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Oct 31, 2025
Elastic Q2 2026 Earnings Report
Elastic reported Q2 FY26 results with a solid beat across all key financial metrics and raised its full-year revenue guidance.
Key Takeaways
Elastic delivered strong Q2 FY26 results, outperforming on revenue and earnings, while continuing to gain traction in cloud and AI-driven segments. The company posted a GAAP net loss but achieved solid non-GAAP profitability and cash flow.
Revenue by Segment
Forward Guidance
Elastic expects continued momentum into Q3 FY26, driven by strong sales-led subscriptions and AI innovation. The company raised full-year revenue guidance, projecting sustained non-GAAP profitability.
Positive Outlook
- Raised full-year revenue guidance by $18M
- Q3 revenue expected to reach $437M–$439M
- Non-GAAP EPS guided at $0.63–$0.65 for Q3
- FY26 non-GAAP EPS guided at $2.40–$2.46
- Sales-led subscriptions expected to grow 17% YoY in Q3
Challenges Ahead
- GAAP net loss continues to persist
- Deferred revenue declined sequentially
- Cash flow from operations declined YoY
- Operating margin (GAAP) remains negative
- Potential macro and FX headwinds not fully quantified
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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