ESTC Earnings Prediction
The chart below shows how ESTC performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ESTC sees a -0.63% change in stock price 10 days leading up to the earnings, and a +6.38% change 10 days following the report. On the earnings day itself, the stock moves by +0.87%. This data can give you a slight idea of what to expect for the next quarter's release.
ESTC Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
365.36M
17.63%
5.16%
Gross Margin
74.50%
0.38%
1.24%
Operating Margin
-1.16%
-82.61%
-88.03%
Net Margin
-6.97%
-12.66%
-50.81%
EPS
-0.25
-0.00%
-47.92%
No Data Available
ESTC Earnings Analysis
Elastic N.V. Corporation (ESTC.N) Earnings Conference Call
Positive
Q2 Revenue Increase: Revenue grew by 18% year over year, totaling $365 million in Q2.
Subscription Revenue Increase: Subscription revenue totaled $341 million, up 18% year over year.
Elastic Cloud Revenue Share: Elastic Cloud represented 46% of total revenue in the quarter.
Customer Spending Milestone: We ended the second quarter with over 1,420 customers spending over $100K with us annually.
Adjusted Free Cash Flow: Adjusted free cash flow was approximately $38 million in the second quarter, translating to a 10% adjusted free cash flow margin.
Negative
Revenue Growth Analysis: Revenue growth was reported at $365 million, up 18% year over year, but this was not sufficient to offset the previous quarter's shortfall in customer commitments.
Subscription Revenue Increase: Subscription revenue totaled $341 million, also up 18% year over year, indicating a consistent but not accelerating growth rate.
Revenue Dependence on Elastic Cloud: Elastic Cloud represented 46% of total revenue in the quarter, suggesting a heavy reliance on this segment which may not be sustainable long-term.
Operating Margin Challenges: Operating margin in the quarter was reported at 17.6%, which, while better than expected, still reflects challenges in maintaining profitability amidst rising costs.
Earnings Per Share Analysis: Diluted earnings per share in the second quarter was $0.59, which, despite being an improvement, indicates that profitability remains a concern as the company navigates market pressures.
ESTC FAQs
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ESTC Earning Call Sentiment
Elastic N.V. (ESTC) Q2 2025 Earnings Call Transcript
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ESTC.N
3.04%Positive
The earnings call highlights strong financial performance, with 18% revenue growth and a significant operating margin of 17.6%. While there are risks like supply chain challenges and economic factors, the company's strategic focus on AI and cloud services is promising. The Q&A revealed strong sales execution and broad-based customer growth, particularly in GenAI. Despite the lack of shareholder return plans, the overall sentiment is positive, driven by robust revenue and EPS results, as well as optimistic guidance for future growth.
