Every 8-K 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 8-K covers material events a company has to report between its quarterly 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 board changes and related governance steps. On August 24, 2026, non-executive director Caryn Marooney notified the board she will not stand for re-appointment when her term ends at the annual general shareholders meeting in October 2026, and the company stated this decision is not due to any disagreement with Elastic or its board.
On August 26, 2026, the board nominated Julia Liuson, former President of Microsoft’s Developer Division, to stand for appointment as a non-executive director at the 2026 AGM, subject to shareholder vote under Dutch law. If elected, she will also join the Compensation Committee. Elastic furnished a press release on August 27, 2026 and plans to file a proxy statement for the 2026 AGM, including the director election.
Elastic N.V. (ESTC) reported first quarter fiscal 2027 results for the period ended July 31, 2026. Total revenue was $478.1 million, up 15% year-over-year, driven by subscription revenue of $448.7 million, also up 15%. Total Elastic Cloud revenue grew 20% to $235.2 million, with sales-led subscription revenue reaching $398.5 million, up 18%.
Current remaining performance obligations were $1.15 billion, up 21% year-over-year, and total remaining performance obligations were $1.85 billion, up 27% year-over-year, indicating strong contracted demand. GAAP operating loss was $23.6 million (margin -4.9%), while non-GAAP operating income was $77.3 million with a 16.2% margin. GAAP net loss per share was $0.16, and non-GAAP diluted EPS was $0.70.
Operating cash flow was $132.0 million, and adjusted free cash flow was $143.3 million, a 30% margin. Elastic repurchased about 0.8 million shares for $40 million under its $500 million buyback program. For fiscal 2027, the company guides to $1.998–$2.010 billion in revenue, non-GAAP operating margin of about 19.4%, and non-GAAP diluted EPS of $3.29–$3.37.
Elastic N.V. is implementing a restructuring plan to better align its organization with AI-driven automation and strategic priorities. The company expects to reduce its workforce by approximately 7% while continuing to hire in key go-to-market and other strategic roles, with total headcount still expected to grow this fiscal year compared to last year.
Elastic anticipates non-recurring cash charges of $22 million to $25 million, mainly for severance and related employee costs, with most recognized in the first quarter of fiscal 2027 and the remainder in later periods. Workforce reductions are expected to be substantially completed by the end of the third quarter of fiscal 2027, subject to local legal requirements.
The filing also notes that Chief Product Officer Ken Exner has decided to resign, effective July 17, 2026, to pursue another opportunity. His departure is stated not to be due to any disagreement with the company, its board, or its practices. Senior engineering leaders, including those over the Elasticsearch and Platform Group and the Observability and Security Group, will report directly to CEO Ashutosh Kulkarni to enhance accountability and innovation speed.
Elastic N.V. reported strong fourth quarter and fiscal 2026 results with solid growth and cash generation. Q4 revenue was $451 million, up 16% year-over-year, driven by subscription revenue of $422 million and sales-led subscription revenue of $375 million. Remaining performance obligations reached $1.982 billion, up 28% year-over-year, showing a larger contracted backlog.
For fiscal 2026, revenue was $1.739 billion, up 17% year-over-year, with non-GAAP operating income of $285 million and a non-GAAP operating margin of 16.4%. Adjusted free cash flow was $346 million, a 20% margin. GAAP diluted earnings per share were $3.43, including a $435 million tax benefit from releasing a valuation allowance, while non-GAAP diluted earnings per share were $2.57.
Elastic repurchased approximately 4.4 million shares for about $340 million under its $500 million buyback program during fiscal 2026. For fiscal 2027, the company guided to revenue of $1.985 billion to $2.000 billion, non-GAAP operating margin of about 19.0%, non-GAAP diluted earnings per share between $3.21 and $3.29, and adjusted free cash flow margin of about 21.5%.
Elastic N.V. reported strong third quarter fiscal 2026 results, with total revenue of $450 million, up 18% year-over-year, or 16% in constant currency. Subscription revenue was $426 million, up 19%, and sales-led subscription revenue reached $376 million, up 21%.
GAAP operating income was $1 million with a 0% margin, while non-GAAP operating income was $83 million with an 18.6% margin. GAAP diluted earnings per share were $0.07, and non-GAAP diluted earnings per share were $0.73. Operating cash flow was $43 million and adjusted free cash flow was $54 million, with cash, cash equivalents, and marketable securities totaling $1.248 billion as of January 31, 2026.
The company continued to grow larger customers, with more than 1,660 customers above $100,000 in annual contract value and a net expansion rate of about 112%. During the quarter, Elastic repurchased roughly 2.4 million ordinary shares for about $186 million under its up to $500 million share repurchase program.
For the fourth quarter of fiscal 2026, Elastic expects revenue between $445 million and $447 million and non-GAAP diluted earnings per share between $0.55 and $0.57. For fiscal 2026, it guides to revenue of $1.734–$1.736 billion and non-GAAP diluted earnings per share of $2.50–$2.54, with a non-GAAP operating margin near 16.3%.
Elastic N.V. (ESTC) reported that it has released a press release detailing its financial results for its second quarter ended October 31, 2025. The company furnished this press release as Exhibit 99.1 to a Form 8-K, meaning it is provided for informational purposes and is not treated as filed under Section 18 of the Exchange Act or automatically incorporated into other SEC filings unless specifically referenced.
Elastic N.V. approved a special one-time, performance-based equity award for CEO Ashutosh Kulkarni with a grant date fair value of $29.3 million. The award consists of PSUs that may deliver up to 456,491 ordinary shares, earned only upon achieving ambitious share-price goals and meeting service conditions.
The PSUs are split into four tranches weighted 20%, 20%, 20%, and 40%, measured from a baseline price of $86.61. Share-price goals are $121.69 (+40%), $152.64 (+76%), $166.77 (+93%), and $198.15 (+129%). Tranche 1 uses a three-year performance period; the others use five years, all starting October 13, 2025. A 20% holdback applies until the end of each performance period for rTSR testing versus the Russell 3000 median, which can reduce a tranche by 20% if below median.
Service vesting requires continuous CEO service: Tranche 1 vests annually over four years; Tranches 2–4 vest annually over years two through five. Death or Disability accelerates service vesting with a six-month window to meet performance; defined Change of Control events trigger accelerated service vesting with performance determined by linear interpolation.
Elastic N.V. approved a share repurchase program authorizing up to $500,000,000 to buy back its outstanding ordinary shares. The program has no expiration date and allows purchases in the open market, through Rule 10b5-1 trading plans, in privately negotiated transactions, or by other methods at the company's discretion. The timing and amount of repurchases depend on share price, business and market conditions, and the company is not obligated to repurchase any specific amount. Repurchased shares will be placed in the company's treasury, and the program may be modified, suspended, or terminated at any time.
Elastic N.V. reported the results of its annual general meeting of shareholders held on September 30, 2025 in Amsterdam. Shareholders voted on ten proposals described in the 2025 proxy statement, with each proposal receiving the required majority and being approved.
As of the September 2, 2025 record date, 106,272,440 ordinary shares were issued and outstanding and entitled to vote, excluding 35,937 treasury shares. Shareholders appointed Ashutosh Kulkarni as an executive director and Steven Schuurman as a non-executive director for three-year terms ending at the close of the 2028 annual general meeting. They also adopted the Dutch statutory annual accounts for the fiscal year ended April 30, 2025 and approved auditor appointments for Fiscal Year 2026.
Investors authorized the board to issue ordinary shares, restrict or exclude pre-emptive rights, and repurchase ordinary shares. Shareholders granted full discharge to executive and non-executive directors for their duties during Fiscal Year 2025 and approved, on a non-binding advisory basis, the compensation of the company’s named executive officers.
Elastic N.V. reported two main updates. The company furnished a press release with its financial results for the first quarter ended July 31, 2025. That press release, attached as Exhibit 99.1, contains the detailed revenue and earnings information for the period.
Elastic also disclosed a board change. On August 22, 2025, non-executive director Sohaib Abbasi informed the board that he will not stand for re-election when his term ends at the annual general shareholders meeting in September 2025. He has served on the board since July 2022. The filing clarifies that the earnings press release is being furnished, not filed, which affects how it is treated under U.S. securities laws.