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 ...

Sales and Seasonality - The company has historically experienced quarterly fluctuations and seasonality in sales, with higher sales typically in the second and fourth quarters [152]. - The company expects seasonality to continue affecting results, particularly as it targets larger enterprise customers [152]. Financial Performance and Shareholder Impact - Management's estimates and assumptions in financial reporting could lead to results falling below expectations, impacting share price [152]. - The company has never declared or paid cash dividends and intends to retain earnings for business operations, relying on share price appreciation for investor returns [161]. - The concentration of share ownership with insiders may limit other shareholders' ability to influence corporate matters [154]. - The trading market for the company's shares is influenced by analysts' reports, and unfavorable opinions could lead to a decline in stock price [161]. Corporate Governance and Compliance - The company is subject to the Dutch Corporate Governance Code but does not comply with all suggested provisions, which may affect shareholder rights [161]. - The company is subject to the Sarbanes-Oxley Act and has incurred significant expenses for compliance, including hiring additional accounting staff [284]. - The company may face increased general and administrative expenses due to compliance with evolving laws and regulations [284]. - The company is no longer classified as an "emerging growth company" and must comply with auditor attestation requirements [284]. Legal and Financial Risks - The company faces increased legal and financial compliance costs as a public entity, which may divert management's attention from business operations [161]. - Ineffective disclosure controls could lead to a loss of investor confidence and a decline in the trading price of the company's ordinary shares [284]. Financial Position and Currency Exposure - As of April 30, 2020, the company had cash, cash equivalents, and restricted cash totaling $299.4 million [284]. - For the year ended April 30, 2020, the company recorded a loss of $2.2 million on foreign exchange transactions [285]. - The company does not believe that an immediate 10% increase or decrease in interest rates would materially affect the fair market value of its investment portfolio [284]. - The company has not had a formal hedging program for foreign currency but may consider it if exposure increases significantly [285]. - The company does not believe that inflation has had a material effect on its business, financial condition, or results of operations [286]. Operational Considerations - The company may need to hire more employees or engage outside consultants to assist with compliance, increasing operating expenses [284]. - The company may issue additional shares, which could dilute existing shareholders' interests [158].

Elastic N.V. (NYSE:ESTC) Q4 2020 Earnings Conference Call June 3, 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 Raimo Lenschow - Barclays Matt Hedberg - RBC Capital Markets Mark Murphy - JPMorgan Heather Bellini - Goldman Sachs Andrew Nowinski - D.A. Davidson David Hynes - Canaccord Brad Reback - Stifel Ittai Kidron - Oppenheimer Tyler Radke - Citi Operator Good day, and welcome to the Elas ...

elastic ELASTIC N.V. (ESTC) Q4 and FY2020 Earnings Conference Call � � � ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ June 3, 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 July 31, 2020 and the fiscal year ending April 30, 2021, our expectations regarding the impact of the CO ...

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, 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 Not Applicable (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 800 West El ...

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, 2019 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 Not Applicable (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 800 West El ...

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, 2019 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 Not Applicable (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 800 West El Ca ...