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Elastic10-Q: Cloud investment

Increased cloud hosting commitments to $978.8M over the next five years

What happened

Elastic has significantly increased its non-cancelable cloud hosting capacity commitments, signaling a massive, long-term investment in its cloud infrastructure.

Source

SEC EDGARAug 28, 2026

Quarterly report (Form 10-Q)

Elastic 10-Q

Filing excerpt

During the three months ended July 31, 2026, we increased our non-cancelable cloud hosting capacity commitments to $978.8 million over the next five years.

sec.gov/Archives/edgar/data/1707753/000170775326000054/estc-20260731.htmRead the full source

Other signals in this filing (5)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Cloud investment

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
07/31
Filed
Aug 28, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$979M (non-cancelable cloud hosting capacity commitments over the next five years)

Details

CIK
1707753
Accession number
0001707753-26-000054
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Target for cloud vendors
Signal category
Technology

Topics and mentions

Technologies

  • cloud

Extraction

Confidence
High
Relevance
90%
Sentiment
Neutral
Detected
Sep 1, 2026
signal_type
sec-10q
signal_subtype
cloudInvestment

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This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/adde9dd6-ba41-4a52-9884-55d0288fb951 returns this record as JSON. POST /v1/companies/enrich returns every signal for elastic.co.

{
  "signal_id": "adde9dd6-ba41-4a52-9884-55d0288fb951",
  "signal_type": "sec-10q",
  "signal_subtype": "cloudInvestment",
  "detected_at": "2026-09-01T07:03:23.982+00:00",
  "company": {
    "name": "Elastic",
    "domain": "elastic.co"
  },
  "data": {
    "detail": "Elastic has significantly increased its non-cancelable cloud hosting capacity commitments, signaling a massive, long-term investment in its cloud infrastructure. This large budget allocation creates opportunities for vendors in cloud cost optimization, security, and performance monitoring.",
    "metrics": {
      "timeframe": "current_quarter",
      "dollar_context": "non-cancelable cloud hosting capacity commitments over the next five years",
      "dollar_millions": 978.8
    },
    "summary": "Increased cloud hosting commitments to $978.8M over the next five years",
    "excerpts": "During the three months ended July 31, 2026, we increased our non-cancelable cloud hosting capacity commitments to $978.8 million over the next five years.",
    "relevance": 0.9,
    "sentiment": "neutral",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1707753/000170775326000054/estc-20260731.htm",
    "filing_date": "2026-08-28",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "07/31",
    "sales_relevance": "Target for cloud vendors",
    "signal_category": "technology",
    "technologies_mentioned": [
      "cloud"
    ]
  }
}

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