Elastic NV at Barclays Global Technology Conference Transcript

Dec 10, 2025 / 04:05PM GMT
Release Date Price: R$35.47 (+14.60%)
Raimo Lenschow
Barclays Services Corp - Analyst

Hey, welcome to our first session. I'm really happy to have the team from Elastic here. Ash, Eric, thanks for joining us.

Questions & Answers

Raimo Lenschow
Barclays Services Corp - Analyst

Maybe let's start like to get everyone grounded, like Ash, you reported some really good numbers last week. From -- a couple of weeks ago, yeah, what was the highlight from your perspective? Like just -- what you saw?

Ashutosh Kulkarni
Elastic NV - Chief Executive Officer, Executive Director

So Q2 for us, probably the most interesting thing about Q2 was very strong commitments from customers. The way our business is set up is fundamentally our sales-driven motion is the primary motion for our go-to-market. And customers make commitments, whether it's on cloud or self-managed, doesn't really matter from our perspective. And those commitments then turn into revenue over the next 12 months as consumption happens.

And we saw really strong commitments across the

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