Elastic vs Esri

Better together: Celebrating the 2026–2027 Elastic Partner Awards

We created the Elastic Partner Awards to recognize our partners' contributions and the results they are delivering for customers. See who the Elastic Partner Award winners are for 2026–2027!

10-Q Financial Filing Analysis for Elastic (2026-08-28)

Elastic N.V. reported its financial results for the first quarter of fiscal 2027 ended July 31, 2026, delivering total revenue of $478.11 million, up 15% year-over-year. The growth was led by Elastic Cloud, which increased 20% year-over-year to $235.21 million and now represents 49% of total company revenue. Concurrently, Elastic initiated a restructuring plan on June 24, 2026, to streamline operations, involving a 7% workforce reduction and $19.92 million in restructuring charges. Further expanding its product capabilities, Elastic also executed a post-quarter cash acquisition of Deductive AI, Inc. for approximately $70 million.

• Q1 FY2027 total revenue rose 15% year-over-year to $478.11 million, with Elastic Cloud increasing 20% to $235.21 million (49% of total revenue).
• Restructuring plan initiated on June 24, 2026, resulted in a 7% workforce reduction and $19.92 million in restructuring and related charges.
• Post-quarter cash acquisition of Deductive AI, Inc. closed on August 21, 2026, for approximately $70 million.

Elastic Nominates Julia Liuson to Board

Elastic announced the nomination of Julia Liuson to its Board of Directors. Liuson is a veteran technology executive who most recently served as President of Microsoft’s Developer Division and played a leadership role in integrating AI into developer tools including work with GitHub. Her nomination is subject to shareholder approval at Elastic’s annual general meeting in October 2026; if elected she will join the company’s Compensation Committee. The release also notes that Caryn Marooney will not stand for re-appointment when her term expires in October 2026. Elastic positioned the nomination as adding AI and developer-platform expertise as the company pursues opportunities connecting AI applications and agents to enterprise data for observability and security use cases.

• Elastic nominated Julia Liuson to its Board of Directors.
• Julia Liuson most recently served as President of Microsoft’s Developer Division and worked on GitHub integrations such as GitHub Copilot.
• Liuson’s nomination is subject to a shareholder vote at Elastic’s 2026 annual general meeting in October 2026.

Grocery TV and Esri Partner for Data-Driven In-Store Media

Grocery TV announced a partnership with Esri to integrate Esri’s Market Potential dataset into Grocery TV’s in-store retail media platform. The integration adds more than 3,500 behavioral and psychographic audience attributes across Grocery TV’s national network of 6,700+ grocery stores, enabling brands and agencies to plan in-store buys against audience segments similar to TV and digital planning. Grocery TV says it works with 120+ retail partners and reaches 95 million unique shoppers. Esri and Grocery TV frame the collaboration as bringing location intelligence and local consumer behavior insights into in-store media planning as the channel scales.

• Grocery TV announced a partnership with Esri to enhance behavioral and psychographic targeting in in-store retail media.
• The integration incorporates over 3,500 audience attributes via Esri’s Market Potential dataset across Grocery TV’s 6,700+ store network.
• Grocery TV reports more than 120 retail partners and reach to 95 million unique shoppers.

Microsoft Fabric Apps: Distribution Channel, Not Marketplace

The article argues Microsoft Fabric custom workloads (built with the Fabric Workload Dev Kit) should be treated as a distribution channel rather than a traditional app marketplace listing. Fabric workloads render inside the Fabric shell, operate on OneLake Delta tables, and authenticate via Microsoft Entra ID while backend compute remains on the vendor's infrastructure. That proximity to customer data can materially reduce procurement friction for data-adjacent ISVs, but introduces risks: entanglement with Microsoft's capacity-unit (CU) pricing and potential commoditization by first‑party Microsoft features. The author provides a 90-day, three-step evaluation framework (prototype, CU economics modeling, design‑partner validation) and recommends building on Fabric only when a product's value compounds by sitting next to customer OneLake data.

• The Fabric Workload Development Kit went generally available at Ignite 2024 and enables registering custom workload item types that render inside the Fabric shell.
• Fabric workloads access customer data in OneLake (Delta Lake tables/Parquet) and authenticate via Microsoft Entra ID using on‑behalf‑of tokens while backend compute runs on the ISV's infrastructure.
• Microsoft stated at Build 2024 that more than 11,000 organizations use Fabric; Ignite 2024 launch partners named include Esri, SAS, Informatica, and Teradata.

Introducing the AI Assistant (Beta) on Esri.com

Esri announces the beta release of an AI Assistant on Esri.com, providing users with AI-powered assistance for navigating products and resources.