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ESTC compared with BRZE: revenue, margins and what each company keeps, and the suppliers and customers both name
ESTC
Elastic N.V.
Change
Mkt cap
Revenue
Revenue
BRZE
Braze, Inc.
Change
Mkt cap
Revenue
Revenue
vs
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ESTC
Elastic N.V.
vs
BRZE
Braze, Inc.
Price
Mkt cap
Revenue
Revenue
Change
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Supply chain
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only ESTC
8
GOOGL
Google Cloud Platform ("GCP")
supplier
MSFT
Microsoft Azure ("Azure")
supplier
AMZN
Amazon Web Services ("AWS")
supplier
NOW
ServiceNow
supplier
4 more · ESTC chain
›
Shared
0
No disclosed counterparties: BRZE.
Only BRZE
0
None
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
ESTC
Elastic N.V.
Change
86.01
▲
+2.15%
Mkt cap
$9.4B
Revenue
$478M
Q1 FY27
Revenue
$1.7B
FY26
BRZE
Braze, Inc.
Change
45.82
▲
+0.02%
Regular session
Nov 6 '26
Mkt cap
$5.2B
Revenue
$227M
Q2 FY27
Revenue
$738M
FY26
vs
Compare
Regular session
Nov 6 '26
ESTC
Elastic N.V.
vs
BRZE
Braze, Inc.
86.01
▲
+2.15%
Price
45.82
▲
+0.02%
$9.4B
Mkt cap
$5.2B
Q1 FY27
$478M
Revenue
$227M
Q2 FY27
FY26
$1.7B
Revenue
$738M
FY26
Change
Change
ESTC
86.01
▲
+2.15%
vs
BRZE
45.82
▲
+0.02%
Regular session
Nov 6 '26