NYSE$ESTC

Elastic NV · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

Elastic reported strong Q1 2026 results with revenue and earnings above the high end of guidance.

Elastic delivered a solid Q1 FY26, surpassing guidance with strong growth in cloud revenue and positive adjusted EPS. The company highlighted robust demand for its AI-powered platform and strategic execution by its sales team.

Headline financials

Total Revenue

$415M

Previous: $347M+19.5%
EPS

-$0.23

Previous: $0.35-165.7%
Net Expansion Rate

112.0%

No prior period
Customers >100K ACV

1.6K

Previous: 1.4K+13.1%
Non-GAAP Operating Margin

16.0%

No prior period
Adjusted Free Cash Flow

$116M

No prior period
Adjusted FCF Margin

28.0%

No prior period
Capital Expenditures

-$656K

Previous: -$747K+12.2%
Free Cash Flow

$104M

No prior period
Net Income

-$24.6M

Previous: -$49.2M+50.0%
Operating Income

-$9.44M

Previous: -$33.8M+72.1%
Gross Profit

$319M

Previous: $256M+24.6%
Cash & Equivalents

$662M

No prior period
Total Assets

$2.52B

No prior period

Revenue & EPS history

Elastic · Revenue · Quarterly

$415M

Q1 2026+19.5%vs Q1 2025
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Elastic · $311M total across 3 segments · Q2 2024

  • Other Subscription
    $153M+10.7%
  • Elastic Cloud
    $135M+30.8%
  • Services
    $22.9M-1.4%

Forward guidance

Elastic expects continued revenue growth and profitability in Q2 FY26, with strong operating margin and EPS guidance.

Tailwinds

  • Revenue guidance for Q2 FY26 is $415M–$417M
  • Non-GAAP operating margin expected at ~16%
  • Non-GAAP EPS expected between $0.56 and $0.58
  • FY26 revenue guidance between $1.679B–$1.689B
  • Partnerships and product innovations drive demand

Headwinds

  • Macroeconomic and geopolitical risks may affect performance
  • Foreign currency fluctuations may impact results
  • Deferred revenue declined quarter-over-quarter
  • Customer spending priorities remain uncertain
  • Interest rate environment adds financial pressure

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.2%

Avg return

Earnings day

-0.4%

Avg return

5 days after

-2.5%

Avg return

30 days after

40%

12 / 30 earnings

Positive

+38.4%

Q2 2024

Best reaction

-26.0%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026
Q3 2026-15.4%-15.8%-21.2%
Q2 2026-15.6%-14.8%-6.9%
Q1 2026-3.1%-1.7%-2.1%
Q4 2025-12.1%-8.9%-10.1%
Q3 2025+14.9%+8.2%-9.5%
Q2 2025+22.0%+25.9%+17.0%
Q1 2025-26.0%-28.9%-24.9%
Q4 2024+1.7%+0.7%+11.3%
Q3 2024-9.8%-16.4%-22.7%
Q2 2024+38.4%+45.2%+41.5%
Q1 2024+22.2%+23.5%+33.7%
Q4 2023-0.7%-1.9%-11.9%
Q3 2023+10.7%+6.3%+0.3%
Q2 2023-3.1%-11.3%-12.7%
Q1 2023-0.2%+1.9%-18.1%
Q4 2022+19.4%+20.2%+15.5%
Q3 2022-6.8%-11.2%+8.0%
Q2 2022-23.9%-28.9%-20.8%
Q1 2022-3.4%+0.3%+4.9%
Q4 2021+9.7%+12.0%+23.8%
Q3 2021-14.0%-5.3%-27.5%
Q2 2021+11.8%+17.1%+21.0%
Q1 2021+6.5%+4.1%+2.0%
Q4 2020-3.3%-7.4%+6.6%
Q3 2020+8.7%+10.0%-18.9%
Q2 2020-17.4%-19.9%-15.0%
Q1 2020+11.5%+10.4%+4.2%
Q4 2019-1.7%-2.7%-3.9%
Q3 2019-6.9%-7.3%-17.8%
Q2 2019-8.1%-15.7%-21.9%
Q1 2019
Q4 2018
Q3 2017
Q2 2017
Q1 2017

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