Every 10-Q that Elastic N.V. (ESTC) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow ESTC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ESTC filings page.
Elastic N.V. (ESTC) reported revenue of $478.1 million for the three months ended July 31, 2026, up 15% from $415.3 million a year earlier. Subscription revenue was $448.7 million, also up 15%, with Elastic Cloud reaching $235.2 million and Annual Elastic Cloud growing 27% year over year.
Gross margin declined to 74% from 77% as cloud usage and related hosting costs increased. Operating expenses rose to $379.8 million, including $19.9 million of restructuring charges from a plan to reduce the workforce by about 7%. Net loss improved to $16.7 million from $24.6 million.
Operating cash flow was strong at $132.0 million, up from $104.8 million, and cash, cash equivalents, and restricted cash totaled $881.8 million at quarter end. Remaining performance obligations were $1.854 billion, with about 62% expected to be recognized as revenue in the next 12 months. Elastic repurchased 804,601 shares for $40.0 million, with $120.0 million still available under its buyback program, and later agreed to acquire Deductive AI, Inc. for approximately $70 million.
Elastic N.V. reported solid growth for the quarter ended January 31, 2026, with total revenue rising to $449.9 million from $382.1 million a year earlier. Subscription revenue, which makes up 95% of the total, increased to $425.7 million, driven by Elastic Cloud and other subscription offerings.
The company generated quarterly net income of $7.8 million, compared with a net loss of $17.1 million in the prior-year quarter, although it still recorded a $68.1 million net loss for the nine‑month period. Operating cash flow remained strong at $174.2 million, and cash, cash equivalents, and restricted cash reached $740.9 million.
Elastic continued investing in AI and its Search AI Platform while completing two small technology acquisitions. It also returned capital to shareholders, repurchasing 3.77 million ordinary shares in the nine months for $300.0 million, with $200.0 million remaining under its authorization.
Elastic N.V. reports higher revenue but remains unprofitable for the quarter ended October 31, 2025. Total revenue reached $423.5 million, up from $365.4 million a year earlier, driven mainly by subscription revenue of $397.7 million. Elastic Cloud contributed $205.7 million, or 49% of total revenue.
The company posted a quarterly net loss of $51.3 million, compared with a loss of $25.5 million in the prior-year quarter, while operating cash flow for the first six months improved to $131.4 million. Elastic closed the quarter with $800.6 million in cash and cash equivalents and $595.5 million in marketable securities. It also repurchased 1.35 million shares for $114.1 million under a new $500 million buyback program and completed two AI-focused acquisitions, Jina AI for $44.6 million and Keep for $10.9 million.
Elastic N.V. reported interim results for the three months ended July 31, 2025. Revenue recognized from amounts previously deferred was $311.6 million for the quarter, up from $261.4 million a year earlier, and remaining performance obligations totaled $1.461 billion, with ~65% expected to be recognized within 12 months. Services cost rose $3.9 million (17%), pushing services gross margin to (2)% versus 1% a year earlier. Amortization of deferred contract acquisition costs was $26.2 million versus $23.2 million. The company held $1.494 billion of cash, cash equivalents, and marketable securities and an accumulated deficit of $1.124 billion as of July 31, 2025. Long-term debt includes $575.0 million of Senior Notes issued in July 2021 with a fair value of approximately $547.4 million as of July 31, 2025. The company disclosed pending securities litigation and stated it cannot predict the outcome.