Jul 2026 (Q1 FY27) — Aug 27, 2026
Elastic Q1 FY27 — Strong Start with AI and Security Momentum
Read the full callElastic earnings: last reported Thu, 27 Aug 2026, for the quarter ended Jul 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 478 | +15.1% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | -4.9 | −2.7 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | -16.7 | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $81.16 on 17 Oct 2025 → $94.6. High $99.91 (28 Aug 2026), low $43.3 (10 Apr 2026).
Overview
Call summaries
Elastic Q1 FY27 — Strong Start with AI and Security Momentum
Read the full callElastic Q4 FY26 — Commitments accelerate as CRPO reaches 20% and RPO jumps to $1.98B
Read the full callElastic N.V. Q3 FY26 — Strong AI-Driven Growth and Profitability
Read the full callEvery analysed call
Financials
Net profit, year on year: +32% (quarter to jul 2026 against jul 2025).
| Line item | Oct 2024 | Jan 2025 | Apr 2025 | Jul 2025 | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 365 | 382 | 388 | 415 | 423 | 450 | 451 | 478 |
| Operating profit | -4 | -5 | -12 | -9 | -8 | 1 | -16 | -24 |
| Operating margin | −1.2% | −1.2% | −3.1% | −2.3% | −1.9% | 0.1% | −3.6% | −4.9% |
| Interest | 6 | 6 | 6 | 6 | 6 | 6 | 6 | 6 |
| Profit before tax | -2 | 4 | -5 | -0 | 1 | 6 | -10 | -17 |
| Tax rate | −1328.2% | 519.0% | −248.4% | −273266.7% | 4020.8% | −25.8% | 4563.9% | 3.1% |
| Net profit | -25 | -17 | -16 | -25 | -51 | 8 | 436 | -17 |
| EPS ($ per share) | -0.25 | -0.16 | — | -0.23 | -0.48 | 0.07 | — | -0.16 |
| Line item | Apr 2019 | Apr 2020 | Apr 2021 | Apr 2022 | Apr 2023 | Apr 2024 | Apr 2025 | Apr 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | -317 | -484 | -613 | -817 | -1,053 | -992 | -1,100 | -732 |
| Total liabilities | 223 | 390 | 522 | 1,227 | 1,345 | 1,504 | 1,666 | 1,876 |
| Fixed assets | 5 | 8 | 9 | 7 | 5 | 5 | 7 | 9 |
| Investments | — | — | — | — | — | 544 | 670 | 602 |
| Total assets | 486 | 804 | 973 | 1,643 | 1,743 | 2,243 | 2,593 | 3,153 |
| Line item | Apr 2019 | Apr 2020 | Apr 2021 | Apr 2022 | Apr 2023 | Apr 2024 | Apr 2025 | Apr 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -24 | -31 | 23 | 6 | 36 | 149 | 266 | 327 |
| Cash from investing | -8 | -29 | -2 | -127 | -273 | -288 | -119 | 26 |
| Cash from financing | 282 | 59 | 77 | 602 | 17 | 40 | 41 | -312 |
| Net cash flow | 249 | -1 | 104 | 460 | -217 | -104 | 188 | 39 |
| Capital expenditure | -3 | -5 | -4 | -2 | -3 | -3 | -4 | -5 |
| Free cash flow | -27 | -36 | 19 | 3 | 33 | 145 | 262 | 322 |
| Segment | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | Q1 FY2027 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Saa S Self Managed | 46% | 47% | 47% | 47% | 49% | 49% | 48% | 49% | +20.1% |
| Self Managed Subscription | 47% | 47% | 46% | 46% | 45% | 46% | 46% | 45% | +10.7% |
| Saa S Self Managed Annual | — | — | — | 35% | 37% | 37% | 38% | 39% | +26.8% |
| Saa S Self Managed Monthly | — | — | — | 12% | 12% | 11% | 11% | 11% | +0.7% |
| Professional Services | 7% | 6% | 7% | 6% | 6% | 5% | 6% | 6% | +10.0% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
| KPI | Jan 2026 Q3 FY26 | Apr 2026 Q4 FY26 | Jul 2026 Q1 FY27 | Change vs prior quarter |
|---|---|---|---|---|
| Customers above an annual spend threshold ACV > $100,000 | 1,660+Sales led subscription revenue accelerated to 21% alongside our growing cohort of $100,000 ACV customers, which now exceeds 1,660.Source: earnings call transcript | 1,720+We ended the year with over 1,720 customers spending more than $100,000 in ACV.Source: earnings call transcript | 1,800+We ended Q1 with more than 1,800 customers spending $100,000 or more in ACV.Source: earnings call transcript | — |
| Customers above an annual spend threshold ACV >= $100,000 using AI | 470+We now have over 470 customers with an ACV of 100,000 or greater using us for AI.Source: earnings call transcript | 600+We now have over 600 customers with an ACV of over 100,000 or greater using our AI capabilities.Source: earnings call transcript | 670+That is more than 670 high-value customers now using Elastic for AI use cases with 70 net additions quarter-over-quarter in Q1.Source: earnings call transcript | — |
| Remaining performance obligation (RPO) Current | ~$1.06BCRPO accelerated to approximately $1.06 billion growing 19% as reported and 15% on a constant currency basis.Source: earnings call transcript | $1.2BIn Q4, we grew CRPO to $1.2 billion which was 20% growth, both as reported and on a constant currency basis as compared to 15% on a constant currency basis in Q3 FY '26.Source: earnings call transcript | $1.2BOur CRPO in the first quarter was $1.2 billion, representing 21% growth as reported and 20% on a constant currency basis.Source: earnings call transcript | 0% |
| Remaining performance obligation (RPO) | — | $1.98BIn Q4, our RPO accelerated to $1.98 billion, growing 28% as reported and 27.4% in constant currency.Source: earnings call transcript | $1.9BOur RPO for the first quarter was $1.9 billion, representing 27% growth, both as reported and on a constant currency basis.Source: earnings call transcript | -4% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Q1 FY2027 · share of revenue
As ESTC cuts its regions in its filings; they can nest, so they need not add to 100%.
83 filings between Dec 1, 2025 and Oct 12, 2026.
Purchases
$710.2K
3 purchases by 1 insider
Sales
$436.16M
63 sales by 8 insiders
6% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 1 gift.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Schuurman Steven | — | $323.50M | Oct 12, 2026 |
| Banon Shay | — | $93.41M | Sep 14, 2026 |
| Kulkarni Ashutosh | — | $7.85M | Sep 9, 2026 |
| Dodds Mark Eugene | — | $3.91M | Oct 2, 2026 |
| Herzog Carolyn | — | $2.60M | Sep 9, 2026 |
| Welihinda Navam | — | $2.14M | Sep 9, 2026 |
| Exner Ken | — | $1.83M | Jun 9, 2026 |
| Bone Jane E | — | $915.1K | Sep 9, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 12, 2026 | Schuurman Steven Director | Sale | 2,000,000 | $188.30M |
| Oct 5, 2026 | Schuurman Steven Director | Sale | 1,500,000 | $135.19M |
| Oct 2, 2026 | Dodds Mark Eugene Chief Revenue Officer | Sale | 10,000 | $925.8K |
| Sep 29, 2026 | Kulkarni Ashutosh Chief Executive Officer | Gift | 2,778 | $0 |
| Sep 14, 2026 | Banon Shay Chief Technology Officer | Sale | 15,086 | $1.29M |
| Sep 14, 2026 | Banon Shay Chief Technology Officer | Sale | 69,121 | $5.84M |
| Sep 10, 2026 | Banon Shay Chief Technology Officer | Sale | 6,101 | $519.6K |
| Sep 10, 2026 | Banon Shay Chief Technology Officer | Sale | 100 | $8.7K |
| Sep 9, 2026 | Banon Shay Chief Technology Officer | Sale | 14,991 | $1.32M |
| Sep 9, 2026 | Banon Shay Chief Technology Officer | Sale | 6,577 | $577.3K |
| Sep 9, 2026 | Banon Shay Chief Technology Officer | Sale | 6,126 | $540.8K |
| Sep 9, 2026 | Banon Shay Chief Technology Officer | Sale | 127,892 | $11.07M |
| Sep 9, 2026 | Herzog Carolyn Chief Legal Officer | Sale | 5,485 | $481.5K |
| Sep 9, 2026 | Dodds Mark Eugene Chief Revenue Officer | Sale | 9,673 | $849.1K |
| Sep 9, 2026 | Bone Jane E GVP & CAO | Sale | 1,542 | $135.4K |
| Sep 9, 2026 | Welihinda Navam Chief Financial Officer | Sale | 8,961 | $786.6K |
| Sep 9, 2026 | Kulkarni Ashutosh Chief Executive Officer | Sale | 29,227 | $2.57M |
| Sep 4, 2026 | Banon Shay Chief Technology Officer | Sale | 3,217 | $302.7K |
| Sep 4, 2026 | Banon Shay Chief Technology Officer | Sale | 10,400 | $974.3K |
| Sep 4, 2026 | Banon Shay Chief Technology Officer | Sale | 66,266 | $6.12M |
| Sep 4, 2026 | Banon Shay Chief Technology Officer | Sale | 700 | $66.5K |
| Sep 3, 2026 | Banon Shay Chief Technology Officer | Sale | 66,382 | $6.20M |
| Sep 3, 2026 | Banon Shay Chief Technology Officer | Sale | 1,300 | $123.1K |
| Sep 3, 2026 | Banon Shay Chief Technology Officer | Sale | 108,052 | $10.20M |
| Sep 3, 2026 | Banon Shay Chief Technology Officer | Sale | 5,566 | $529.1K |
| Sep 3, 2026 | Banon Shay Chief Technology Officer | Sale | 18,631 | $1.75M |
| Sep 3, 2026 | Banon Shay Chief Technology Officer | Sale | 3,771 | $356.0K |
| Sep 2, 2026 | Banon Shay Chief Technology Officer | Sale | 42,456 | $3.85M |
| Sep 2, 2026 | Banon Shay Chief Technology Officer | Sale | 97,199 | $8.72M |
| Sep 2, 2026 | Banon Shay Chief Technology Officer | Sale | 25,516 | $2.34M |
| Sep 1, 2026 | Herzog Carolyn Chief Legal Officer | Sale | 10,000 | $936.7K |
| Sep 1, 2026 | Bone Jane E GVP & CAO | Sale | 4,176 | $390.4K |
| Sep 1, 2026 | Banon Shay Chief Technology Officer | Sale | 97,599 | $9.03M |
| Sep 1, 2026 | Banon Shay Chief Technology Officer | Sale | 13,528 | $1.26M |
| Aug 31, 2026 | Banon Shay Chief Technology Officer | Sale | 87,423 | $8.46M |
| Aug 31, 2026 | Banon Shay Chief Technology Officer | Sale | 4,154 | $406.1K |
| Aug 31, 2026 | Banon Shay Chief Technology Officer | Sale | 108,423 | $10.43M |
| Jun 9, 2026 | Dodds Mark Eugene Chief Revenue Officer | Sale | 18,439 | $1.12M |
| Jun 9, 2026 | Kulkarni Ashutosh Chief Executive Officer | Sale | 40,373 | $2.45M |
| Jun 9, 2026 | Welihinda Navam Chief Financial Officer | Sale | 12,961 | $785.6K |
| Jun 9, 2026 | Bone Jane E GVP & CAO | Sale | 1,104 | $66.9K |
| Jun 9, 2026 | Exner Ken Chief Product Officer | Sale | 18,449 | $1.12M |
| Jun 9, 2026 | Herzog Carolyn Chief Legal Officer | Sale | 9,485 | $574.9K |
| Jun 9, 2026 | Banon Shay Chief Technology Officer | Sale | 9,288 | $562.9K |
| Jun 8, 2026 | Dodds Mark Eugene Chief Revenue Officer | Award | 34,725 | $0 |
| Jun 8, 2026 | Banon Shay Chief Technology Officer | Award | 40,231 | $0 |
| Jun 8, 2026 | Banon Shay Chief Technology Officer | Award | 31,252 | $0 |
| Jun 8, 2026 | Kulkarni Ashutosh Chief Executive Officer | Award | 148,857 | $0 |
| Jun 8, 2026 | Kulkarni Ashutosh Chief Executive Officer | Award | 111,123 | $0 |
| Jun 8, 2026 | Welihinda Navam Chief Financial Officer | Award | 56,324 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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