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Subscription Revenue by Segment
Breaks recurring revenue into product or deployment segments (for example cloud vs. self-managed or by product line), showing which offerings drive steady cash flow and which are growing fastest; useful for assessing revenue quality and strategic focus.
Elastic Cloud has become the dominant, high-growth engine—absorbing what used to appear as self-managed revenue (post‑mid‑2021 reclassification)—and is driving accelerating backlog/ARR even as cloud commitment mix delays some in‑quarter recognition. Other Subscription grows more modestly, while the monthly SMB cloud cohort is relatively flat, making near‑term reported growth lumpy and dependent on sales ramp and large‑deal cadence. Management’s strong RPO/CRPO and FY27 sales‑led subscription guidance validate cloud momentum, but conversion timing and SMB churn are the key near‑term risks.
ESTC Subscription Revenue by Segment
| Date | Elastic Cloud | Other Subscription | Self Managed License | Self Managed Subscription and SaaS |
|---|---|---|---|---|
| Jun 30, 2026 | $235.21M | $213.53M | $0.00 | $0.00 |
| Mar 31, 2026 | $217.36M | $205.09M | $0.00 | $0.00 |
| Dec 31, 2025 | $218.49M | $207.24M | $0.00 | $0.00 |
| Sep 30, 2025 | $205.65M | $192.05M | $0.00 | $0.00 |
| Jun 30, 2025 | $195.77M | $192.81M | $0.00 | $0.00 |
| Mar 31, 2025 | $181.51M | $180.23M | $0.00 | $0.00 |
| Dec 31, 2024 | $180.00M | $178.20M | $0.00 | $0.00 |
| Sep 30, 2024 | $168.84M | $171.97M | $0.00 | $0.00 |
| Jun 30, 2024 | $157.28M | $166.49M | $0.00 | $0.00 |
| Mar 31, 2024 | $147.98M | $163.00M | $0.00 | $0.00 |
| Dec 31, 2023 | $143.38M | $164.25M | $0.00 | $0.00 |
| Sep 30, 2023 | $134.99M | $152.75M | $0.00 | $0.00 |
| Jun 30, 2023 | $121.17M | $149.07M | $0.00 | $0.00 |
| Mar 31, 2023 | $112.34M | $143.78M | $0.00 | $0.00 |
| Dec 31, 2022 | $110.74M | $144.87M | $0.00 | $0.00 |
| Sep 30, 2022 | $103.24M | $137.97M | $0.00 | $0.00 |
| Jun 30, 2022 | $97.73M | $134.09M | $0.00 | $0.00 |
| Mar 31, 2022 | $87.65M | $134.06M | $0.00 | $0.00 |
| Dec 31, 2021 | $80.40M | $129.21M | $0.00 | $0.00 |
| Sep 30, 2021 | $69.03M | $121.23M | $0.00 | $0.00 |
| Jun 30, 2021 | $61.53M | $115.66M | $0.00 | $0.00 |
| Mar 31, 2021 | $0.00 | $0.00 | $22.32M | $142.22M |
| Dec 31, 2020 | $0.00 | $0.00 | $15.28M | $131.97M |
| Sep 30, 2020 | $0.00 | $0.00 | $15.51M | $118.69M |
| Jun 30, 2020 | $0.00 | $0.00 | $14.88M | $106.46M |
| Mar 31, 2020 | $0.00 | $0.00 | $16.86M | $97.04M |
| Dec 31, 2019 | $0.00 | $0.00 | $14.49M | $89.70M |
| Sep 30, 2019 | $0.00 | $0.00 | $12.27M | $79.41M |
| Jun 30, 2019 | $0.00 | $0.00 | $9.91M | $72.48M |
| Mar 31, 2019 | $0.00 | $0.00 | $12.62M | $61.00M |
| Dec 31, 2018 | $0.00 | $0.00 | $9.41M | $55.18M |
| Sep 30, 2018 | $0.00 | $0.00 | $10.20M | $48.23M |