elastic is the world's leading software provider for making structured and unstructured data usable in real time for search, logging, security, and analytics use cases. founded in 2012 by the people behind the elasticsearch, kibana, beats, and logstash open source projects, elastic's global community has more than 80,000 members across 45 countries. since its initial release, elastic's products have achieved more than 100 million cumulative downloads. today thousands of organizations, including cisco, ebay, dell, goldman sachs, groupon, hp, microsoft, netflix, the new york times, uber, verizon, yelp, and wikipedia, use the elastic stack, x-pack, and elastic cloud to power mission-critical systems that drive new revenue opportunities and massive cost savings. elastic is backed by more than $104 million in funding from benchmark capital, index ventures, and nea; has headquarters in amsterdam, the netherlands, and mountain view, california; and has over 400 employees in more than 30 count
Company profile
Ticker
ESTC
Exchange
Website
CEO
Ashutosh Kulkarni
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Microsoft • Oracle • Mobileye Global Inc - Ordinary Shares • Activision Blizzard • Gen Digital • Vmware • Adobe • Salesforce • BlackBerry • Dayforce ...
Former names
Elasticsearch Global BV
SEC CIK
Corporate docs
Subsidiaries
Build Security Ltd. • Cmd Watch Security (US), Corp. • Elastic International B.V. • Elastic Italy S.R.L. • Elastic Technologies Brasil Ltda. • Elastic Technologies (India) Private Limited • Elastic Technologies (Israel) Ltd. • Elastic Worldwide B.V. • Elasticsearch AB • Elasticsearch B.C. Ltd. ...
ESTC stock data
Latest filings (excl ownership)
10-Q
2024 Q3
Quarterly report
1 Mar 24
8-K
Elastic Reports Third Quarter Fiscal 2024 Financial Results
29 Feb 24
8-K
Elastic Names Mark Dodds Chief Revenue Officer
11 Dec 23
10-Q
2024 Q2
Quarterly report
1 Dec 23
8-K
Elastic Reports Second Quarter Fiscal 2024 Financial Results
30 Nov 23
8-K
Paul Auvil Elected to Elastic’s Board of Directors
5 Oct 23
10-Q
2024 Q1
Quarterly report
1 Sep 23
8-K
Elastic Reports First Quarter Fiscal 2024 Financial Results
31 Aug 23
ARS
2023 FY
Annual report to shareholders
28 Aug 23
DEF 14A
Definitive proxy
28 Aug 23
Transcripts
ESTC
Earnings call transcript
2024 Q3
29 Feb 24
ESTC
Earnings call transcript
2024 Q2
30 Nov 23
ESTC
Earnings call transcript
2024 Q1
31 Aug 23
ESTC
Earnings call transcript
2023 Q4
1 Jun 23
ESTC
Earnings call transcript
2023 Q3
2 Mar 23
ESTC
Earnings call transcript
2023 Q2
1 Dec 22
ESTC
Earnings call transcript
2023 Q1
25 Aug 22
ESTC
Earnings call transcript
2022 Q4
2 Jun 22
ESTC
Earnings call transcript
2022 Q3
4 Mar 22
ESTC
Earnings call transcript
2023 Q3
2 Mar 22
Latest ownership filings
4
Carolyn Herzog
29 Mar 24
4
Steven Schuurman
28 Mar 24
144
Notice of proposed sale of securities
27 Mar 24
144
Notice of proposed sale of securities
26 Mar 24
4
Shay Banon
22 Mar 24
4
Shay Banon
20 Mar 24
144
Notice of proposed sale of securities
20 Mar 24
144
Notice of proposed sale of securities
19 Mar 24
144
Notice of proposed sale of securities
18 Mar 24
4
Janesh Moorjani
13 Mar 24
Financial summary
Quarter (USD) | Oct 23 | Jul 23 | Apr 23 | Jan 23 | |
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Diluted EPS |
Annual (USD) | Apr 23 | Apr 22 | Apr 21 | Apr 20 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 592.49 mm | 592.49 mm | 592.49 mm | 592.49 mm | 592.49 mm | 592.49 mm |
Cash burn (monthly) | 13.58 mm | 22.18 mm | 7.18 mm | 14.01 mm | 795.67 k | (no burn) |
Cash used (since last report) | 76.22 mm | 124.44 mm | 40.29 mm | 78.60 mm | 4.46 mm | n/a |
Cash remaining | 516.27 mm | 468.05 mm | 552.21 mm | 513.89 mm | 588.03 mm | n/a |
Runway (months of cash) | 38.0 | 21.1 | 76.9 | 36.7 | 739.0 | n/a |
Institutional ownership, Q4 2023
62.3% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 259 |
Opened positions | 70 |
Closed positions | 119 |
Increased positions | 84 |
Reduced positions | 64 |
13F shares | Current |
---|---|
Total value | 5.79 tn |
Total shares | 62.85 mm |
Total puts | 74.20 k |
Total calls | 112.50 k |
Total put/call ratio | 0.7 |
Largest owners | Shares | Value |
---|---|---|
Schuurman Steven | 9.20 mm | $0.00 |
Vanguard | 8.57 mm | $965.74 bn |
Baillie Gifford & Co | 7.76 mm | $875.04 bn |
FMR | 6.05 mm | $682.28 bn |
JPM JPMorgan Chase & Co. | 4.39 mm | $495.22 bn |
Sylebra Capital | 4.03 mm | $454.37 bn |
Pictet Asset Management Holding | 2.46 mm | $277.38 bn |
Tiger Global Management | 1.69 mm | $190.54 bn |
STT State Street | 1.34 mm | $151.41 bn |
FIL | 1.30 mm | $147.02 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
27 Mar 24 | Carolyn Herzog | Ordinary Shares | Sell | Dispose S | No | No | 99.95 | 192 | 19.19 k | 87,799 |
26 Mar 24 | Schuurman Steven | Ordinary Shares | Sell | Dispose S | Yes | No | 97.54 | 815,000 | 79.50 mm | 8,382,000 |
20 Mar 24 | Shay Banon | Ordinary Shares | Sell | Dispose S | Yes | No | 102.61 | 2,709 | 277.97 k | 3,054,978 |
20 Mar 24 | Shay Banon | Ordinary Shares | Sell | Dispose S | Yes | No | 101.71 | 7,407 | 753.37 k | 3,057,687 |
20 Mar 24 | Shay Banon | Ordinary Shares | Sell | Dispose S | Yes | No | 101.08 | 9,884 | 999.07 k | 3,065,094 |
19 Mar 24 | Shay Banon | Ordinary Shares | Sell | Dispose S | Yes | No | 101.5 | 122,044 | 12.39 mm | 3,074,978 |
19 Mar 24 | Shay Banon | Ordinary Shares | Sell | Dispose S | Yes | No | 100.66 | 57,956 | 5.83 mm | 3,197,022 |
18 Mar 24 | Shay Banon | Ordinary Shares | Sell | Dispose S | Yes | No | 102.64 | 5,417 | 556.00 k | 3,254,978 |
18 Mar 24 | Shay Banon | Ordinary Shares | Sell | Dispose S | Yes | No | 101.94 | 64,099 | 6.53 mm | 3,260,395 |
18 Mar 24 | Shay Banon | Ordinary Shares | Sell | Dispose S | Yes | No | 101.12 | 30,484 | 3.08 mm | 3,324,494 |
News
'Initial Wave Of AI Software Growth' To Spur Microsoft, Salesforce, Palantir, MongoDB, Oracle, Snowflake, And Elastic, Says Analyst
15 Apr 24
Goldman Sachs Maintains Neutral on Elastic, Raises Price Target to $106
4 Mar 24
Citigroup Maintains Buy on Elastic, Lowers Price Target to $155
4 Mar 24
Elastic Reports Q3 Results: Analysts Weigh In
1 Mar 24
S&P 500, Nasdaq 100 Hit Record Highs As Dollar, Treasury Yields Weaken, Chipmakers Shine, NYCB Sinks: What's Driving Markets Friday?
1 Mar 24
Press releases
Elasticsearch Open Inference API Supports Cohere Rerank 3
11 Apr 24
Elastic Adds Support for Cohere High-Performance Embeddings
3 Apr 24
Elastic Announces 2023 Elastic Excellence Awards Winners
27 Mar 24
New Research from Elastic Finds Conversational Search Could Yield Staggering Productivity Returns
26 Mar 24
Elastic to Present in Upcoming Investor Conference
22 Feb 24