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Elastic (ESTC)
NYSE:ESTC
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Elastic (ESTC) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 26, 2026
After Close (Confirmed)
Period Ending
2026 (Q3)
Consensus EPS Forecast
0.65
Last Year’s EPS
0.63
Same Quarter Last Year
Moderate Buy
Based on 26 Analysts Ratings

Earnings Call Summary

Q2 2026
Earnings Call Date:Nov 20, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflected a strong performance by Elastic N.V., with significant growth in revenue and customer commitments, driven by advancements in AI and security. While there were minor challenges related to the government shutdown and billing variations, the overall sentiment remains positive due to the company's robust financial performance and strategic advancements.
Company Guidance
During the Elastic N.V. Second Quarter Fiscal 2026 Earnings Results Conference Call, it was reported that the company surpassed its guidance across all metrics, achieving a revenue growth of 16% and a non-GAAP operating margin of 16.5%. The sales-led subscription revenue also grew by 18%, driven by strong execution and demand for Elastic Cloud and self-managed offerings. The company's customer base expanded to include over 1,600 customers spending more than $100,000 annually, and they secured significant deals, with over 30 commitments valued at over $1,000,000 and five exceeding $10,000,000 in total contract value. Elastic's platform demonstrated robust adoption for AI applications, with over 2,450 customers using Elastic Cloud for Gen AI use cases. Financially, the company reported total revenue of $423,000,000, sales-led subscription revenue of $349,000,000, and CRPO of $971,000,000, which grew by 17%. Elastic also initiated a $500,000,000 share repurchase program, returning $114,000,000 to shareholders during the quarter. Looking ahead, Elastic raised its full fiscal year 2026 revenue guidance, expecting total revenue between $1,715,000,000 and $1,721,000,000 and a non-GAAP operating margin of approximately 16.25%.
Robust Revenue and Operating Margin Growth
Elastic N.V. delivered a revenue growth of 16% and a non-GAAP operating margin of 16.5% for the second quarter of fiscal 2026.
Significant Customer Commitments
The company secured over 30 commitments valued over $1,000,000 in annual commitment value, with five exceeding $10,000,000 and two over $20,000,000, marking a new record.
Expansion in AI and Security
Elastic's AI and security offerings led to large deals, including a $26,000,000 commitment with CISA and adoption of Gen AI use cases by 23% of customers spending over $100,000 annually.
Introduction of New AI Capabilities
New AI features such as AgentBuilder and Streams were introduced, enhancing Elastic's offerings in conversational experiences and log management.
Positive Financial Guidance
Elastic raised its full fiscal year 2026 revenue guidance, expecting total revenue growth of approximately 16% at the midpoint.

Elastic (ESTC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

ESTC Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 26, 2026
2026 (Q3)
0.65 / -
0.63
Nov 20, 2025
2026 (Q2)
0.58 / 0.64
0.598.47% (+0.05)
Aug 28, 2025
2026 (Q1)
0.42 / 0.60
0.3571.43% (+0.25)
May 29, 2025
2025 (Q4)
0.37 / 0.47
0.21123.81% (+0.26)
Feb 27, 2025
2025 (Q3)
0.47 / 0.63
0.3675.00% (+0.27)
Nov 21, 2024
2025 (Q2)
0.38 / 0.59
0.3759.46% (+0.22)
Aug 29, 2024
2025 (Q1)
0.26 / 0.35
0.2540.00% (+0.10)
May 30, 2024
2024 (Q4)
0.20 / 0.21
0.22-4.55% (-0.01)
Feb 29, 2024
2024 (Q3)
0.32 / 0.36
0.17111.76% (+0.19)
Nov 30, 2023
2024 (Q2)
0.24 / 0.37
0.00218400.00% (+0.37)
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
Nov 20, 2025
$82.08$70.04-14.67%
Aug 28, 2025
$87.79$85.06-3.11%
May 29, 2025
$92.03$80.87-12.13%
Feb 27, 2025
$101.28$116.36+14.89%
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 (ESTC) report earnings?
Elastic (ESTC) is schdueled to report earning on Feb 26, 2026, After Close (Confirmed).
    What is Elastic (ESTC) earnings time?
    Elastic (ESTC) earnings time is at Feb 26, 2026, After Close (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 (Q3) is 0.65.

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