Elastic N.V. (ESTC) Discusses New Metrics Offering and Observability Platform Enhancements Transcript

Elastic N.V. ( ESTC ) Discusses New Metrics Offering and Observability Platform Enhancements September 22, 2026 11:00 AM EDT Company Participants Alexander Kurtz - Vice President of Investor Relations Bahaaldine Azarmi Santosh Krishnan Conference Call Participants Robbie Owens - Piper Sandler & Co., Research Division Howard Ma - Guggenheim Securities, LLC, Research Division George McGreehan - BofA Securities, Research Division Thomas Blakey - Cantor Fitzgerald & Co., Research Division Presentation Operator Hello, and welcome to the Elastic Observability Update Metrics Call. Today's call is being recorded. [Operator Instructions] I would now like to pass the call to Alex Kurtz, Vice President of Investor Relations. Please proceed. Alexander Kurtz Vice President of Investor Relations Good morning, everyone, and welcome. I'm Alex Kurtz, Vice President of Investor Relations here at Elastic. Thank you for joining us today for a deep dive into our new metrics offering. Joining me are Baha Azarmi, General Manager of Observability; and Santosh Krishnan, Senior Vice President of Security and Observability Solutions. For today's agenda, Baha will start with a brief presentation followed by a short customer video, and then we'll open the floor to Q&A. But first, let me quickly run through our legal disclaimer. Our presentation today will include forward-looking statements, which may include predictions and expectations regarding the market and demand for our products and solutions as well as expected capabilities of our products and solutions. These forward-looking statements are based on factors currently known to us, speak only as of the date of this presentation and are subject to risks and uncertainties that could cause actual results to differ materially. We disclaim any obligation to update or revise these forward-looking statements unless required by law. Please refer to the disclaimer of risks and uncertainties shown here as well as those more fully described in our filings with the Securities and Exchange Commission. With