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

ZSZscaler, Inc.

Mkt capRevenueRevenue

ESTCElastic N.V.

Mkt capRevenueRevenue

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ZSZscaler, Inc.

ESTCElastic N.V.

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 ZS 0

None

Shared 0

No disclosed counterparties: ZS.

Only ESTC 8

GOOGLGoogle Cloud Platform ("GCP")supplier

MSFTMicrosoft Azure ("Azure")supplier

AMZNAmazon Web Services ("AWS")supplier

NOWServiceNowsupplier

4 more · ESTC chain ›

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

ZSZscaler, Inc.

237.86▲+0.01%· post 224.69· delayed

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

ESTCElastic N.V.

97.22▼−0.06%· post 91.40· delayed

After hoursNov 2 '26delayed

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

Compare

After hoursNov 2 '26delayed

ZSZscaler, Inc.

ESTCElastic N.V.

237.86▲+0.01%post 224.69delayed

Price

97.22▼−0.06%post 91.40delayed

$38.8B

Mkt cap

$10.2B

Q4 FY26$898M

Revenue

$478MQ1 FY27

FY26$3.4B

Revenue

$1.7BFY26

ZS237.86▲+0.01%vsESTC97.22▼−0.06%After hoursNov 2 '26delayed