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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产品与营收

产品营收占比

营收构成 ($1.3B)

静态数据（加载实时财务…）

Elastic Cloud (45%)

Self-Managed Subscriptions (45%)

Services (10%)

业务板块构成与主要客户

产品详情

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

供应链关系

合作伙伴

Amazon.com (AWS)

Elastic Cloud on AWS

影响: Primary hosting partner

Microsoft Corporation

Elastic Cloud on Azure

影响: Key cloud partner

竞争对手

CrowdStrike Holdings, Inc.

Security analytics and log management

影响: Competing in security observability

宏观与市场背景

AI / 클라우드行业新闻

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

近期催化剂

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

AI 分析

点击「获取 AI 分析」以获得 Elastic NV 的 AI 供应链分析。

企业信息

总部

San Francisco, California, USA

成立时间

2012

员工人数

3,400+

官网

elastic.co

行业概况 — AI / 클라우드

行业新闻