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

ESTCElastic N.V.

Mkt capRevenueRevenue

ZMZoom Communications, Inc.

Mkt capRevenueRevenue

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ESTCElastic N.V.

ZMZoom Communications, Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only ESTC 8

GOOGLGoogle Cloud Platform ("GCP")supplier

MSFTMicrosoft Azure ("Azure")supplier

AMZNAmazon Web Services ("AWS")supplier

NOWServiceNowsupplier

4 more · ESTC chain ›

Shared 0

No shared counterparties.

Only ZM 1

VEEVVeeva Systemscustomer

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

ESTCElastic N.V.

91.50▲+0.18%

Mkt cap$9.6BRevenue$478MQ1 FY27Revenue$1.7BFY26

ZMZoom Communications, Inc.

91.39▼−0.64%

Regular sessionNov 3 '26

Mkt cap$26.8BRevenue$1.3BQ2 FY27Revenue$4.9BFY26

Compare

Regular sessionNov 3 '26

ESTCElastic N.V.

ZMZoom Communications, Inc.

91.50▲+0.18%

Price

91.39▼−0.64%

$9.6B

Mkt cap

$26.8B

Q1 FY27$478M

Revenue

$1.3BQ2 FY27

FY26$1.7B

Revenue

$4.9BFY26

ESTC91.50▲+0.18%vsZM91.39▼−0.64%Regular sessionNov 3 '26