Q4 2025 Elastic NV Earnings Call Transcript
Key Points
- Elastic NV (ESTC) achieved a strong quarter with a 16% revenue growth and a 23% increase in Elastic Cloud revenue.
- The company exceeded guidance across all revenue and profitability metrics, demonstrating platform strength.
- Elastic NV (ESTC) ended FY25 with more than 1,510 customers spending over $100,000, and over 210 customers with more than $1 million in committed annual contract value.
- The company secured significant deals, including an eight-figure expansion with a global financial institution and a multiyear seven-figure deal with an international banking group.
- Elastic NV (ESTC) continues to see strong adoption of its GenAI applications, with over 2,000 Elastic Cloud customers using it for GenAI use cases.
- Elastic NV (ESTC) faced pressure in the US public sector, impacting sales cycles, particularly in federal civilian agencies.
- The company is approaching FY26 guidance with prudence due to potential macroeconomic uncertainties.
- There is a noted sequential headwind due to fewer days in Q4, affecting revenue comparisons.
- Despite strong performance, the company acknowledges potential uncertainty amidst evolving macro conditions.
- Elastic NV (ESTC) is seeing slower sequential cloud growth in fiscal Q1, attributed to seasonal patterns and consumption headwinds.
Good afternoon, and welcome to the Elastic NV fourth quarter fiscal 2025 earnings results conference call. (Operator Instructions) Please note, this event is being recorded. I would now like to turn the conference over to Anthony Luscri, Vice President of Investor Relations. Please go ahead.
Thank you. Good afternoon, and thank you for joining us on today's conference call to discuss Elastic's fourth quarter fiscal 2025 financial results. On the call, we have Ash Kulkarni, Chief Executive Officer; and Navam Welihinda, Chief Financial Officer. Following their prepared remarks, we will take questions.
Our press release was issued today after the close of market and is posted on our website. Slides, which are supplemental to the call, can also be found on the Elastic Investor Relations website at ir.elastic.co. Our discussion will include forward-looking statements, which may include predictions, estimates or expectations regarding the demand of our products and solutions in our future
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