Financial Data and Key Metrics Changes - In Q4, total revenue was $177.6 million, representing a 44% year-over-year growth [40] - For the full fiscal year, total revenue reached $608.5 million, up 42% year-over-year [40] - Subscription revenue in Q4 totaled $164.5 million, making up 93% of total revenue, with Elastic cloud revenue growing 70% year-over-year to $51.3 million [41] - Elastic cloud revenue for fiscal '21 was $166.3 million, an 80% increase year-over-year, comprising 27% of total revenue [41] - Calculated billings in Q4 grew 38% year-over-year to $240.9 million [43] - Total deferred revenue at the end of Q4 was $397.7 million, up 53% year-over-year [44] Business Line Data and Key Metrics Changes - The company ended Q4 with over 15,000 subscription customers, including more than 730 with annual contract values over $100,000 [46] - The number of customers with ACV over $1 million increased to over 75, compared to over 50 at the end of fiscal '20 [48] - Professional services revenue in Q4 was $13.1 million, growing 34% year-over-year [42] Market Data and Key Metrics Changes - The demand environment in Q4 showed early signs of recovery, with broad-based strength across all three solutions [43] - The net expansion rate was slightly below 130%, reflecting broader market conditions [47] Company Strategy and Development Direction - The company aims to become a $1 billion plus revenue company in fiscal '23, driven by strong cloud adoption and strategic partnerships [38][60] - Investments will focus on sales and marketing to drive initial adoption and scale within enterprises [54] - The company is expanding its cloud offerings and partnerships, particularly with Microsoft, to enhance customer experience [34][96] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term opportunity, citing strong customer alignment with spending priorities [78] - The macroeconomic environment is gradually improving, which is expected to positively impact business performance [75] - The company anticipates that Elastic cloud will continue to grow faster than the overall business due to its feature advantages [56] Other Important Information - The company raised $1.3 million for charitable organizations through its Elastic Cares program in fiscal '21 [37] - The company ended the year with approximately $401 million in cash and cash equivalents, maintaining a strong cash position [52] Q&A Session Summary Question: Insights on the importance of security in the business - Management highlighted that security is the fastest-growing segment, representing around 20% of the business, and emphasized the importance of data as a feature for better protection [64] Question: Adoption of different SKUs and customer transition - Management noted that over half of customers with more than $100,000 ACV have adopted only one solution, indicating significant cross-sell and upsell opportunities [73] Question: Confidence in achieving the billion-dollar target - Management expressed confidence based on strong execution, market opportunity, and customer spending alignment with their solutions [78] Question: Impact of licensing changes on customer additions - Management stated that the licensing changes have not negatively impacted customers and expect long-term benefits for the cloud business [88] Question: Cloud strategy and customer migration - Management believes that their cloud service provides the best experience for customers and is committed to supporting customers wherever they are, including self-managed options [96][101]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended January 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-38675 Elastic N.V. The Netherlands (State or other jurisdiction of incorporation or organization) Not Applicable (I.R.S. Employer Identification No.) 800 West El ...

elastic ELASTIC N.V. (ESTC) Q3 FY2021 Earnings Conference Call February 24, 2021 ■ ■ ■ ■ ■ ■ ■ ■ ■ ... .. .. ... ... ■ ■ ■ ■ ■ ■ Forward Looking Statements and Non-GAAP Disclaimer This presentation and the accompanying oral presentation contain forward-looking statements that involve substantial risk and uncertainties, which include, but are not limited to, our expected financial results for the fiscal quarter and the fiscal year ending April 30, 2021, our expectations regarding the impact of the COVID19 pa ...

Elastic N.V. (NYSE:ESTC) Q3 2021 Earnings Conference Call February 24, 2021 5:00 PM ET Company Participants Anthony Luscri – Vice President-Investor Relations Shay Banon – Founder and Chief Executive Officer Janesh Moorjani – Chief Financial Officer Conference Call Participants Brent Thill – Jefferies Tyler Radke – Citi Raimo Lenschow – Barclays Brad Reback – Stifel Kash Rangan – Goldman Sachs Matt Hedberg – RBC Capital Markets Ittai Kidron – Oppenheimer Mark Murphy – J.P. Morgan Operator Good afternoon, an ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-38675 Elastic N.V. The Netherlands (State or other jurisdiction of incorporation or organization) Not Applicable (I.R.S. Employer Identification No.) 800 West El ...

Elastic N.V. (NYSE:ESTC) Q2 2021 Earnings Conference Call December 2, 2020 5:00 PM ET Company Participants Anthony Luscri - Vice President, Investor Relations Shay Banon - Founder & Chief Executive Officer Janesh Moorjani - Chief Financial Officer Conference Call Participants Brent Thill - Jefferies Dan Bergstrom - RBC Capital Markets George Iwanyc - Oppenheimer Operator Good afternoon, and welcome to the Elastic Second Quarter Fiscal 2021 Earnings Conference Call. All participants will be in listen-only mo ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-38675 Elastic N.V. The Netherlands (State or other jurisdiction of incorporation or organization) Not Applicable (I.R.S. Employer Identification No.) 800 West El Ca ...

elastic ELASTIC N.V. (ESTC) Q1 FY2021 Earnings Conference Call ■ ■ ■ ■ ■ ■ .... ■ ■ ■ ■ ■ ■ August 26, 2020 Forward Looking Statements and Non-GAAP Disclaimer This presentation and the accompanying oral presentation contain forward-looking statements that involve substantial risk and uncertainties, which include, but are not limited to, our expected financial results for the fiscal quarter ending October 31, 2020 and the fiscal year ending April 30, 2021, our expectations regarding the impact of the COVID-1 ...

Elastic N.V. (NYSE:ESTC) Q1 2021 Earnings Conference Call August 26, 2020 5:00 PM ET Company Participants Anthony Luscri - VP, IR Shay Banon - Founder and CEO Janesh Moorjani - CFO Conference Call Participants Brent Thill - Jefferies Tyler Radke - Citi Raimo Lenschow - Barclays Capital Matt Hedberg - RBC Capital Markets Kash Rangan - Bank of America Merrill Lynch Ittai Kidron - Oppenheimer Operator Good afternoon, and welcome to the Elastic First Quarter Fiscal 2021 Earnings Conference Call. All participant ...

Non-accelerated filer ☐ Smaller reporting company ☐ Emerging growth company ☐ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________________________________________________________________________________________________________________________________________________ FORM ____________________________________________________________________________________________________________________10-K _______________________________________________ ...