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.

⇄ Compare

產品與營收

產品營收佔比

營收結構 ($1.3B)

靜態數據（加載即時財務…）

Elastic Cloud (45%)

Self-Managed Subscriptions (45%)

Services (10%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

合作夥伴

Amazon.com (AWS)

Elastic Cloud on AWS

影響: Primary hosting partner

Microsoft Corporation

Elastic Cloud on Azure

影響: Key cloud partner

競爭對手

CrowdStrike Holdings, Inc.

Security analytics and log management

影響: Competing in security observability

宏觀與市場背景

AI / 클라우드行業新聞

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

近期催化劑

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

AI 分析

點擊「取得 AI 分析」以獲得 Elastic NV 的 AI 供應鏈分析。

企業資訊

總部

San Francisco, California, USA

成立時間

2012

員工人數

3,400+

官網

elastic.co

行業概況 — AI / 클라우드

行業新聞