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ESTC compared with ZS: revenue, margins and what each company keeps, and the suppliers and customers both name
ESTC
Elastic N.V.
Change
Mkt cap
Revenue
Revenue
ZS
Zscaler, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
ESTC
Elastic N.V.
vs
ZS
Zscaler, Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Supply-chain overlap
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ESTC
Elastic N.V.
Change
84.13
▼
−6.19%
· post 83.50
· delayed
Mkt cap
$9.4B
Revenue
$478M
Q1 FY27
Revenue
$1.7B
FY26
ZS
Zscaler, Inc.
Change
204.89
▼
−8.71%
· post 204.00
· delayed
After hours
Nov 5 '26
delayed
Mkt cap
$36.6B
Revenue
$898M
Q4 FY26
Revenue
$3.4B
FY26
vs
Compare
After hours
Nov 5 '26
delayed
ESTC
Elastic N.V.
vs
ZS
Zscaler, Inc.
84.13
▼
−6.19%
post 83.50
delayed
Price
204.89
▼
−8.71%
post 204.00
delayed
$9.4B
Mkt cap
$36.6B
Q1 FY27
$478M
Revenue
$898M
Q4 FY26
FY26
$1.7B
Revenue
$3.4B
FY26
Change
Change
ESTC
84.13
▼
−6.19%
vs
ZS
204.89
▼
−8.71%
After hours
Nov 5 '26
delayed
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: ZS.
Only ZS
0
None
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR