Elastic N.V. · ESTC · Next earnings

Elastic N.V. reports Thursday, Nov 19, 2026

ESTC reports after market close with consensus EPS at $0.81 and revenue at $486.8M. Last quarter: Elastic raises guidance as AI adoption expands across its platform

Reports After market close40 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $0.81 Calendar consensus
Consensus revenue $486.8M Calendar consensus
Report date Nov 19, 2026 Thursday, date estimated
Session After market close 40 days away

Where ESTC left off: FY2027 Q1

Full report

Elastic raises guidance as AI adoption expands across its platform

EPS surprise +19.9% Reported $0.70 vs $0.58
Revenue surprise +1.8% Reported $478.1M vs $469.7M
Stock move +19.3% Event window
Subsequent drift -12.0% Up to 20 sessions

Management raised full-year revenue and subscription guidance, while targeting operating margin around 19%.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Cloud consumption and mix may create variability.
  • Competition is intensifying in AI vector search, security, and observability.
  • Restructuring charges and regulatory complexity could weigh on execution.
  • The durability of AI-led expansion and growth in large customers remains unproven.

Questions analysts left open

  • Whether rapid growth in the $100K+ customer cohort can be sustained.
  • How AI usage affects net revenue retention.
  • Cloud bookings mix, margins, and progress in the FedRAMP-authorized federal segment.

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Recent ESTC quarters

All ESTC earnings
+19.3%FY2027 Q1+12.3%FY2026 Q4-15.4%FY2026 Q3-14.7%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.