | +14.89% |
Nov 21, 2024 | $94.13 | $108.03 | +14.77% |
Aug 29, 2024 | $103.64 | $76.19 | -26.49% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Elastic N.V. (ESTC) report earnings?
Elastic N.V. (ESTC) is schdueled to report earning on Aug 21, 2025, TBA Not Confirmed.
What is Elastic N.V. (ESTC) earnings time?
Elastic N.V. (ESTC) earnings time is at Aug 21, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ESTC EPS forecast?
ESTC EPS forecast for the fiscal quarter 2026 (Q1) is 0.42.
