TranscriptsNetherlandsMar. 02, 2026 8:47 PM ETElastic N.V. (ESTC) StockSA Transcripts158.76K FollowersCommentsQ3: 2026-02-26 Earnings SummaryInsightsTranscript InsightsTranscriptEPS of $0.73 beats by $0.08 | Revenue of $449.88M (17.74% Y/Y) beats by $11.46MElastic N.V. (ESTC) Morgan Stanley Technology, Media & Telecom Conference 2026 March 2, 2026 4:50 PM ESTCompany ParticipantsAshutosh Kulkarni - CEO & Executive DirectorNavam Welihinda - Chief Financial OfficerConference Call ParticipantsSanjit Singh - Morgan Stanley, Research DivisionPresentationSanjit SinghMorgan Stanley, Research DivisionAll right. We are continuing the afternoon session at the Morgan Stanley TMT Conference day 1. Super thrilled to have the management team from Elastic join us. We have CEO, Ash Kulkarni; and Chief Financial Officer, Navam Welihinda. Ash, Navam, thank you again for joining us at the Morgan Stanley TMT Conference.Unknown ExecutiveThanks for having us.Sanjit SinghMorgan Stanley, Research DivisionFor the quick disclosures for important research disclosures, go to www.morganstanley.com/researchdisclosures.Question-and-Answer SessionSanjit SinghMorgan Stanley, Research DivisionSo with that, let's kick off the conversation. Definitely an interesting time in the market, investors debating all sorts of aspects as it relates to AI. I think people are coming back to like a first principle of level thinking when it comes to software companies. And so with that as context, as investors assess what software companies will prove durable in the AI area, can you talk today about the problems you solve and the core value proposition you deliver for customers today, Ash?Ashutosh KulkarniCEO & Executive DirectorYes. So the best way to think about Elastic and what we do is think of us as a data platform. And in the context of AI, what we are relevant for is providing the right context to large language models to be able to do their job, to be able to do the task that they're working on at the moment.Fundamentally, the best way to think about it is most organizations, take your organization as an example, you sitRead more current ESTC analysis and newsView all earnings call transcriptsComments