ESTCElastic N.V.

97.22−5.88%· post 97.00

Mkt cap$10.2BRevenue$478MQ1 FY27Revenue$1.7BFY26

NTNXNutanix, Inc.

67.20−4.97%· post 67.40

ClosedOct 30 '26

Mkt cap$18.2BRevenue$757MQ4 FY26Revenue$2.9BFY26

vs

Compare

ClosedOct 30 '26

ESTCElastic N.V.

vs

NTNXNutanix, Inc.

97.22−5.88%post 97.00

Price

67.20−4.97%post 67.40

$10.2B

Mkt cap

$18.2B

Q1 FY27$478M

Revenue

$757MQ4 FY26

FY26$1.7B

Revenue

$2.9BFY26

Price

rebased to 0%

ESTC, solidNTNX, dashed

Supply-chain overlap

Revenue flow

ESTC: latest quarter is a loss; flow not drawable.Method

Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only ESTC 5

NOWServiceNowsupplier

PDPagerDutysupplier

—Jina AIunlistedsupplier

—Jiraunlistedsupplier

1 more · ESTC chain

Shared 3

GOOGLGoogle Cloud Platform ("GCP")ESTCsupplierNTNXcustomer

ESTC 10-KJun 8 '26

“We make our platform available as a service across major cloud providers (consisting of Amazon Web Services ("AWS"), Google Cloud Platform ("GCP"), and Microsoft Azure ("Azure")) in more than 55 public cloud regions globally.”

NTNX 10-KSep 24 '25

“In May 2025, we announced the public preview of NC2 on Google Cloud, further expanding the reach of our platform across leading public cloud providers.”

Only NTNX 7

CSCOCisco Systemscustomer

DELLDell Technologiescustomer

HPEHewlett Packard Enterprisecustomer

SMCISuper Microsupplier

Role chip = supplier or customerTicker on a chip = filing side—= no ticker (unlisted)Source: SEC EDGAR

MSFTMicrosoft Azure ("Azure")ESTCsupplierNTNXcustomer

ESTC 10-KJun 8 '26

“We make our platform available as a service across major cloud providers (consisting of Amazon Web Services ("AWS"), Google Cloud Platform ("GCP"), and Microsoft Azure ("Azure")) in more than 55 public cloud regions globally.”

NTNX 10-KSep 24 '25

“NC2 extends the availability of our core HCI software and other solutions to AWS and to Microsoft Azure.”

AMZNAmazon Web Services ("AWS")ESTCsupplierNTNXcustomer

ESTC 10-KJun 8 '26

“We make our platform available as a service across major cloud providers (consisting of Amazon Web Services ("AWS"), Google Cloud Platform ("GCP"), and Microsoft Azure ("Azure")) in more than 55 public cloud regions globally.”

NTNX 10-KSep 24 '25

“NC2 extends the availability of our core HCI software and other solutions to AWS and to Microsoft Azure.”

3 more · NTNX chain

ESTC compared with NTNX: revenue, margins and what each company keeps, and the suppliers and customers both name

Revenue flow

Price

Supply-chain overlap

Revenue flow

Supply-chain overlap