Elastic N V (ESTC) Quarterly and Annual Segment Results by Country and Region - CSIMarket
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Elastic N v   (NYSE: ESTC)
    Sector  Technology    Industry Software & Programming
   Industry Software & Programming
   Sector  Technology

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Description of Elastic N V's Business Segments


Elastic N.V. offers a comprehensive suite of products and services primarily centered around the Elastic Stack, which provides solutions for search, logging, security, and analytics. Below is an extensive description of the segments, products, and services offered by Elastic N.V.:

1. The Elastic Stack
The Elastic Stack, often referred to as the ELK Stack (Elasticsearch, Logstash, Kibana), has seen several enhancements and additional components over time, providing powerful capabilities for data management and analytics.

A. Core Products
- Elasticsearch: This is the foundational component of the Elastic Stack—a distributed, real-time search and analytics engine designed to handle diverse data types, including structured, unstructured, textual, and numerical data. Elasticsearch allows for full-text search, indexing, and real-time querying, making it suitable for a range of applications from simple search functionality to complex analytics operations.

- Kibana: Serving as the visualization and management interface, Kibana provides users with the tools to visualize data managed by Elasticsearch. Users can create sophisticated dashboards, graphs, and charts that allow for real-time data insights. Moreover, Kibana offers management features, enabling users to configure and manage the various components of the Elastic Stack.

B. Data Ingestion and Processing
- Elastic Agent: This product simplifies the management of data collection by functioning as a unified agent to monitor logs, metrics, and security data across endpoints and servers. It includes built-in capabilities for host protection and allows for centralized management of various data sources.

- Beats: A collection of lightweight, single-purpose data shippers that transmit data from various sources (e.g. servers, containers, IoT devices) to Elasticsearch or Logstash. Each Beat specializes in a specific type of data (e.g. Filebeat for log files, Metricbeat for system metrics, and Heartbeat for uptime monitoring).

- Logstash: A powerful data processing pipeline that ingests, transforms, and forwards data from a multitude of sources. It can collect and process data from databases, message queues, and various applications, allowing for complex filtering and processing before sending it to Elasticsearch for indexing.

Solutions and Use Cases
Elastic N.V. provides tailored solutions across various industries, enabling businesses to address specific challenges through the capabilities of the Elastic Stack. Some notable applications include:

- Observability: Utilizing the Elastic Stack for monitoring applications and infrastructure, capturing logs, metrics, and traces to ensure optimal performance and uptime. This includes APM (Application Performance Monitoring) for deeper insights into application behavior.

- Security Information and Event Management (SIEM): Combining logs and security data to detect threats and manage vulnerabilities, the Elastic Stack offers tools for integrated security analytics, allowing users to respond quickly to incidents.

- Enterprise Search: Elastic enables organizations to create intuitive search experiences across their own content and applications, using Elasticsearch to power search functionality both internally and externally.

- E-commerce and Business Analytics: Businesses leverage the Elastic Stack to analyze customer behavior, manage product inventories, and optimize operational efficiencies, gaining insights into sales patterns and trends.

Managed Services
To complement their products, Elastic N.V. also offers managed services:
- Elastic Cloud: This is a fully managed service that delivers Elasticsearch, Kibana, and other components of the Elastic Stack in a cloud environment. Users can deploy their applications quickly without the overhead of managing infrastructure, enabling scalability and reduced operational complexity.

Additional Features and Enhancements
Elastic N.V. continuously evolves its product offerings with new features, including but not limited to:

- Machine Learning: Embedded machine learning capabilities within Elasticsearch to automate the detection of anomalies and offer predictive analytics, enabling users to derive insights from data trends without requiring extensive data science knowledge.

- Security Enhancements: Features designed for data protection, including role-based access control, encryption in transit and at rest, and auditing. These features ensure that users can maintain a strong security posture while leveraging the capabilities of the Elastic Stack.

- Integrations: A wide array of integrations with other platforms and services, enhancing the usability and versatility of the Elastic Stack in diverse IT ecosystems.

Conclusion
Elastic N.V. provides a robust framework within the Elastic Stack, offering essential tools for data ingestion, search, analytics, and visualization. Their solutions are designed to cater to the needs of various industries, helping organizations harness the power of their data effectively while innovating with advanced features and managed services.


Composition of Elastic N v Revenues by Segments

 
Subscription    93.86 % of total Revenue
Professional Services    6.14 % of total Revenue
Saa S Self Managed - Annual    38.69 % of total Revenue
Saa S Self Managed - Monthly    10.5 % of total Revenue
Saa S Self Managed    49.19 % of total Revenue
Self Managed Subscription    44.66 % of total Revenue
United States    54.17 % of total Revenue
Non-US    45.83 % of total Revenue

Q1 three months ended (Jul 31 2026)
Revenues by Business Segments Revenues
(in millions $)
%
(of total Revenues)
Subscription 448.74 93.86 %
Professional Services 29.38 6.14 %
Saa S Self Managed - Annual 185.00 38.69 %
Saa S Self Managed - Monthly 50.20 10.5 %
Saa S Self Managed 235.21 49.19 %
Self Managed Subscription 213.53 44.66 %
United States 258.98 54.17 %
Non-US 219.14 45.83 %
Total 478.11 100 %




Q1 three months ended (Jul 31 2026)
Revenue Growth rates by Segment Y/Y Revenue
%
Q/Q Revenue
%
Subscription - -
Professional Services - -
Saa S Self Managed - Annual 26.79 % -
Saa S Self Managed - Monthly 0.68 % -
Saa S Self Managed - -
Self Managed Subscription - -
United States 12.47 % -
Non-US - -
Total 15.34 % -72.51 %




Q1 three months ended (Jul 31 2026)
Income by Business Segments Income
(in millions $)
%
(Profit Margin)
Total -16.73 -




Q1 three months ended (Jul 31 2026)
Income Growth rates by Segment Y/Y Income
%
Q/Q Income
%
Total - -




Annual Report on Elastic N v Divisions, Sales by Country

 
Subscription   Subscription Segment contribution to total sales 93.99 % of total Revenue
Professional Services   Professional Services Segment contribution to total sales 6.03 % of total Revenue
Saa S Self Managed - Annual   Saa S Self Managed - Annual Segment contribution to total sales 36.86 % of total Revenue
Saa S Self Managed - Monthly   Saa S Self Managed - Monthly Segment contribution to total sales 11.29 % of total Revenue
United States   United States Segment contribution to total sales 54.47 % of total Revenue
Revenue Product   Revenue Product Segment contribution to total sales 0 % of total Revenue
Total subscription   Total subscription Segment contribution to total sales 93.99 % of total Revenue
Total subscription Revenue Product   Total subscription Revenue Product Segment contribution to total sales 0 % of total Revenue
SaaS   SaaS Segment contribution to total sales 48.15 % of total Revenue
SaaS Revenue Product   SaaS Revenue Product Segment contribution to total sales 0 % of total Revenue
Saa S Self Managed - Annual Revenue Product   Saa S Self Managed - Annual Revenue Product Segment contribution to total sales 0 % of total Revenue
Saa S Self Managed - Monthly Revenue Product   Saa S Self Managed - Monthly Revenue Product Segment contribution to total sales 0 % of total Revenue
Self-managed subscription   Self-managed subscription Segment contribution to total sales 45.84 % of total Revenue
Self-managed subscription Revenue Product   Self-managed subscription Revenue Product Segment contribution to total sales 0 % of total Revenue
Services   Services Segment contribution to total sales 6.03 % of total Revenue
Services Revenue Product   Services Revenue Product Segment contribution to total sales 0 % of total Revenue
Rest of world   Rest of world Segment contribution to total sales 45.54 % of total Revenue


Twelve months ended 2026
ESTC s Annual Revenue by Geography and Business Segments Sales
(in millions $)
%
(of total Sales)
Subscription 1,634.46 93.99 %
Professional Services 104.88 6.03 %
Saa S Self Managed - Annual 640.94 36.86 %
Saa S Self Managed - Monthly 196.33 11.29 %
United States 947.31 54.47 %
Total 1,739.06 100 %
Revenue Product 0.00 0 %
Total subscription 1,634.46 93.99 %
Total subscription Revenue Product 0.00 0 %
SaaS 837.27 48.15 %
SaaS Revenue Product 0.00 0 %
Saa S Self Managed - Annual Revenue Product 0.00 0 %
Saa S Self Managed - Monthly Revenue Product 0.00 0 %
Self-managed subscription 797.18 45.84 %
Self-managed subscription Revenue Product 0.00 0 %
Services 104.88 6.03 %
Services Revenue Product 0.00 0 %
Rest of world 792.02 45.54 %


Twelve months ended 2026
ESTC s Annual Income by Country and Business Segments Income
(in millions $)
%
(Profit Margin)
Total 367.77 21.15 %

Twelve months ended 2026
Annual Revenue and Income Growth by Country and Business Segments % Y/Y Sales Growth % Y/Y Income Growth
Subscription 18.05 % -
Professional Services 6.18 % -
Saa S Self Managed - Annual 27.6 % -
Saa S Self Managed - Monthly 5.96 % -
United States 13.28 % -
Total 17.31 % -
Revenue Product 0 % -
Total subscription 18.05 % -
Total subscription Revenue Product 1.08 % -
SaaS 21.76 % -
SaaS Revenue Product 4.35 % -
Saa S Self Managed - Annual Revenue Product 8.82 % -
Saa S Self Managed - Monthly Revenue Product -8.33 % -
Self-managed subscription 14.39 % -
Self-managed subscription Revenue Product -2.13 % -
Services 6.18 % -
Services Revenue Product -14.29 % -
Rest of world 22.4 % -



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