TranscriptsNetherlandsSep. 04, 2025 10:07 PM ETElastic N.V. (ESTC) StockESTCSA Transcripts155.22K FollowersQ1: 2025-08-28 Earnings SummaryTranscriptSlidesPR10-QEPS of $0.60 beats by $0.18 | Revenue of $415.29M (19.53% Y/Y) beats by $17.95MElastic N.V. (NYSE:ESTC) Citi’s 2025 Global Technology, Media and Telecommunications Conference September 4, 2025 2:50 PM EDTCompany ParticipantsNavam Welihinda - Chief Financial OfficerAshutosh Kulkarni - CEO & Executive DirectorConference Call ParticipantsTyler Radke - Citigroup Inc., Research DivisionPresentationTyler RadkeVP & Senior AnalystHello everyone. Good afternoon. Tyler Radke, I co-head Citi's software sector. Welcome to the afternoon track of a busy day 2 at the Citi conference. We got the Elastic team here with us for a great discussion, Ash Kulkarni to my left, the CEO; and the recently appointed CFO, Navam Welihinda. I'm sorry if I got it right?Navam WelihindaChief Financial OfficerYou got it.Question-and-Answer SessionTyler RadkeCitigroup Inc., Research DivisionOkay. So gentlemen, thanks for making the appearance. For folks in the room that maybe are less familiar with Elastic, could you just give a quick overview on the company and how kind of the evolution of AI has impacted the business?Ashutosh KulkarniCEO & Executive DirectorSure. So Elastic fundamentally as a company was founded on an open source project, Elasticsearch,; which was written by our co-founders. And the best way to think about it is it's a search platform. It's a technology that's designed for bringing in any and all kinds of messy unstructured information and then making all of it searchable. So through that, you can then analyze that data in all kinds of ways. And over the years, we started in that sort of basic search area, but then grew into observability, specifically starting with log analytics because logs tend to be extremely messy. They're voluminous. They're hard to analyze. And then getting into observability over time, we got into security as well, into cybersecurity, specifically starting with SIEM and in the security, event management and monitoring space, that became the cornerstone, but then we also expanded into other areas in security, specifically endpointRead more current ESTC analysis and newsView all earnings call transcriptsCommentsRecommended For YouAbout ESTC StockSymbolLast Price% Chg1D5D1M6M1Y5Y10YMarket CapRev Growth (YoY)Short InterestPrev. CloseTrending AnalysisTrending News