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

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ESTCElastic N.V.

ZSZscaler, Inc.

Price

Mkt cap

Revenue

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

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Earnings history

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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Earnings history

last 4 reports each · paired by recencyMethod ›

ESTC1 of 4 reports

1 of 1at or beyond implied

Reportimpliedrealized× implied

Aug 28 '26±17.1%▲+19.31%×1.13

ZS1 of 4 reports

0 of 1at or beyond implied

Reportimpliedrealized× implied

Sep 4 '26±12.6%▼−4.50%×0.36

= impliedESTC realized, solidZS realized, hatchedOne scale, both sides: full bar = 20%× = |realized| ÷ impliedSource: market data

ESTCElastic N.V.

91.59▲+0.27%

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

ZSZscaler, Inc.

225.34▲+0.69%

Regular sessionNov 3 '26

Mkt cap$36.5BRevenue$898MQ4 FY26Revenue$3.4BFY26

Compare

Regular sessionNov 3 '26

ESTCElastic N.V.

ZSZscaler, Inc.

91.59▲+0.27%

Price

225.34▲+0.69%

$9.6B

Mkt cap

$36.5B

Q1 FY27$478M

Revenue

$898MQ4 FY26

FY26$1.7B

Revenue

$3.4BFY26

ESTC91.59▲+0.27%vsZS225.34▲+0.69%Regular sessionNov 3 '26