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Elastic
Elastic (ESTC) investor relations material
Elastic Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary26 Feb, 2026
Executive summary
Q3 revenue grew 18% year-over-year to $450 million, driven by strong subscription and Elastic Cloud growth, with non-GAAP operating margin at 18.6%.
Over 1,660 customers had annual contract value above $100,000, with more than 470 customers using AI capabilities and significant large deal momentum.
Recognized as a leader in search, observability, and security analytics by major industry analysts.
Net income for the quarter was $7.8 million, a turnaround from a net loss in the prior year quarter.
Continued investment in R&D and sales to drive product innovation and customer expansion.
Financial highlights
Subscription revenue reached $426 million, up 19% year-over-year; sales-led subscription revenue was $376 million, up 21% year-over-year.
Elastic Cloud revenue grew 21% year-over-year; monthly Elastic Cloud revenue was $50 million, up 6% year-over-year.
Non-GAAP gross margin was 78%–78.5%; subscription gross margin was 81%–82%.
Adjusted free cash flow was $54 million, with a margin of 12%.
Cash, cash equivalents, and marketable securities totaled $1.25 billion at quarter end; total debt was $571 million.
Outlook and guidance
Q4 FY26 revenue expected between $445 million and $447 million (15% growth at midpoint); sales-led subscription revenue $371 million–$373 million (18% growth at midpoint).
Full-year FY26 revenue guidance raised to $1.734 billion–$1.736 billion (17% growth at midpoint); sales-led subscription revenue $1.434 billion–$1.436 billion (20% growth at midpoint).
FY26 non-GAAP operating margin expected at 16.3%; non-GAAP EPS $2.50–$2.54.
The company believes its liquidity is sufficient to fund operations for at least the next 12 months.
Ongoing investments in R&D and sales are expected to continue, with a focus on expanding the platform and customer base.
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Next Elastic earnings date
Morgan Stanley Technology, Media & Telecom Conference 20262 Mar, 2026
Elastic
Next Elastic earnings date
Morgan Stanley Technology, Media & Telecom Conference 20262 Mar, 2026
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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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