)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
Elastic (ESTC) investor relations material
Elastic Financial Analyst Day summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Financial Analyst Day summary9 Oct, 2025
Strategic vision and market opportunity
Focus on unstructured data as a core differentiator, powering AI, Observability, and Security use cases, and addressing the exponential growth in enterprise data and GenAI workloads.
Targeting a $296B TAM in 2026, expanding to $429B by 2029, with a strategy to win in context engineering and AI agent platforms.
Recognized as a leader by Gartner and Forrester in security analytics, observability, and cognitive search, with over 21,550 customers and more than 50% of Fortune 500 as paid clients.
Durable, diversified customer use cases span industries, with significant expansion potential among existing and new large enterprise clients.
Leveraging a land-and-expand model, growing through open source, self-service cloud, and sales-led enterprise motions.
Product innovation and platform capabilities
Unified platform for ingestion, processing, storage, search, AI/ML, and visualization, supporting hybrid and vector search, agentic AI, and context engineering.
Recent product innovations include Agent Builder, Elastic Inference Service, and the acquisition of Jina AI for multilingual and multimodal model capabilities.
Advanced features like auto-scaling, native vector search, GPU acceleration, and integration with leading AI ecosystems and cloud providers.
Out-of-the-box solutions for Search AI, Observability, and Security drive rapid customer onboarding and expansion.
Customers report significant improvements in search speed, relevance, and operational efficiency across industries.
Observability and security business evolution
Observability starts with log analytics and expands to multi-signal monitoring, leveraging AI and OpenTelemetry for next-generation triage and investigation.
Elastic Streams and Significant Events use AI to automate log organization, pattern recognition, and root cause analysis, reducing manual effort for SRE teams.
Security business begins with SIEM and expands to XDR, offering unified detection, investigation, and response across all signals.
AI-driven features like Attack Discovery, AI Assistant, and workflow automation streamline security operations and remediation.
Both Observability and Security are positioned for market share gains through AI-driven automation and platform unification.
Explain the 42% FY24 cohort expansion
How GTM segmentation impacts AE productivity?
What is the 'AI unlock' for observability/security?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Elastic earnings date
Q2 202620 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, 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
Related articles
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
)
Edge19 Sep 2025
American Express: An Empire of Plastic
How history, brand, and structure have steadily built American Express' moat, and why Warren Buffett still calls it a one-of-a-kind business.
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