Company overview
What does Elastic N.V. do?
Elastic N.V. (ESTC) is a U.S. SEC registrant. The Commission classifies the issuer under SIC 7372 (Services-Prepackaged Software).
What does Elastic N.V. do?
Elastic N.V. (ESTC) is a U.S. SEC registrant. The Commission classifies the issuer under SIC 7372 (Services-Prepackaged Software).
What industry is Elastic N.V. in?
Technology · Services-Prepackaged Software
What was Elastic N.V.'s latest reported revenue?
$478.1M for Q3 2026, from 10-Q filed Aug 28, 2026.
What changed in the latest comparable period?
Revenue increased +15.1% ($415.3M to $478.1M; Q3 2025 vs Q3 2026).
Business model (from the public record)
Belvedere describes the business using the issuer’s SEC classification and the company description extracted from public filings. Segment mix, customer identity, and recurring-versus-transactional revenue are shown only when those facts are identified in the filing extract—not inferred.
Technology · Services-Prepackaged Software · United States
Financial profile
- Revenue
- $478.1M 10-Q · Q3 2026 · Filed Aug 28, 2026
- Revenue growth YoY
- +15.1% Belvedere calculation · 10-Q · Q3 2026 · Filed Aug 28, 2026
- Gross margin
- +74.5% Belvedere calculation · 10-Q · Q3 2026 · Filed Aug 28, 2026
- Operating margin
- -4.9% Belvedere calculation · 10-Q · Q3 2026 · Filed Aug 28, 2026
- Net income
- -$16.7M 10-Q · Q3 2026 · Filed Aug 28, 2026
- Operating cash flow
- $132M 10-Q · Q3 2026 · Filed Aug 28, 2026
- Capex
- $590,000 10-Q · Q3 2026 · Filed Aug 28, 2026
- Belvedere FCF
- $131.4M Belvedere calculation · 10-Q · Q3 2026 · Filed Aug 28, 2026
- FCF margin
- +27.5% Belvedere calculation · 10-Q · Q3 2026 · Filed Aug 28, 2026
- Cash
- $879.9M 10-Q · Jul 31, 2026 · Filed Aug 28, 2026
- Debt
- $571.2M Belvedere calculation · 10-Q · Jul 31, 2026 · Filed Aug 28, 2026
- Net debt
- -$308.7M Belvedere calculation · 10-Q · Jul 31, 2026 · Filed Aug 28, 2026
- Shares
- 105,120,583 10-Q · Jul 31, 2026 · Filed Aug 28, 2026
Balance sheet snapshot
Cash $879.9M. Identified debt $571.2M. Net debt -$308.7M. Missing debt tags are not treated as a zero-debt capital structure.
Financial information is derived from public filings and other identified sources. Belvedere calculations may differ from company-defined non-GAAP measures. See methodology and source notes. Valuation multiples are omitted because a licensed market-data provider is not configured.
Latest filings
| Form | Filed | Period | Accession | Source |
|---|---|---|---|---|
| DEF 14A | Aug 28, 2026 | Oct 15, 2026 | 0001707753-26-000055 | SEC |
| 10-Q | Aug 28, 2026 | Jul 31, 2026 | 0001707753-26-000054 | SEC |
| 8-K | Aug 27, 2026 | Aug 24, 2026 | 0001707753-26-000036 | SEC |
| 8-K | Aug 27, 2026 | Aug 27, 2026 | 0001707753-26-000035 | SEC |
| 8-K | Jun 24, 2026 | Jun 18, 2026 | 0001707753-26-000024 | SEC |
| 10-K | Jun 8, 2026 | Apr 30, 2026 | 0001707753-26-000018 | SEC |
What changed
Each line is an arithmetic comparison of sourced facts. It is not a thesis.
Research view
Belvedere has not published an initiation or update on Elastic N.V.. Universe inclusion is not a rating, a forecast, or coverage in the sell-side sense.
Research Radar
| Kind | Change | Explanation | Source | Date |
|---|---|---|---|---|
| Revenue | +15.1% | Revenue increased +15.1% ($415.3M to $478.1M; Q3 2025 vs Q3 2026). | 10-Q · RevenueFromContractWithCustomerExcludingAssessedTax | Aug 28, 2026 |
| Margin change | $0.745 | Reported gross margin was +74.5% in the latest comparable period. | 10-Q · BelvedereGrossMargin | Aug 28, 2026 |
| Cash generation | $132.0M | Net cash provided by operating activities was $132.0M. | 10-Q · NetCashProvidedByUsedInOperatingActivities | Aug 28, 2026 |
| Cash | $879.9M | Cash and cash equivalents were $879.9M as of the latest reported balance-sheet date. | 10-Q · CashAndCashEquivalentsAtCarryingValue | Aug 28, 2026 |
| Share count | $105.1M | Shares outstanding were 105,120,583 as of the latest reported date. | 10-Q · CommonStockSharesOutstanding | Aug 28, 2026 |
Rankings
- Fastest-Growing Companies in the Belvedere Universe · rank 38 · +15.1%
- Highest Free Cash Flow Margins · rank 3 · +27.5%
- Companies With Revenue Growth and Positive Free Cash Flow · rank 4 · +15.1%
- Technology Companies by Revenue Growth · rank 21 · +15.1%
Industry context
Elastic N.V. is mapped to Technology (Services-Prepackaged Software) from SIC metadata on the SEC submission. Mapping is a classification convenience, not a claim that every peer is economically comparable.
Belvedere Research Profile
This measures researchable information characteristics. It is not investment advice, a credit rating, or a buy/sell/hold recommendation.
Presence of core income-statement, cash-flow and balance-sheet concepts in SEC XBRL.
Comparable-period revenue history and operating-result availability.
Availability of margin, cash-flow and per-share concepts used in screening.
SEC periodic reports, current reports, proxy statement and website identified in submissions.
Distinct filing years in the current archive window plus comparable prior-period revenue.
Risks
Belvedere does not manufacture generic risk language. Material risks are those the issuer discloses in its periodic reports, particularly Item 1A of the latest Form 10-K.
Open latest Form 10-K on SEC.govSources
- Source
- U.S. Securities and Exchange Commission
- Form
- 10-Q
- Period
- Q3 2026
- Filed
- Aug 28, 2026
- Accession
- 0001707753-26-000054
- Concept
- RevenueFromContractWithCustomerExcludingAssessedTax
- Source
- U.S. Securities and Exchange Commission
- Form
- 10-Q
- Period
- Q3 2026
- Filed
- Aug 28, 2026
- Accession
- 0001707753-26-000054
- Concept
- BelvedereRevenueGrowthYoY
(RevenueFromContractWithCustomerExcludingAssessedTax 2026-07-31 / RevenueFromContractWithCustomerExcludingAssessedTax 2025-07-31) - 1
View filing- Source
- U.S. Securities and Exchange Commission
- Form
- 10-Q
- Period
- Q3 2026
- Filed
- Aug 28, 2026
- Accession
- 0001707753-26-000054
- Concept
- BelvedereFreeCashFlow
Net cash provided by operating activities − payments to acquire property, plant and equipment
View filing- Source
- U.S. Securities and Exchange Commission
- Form
- 10-Q
- Period
- Jul 31, 2026
- Filed
- Aug 28, 2026
- Accession
- 0001707753-26-000054
- Concept
- CashAndCashEquivalentsAtCarryingValue
Disclosure
Belvedere Research publishes informational analysis. Nothing on this site is investment advice, an offer, or a solicitation to buy or sell any security.
This page is a company intelligence / data profile. It is not a research report unless a dated note is attached above. Rankings appearing here are independent of any issuer compensation.
Frequently asked questions
- What does Elastic N.V. do?
- Elastic N.V. (ESTC) is a U.S. SEC registrant. The Commission classifies the issuer under SIC 7372 (Services-Prepackaged Software).
- What industry is Elastic N.V. in?
- Elastic N.V. is classified in Technology (Services-Prepackaged Software).
- When did Elastic N.V. last file a periodic report?
- Elastic N.V. last filed a 10-Q on Aug 28, 2026 (accession 0001707753-26-000054).
- What was Elastic N.V.'s latest revenue?
- $478.1M for Q3 2026, sourced from 10-Q filed Aug 28, 2026.
- Does Belvedere cover Elastic N.V.?
- Elastic N.V. is in the Belvedere universe. Presence in the universe is not the same as active initiation coverage.
