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.

共有:

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製品と売上

製品別売上シェア

売上内訳 ($1.3B)

静的データ（リアルタイム財務ロード中…）

Elastic Cloud (45%)

Self-Managed Subscriptions (45%)

Services (10%)

セグメント構成と主要顧客

製品詳細

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

サプライチェーン関係

パートナー

Amazon.com (AWS)

Elastic Cloud on AWS

影響: Primary hosting partner

Microsoft Corporation

Elastic Cloud on Azure

影響: Key cloud partner

競合他社

CrowdStrike Holdings, Inc.

Security analytics and log management

影響: Competing in security observability

マクロ・市場概況

AI / 클라우드セクターニュース

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

次の主要イベント

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

AI分析

Elastic NVのAIサプライチェーン分析を受けるには「AI分析を取得」をクリックしてください。

企業情報

本社所在地

San Francisco, California, USA

設立

2012

従業員数

3,400+

ウェブサイト

elastic.co

セクター概況 — AI / 클라우드

セクターニュース