)
Edge23 Jan 2026
Death, Taxes, and Garbage: The Story of WM
How Waste Management turned garbage into one of America's most stable business models through landfills, regulation, and nationwide scale.
Elastic
Elastic (ESTC) investor relations material
Elastic 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary14 Jan, 2026
Business overview and product differentiation
Platform excels at handling unstructured data, powering use cases in Observability, Security, and Search.
Early investment in vector search and GenAI capabilities positioned the company ahead of industry trends.
GenAI and vector search drive relevance and context, especially as AI evolves toward agentic models.
Unified data platform enables efficient consolidation of Security and Observability, differentiating from competitors.
Flexibility to meet customers in cloud, serverless, or self-managed environments supports diverse deployment needs.
Market trends and customer adoption
GenAI adoption is accelerating Search growth, now the fastest-growing business segment.
Customer base spans AI-native startups, ISVs, and large enterprises in finance and healthcare.
GenAI is still in early stages; most spending is on model training, with broader application deployment expected to grow.
Increased board and C-suite engagement around GenAI is deepening customer relationships and driving multi-year partnerships.
Security and Observability consolidation in the market validates the unified platform approach.
Go-to-market strategy and sales execution
Fiscal 2025 saw a major segmentation shift, reducing rep account loads to focus on high-value customers.
Initial disruption in Q1 2025 was followed by strong performance and sustained productivity gains in subsequent quarters.
Investments in both greenfield (new logo) and expansion sales motions are ongoing, with positive results in both.
Security overlay team and specialized sellers have improved win rates in SIEM and XDR deals.
Large deals ($5M–$20M+) are becoming more frequent and repeatable, reflecting maturation of the sales organization.
Detail Elastic's GenAI competitive advantages
GTM resegmentation's impact on large deal wins?
Unified platform's edge in security/observability?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Elastic earnings date
Q3 202626 Feb, 2026
Elastic
Next Elastic earnings date
Q3 202626 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Data-driven decisions made easy
Elastic is a software company that provides a search and analytics platform designed to help organizations unlock the value of their data. The company's primary offering is the Elastic Stack, which includes Elasticsearch, Kibana, Beats, and Logstash. Elastic's business model revolves around open-source software, with a dual-license approach. They offer a free and open-source version of their software, known as the Elastic Stack, and also provide additional enterprise features and support through commercial subscriptions.
Economies of scale – data advantage
One of Elastic's key competitive advantages is its powerful search and analytics capabilities. The Elastic Stack allows organizations to efficiently search, analyze, and visualize large volumes of data in real-time, enabling them to derive valuable insights and make informed decisions. Elastic's scalability, flexibility, and ease of use have made it a popular choice for organizations of all sizes. The company also possesses a competitive advantage tied to its size since data analytics services become even more powerful when they are run with a large volume of data. Elastic's substantial size also allows it to invest heavily in research and development (R&D), which is vital for staying relevant in the software and cloud provider industry.
Structural tailwinds
Elastic operates in an industry with several opportunities. The exponential growth of data and the need for organizations to effectively manage and extract insights from it present a significant market opportunity. Elastic can continue to expand its customer base by catering to industries such as e-commerce, finance, healthcare, and cybersecurity, where data analytics and search capabilities are crucial.
However, Elastic also faces challenges in the market. Competition from other established players, as well as emerging open-source and cloud-based solutions, can pose a threat to Elastic's market share. Additionally, maintaining a balance between the open-source community and the commercial offerings while monetizing the software can be challenging.
Three listed peers to Elastic in the software and analytics industry are: Splunk, MongoDB, and Datadog.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage