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

ESTCElastic N.V.

Mkt capRevenueRevenue

ZSZscaler, Inc.

Mkt capRevenueRevenue

Compare

ESTCElastic N.V.

ZSZscaler, Inc.

Price

Mkt cap

Revenue

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

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Revenue flow

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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ESTCElastic N.V.

91.39▼−6.06%· post 91.34

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

ZSZscaler, Inc.

224.61▼−5.56%· post 223.00

ClosedNov 2 '26

Mkt cap$38.8BRevenue$898MQ4 FY26Revenue$3.4BFY26

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ClosedNov 2 '26

ESTCElastic N.V.

ZSZscaler, Inc.

91.39▼−6.06%post 91.34

Price

224.61▼−5.56%post 223.00

$9.6B

Mkt cap

$38.8B

Q1 FY27$478M

Revenue

$898MQ4 FY26

FY26$1.7B

Revenue

$3.4BFY26

ESTC91.39▼−6.06%vsZS224.61▼−5.56%ClosedNov 2 '26

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

Price

Supply-chain overlap

Revenue flow

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

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 disclosed counterparties: ZS.

Only ZS 0

None

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

Price

rebased to 0%

ESTC, solidZS, dashed