Elastic N.V. filings document a Netherlands-based public software company with ordinary shares listed under ESTC and a distributed operating structure. Recent 8-K reports furnish quarterly financial results and record material events involving board actions, executive compensation arrangements, shareholder votes, and share repurchase authorization.
The company's proxy materials and annual-meeting filings describe director elections, voting results, executive and director compensation, equity awards, governance proposals, and the treatment of ordinary shares and treasury shares. These disclosures frame Elastic's capital structure, board oversight, incentive plans, shareholder approval matters, and recurring financial reporting for its search AI, observability, and security software business.
Elastic N.V. submitted a Form 144 disclosure reporting the vesting of 39,324 ordinary shares on 03/08/2026. The filing also records a prior sale of 5,000 ordinary shares by Ashutosh Kulkarni on 12/15/2025.
Elastic N.V. submitted a Form 144 notice reporting proposed insider sale activity tied to equity award vesting. The filing lists 8,511 ordinary shares vesting on 03/08/2026 and records a prior sale by Navam Welihinda of 1,046 ordinary shares on 12/10/2025.
Elastic N.V. lists vesting of equity awards. The filing records a row for 887 ordinary shares and includes the date 03/09/2026. It also records a vesting event dated 03/08/2026 and a prior sale by Jane Bone of 1,187 ordinary shares on 01/09/2026.
Pictet Asset Management, a Swiss investment adviser, reports beneficial ownership of 6,412,736 shares of Elastic N.V. common stock, representing 6.2% of the company. It holds sole voting power over 6,397,478 shares and sole dispositive power over all 6,412,736 shares.
Pictet bought Elastic shares for approximately USD 489,255,713.20 using assets of its institutional clients, without leverage or borrowing. The firm describes the stake as part of its broader active-ownership strategy, engaging management on governance, long-term strategy, financial strength, valuation, and sustainability, while stating it has no current plans to seek control of Elastic.
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. 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%.