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Elastic (ESTC) investor relations material
Elastic Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary10 Dec, 2025
Key business highlights
Q2 saw strong customer commitments, including two $20M+ security deals and over 30 $1M+ deals, with AI as the fastest-growing segment.
Security deals included major wins at CISA and a large chemicals manufacturer, displacing incumbents.
U.S. public sector shutdowns delayed some renewals, shifting revenue from Q2 to Q3 but not impacting full-year outlook.
Raised full-year guidance based on strong momentum and pipeline visibility.
Demand and market trends
Demand remains robust across regions and sectors, with geopolitical events boosting public sector activity in Europe.
U.S. public sector demand stayed strong despite shutdown-related timing issues.
Customer-friendly pricing and platform efficiency are driving deeper engagement, especially in federal accounts.
AI adoption and product evolution
AI is driving rapid growth, with ISVs and enterprises moving from POCs to production applications.
Agent Builder, announced at Analyst Day, enables customers to build agents directly on their data and is in technical preview.
AI customer cohorts are growing 5% faster than others, with hundreds of production use cases.
How does the CISA deal expand federal reach?
Explain the "fat platform" investment strategy.
What drives AI revenue without a specific SKU?
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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.
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