Elastic N.V. (ESTC) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Core Insights - The current market environment is characterized by investor debates regarding the durability of software companies in the AI sector [1] - Companies are encouraged to return to fundamental principles when evaluating software firms [1] Company Overview - Elastic is positioned as a data platform that provides essential context for large language models to perform their tasks effectively [2] - The company emphasizes its relevance in the AI context by facilitating the necessary data for AI applications [2]