Q1: 2025-08-28 Earnings Summary
EPS of $0.60 beats by $0.18
| Revenue of $415.29M (19.53% Y/Y) beats by $17.95M
Elastic N.V. (NYSE:ESTC) Citi’s 2025 Global Technology, Media and Telecommunications Conference September 4, 2025 2:50 PM EDT
Company Participants
Navam Welihinda – Chief Financial Officer
Ashutosh Kulkarni – CEO & Executive Director
Conference Call Participants
Tyler Radke – Citigroup Inc., Research Division
Presentation
Tyler Radke
VP & Senior Analyst
Hello everyone. Good afternoon. Tyler Radke, I co-head Citi’s software sector. Welcome to the afternoon track of a busy day 2 at the Citi conference. We got the Elastic team here with us for a great discussion, Ash Kulkarni to my left, the CEO; and the recently appointed CFO, Navam Welihinda. I’m sorry if I got it right?
Navam Welihinda
Chief Financial Officer
You got it.
Question-and-Answer Session
Tyler Radke
Citigroup Inc., Research Division
Okay. So gentlemen, thanks for making the appearance. For folks in the room that maybe are less familiar with Elastic, could you just give a quick overview on the company and how kind of the evolution of AI has impacted the business?
Ashutosh Kulkarni
CEO & Executive Director
Sure. So Elastic fundamentally as a company was founded on an open source project, Elasticsearch,; which was written by our co-founders. And the best way to think about it is it’s a search platform. It’s a technology that’s designed for bringing in any and all kinds of messy unstructured information and then making all of it searchable. So through that, you can then analyze that data in all kinds of ways. And over the years, we started in that sort of basic search area, but then grew into observability, specifically starting with log analytics because logs tend to be extremely messy. They’re voluminous. They’re hard to analyze. And then getting into observability over time, we got into security as well, into cybersecurity, specifically starting with SIEM and in the security, event management and monitoring space, that became the cornerstone, but then we also expanded into other areas in security, specifically endpoint
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