A Closer Look at FY2Q26 (October) ResultsRevenueTotal revenue of $423.5 million (up 16% y/y + 15% y/y in CC) came in above both the Street’s $418.2 million estimate and the company’s guidance range of $417.0 million to $419.0 million led by cloud growth as ESTC continues to see strong demand for it
Acquiring Jina AI, Improvement in Multi-Modality and Multi-Lingual Models. During the keynote, the company announced that it is acquiring Jina AI, a pioneer in generating state-of-the-art multi-lingual and multi-modal embedding, reranker, and small language models to fill the gaps in its vector sea
Figure 1: What Will the M&A Landscape Look Like Over the Next Decade?Source: Wedbush Securities, Inc.Funding Remains Strong Across Private AI Markets. With the AI Revolution hitting its next gear of growth, more AI companies across the public and private markets are starting to gain significant
A Closer Look at FY1Q26 (July) ResultsRevenueTotal revenue of $415.3 million (up 20% y/y + 18% y/y in CC) came in above both the Street’s $397.2 million estimate and the company’s guidance range of $396.0 million to $398.0 million demonstrating strong demand for its search platform and improved GTM
AI Revolution All Starts With the Godfather of AI Jensen and NvidiaMajor conglomerates across the US and China are looking to become the first major player to control the next big chip in this tech ecosystem, but this battle is now all in the hands of Nvidia and Jensen with NVDA’s chips becoming th
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.