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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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($1.3B)

Data statis (memuat keuangan langsung…)

Elastic Cloud (45%)

Self-Managed Subscriptions (45%)

Services (10%)

Komposisi segmen dan pelanggan utama

Detail produk

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

Hubungan Rantai Pasok

Mitra

Amazon.com (AWS)

Elastic Cloud on AWS

Dampak: Primary hosting partner

Microsoft Corporation

Elastic Cloud on Azure

Dampak: Key cloud partner

Pesaing

CrowdStrike Holdings, Inc.

Security analytics and log management

Dampak: Competing in security observability

Konteks makro dan pasar

AI / 클라우드Berita sektor

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

Katalis mendatang

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

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Info Perusahaan

Kantor Pusat

San Francisco, California, USA

Didirikan

2012

Karyawan

3,400+

Situs Web

elastic.co

Gambaran umum sektor — AI / 클라우드

Berita sektor