Sign In
Buy ESTC
Elastic NV Earnings Calls
| Release date | May 28, 2026 |
| EPS estimate | $0.561 |
| EPS actual | $0.610 |
| EPS Surprise | 8.73% |
| Revenue estimate | 446.656M |
| Revenue actual | 450.681M |
| Revenue Surprise | 0.90% |
| Release date | Feb 26, 2026 |
| EPS estimate | $0.640 |
| EPS actual | $0.730 |
| EPS Surprise | 14.06% |
| Revenue estimate | 438.449M |
| Revenue actual | 449.881M |
| Revenue Surprise | 2.61% |
| Release date | Nov 20, 2025 |
| EPS estimate | $0.576 |
| EPS actual | $0.640 |
| EPS Surprise | 11.11% |
| Revenue estimate | 418.43M |
| Revenue actual | 423.481M |
| Revenue Surprise | 1.21% |
| Release date | Aug 28, 2025 |
| EPS estimate | $0.419 |
| EPS actual | $0.600 |
| EPS Surprise | 43.33% |
| Revenue estimate | 397.158M |
| Revenue actual | 415.288M |
| Revenue Surprise | 4.56% |
Last 4 Quarters for Elastic NV
Below you can see how ESTC performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 28, 2025 |
| Price on release | $87.79 |
| EPS estimate | $0.419 |
| EPS actual | $0.600 |
| EPS surprise | 43.33% |
| Date | Price |
|---|---|
| Aug 22, 2025 | $80.06 |
| Aug 25, 2025 | $78.97 |
| Aug 26, 2025 | $77.58 |
| Aug 27, 2025 | $83.30 |
| Aug 28, 2025 | $87.79 |
| Aug 29, 2025 | $85.06 |
| Sep 02, 2025 | $85.09 |
| Sep 03, 2025 | $86.29 |
| Sep 04, 2025 | $84.71 |
| 4 days before | 9.66% |
| 4 days after | -3.51% |
| On release day | -3.11% |
| Change in period | 5.81% |
| Release date | Nov 20, 2025 |
| Price on release | $82.08 |
| EPS estimate | $0.576 |
| EPS actual | $0.640 |
| EPS surprise | 11.11% |
| Date | Price |
|---|---|
| Nov 14, 2025 | $90.83 |
| Nov 17, 2025 | $87.44 |
| Nov 18, 2025 | $88.56 |
| Nov 19, 2025 | $88.28 |
| Nov 20, 2025 | $82.08 |
| Nov 21, 2025 | $70.04 |
| Nov 24, 2025 | $69.07 |
| Nov 25, 2025 | $69.53 |
| Nov 26, 2025 | $69.94 |
| 4 days before | -9.63% |
| 4 days after | -14.79% |
| On release day | -14.67% |
| Change in period | -23.00% |
| Release date | Feb 26, 2026 |
| Price on release | $61.58 |
| EPS estimate | $0.640 |
| EPS actual | $0.730 |
| EPS surprise | 14.06% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $58.12 |
| Feb 23, 2026 | $53.34 |
| Feb 24, 2026 | $56.38 |
| Feb 25, 2026 | $58.00 |
| Feb 26, 2026 | $61.58 |
| Feb 27, 2026 | $52.07 |
| Mar 02, 2026 | $52.92 |
| Mar 03, 2026 | $52.68 |
| Mar 04, 2026 | $51.85 |
| 4 days before | 5.95% |
| 4 days after | -15.80% |
| On release day | -15.44% |
| Change in period | -10.79% |
| Release date | May 28, 2026 |
| Price on release | $57.61 |
| EPS estimate | $0.561 |
| EPS actual | $0.610 |
| EPS surprise | 8.73% |
| Date | Price |
|---|---|
| May 21, 2026 | $53.84 |
| May 22, 2026 | $54.81 |
| May 26, 2026 | $54.41 |
| May 27, 2026 | $53.91 |
| May 28, 2026 | $57.61 |
| May 29, 2026 | $64.69 |
| Jun 01, 2026 | $68.06 |
| Jun 02, 2026 | $67.59 |
| Jun 03, 2026 | $64.10 |
| 4 days before | 7.00% |
| 4 days after | 11.27% |
| On release day | 12.28% |
| Change in period | 19.06% |
Elastic NV Earnings Call Transcript Summary of Q2 2026
Elastic delivered an outstanding Q2 FY2026 with revenue of $423M (+16% YoY) and strong sales-led subscription revenue of $349M (+18% YoY). AI and GenAI adoption drove broad-based demand across search, security and observability, fueling large multi-million dollar commitments (30+ deals >$1M ACV, five >$10M TCV, two >$20M TCV). Key product momentum included new AI offerings (AgentBuilder, Streams), improved vector search capabilities (Disk BBQ), a managed inference service, the acquisition of GINA AI, and AutoOps for self-managed customers. Financially, Elastic posted healthy gross margins (subscription 82%, total 78%), a non-GAAP operating margin of 16.5%, adjusted FCF of ~$6M for the quarter, and returned ~$114M to shareholders under a $500M repurchase program. Management raised guidance: Q3 sales-led subscription revenue and full-year FY26 revenue and sales-led subscription revenue guidance were increased, with expected FY26 non-GAAP operating margin ~16.25% and non-GAAP EPS $2.40–$2.46. The company emphasized platform differentiation around relevance/context engineering for unstructured data as a competitive advantage in the AI era.
