Elastic NV at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 02, 2026 / 09:50PM GMT

Release Date Price: R$22.4 (+1.40%)

Transcript 10-Q8-K

Sanjit Singh

Morgan Stanley - Analyst

All right. We are continuing the afternoon session at the Morgan Stanley TMT Conference day one. Super thrilled to have the management team from Elastic join us. We have CEO, Ash Kulkarni; and Chief Financial Officer, Navam Welihinda. Ash, Navam, thank you again for joining us at the Morgan Stanley TMT Conference.

Ashutosh Kulkarni

Elastic NV - Chief Executive Officer, Executive Director

Thanks for having us.

Sanjit Singh

Morgan Stanley - Analyst

For the quick disclosures for important research disclosures, go to www.morganstanley.com/researchdisclosures.

Questions & Answers

Sanjit Singh

Morgan Stanley - Analyst

So with that, let's kick off the conversation. Definitely an interesting time in the market, investors debating all sorts of aspects as it relates to AI. I think people are coming back to like a first principle of level

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