Elastic NV

ESTCintermediary

Elastic NV develops the Elastic Stack (Elasticsearch, Kibana, Beats, Logstash), one of the most widely deployed search and observability platforms in the world. Its pivot to a cloud-first model and AI-powered relevance features position it as the search foundation for modern applications and security operations.

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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($1.3B)

Datos estáticos (cargando finanzas en tiempo real…)

Elastic Cloud (45%)

Self-Managed Subscriptions (45%)

Services (10%)

Composición de segmentos y clientes principales

Detalles del producto

Elastic Search40%

Distributed search and analytics engine for structured and unstructured data

Elastic Observability35%

APM, logs, metrics, and uptime monitoring powered by Elasticsearch

Elastic Security25%

SIEM and endpoint security with built-in threat detection rules

Relaciones en la Cadena de Suministro

Socios

Amazon.com (AWS)

Elastic Cloud on AWS

Impacto: Primary hosting partner

Microsoft Corporation

Elastic Cloud on Azure

Impacto: Key cloud partner

Competidores

CrowdStrike Holdings, Inc.

Security analytics and log management

Impacto: Competing in security observability

Contexto macro y de mercado

AI / 클라우드Noticias del sector

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

Próximos catalizadores

◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)◆OpenAI GPT-5 출시 영향◆NVIDIA GB300 기반 H200 교체 사이클

Últimas noticias

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Análisis IA

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Información de la Empresa

Sede Central

San Francisco, California, USA

Fundación

2012

Empleados

3,400+

Sitio Web

elastic.co

Estado del sector — AI / 클라우드

Noticias del sector